exactly. it's the onboarding he has spoken about (very different from his comments in Dec I believe where DT was overly bullish about a single large supplier being announced).
and even if this supplier is onboarded there will only be an announcement once that supplier starts shipping significant volume through Kaddy. not at the point of onboarding- DT has stated this.
whilst onboarding is of course difficult, getting that suppliers drinks moving through Kaddy at volume is arguably trickier
I'm am a believer in the company but am
not expecting great things for this qtr. happy to be proved wrong of course
GLTAH
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