KDY 0.00% 2.7¢ kaddy limited

Here a few examples of the some interesting market caps. CRO -...

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    Here a few examples of the some interesting market caps.

    CRO - $108.6M MC - $3.6M cash = $105M / $0.72M TTM revenue via Q1 4C = x145.8 multiple. Even if Q2 revenue doubles at current SP will be x72.9 TTM revenue multiple.

    3DP - $342.1M MC - $4.5M cash = $337.6M / $7.6M TTM revenue via November ACV Update = x44.4 TTM revenue multiple.

    The above are application software companies. DW8 will offer a SaaS based solution with CaaS for the logistics & B2B/DTC so in part are offering application software as well. All the logistics is subcontracted to third parties.

    DW8 TTM revenue will be circa $4M now or 52.6% of 3DP revenue & 21% of 3DP MC.

    I believe that revenue for Q4 FY2021 will be circa $1.5M x 4 = $6M TTM x40-44 = $240-$264M MC in July & about 15c SP. Was previously consistently trading in the x40-44 multiple range prior to options conversions & B2B delay.

    If the B2B/DTC can increase revenue by 50% QOQ for Q1 FY2022 will be circa $2.25M x 4 = $9M TTM x 40-44 = $360-$396M MC in October & about 22.5c SP.

    I don't think it will require $20M TTM revenue to achieve $300-400M MC.



 
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