GSW "in the process of evaluating acquisition targets", page-36

  1. OzJ
    1,818 Posts.
    lightbulb Created with Sketch. 425
    Perhaps I don’t get the NA Williams arrangement. Aren’t they a distribution sales channel for auto parts manufacturers, essentially providing a sales channel for hire into independent retail outlets? Doesn’t GSW merely provide those manufacturers with a direct to public distribution routing capability for online sales? Does NA Williams provide an online storefront for all their manufacturing partners? I don’t think so, or I haven’t found it.

    So it seems to me that if a NAW partner has an online distribution channel then NAW consulting can integrate GSW into the partner supply chain. Almost all manufacturers would distribute online via fedex, ups, dhl, etc. you need a national distribution network to send the fuel pump out, etc.

    Neither NAW or GSW provide the fleet of planes or trucks that physically move the delivery. So unless the manufacturer does it’s own physical delivery, where’s the opportunity for GSW to improve that supply chain?
    Last edited by OzJ: 14/02/18
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.