potenial bagger, page-37

Good looking tech. DLT is gaining traction in logistics.

It's being valued quite high though right now off the back of an MOU with Peru/Bolivia? MOU's are great, but signed contracts are better and de-risk a lot.

For me personally I think it has good prospects, but I am already in early on GSW who have solid contracts signed (the most recent for over 100m) and I am heavy in this industry due to being in on WTC too. I'd avoid for those reasons for now but I reckon this is definitely worth watching to see how their rev growth goes this current quarter. I think there is no doubt the space is a good one to be in given the world is moving to more and more online buying etc.