KDY 0.00% 2.7¢ kaddy limited

noticed the same thing Steve re the missing 'big...

  1. 32 Posts.
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    noticed the same thing Steve re the missing 'big names'.

    otherwise overall metrics appear to be improving ]. particularly around $/case and $/ order versus prior periods. I note q4 fy20 indicated there was approx. $2.64 of expenditure for every $1 of revenue versus $1.70 this period, a meaningful improvement and likely coming from partons.

    even with a conservative p/s of 15 and based on the pro forma run rate I could easily see DW8 at 10c. of course it's up to mr market.
 
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