I think another announcement now may actually heighten the perception of execution risk. Perhaps people have just had a chance to absorb the NA Williams contract a little more and are now thinking GSW is wildly undervalued, or mildly undervalued if you factor in a 50% execution discount.
Having said that, with the NA Williams contract being inked I'm sure the likes of BAP or WOW would be obvious customers in the Aust market.
GSW Price at posting:
$2.26 Sentiment: Buy Disclosure: Held
