EROAD Limited

ASX:ERD

EROAD Limited

ASX:ERD
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$1.115 (-4.7%)
Last close price
#163
Rank
12
Held by
66
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Reports (7) My Report Forum Investors
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Batman
Company Report
Last edited 4 months ago
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#69
Performance (53m)
11.2% pa
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#Bull Case
Batman
Added 4 months ago
View author's company report

Keen to get some thoughts on Ron Shamgar's analysis below. Is this level of upside likely to eventuate?

$ERD is Catapult $CAT 2.0

​But similar point in time when $CAT was $2.00 vs

today $6.30

  • ​Hardware / SaaS play
  • ​Profitable and FCF
  • ​Growth accelerating
  • ​eRUC tailwind makes it “toll like” biz (think Cabcharge back in the days etc)
  • ​Very cheap and due for massive re rate!

​We think it has 2-3x upside from here on execution

Next 12-18 months