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.
Ann: Judo 1H24 Trading Update, page-22
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Last
$1.33 |
Change
0.035(2.70%) |
Mkt cap ! $1.475B | |||
| Open | High | Low | Value | Volume |
| $1.30 | $1.35 | $1.30 | $1.443M | 1.087M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1358 | $1.33 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.34 | 7761 | 1 |
View Market Depth
| Last trade - 16.10pm 08/08/2024 (20 minute delay) ? |
| JDO (ASX) Chart |