JDO 1.45% $1.40 judo capital holdings limited

Ann: Judo 1H24 Trading Update, page-22

  1. 277 Posts.
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    Personally, the below slide remains key to long-term investing in Judo.

    Healy has said multiple times that the At Scale metrics are a "contract with the market" and he is highly confident of achieving these metrics.

    My interpretation of these metrics is shown below and translated to a forecast. I'm confident that Judo will experience a significant re-rate over the 18 months.

    https://hotcopper.com.au/data/attachments/5958/5958103-ac3f9dbf75926f8da85c31dcd1ca9848.jpg

    https://hotcopper.com.au/data/attachments/5958/5958104-311b237adce1c98db1d1b354f6f0039f.jpg


 
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