Ann: GetSwift Reaches its First Performance Milestone, page-38

The Commonwealth Bank deal was what made me buy in at a much lower SP a few months ago and at about half the market cap that deal held a lot of weight. But 250 million deliveries over 5 years is 50 million a year, at around 22c per delivery that's only around $11.5m revenue per year which isn't quite so substantial for $150m market cap (+dilution). Also all of those calculations are only relevant if their forecasts are right which could turn out to be a big if, I may be wrong but I don't believe CBA or any other client are contacted to any minimum number of deliveries.

Like I said, I really like the product and it has massive potential for the longer term but I really need more growth and/or big contracts to feel value at this price, too much risk still on the table and not enough proof and fundamentals yet. I'm definitely watching closely though.