I think its positive . GST avoiders beware!, page-14

Hopefully someone will raise the insider selling at the AGM - I'm still bullish, its oversold, expecting 3.5 by Feb/Mar next year after Christmas dust settles and half year results are released. Even at these prices, div yield is starting to look attractive. Kogan will see a rise in revenue regardless of this minor hiccup - the trend is online shopping growth in Australia, almost all onliners are seeing huge revenue growth. Unless Kogan really do not care about execution and stuff it up, which I see as a possible issue - this I will admit is a material risk (esp when insiders are selling)