KDY 0.00% 2.7¢ kaddy limited

DW8 Growth, page-8174

  1. 645 Posts.
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    @Astutebusyguy Likely planning for a few contingencies. Team are having to think on their feet with the Covid situation.

    Melbourne was planned as initial second location.

    Brisbane was then flagged as possible substitute for Melbourne as second location.

    Adelaide warehouse is hiring (Warehouse and Distribution Supervisor). Could be priming for an additional option of S.A.

    B2B will be impacted by lockdowns on and off for some time. Probably in Winter 2022 as well. Silver lining is Covid may accelerate need for the trade to recoup lost revenue via alternative new offerings, like WD.

    B2C coming online will be good (IE the multi platform solution). Won't be impacted negatively by Covid, and utilisation likely only accelerated during lockdown periods, akin to general logistics bumps via supplier channels during these periods.

    Still a very long term play for me, with analysis and review every quarter or so.

    https://hotcopper.com.au/data/attachments/3347/3347807-b0dbd6b2468338931722f1f4a2321377.jpg

    Last edited by tas_mc_investor: 10/07/21
 
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