We are dealing with the giants with UPS and Schenker which if deals progress would have to support many bags of current share price. However, the good thing is as per the last quarterly they don't have all their eggs in one basket in signing 5 new SaaS contracts last quarter where as stated in quarterly just on minimum subscription revenues over 24 months those contracts would lead to material revenue for the company alone.
It is growing its contract SaaS customer base - it is just about how fast and how quickly it can grow it - as bag some gorilla's like UPS and Schenker then much much faster and we almost instantly become an ASX 200 sized company!.
One must remember Schenker is implementing the Yojee platform in their Asia Pacific Business and paying a fee for this so it is not exactly a luke warm commitment - meaning the chances of a major deal and rollout across the rest of its world operations would be reasonably high.
YOJ Price at posting:
14.3¢ Sentiment: None Disclosure: Held
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