Misleading and deceptive conduct of AFR, page-79

Hey U3925621,
1) Have you gone back to the Fantastic Furniture announcement? I remember wondering at the time why it was not marked price sensitive.
I'm not surprised that FF was not a good fit for GSW. Their furniture is sized like it belongs in a doll house. I don't expect their customer demographic to boost repeat business or increase order size from an improvement in last mile delivery. I think they're more likely to be in a lower socio economic bracket so that these platform benefits are not realised by FF and as the business model is savage on costs it would have been a reasonable case of "no thanks".
2) Similarly, GSW would have limited benefits for a milk run or fruit box run that would be almost identical week in week out. IE recurring revenue from a small pool of the same clients. The beauty of the routing algorithm is when it is required to be dynamic IE to different start and end points each time. Otherwise, habit, and trial and error can lead to the same result as GSW. Similarly, I don't expect people to order more fruit as a result of improved last mile. Infact, our delivery remains outside of our office in the mornings and no one gets anxious about it. GSW has limited value here.
3) Its quite plausible that Joel doesn't know about the status of FF. He is based in the US and only in Australia for short periods of time, so may not know the inner workings of every contract which has been given to an Aussie business manager. His focus is probably on NA Williams and Amazon integration as well as further contracts.
4) As for CBA, it's quite possible that both statements are correct, a pilot phase being currently conducted for the new Albert machines whereas the old machines were involved in the initial proof of concept at the time of signing. Further, I wouldn't be surprised if the spokesperson for CBA was just plain wrong, considering how many IT staff they have.

This stock is a material part of my portfolio. I will be looking to top up (again) on Monday if it falls, just like I topped up at 50c when it fell during one day when the company released details of a share option plan.
Don't believe everything you read on AFR. Also, these fund managers are typically privileged types that have never spent a day actually running a business, but have spent a considerable amount of time self aggrandizing. I firmly believe that their hubris is a source of competitive advantage for the retail investor. Think critically and make up your own mind. Then look at the background of the board and key management. Do you really think they are charlatans? Would Sig Mosely willingly be involved in this type of fraud at the twilight of his career?
In my mind GSW is a great fit when there is "delivery anxiety". Joel saying that he has sold his homes and is "all in on this" is music to my ears.
All the best, let's see what pans out.
dim81