JAY 0.00% 0.6¢ jayride group limited

Ann: Quarterly Business Review and Appendix 4C, page-29

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  1. 10,813 Posts.
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    Well I picked up another parcel at 37c today so not too bad. I am happy to keep buying if people are going to keep selling into no depth.

    By my estimation JAY have at least a 12 month runway and we will be able to track their progress via the 4Cs. No hiding behind opaque contracts like the B2B tech companies.

    With JAY you are buying international growth (well at least the promise of it) while with HOT there is not much growth potential left. 1ST is not going anywhere and they certainly don't have much runway left. The upside potential with JAY is so much more than either HOT or 1ST - they have a lot of airports to still bring on board.

    Not that it matters, but 1ST has a MC of around $10 million.
 
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