Fully understand, mate. For me, I'm watching the companies in this sector as it is very disruptive. Based on the factors you mentioned in 2nd paragraph in particular.
Currently, doing some detailed research into their blockchain. Once I ascertain that, need to understand what the actual customer demand is. My concern is that all of this blockchain talk is about 5-10 years too early before companies and governments will fully adopt and embrace it as part of their normal process. With many fleets they are still using paper route sheets and PODs for drivers so it gives you an idea how behind they are in technology. Will many of these fleets jump in feet first with blockchain? Remains to be seen.
YOJ Price at posting:
17.0¢ Sentiment: None Disclosure: Not Held
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