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2.7¢ kaddy limited

nope, not pivoting to b2c it’s just in addition.definitely can’t...

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Keyhole

5,042 Posts.

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14/02/22

21:58

Post #: 59567421
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Originally posted by croctt: ↑

Just looking at this stock and I am concerned that they have further to slid (Do not currently own any). Based on the comment of seasonality. They have to be under pressure with restaurants down and Kaddy going to suffer from this in short term.

Synergies are going to cost, and take time.

My understanding is they are trying to pivot to B2C via winery direct - direct delivery and Ebay, amazon etc. Whilst this is a growing space, they seem to be in a razor thin margin business, which is capital intensive. I guess they are going to burn more money? and have to raise more or look to buy direct to consumer businesses with much higher margin to offset the high cost base.

Seems to be a good collection of assets but a real long play, and very early. Is it heading to 1c?

Welcome insights.

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nope, not pivoting to b2c it’s just in addition.

definitely can’t see 1c no way. I absolutely cant see this with. 2 either. I think it’s total BS where it is now, but pretty easy to move it down it appears, just read the manipulation setup on the other thread. Pre market red, after market red and a smashing during trade early on.

mr market will eventually come back up to what it’s worth

Last edited by Keyhole: 14/02/22

DW8 Price at posting: 3.7¢ Sentiment: Buy Disclosure: Held
11 Upvote

0 Great analysis

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