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NA Williams - 1 billion deliveries p.a., page-2

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Gan_Gans

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24/01/18

16:07

Post #: 30537460
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Originally posted by pyrrho ↑

Do people actually think a billion deliveries p.a. from the networks / supply chain of NA Williams is actually possible? This is surely a completely ridiculous number.

For reference, I've just spent 2 minutes Googling and there was 12B parcel deliveries in the US in 2016 (source: Pitney Bowes).

By subscribing to the 1bn p.a. number and the resulting ~$130M revenue associated with that, you are assuming that the supply chain / networks of this tiny company in the declining auto industry (more likely they are completely screwed) focused in the American mid-west can somehow generate deliveries that compare in volume to almost 10% of TOTAL parcel deliveries in the US.

A lot of people are speaking as if the NA contract is going to be the white knight for GSW...at this stage, I do not think its justified....definitely not at 1bn transactions p.a.

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OK - I'm going to play my trump card.

1o mins in.

http://www.webcaster4.com/Player/In...7&g=b28c80b8-4893-4645-879e-bdcfe4977025&sid=

GSW Price at posting: $2.92 Sentiment: Buy Disclosure: Held
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NA Williams - 1 billion deliveries p.a., page-2

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