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Ann: Appendix 3Y, page-8

  1. canemcalcitro
    569 Posts.
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    19/03/23
    12:05
    Post #: 66844671
    Curious as to the freight segment's revenue. I'm guessing $A2.5-4M per year based on the "business combinations" entries in the 2018 and 2022 reports (showing the run-rate of about $A500K and $A1M for Channel 40 and Loadshift respectively when they were first bought) and from guessing games with their occasional very imprecise "we make X% of our revenue in Australia" disclosures.

    Personally I think they're being vague about this since it shows an even steeper decline in "marketplace exclusive of freight" since 2016/2017.
    FLN Price at posting: 22.0¢ Sentiment: Hold Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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