YOJ yojee limited

2.63%

37.0¢

24.5 !!!!! on back of TMT research report, page-2

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13/12/17

20:23

Post #: 29610380
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Originally posted by Tetris83 ↑

research report summary from TMT

Personally anything in the AI or blockchain space with a decent business would be doing well and given the latest contract with FEDEX this might have legs.

"We believe YOJ has a very attractive commercial proposition for logistics companies and senders alike. Most of these companies struggle with legacy software that doesn’t scale properly, provides poor customer experiences and lacks the visibility over operations. In terms of revenues, the SaaS-based revenue model provides YOJ with a recurring revenue base, while the freight dispatching service leverages the company’s existing customer network at near-zero marginal cost. The fact that YOJ has won customers across the logistics spectrum is testament to the agility of its software platform. Furthermore, the various customer wins across Asia, Australia and in South America illustrate that YOJ addresses a universal problem in the global logistics industry. For these reasons, we anticipate strong revenue growth for YOJ, specifically in South East Asia, which is why we start our coverage with BUY recommendation. GetSwift capital raise illustrates investor appetite for Tech-driven logistics plays Additionally, as the recent A$ 75M capital raise of GetSwift illustrates, there is substantial appetite on the part of investors for technology-driven logistics companies that can capture the fast-growing opportunity in e-commerce logistics. Despite the strong growth we anticipate for GetSwift, we feel its pre-raise valuation of more than A$ 650M has gotten a bit ahead of itself. However, the gap with YOJ’s current valuation of A$ 144M is very substantial, illustrating substantial upside potential for YOJ, in our view. We will be conducting a full financial analysis of YOJ in the near future."

Thoughts ?

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TMT been behind some real winners of late - 3DP case in point....benefit of TMT research report is fills a void where ASX 200 stocks covered by analysts but those outside can suffer from lack of research support.

The GSW valuation differential will provide impetus for money to flow into YOJ imo.....

YOJ Price at posting: 24.5¢ Sentiment: None Disclosure: Held
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(20min delay)
Last 37.0¢		Change -0.010(2.63%)		Mkt cap ! $119.6M

Open	High	Low	Value	Volume
39.0¢	39.0¢	37.0¢	$270.0K	725.3K

Buyers (Bids)

No.	Vol.	Price($)
1	39736	37.0¢

Sellers (Offers)

Price($)	Vol.	No.
37.5¢	10579	1

View Market Depth

No.	Vol.	Price($)
1	39736	0.370
1	26500	0.365
6	12350	0.360
5	32329	0.350
2	26000	0.345

Price($)	Vol.	No.
0.375	10579	1
0.380	11700	1
0.395	33808	1
0.400	139294	5
0.430	2000	1

Last trade - 16.10pm 27/06/2025 (20 minute delay)

YOJ (ASX) Chart

24.5 !!!!! on back of TMT research report, page-2

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24.5 !!!!! on back of TMT research report, page-2

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