KDY 0.00% 2.7¢ kaddy limited

DW8 Growth, page-8938

  1. 353 Posts.
    lightbulb Created with Sketch. 86
    Hey @Jonotr0n, cheers for your insight. I think $24 gp sounds a little high in my perspective, perhaps achievable in the long term, but I don't even see a turn of profit till Q4 2023, so their production will have to significantly increase to achieve that margin.

    I am naturally a conservative forecaster, so definitely take what I've done with a grain of salt.

    I'm going to run the model with fixed, variable cost assumptions and use cases / logistics as revenue calculators and see how it goes

    I appreciate your comments about Amazon, ebay etc. I don't think they've quite seen the growth in sales from those platforms just yet (as they're new deals), hence why I want to see how the December quarterly goes.
 
watchlist Created with Sketch. Add KDY (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.