KDY 0.00% 2.7¢ kaddy limited

DW8 Growth, page-13418

  1. 4,872 Posts.
    lightbulb Created with Sketch. 5649
    Interesting. No way DT will want to compete with eBev. Most likely backdoor IPO via DW8 acquisition/merger similar to Kaddy.

    Possibly already discussed opening 5% revenue stream for eBev via Kaddy merger & waiting for SP to pick up.

    $154M current eBev GMV x say 50% YOY growth = $231M + $69M via Kaddy in a year = $300M x 6% allowing for some fast payment fees = $18M revenue.

    Then from $300M GMV x 82% YOY growth = $1B GMV in 2 years or about 1 year & 8 months at 100% YOY growth. Maybe even 18 months if momentum grows exponentially.

    eBev want to IPO this year.
 
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