yakmehappy. If you had of attended the Harvey Norman launch in early Feb would would have meet alot of developers who are now trying to find a way to stand out with their buildings at a cheap rate. They switches are $200-$250 each. so fit out a unit for about $3k on a $1.5m -$2m sale seems irrelevant. Infact, one developer said " remember when a rear vision mirror in the car was an extra, well now its the norm and expected" I liked that comparison. QFY will be the right product at the right margin. With Alexa and Foxconn they can go global. Caswell wont be interested in 50,000-200,000 units in Australia alone. They would be looking for a long game. DYOR.
QFY Price at posting:
0.9¢ Sentiment: Buy Disclosure: Held