Mal85,
Agree with your comments. The problem for investors is that the exponential growth rate means that the intrinsic value of this business also grows at warp speed. We are either going to zero, if management have lied, or to a multi bagger from here if they are truthful. As I have posted in the past I think this will be a multi bagger.
Further, with $100m in cash, we have the firepower to fix implementation issues without going cap in hand to an unforgiving market, driven by the tools at Totus Capital. How many contracts have you signed with Amazon, TotASS?
There is also hidden value in the NA Williams contract. NA Williams is a distributor with 30+ clients. The implementation can be staged, and even if problematic and rejected by some NA clients, it will still lead to material revenues. Bane and Joel were conservative in their estimates.
If the share price drops in half, I'm buying.
GSW Price at posting:
$2.92 Sentiment: Buy Disclosure: Held
