Glass half full vs Glass half empty, page-110

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makattack

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20/02/18

09:10

Post #: 31177324
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Originally posted by dim81 ↑

Nice of the AFR to finally mention the NA Williams contract, pity this wasn't in the original article, as it is a material fact underpinning the valuation of the company.

It's 138m USD in revenue which if executed well will be more than a 2.5 bagger. Also, management have been conservative with the number of deliveries, again not mentioned. AFR just trying to cover their ass incase the quantum spike in deliveries occurs as communicated.

I wasn't looking for someone to blame. I was aware that this was a pay per use model. I was not surprised that over 50% of the enterprise clients are in test pre revenue phase including NA Williams, Yum and Amazon. All this was disclosed in the prospectus.

Also as for misleading shareholders, what announcement have they had to change? The material contracts are still in play and the anticipated deliveries have not been revised down.

The market has just reduced the expectation of execution to 5%. Bargain. Now up to Bane and Joel to get up off the floor and land a few punches of their own.

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It's 138m USD in revenue which if executed well will be more than a 2.5 bagger.

Was that revenue defined before or after management rode the delivery trucks? It would be great to know how they derived at such a figure and over what period of time this revenue covers. Obviously such a large revenue stream from just one company is worth a lot to the share price.

Last edited by makattack: 20/02/18

GSW Price at posting: $1.31 Sentiment: None Disclosure: Not Held
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