I don't think anyone has yet been able to guess who the target...

I don't think anyone has yet been able to guess who the target is so far. My money is that it's something left field that no one considers.
we still don't have a depot in TAS or NT it might be one of those to close the logistics loop. Maybe even a NZ based company.
DT has always stated he doesn't want to do anything to risk customers experience, I'd be surprised if he feels we are in a position to take on Kaddy comfortably.
I would like to take Kaddy at some point, but preferably when Market has launched nation wide and SP is much higher.