Ann: GetSwift Reaches its First Performance Milestone, page-35

Interesting to hear the thoughts of each of you. I totally agree that in the longer term the company has a very good chance of becoming extremely big and profitable, it just feels to me like this run can't go on for ever without a retrace and perhaps the upcoming financials could be the catalyst.

The share price is currently 44% above where they cash raised just 4 weeks ago and 16% higher than the previous high of 3 weeks ago (after which it retraced ~15% to just below it's previous high), that's one hell of a run for a company this size.

I feel like when a companies' market cap gets up to around this level I generally look at them a little differently to a sub $100m MC company. If GSW revenue is $100k for the quarter it takes of lot of quarters of increasing revenue by 50% per quarter before you have the revenue to support a $150m market cap, obviously the hope is that it'll absolutely explode with 100-200% Q on Q growth and it may well do, but I feel the risk of that not happening isn't very well priced in at $1.15+. Personally I'd see value again below $1 or at this level after some more great news.

Just my thoughts, I guess time will tell if I'm right.