Ann: Largest Distribution Deal Signed with Ingram Micro Canada, page-13

I don't want to turn this into a GSW thread. My point is, that GSW deal with NA Williams is, if everything aligns and if all of NA Williams downstream partners take up the offer and use the platform for all of their transactions it could be worth $138 USD per year over five years. Lot's of assumptions and ducks needing to be lined up there for that to come to fruition (I hope it does btw).

This Buddy (beautiful) deal seems to be for a minimum of $20m over three years, with a very good likelihood of it being more. But they've downplayed it. Only mentioned what's been agreed to and what's likely, not the blue sky potential, only what's more or less locked-in. Suits my investing style.