VNL 10.3% 13.0¢ vinyl group ltd

Jaxsta February Business Update 2021, page-194

  1. 1,066 Posts.
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    It's certainly possible. I think as more investors watch the webinar or read some of the summary points provided in this thread a few pages earlier they will begin to see that Jaxsta could be a darling of the ASX and take a small position for what could be the next APT per Fatman8 article he provided yesterday. Their MOAT is huge and with no real competitors globally our data accumulation continues to appreciate in value and in global demand for better strategic decisions.

    Article is here: https://www.livewiremarkets.com/wires/finding-the-next-afterpay

    It's over a year old but the Portfolio Manager called this comparison before APT was even huge. I do also agree that a $1.5bn MC or a Share price of $5.50, roughly 50 bags, is entirely possible in the next few years if execution is tight. Pbh has also done incredibly well since this article was published.
 
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