thanks Jaywin. I'm sure it's a recent conference presentation. The recent annual states that only 10 companies (unnamed) are fully rolled out.
i may have gone over heads talking about systems thinking/evaluation but what I'm saying is that they are not aquiring companies because they are in large countries that could do with CW1 they are aquiring because of their strategic position in the global frieght ecosystem i.e. strategic to the system NOT Wisetech or CW1. That's what I'm saying investors don't understand. White has said this several times and I even heard him start attempting to talk to Patrovski about utilising Ai and machine learning to master the system but I don't think it went well...my point is when we eventually get to 50% penetration it won't be about customers or platforms it will be about data.
R1
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