Glass half full vs Glass half empty, page-50

First 50 Last

Share
Profile

Follow
insomniac

623 Posts.

19/02/18

15:49

Post #: 31163110
Share

Originally posted by gustaaf ↑

Did you learn a new word on the weekend?

Your entire post (and others) is based on assumptions that lack fact. There is no reason why a retired AFL player could not be an IT genius. I don't know that he is, but you also don't know that he isn't. In any case the quality of the company will be based on the ability of the people GSW employs, rather than on Joel's specific IT skill set.

If the product GSW has developed is fluff, why would the likes of YUM! and Amazon sign contracts with GSW? Whilst we still have insufficient details about those contracts, it appears to be clear to me that these huge global companies wouldn't entertain the thought of signing anything with GSW unless its product had merit. What we don't yet know is GSW's ability to successfully execute those contracts. For large scale contracts this takes considerable time (18-24 months according to the NAW contract), hence the still low cash receipts that are used to justify rating GSW as grossly overvalued. For what it's worth, I'm in the half full camp whilst the three large contracts remain in play.

Expand

pretty sure he's not an IT genius. Nothing in his Linkedin says so.. under Skills says. Marketing Genius yes ..IT Genius no. Sure ...between football, doing the Business Degree, starting the Buy US Property Co, starting Liquorun, he becomes an IT genius. Sure he developed software even Amazon can't replicate. Hes a brilliant opportunist though..and who could blame him when there are so many mugs around willing to giving him their hard earned. A brilliant IT guy, I don't think so.

GSW Price at posting: $1.31 Sentiment: Sell Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

Trump is President Again: What Does This Mean for Crypto?

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

NHF

Burgeoning NZ insurance claims drive 1H25 operating loss for nib

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

ACW

Actinogen receives $9M R&D tax rebate to fund Alzheimer's trial