KDY 0.00% 2.7¢ kaddy limited

DW8 Growth, page-4010

  1. 645 Posts.
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    Thanks @steve10. Nice DCF based valuation. It appears there is more share price upside for logistics alone, for forward-thinking investors. Compounding growth is a beautiful thing.

    It will be fascinating to see where this skews after a few quarters of B2B in the mix as well. There will be some big trigger moments for large growth in B2B (IE national rollout and international steps), but it will be great to observe the growth in SYD and MLB and try and extrapolate some projections from there.
    Last edited by tas_mc_investor: 18/03/21
 
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