I’m considering the opposite to be honest. To skirt the tariffs companies might move goods through those countries exempt (e.g. Australia) this has been done in the past with countries exposed to sanctions/tariffs. More freight movements more opportunities.
Im not concerned about the SP one day we are at 20c next day could be a dollar.
The life of a tech stock, the real question is do you want to sell now if you see potential and risk an announcement that will see the price never at these levels again? Food for thought on this one.
Im not concerned at current levels, we are seeing the SP hold at a good level now.
I know Toll is currently looking to massively reduce costs and improve efficiency, would not surprise me if they look at Yoj as an option given UPS trial if the UPS trial materializes. If we get the big boys in the little guys are in the bag
YOJ Price at posting:
19.5¢ Sentiment: Buy Disclosure: Held
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