Great post Andrew,
While clearly it is good news GSW is talking to the likes of Yum and Amazon, I am totally sceptical that if Amazon truly believed GSW was going to be an essential part of their business model moving forward Bezos wouldn’t have just bought it or taken a decent stake pre deal. It’s a rounding error to them.
If the directors start selling a few next week to “diversify”, “fund tax bills” or “buy houses” when they come out of escrow my sentiment would be run!
I hope the cynic in me is wrong though, it would be great to have an Aussie global success story in the tech space.
GSW Price at posting:
$3.60 Sentiment: None Disclosure: Not Held