I've always found you to be a good poster. So FWIW I appreciate your thoughts mate.
I'm not particularly worried about the risks you have pointed out at this time though as I feel at the current SP the upside potential is now much higher. Put it simply, I was extremely comfortable with the risk / reward ratio on this before the Amazon ann, now I am ridiculously more so. For me it's the least nervous hold in my folio.
I have always felt it is great tech with insane scalability, ease of deployment and targeted at a growth industry. Amazon would have considered a lot of options and to choose Getswift really is a big market vote of confidence. If you were to forwards factor the NA Williams + Yum + Amazon revenues into the SP now then the result would be ludicrous and the market couldn't tolerate the jump required.
But factoring in say 10 to 20% of that revenue as a representation of risk can still put GSW over $10.
GSW Price at posting:
$3.60 Sentiment: Buy Disclosure: Held