Hey RR, the 2M to 50M revenue growth is not true organic growth....

First 51 Last

Share
Profile

Follow
Elmacho

416 Posts.

86

19/01/22

19:08

Post #: 58986684
Share

Originally posted by RedRocket005: ↑

IMO most of the PS will be lapsed EOFY (March 22), as they are impossible to hit based on current figures, which is good news for us - it's just a waiting game now.

I love hearing how management are asleep etc, it's mentioned a lot, how is building the turnover from $2m to $20m then onto $50m asleep? it sounds like management are awake but the market is asleep....

Before someone mentions margins... the margins are fine, they are close to the industry standard plus on the improve, which means once the turnover hits a point were all the bills are paid, the profit should then come flowing in. Rome wasn't built in a day, but I'd say HLF is almost there (I'm tipping next FY for first NPAT with a bit of luck - if not, I'll still be here the FY after that).

Expand

Hey RR, the 2M to 50M revenue growth is not true organic growth. The legacy KTD did not grow to 50M. it acquired revenue over time. 29M Omniblend, 2M supercubes, 2.5M grans ausconfec. There have been a lot of discussion around this so I wont waste my time on this topic anymore.
organic growth in my opinion is proprietary product growth. When listing KTD had $650K in proprietary KTD branded diary product with a shot at introducing proprietary brand into Walmart. This was why folks invested in KTD not for the cheap CM shit. this never materialized and the SP has since been on a decline.
the trend of the share price talk more about the management than I can. Bringing CM order anyone can do that, dont need our multimillion $ board of directors for this.

Last edited by Elmacho: 19/01/22

HLF Price at posting: 11.5¢ Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

Reply