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09:30
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Originally posted by Orwell
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I've spent some of my weekend reading about technology adoption in logistics and the oppotunity that artifical intelligence, blockchain etc can offer. On one hand logistics is ripe for emerging technology to be applied and the opportunities are enourmous as this industry gets overhauled in coming years. The issue though is whether a small listed company like YOJ can capture a significant share and maintain that over others.
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Good analysis through and through. YOJ is indeed a speculative investment but with a tremendous amount of potential. What appears missing from your write up is a detailed discussion of YOJ service offering, the technology underpinning it, the company's business model, and the quality of the management team. It's hard to have a good discussion on the future prospects of the company without broaching those topics. I do however understand the concerns you raised. I can say the same thing about any emerging company.
(20min delay)