Ann: K2fly Q2 FY2022 December Quarter Update - Webinar Details, page-12

K2fly Research as a Service (RaaS) 2022 Outlook Interview

In our 12th installment of our 2022 Outlook Series, we focus on ESG enterprise software solutions group K2fly (ASX:K2F). John Burgess and I caught up with CEO Nic Pollock last week and discussed the key drivers of the uptake of K2fly's Ground Disturbance and Tailings Management products, the opportunity to gain additional clients/contracts for the Resource Inventory Reporting product RCubed, the benefits and returns expected from increased spend in software development and people

Gaps in the product portfolio and an update on expansion into other industries such as oil and gas. Our base case valuation for K2fly is $0.56/share against a reference price of $0.26/share.


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