Another newsletter are suggesting Getswift (ASX:GSW) are set to benefit from Amazon's arrival through their last mile delivery platform. There are a dozen competing platforms offering to facilitate last mile delivery. Would GSW be chosen by Amazon?
Even if Amazon were to use NEA to assist with delivery optimisation, I don't see this as anything more than just one more customer sign up. This would not be a transformative deal.
NEA Price at posting:
71.5¢ Sentiment: Buy Disclosure: Held
