KDY (ASX) DW8 Growth

Originally posted by steve10: ↑

You have been having a dig here ever since Kaddy was acquired. Are you from EDV or another industry insider that feels threatened?

Also having a go at DT in previous posts. So I collated your posts today to make it easier for the legal team.

the guy running this was unable to run an online bottle shop, and now he is going to disrupt AMBEV, DIAGEO, Asahi etc supply distribution arrangements globally .
To state the obvious market places are not a new thing, and there is no new technology here.
https://hotcopper.com.au/threads/ann-dw8-accelerates-marketplace-with-acquisition-of-kaddy.6352292/page-74?post_id=56832001

By "acquired', "stalwarts of the industry" gee you could not squeeze Doyen in there somewhere.

Yep not quite sure that's a widely held view, nor that the scoreboard is a positive as you suggest.
But agree he has a reputation.
https://hotcopper.com.au/threads/ann-dw8-accelerates-marketplace-with-acquisition-of-kaddy.6352292/page-78?post_id=56832612

Remember past performance is not an indicator of future....

if he was an olympian then the medals cabinet would be bare.
But there is always 2032 - brisbane...
https://hotcopper.com.au/threads/ann-dw8-accelerates-marketplace-with-acquisition-of-kaddy.6352292/page-80?post_id=56832973

Great research but do a bit more, and you will find the they cost the backers of each money.
Now they are trying to pick out any bits of carrot in that pile of turds.
In the liquor industry generating revenue is not the issue, its generating profitable revenue that separate the men from the boys.

talk to anyone in the industry.
I there a better self promoter in the industry - no
An good operator who has generated returns for his investors, ????? (putting it politely).
https://hotcopper.com.au/threads/ann-dw8-accelerates-marketplace-with-acquisition-of-kaddy.6352292/page-84?post_id=56833447

old mate, i have done more than elementary research, and sure that most valuable thing this company is Mr Taylor magic ability ..... to get you enthused.
https://hotcopper.com.au/threads/ann-dw8-accelerates-marketplace-with-acquisition-of-kaddy.6352292/page-95?post_id=56841805

Kaddy use to pitch themselves as a "B2B Afterpay" for the Bev sector, where they were proposing eye watering 7 to 9% platform fees (compared to afterpay's 3.9%).
The DW8 merger materials seem to have gone quite on that (or have i missed it) and pivoted towards B2B marketplace. Not sure if Kaddy's 2019 plans did not get traction were abandoned or what.

My guess was that it was to capital intensive for them to sustain and COVID would have caused more than few bad debt head aches. Be interesting to see if it is dusted off and re-emerges as a theme in the story down the line.
https://hotcopper.com.au/threads/ann-extension-to-spp-closing-date.6371441/page-34?post_id=57102037

perhaps we could crowd fund the purchase of the warehouse.....
https://hotcopper.com.au/threads/ann-quarterly-report.6389606/page-72?post_id=57308923

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