KGN 1.20% $4.10 kogan.com ltd

Hoping to see the business update this week. That will settle...

  1. 416 Posts.
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    Hoping to see the business update this week. That will settle matters on supply concerns. During this time I am keen to see significant increase in market place, increase in exclusive brands & reduction in 3rd party brands. Kogan phone & internet should have had increased activity, kogan cars & super may have reduced activity but in infancy stages to make an impact.
    it will be interesting to not forex related loss again as USD/AUD has had a wild ride recently. Anticipate decrease in cash position in Q1 to stock up warehouse during the crisis period the payment for sale will only come into Q2. Overall I anticipate a positive update with increased monthly active accounts.
    $6.5-$7 fair value.
    i sold my last year lots bought at 2.65 & 3.5 at 6 & 7 avg. rebought at 3.5 & 4.
    rinse and repeat.
    All IMO DYOR.
    i am a long term holder on majority of my KGN stake.
 
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