I'm a holder Brett and supporter of the business, no need to argue on bushlit, let's just stick to the facts:
Geodis deal announced 15th May 2019
https://hotcopper.com.au/threads/ann-3-year-saas-agreement-signed-with-global-leader.4763665/?post_id=38571733I recall a subsequent update saying the Geodis rollout started on 1st July, might have been 1st June, either way slightly more than 12mths ago.
Covid affected the last quarter.
I've followed it for 4 years, held for three years, will top up when it hits lower levels, it should do well over the long term.
It's just not worth $100m+ at the moment.
(20min delay)