You make an excellent point about the fact that Coby doesn't talk about ongoing commercial discussions and specifically naming names, which would no doubt give the SP a quick sugar hit and please some people, but at what cost to this company's long-term credibility ? Coby's reluctance to divulge specific commercial dealings was very much evident in the question times of the last webinar ("Meet the CEO", 30 April) and in the investor briefing ("H1 FY25" of 25 March). Any significant commercial links/discussions between two players really ought to be covered by an NDA. If a CEO blabbs about emerging links with bigger companies, it always makes me wonder if they are real or just aspirational. In any case, it's not like WBT are saying absolutely nothing about their commercial discussions. Coby has repeatedly said words to the effect that they are talking to nearly all the big players, as in this slide :
All IMHO, DYOR
WBT Price at posting:
$1.85 Sentiment: Buy Disclosure: Held
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