Ann: Quarterly Activity Statement and App 4C Mar Q 18, page-130

  1. 26,773 Posts.
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    No, the stop loss notice was made out close of yesterday. It didnt have much impact today; decline was across the board most microcaps. It does not help when YOJ mkt cap is still elevated. Share same sentiment as nick in saying that nothing seemingly coming out of those prior announcements , even Scharff was delayed (2.0 you say). No clarity and transparency around how much each of those deals are worth- i fall back on the belief that if it is any material, you would declare it. Usage is unquantifiable like GSW excuse but you could provide commentary around progress of each - if none means likely no or minimal traction. UPS could have their own - could well just be on fact finding discovery. YOJ wont come out to tell you its not on because the sp would be adversely affected- so ppl can make their own assumption with each passing day that there is no news on it.
    How do you see they can generate $1m per annum per deal? With all the delivery growth they see they experience, it doesnt seem to translate to an escalating revenue position.
 
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