KDY 0.00% 2.7¢ kaddy limited

Thanks @steve10. I forgot to tag you in my last post which...

  1. 645 Posts.
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    Thanks @steve10. I forgot to tag you in my last post which referenced your 930k calculation.

    FY21/22 is looking explosive for this company revenue wise, with the compounding effect of the various taps being turned on + vertical integration of revenue streams + incentives expired + parton accounts and scalability offering.

    DT mentions in the small cap interview that current revenue is circa 95% direct supplier logistics, 5% trade (transaction clip and logisitics utilisation). As Market grows and this vertical integration shows up in the firms accounts, the snowballing revenue machine will gather further momentum.

    There are a lot of moving parts at the moment. I recommend to others to draw up a diagram of each revenue channel and to track the increases and compounding effects. It is fascinating and very exciting.

    The pegacorn just began to grow its wings. Will be set for interntational flight in FY22/23 given acquistion timeline shave of 18 months.
 
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