100 bagger ?, page-401

First 401 Last

Share
Profile

Follow
avagadro

13,155 Posts.

1272

29/05/18

11:14

Post #: 33349733
Share

Originally posted by MaryJane55 ↑

Thanks Avagadro.

Just to clarify something for some other posters. I am not suggesting that Amazon cannot build their own system if they wanted to. Of course they can.

That should not be the issue of discussion. The discussion is simply is there a reason why Amazon may use GSW rather than develop an in house solution. And if GSW have come to them with an appropriate, easily integrated technology, willing to handle maintenance and support, at a price point below that which Amazon would be able to deliver in house, why would they not outsource? Be that price point 29c, 10c or 1c. The analytics alone are a win for GSW, not to mention marketing value if they are ever allowed to announce they are the ones handling the tech.

The more digging I do with this new context the more things seem to make sense. From "making history" after re-listing after the initial Amazon Ann (you're not making history if you're on selling through web services), to the mention at the AGM that the upcoming Amazon Ann would be "jaw dropping".

And again, I would not base an investment upon this alone. At this stage due to sheer guesswork involved, this is a side story, with N.A Williams remaining the real focus. But as a potential side story, surely this can no longer simply be dismissed as a total fantasy.

All IMO, DYOR.

MJ

Expand

Absolutely. All very interesting findings and hopefully they allude to some positive developments in months to come. The Amazon integration is all very super secret which, in my view, means it is epic for GSW or is a non-event. These news articles are promising in that the timelines seem oddly coincidental but as I have said before, it is still a very binary outlook for swifty at the moment, with the update "black out" we seem to be in.

GSW Price at posting: 40.5¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

RCE

Recce's R327 found effective against E.coli during clinical trial

Microcap Wrap: 5 explorers with news out today

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

There are more pages in this discussion • 321 more messages in this thread...

First 401 Last

Add GSW (ASX) to my watchlist

100 bagger ?, page-401

Top Stories

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Recce's R327 found effective against E.coli during clinical trial

Microcap Wrap: 5 explorers with news out today

Ava Risk Group expands US presence with A$0.7M Substation Deal

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Featured News