KGN 0.96% $5.16 kogan.com ltd

Ann: April 2021 Business Update, page-6

  1. 1,566 Posts.
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    Growth is slowing. In the last quarter only 6% customer growth reference the half-yearly.
    I am normally wrong about these companies. So the price may rocket... but.
    Customer growth running at 24% ARR what multiple would you apply to that growth and EBITDA.
    But the way they fluffed it by comparing to covid rather than last quarter is by ringing alarm bells because there are no $figures. Just IMO don't kill me.

    Last edited by shikapat: 23/04/21
 
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