KDY 0.00% 2.7¢ kaddy limited

The move into other categories already is a good sign.I also...

  1. 211 Posts.
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    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.
 
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