I am glad that I wasn't the only one who picked up on that as well. North America would see YOJ sky rocket on a key contract. While not a sure thing right now I would have a feeling the likes of FedEx and their other regional lisence holders would be monitoring the Scharff deal very closely to see performance and implementation.
I also liked the note that was made that once the modules are made they are hoping to turn production of custom platforms from months to a matter of weeks, reducing costs and implementation time. This leads me to believe another entity such as Scharff holding a regional lisence for FedEx could now be onboarded in less than a month.
Also with the Scharff deal, it was a tender process and YOJ won, you would think GSW would have also tendered for this as well wouldn't you?
YOJ Price at posting:
26.0¢ Sentiment: Buy Disclosure: Held
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