Is it possible that when GSW announced these agreements they...

First 88 Last

Share
Profile

Follow
pyrrho

55 Posts.

2

12/12/17

15:26

Post #: 29571863
Share

Originally posted by U3962521 ↑

Yeah main one being these big companies like Yum, amazon na williams, can, etc have a lot to loose if it goes titts up. They have done their due diligence
To think these companies have bought into the hype of gsw without seeing a pilot and proof it can scale to business needs is just idiotic.
The much higher likelihood is these companies who in some cases spend billions a year in logistics have a big problem. Want to remain competitive. Know they need to improve their last mile delivery to reduce costs and improve cus exp and future additional sales. They looked at the market, they also consulted internally with their it team. The business owners would have asked for a tech demo. Then a full blown technology pilot. Then they would have done an internal business case. Then they would have had to get senior management approval to use gsw.

All that due diligence has happened for all the large sign one. Anyone who thinks otherwise isnt giving these larger mncs the credit they deserve
Gsw is the real deal

Expand

Is it possible that when GSW announced these agreements they really were just pilots / trials? Their announcements are so vague this may be the case? So no need for a business case, or capex approval or anything. The commercial model of GSW is skewed to the benefit of customers signing on with minimum due diligence needed.

For example, it may (likely?) be the case that the agreement with YUM or Amazon said - "we, GSW will spend our time and money trying to integrate with your logistics systems. If it works, and if you use us, we'll charge you $0.18 per delivery".

If I'm YUM or Amazon, I'll sign on right away. I bear zero risk whatsoever. I'm not committing to volumes or to even use them. What do I have to lose?

GSW Price at posting: $3.55 Sentiment: None Disclosure: Not Held
3 Upvote

0 Great analysis

Reply

Top Stories

PLS

Lithium production up 26%, revenue jumps 58% in June quarter for Pilbara

M4M

Macro Metals picks up 80% in Firebird's manganese plays; mining services operations to launch if decision to mine passed

AAI

NYSE-listed Alcoa Corp joins ASX through key JV acquisition

OPL

Opyl forms JV with UK and US consortium to bring products to the world

Drilling at Lady Ilse suggests gold-copper porphyry, grows footprint for Magmatic