This has been on my mind as well. From memory the renewal was announced in May last year (confirmed 13 May), so they would likely be discussing renewal at this time.
Now, we were given Tech Update lite in early April and promised more detail. But what other detail will be revealed? Really, short loop success is all we were after and we were given a resolutely successful response. Why a delay of three weeks to reveal more, when it would seem everything to be revealed this week would have been known three weeks ago? Why the TH for the last update, when it was so brief?
DM has stated previously they have withheld metrics to protect WDC, so could this time be due to an ultimatum Beyoncé style?
I support 4DS walking and would hope it was done with a resoundingly bullish statement.
But I’m probably delusional, and I’m ok with that.
4DS Price at posting:
11.5¢ Sentiment: Buy Disclosure: Held
