K2F 0.00% 18.5¢ k2fly limited

Ann: K2F Completes $7.25M Placement, page-19

  1. 7,201 Posts.
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    Thats a great interview.

    Summing up for those that don't have 5mins free:

    - 4th quarter (current Q) is when the majority of K2F's revenue is contracted & received, so this is a big time of year. (After a record 3rd Q).
    - Insto investors know the ESG and mining sector extremely well. Almost 2 times oversubscribed!! (1st sentier, Tribecca, Regal instos)
    - Decipher positivity
    - Scrip to Wesfarmers shows the name on the major shareholder list, big implications.
    - Acquistions are fairly far down the pipeline, not anything too soon.
    - New product being created/built & fantasic opportunities for tier 1&2 miners.
    - Very confident for end of 2021, not just this quarter but beyond.
    - Increasing acceptence for "commercial off the shelf" that K2F provides, is more risk averse.

    Exciting.
 
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