One advantage of GSW's present woes is that is does draw in interest in it's service. GWS was not on my radar and now I've looked at it, it's tech is pretty cool - although, as a general rule, I do not like Australian stocks because of the sorts of issues that are now engulfing GSW. Seems to happen all the time in Aust.
Anyway, I had one question: what stops people using existing tech (eg. Bringg, Onfleet, Tookan etc) or new tech to compete with GSW in Australia and, particularly, o/s? Revenue needs to increase at least several hundred times to justify the current market cap - and that will be hard to achieve unless there is a decent moat to keep competitors off GSW's turf. What is that moat?
Any easy answers gratefully received. I'll have a look at this one once the SP is more properly aligned with its current revenues.
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What is the moat?
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