The other possibility is that GSW have received advice that new clients / POC contracts do not need to be advised to the market until they are revenue generating.
If this is the case, which I think is plausible, we won't hear of any more contracts until they are earning material revenues. (I.e. the announcement becomes material when the company is performing a significant number of paid deliveries, since they can stop without penalty at any time and it is not a material announcement until such time).
This is not what I prefer, but either way Im happy if NA Williams, YUM and Amazon are progressing to implementation.
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