Just to chip in to yesterdays convo about whether or not there will be an announcemnt this month to signify B2B hard launch.
I think there definitely will be, with the only caveat being that there is the possibility that it will be rolled into the Quarterly Report. However, I wouldn't be surprised if D.T. and team put out a standalone announcement to shine a light. We can consider the following ideas:
Yes D.T. has mentioned he likes to (paraphrasing) "tell the market what he's done, not what he's going to do." But, actually, he does both, particulary if we consider the 'blueprints' that have been laid out for quite some time (years now: since 2018/19), and which were fully fleshed out and articulated in the excellent 2020 AGM presentation, which told us all what to expect for quite some time (including B2C and monetisation of data). Laying out well-articulated blue prints for future construction is risky in the sense that the market will likely hold you to account for following those plans. We have no problem in this regard and things are ticking along swimmingly.
Regarding a B2B launch announcement, we have to remember that this step in the plan has had the benefit of a 'soft launch' through March, and so they should be able to launch strong and confident, having had time to iron out as many bugs and cracks in the system as possible. So, we might say that announcement of B2B this week or next actually aligns well to D.T.'s recently articulated philosophy of "say what you've done, not what you will do," given the pressure testing the B2B has likely had these last few weeks.
All signs point to the B2B not being fully live yet (IE hard launch completed). W.D.'s social media channels have still been building anticipation, and even the new website that launched today is still using phrases like 'pre-register,' and 'reserve your spot in Market.' Now, we have to include a caveat that it is still possible that they have launched in Sydney, and the website/social media platforms are currently for the benefit of the broader trade buyer/supplier market that might intend to sign up for future capital roll outs.
In the past we speculated that B2B soft launch would be announced in March, and that perhaps we would gain access to the Insider Trading Club at that point in time too. These suppositions turned out to be incorrect, but such is the nature of speculation, due dilligence, and trying to keep ones finger on the pulse of company activities. In retrospect, it seems more likely that the Insider Trading Club may come online via the B2C channel this May/June, but the possibility remains of it being via 'Market' as well.
On balance, I think we are likely to get the B2B launch officially reported to market before the end of the month (IE in the next 6 trading days). D.T. would be aware that there is a certain expectation in the market regarding confirmation of B2B activites. Whether this confirmation is via the quarterly, or a separate announcemnt, we will see.
(20min delay)