KDY 0.00% 2.7¢ kaddy limited

DW8 Growth, page-5200

  1. 2,791 Posts.
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    Logistics companies have notoriously low margins. They don't get high multiples.

    Take a look at the costs. This is being priced way ahead of its output, even when being generous.

    Even at sales of 20m, 350m is step - we aren't talking about a tech company with high scalable gross margins.

    Even the slightest miss on expectations - like today - and it gets slammed. 8% of your investment gone.
 
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