KGN 1.15% $5.15 kogan.com ltd

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  1. 695 Posts.
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    What's missing in the discussion is the effect of the higher AUD.

    It should transfer immediately to higher margin on the physical items business side. Margins are skinny in the online world but an extra 3% or so will boost cashflow considerably. I am sure they will do well regardless of the AUD but getting a little tailwind is a nice boost to an already good news story.
 
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