Hey I understand - it seems like we are treading water a bit. However the 1M + cases supplier, did not just fall off - I don't think. In the report it says this...
"The expected onboarding of some larger suppliers over the coming months should help offset the seasonally softer trading conditions that are typically experienced by the beverage industry in the March quarter."
Perhaps DT, back in the last webinar, was a bit premature in mentioning that supplier. I think it has taken longer to onboard than expected. But I don't think there is anything sinister. It's just taking longer.
DW8 Price at posting:
4.5¢ Sentiment: Buy Disclosure: Held