For mine, there has been reasonable progress albeit slow and soft with lots of excuses. Distribution channels are a nightmare, so it was good to read that there is a small pivot happening to direct deals with building management companies etc, I would have liked to see which distributor was making the sales, a number against each would be good.
A couple of big omissions
1. No update of Nestle. Is this a 1 factory deal?
2. Comcast - DM needs to update this deal or kill it. They have over 1000 buildings under management
Doing some research on Doncaster Council, they have an est.1000 buildings under management. I was hoping to see this rollout happen faster.
Anyway, I hope the market is reasonable tomorrow with the SP. Maybe DM will start to give more frequent updates and not let the SP slide as much, focus on direct deals for a while and announce them
GLTAH tomorrow
BUD Price at posting:
12.5¢ Sentiment: Buy Disclosure: Held