Saas is not a new thing. This is not about the industry, this is about the misleading announcements.
When GSW announced the Amazon "Contract" they released a 2 paragraph announcement with no details at all.
When Afterpay announced their deal with Matrix partners they released a 6 page, detailed explanation of the specific transactions, rationale, strategy and intent. Even cautionary statements that it could amount to nothing.
These are 2 'new' companies trading to the same rules yet the behaviour of the boards couldn't be more different.
In the end, if GSW have nothing to hide, why are they hiding?
GSW Price at posting:
$2.92 Sentiment: Sell Disclosure: Not Held