Ann: Q3 FY22 Quarter Update Conference Call Details /Presentation, page-25

The move into other categories already is a good sign.

I also enjoyed the Fulfillment discounts for those suppliers that use Kaddy Marketplace. If executed well it will be a boss move that makes it incredibly difficult to compete with.

Dean's comments about the network effect are spot-on - things will start to snowball very quickly. Already starting to see Kaddy get more airtime in the press. Probably a combination of a lot of different things (combined marketing, dean doing more investor calls etc..) but I think the most obvious one for me is that the dust from the acquisitions has settled and the 'project one' Kaddy is a lot easier to understand.