Sometimes it's also good to re-read reports. This ones from...

Sometimes it's also good to re-read reports. This ones from early December by TMT-price at posting .245
Research report summary from TMT

"We believe YOJ has a very attractive commercial proposition for logistics companies and senders alike. Most of these companies struggle with legacy software that doesn’t scale properly, provides poor customer experiences and lacks the visibility over operations. In terms of revenues, the SaaS-based revenue model provides YOJ with a recurring revenue base, while the freight dispatching service leverages the company’s existing customer network at near-zero marginal cost. The fact that YOJ has won customers across the logistics spectrum is testament to the agility of its software platform. Furthermore, the various customer wins across Asia, Australia and in South America illustrate that YOJ addresses a universal problem in the global logistics industry. For these reasons, we anticipate strong revenue growth for YOJ, specifically in South East Asia, which is why we start our coverage with BUY recommendation. GetSwift capital raise illustrates investor appetite for Tech-driven logistics plays Additionally, as the recent A$ 75M capital raise of GetSwift illustrates, there is substantial appetite on the part of investors for technology-driven logistics companies that can capture the fast-growing opportunity in e-commerce logistics. Despite the strong growth we anticipate for GetSwift, we feel its pre-raise valuation of more than A$ 650M has gotten a bit ahead of itself. However, the gap with YOJ’s current valuation of A$ 144M is very substantial, illustrating substantial upside potential for YOJ, in our view. We will be conducting a full financial analysis of YOJ in the near future."