Let's try to forget about the unfortunate asx disclosure discrepancies for a moment & focus on the business..
NA Williams is obviously the monster "deal" that everyone, including myself, is waiting on for an update. If things are progressing well there & NAW clients are starting use GSW software (and is happy with it), then we should all be a little relieved.
But there's also Yum Brands (early stage), who quite possibly decided to roll out across their network of brands after good feedback from Pizza Hut in Australia. Clearly they will be trialing in less important regions first to make sure it can be scaled, but I take it as a big positive that we have a foot in the door there (and especially because we are already with Pizza Hut in Australia).
Then there's Amazon. Obviously no-one knows the size (big or small) of this deal, but GSW certainly sounded excited about it (I know, we shouldn't believe anything they say right). But there's still a connection there, and lots of info on the web about how Flex is not such a great system. Maybe GSW have something better to offer, maybe not. There is a previous connection with Amazon though (via a third party), that may be worth noting (check the link below).
As for CBA. I don't know what all the fuss is about to be honest. I thought the December update was pretty clear. And since then there has been an announcement of a partnership with Toast that sounds fairly similar (POS related).
So, while all seems doom & gloom on this forum, and GSW has certainly made some mistakes in disclosure, maybe things won't turn out so bad in the end. Only time will tell.
GSW Price at posting:
$2.92 Sentiment: Hold Disclosure: Held
