KDY 0.00% 2.7¢ kaddy limited

Ann: Company Update, page-47

  1. 4,872 Posts.
    lightbulb Created with Sketch. 5649
    October 4C was announced on Tuesday 27th October last year = Tuesday 26th October equivalent this year or in 11 weeks. I think the SP will commence a big move sometime in October prior to the 4C.

    From the Investor Presentation, June's $500k revenue is for 27,000 cases = $18.52 per case average.

    30,468 July cases x $18.52 per case = $564,267 (will be higher as there are B2B Market sales) x 12 = $6,771,204 pa revenue run rate DW8 only.

    $131.85M MC - $10M cash = $121.85M / $6.77M = x18 multiple. $121.85M / $25M FY22 revenue = x4.9 multiple. Fair value is at least 10c.
 
watchlist Created with Sketch. Add KDY (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.