KGN 4.03% $4.90 kogan.com ltd

I see it a bit differently.... I think there is still growth in...

  1. 309 Posts.
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    I see it a bit differently.... I think there is still growth in online shopping regardless of covid as its still a small percentage of retail overall (less than 15%) but there is potential for Kogan and online shopping to grow dramatically if two key cost issues are addressed: delivery and warehouse. For delivery, if self driving cars become a reality, its almost game over for many retailers with physical stores that have high rents, the other piece of the cost puzzle is having a robot with the ability to pick items off shelves rather than moving the whole shelf as amazon and kogan do it now. This can also be used for loading and unloading trucks as well as packing orders - if picking and delivery are solved, KGN should be over $20 imo and lots of online retailers are heavily invested in both self driving and picking robots.
    Last edited by valakos: 14/06/22
 
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