Well, it seems that Amazon has come to a head much quicker than I thought.
I was expecting it to be only available for Amazon Prime deliveries in the US, having the app for all deliveries blows the valuation much higher.
If it's not Getswift working in the background, and Amazon are doing this themselves, then the Amazon contract is worthless for us and I don't expect it to add any value to the company. IE not much more that I can foresee that GSW can do for Amazon.
If it is GSW, then this is jaw droppingly good, and means we are a likely takeover target, from Amazon itself.
Either way, time will tell. I think we are about 2 quarterlies away from knowing how NA Williams and Amazon will manifest.
There is little downside from here, worth holding on to see what plays out.
Good luck to holders.
dim81
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