GSW (ASX) 100 bagger ?

Originally posted by makattack ↑

Please provide some evidence that the Amazon deal is all hype and no substance, otherwise you are just ramping in as much as one of us saying there is no doubt that Amazon is using Getswift without evidencing the statement.

Avagadro,

I just want to clarify with you. From this news:

Available to ALL customers in the US. Remember in 2014, Amazon in the US alone spent $8.7bill in shipping costs. Amazon's app on Android alone has been downloaded more than 100million times. You think it is likely that this new rollout contains GSW technology, you said it seem very likely. I have then just one question, how on earth, for a national rollout of such a magnitude which even at 10cent royalty per box delivered would amount to $50mill revenue to GSW (based on reported 1.3mill boxes delivered a day), would this NOT require an announcement from GSW? How on earth would inside info on this not see the share price shooting back up to its previous lofty heights? It's quite simple really, this more than very likely has had nothing to do with GSW. Thus why no announcement and no interest in GSW shares.

I really am interested in your evaluation of what I have just said as atm your logic makes very little to no sense to me.

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I am saying that the market has spoken that it does not want any ann's stating "this deal is expected to potentially generate X revenue, based on historical data, over Y time" due to the AFR stuff. So they will never provide such an announcement.

My expectation is they will, like WTC, just let numbers do the talking and then announce some more info once the numbers verify what they are saying.

It's only a guess, but this is the positive explanation of the radio silence, the negative being that absolutely nothing is happening on any of the major deals etc ... but that doesn't really correspond to the significant increase in development costs and hires.

I don't think anyone can answer the questions you put forth so whilst I am sure you are not purposefully trying to ask loaded questions (right?), a lack of details available to the market is the issue for either case.

I have been espousing all along that without further info, emphatic statements surrounding it are basically BS. But there are some negative posters here who refuse to accept that state of affairs. THAT is what does not make sense to me and makes me begin to consider other motives for posting here day after day for months now.