K2F 1.35% 18.8¢ k2fly limited

Ann: K2fly to acquire Deciphers mining solutions business, page-16

  1. 5,629 Posts.
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    Watch out when they finish putting the building blocks in place.

    The real money will be made when they start on the Tier 2's - 500 global companies.

    "K2F sweet spot."

    Top 50, $100 million addressable ARR
    Top 500, $250 million addressable ARR
    Mining only.

    Oil and Gas 5X.

    Long runway.

    Seems to me they're on plan and on target.

    Refer Investor Presentation May 2020:

    https://hotcopper.com.au/threads/ann-investor-presentation.5387569/?post_id=44515261




 
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