My KEY takeaway from the report?Its the massive drop in RV acquisition CAC, ~-20%For me, this is enormously important. It means that CHL is becoming the platform of choice for RV owners seeking to list them. This spells organic growth, and since RV numbers on the platform is prob. the Key Leading stats for Revenues (At this time hirers demand > supply), this means future growth is strong as well as profitable!Second thing? NZ stats. Personally, I am of the opinion NZ revenues are not really baked into the price. I know everyone hates growth now. But in 18-24 months when current news flow are different, investors will be dying for this asset. I don't think 4 aud per share is crazy. Something's crawling unda' this rock!
CHL Price at posting:
$2.62 Sentiment: Buy Disclosure: Held
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