nothing exciting - just my expectation that from July onwards we should be dissapointed by 6 deals in 18 months, satisfied by 12 deals in 18 months and impressed with 18 deals in 18 months. My whole timeframe for ADO centres on the next 6 quarters. If it can't deliver at least 6 deals I will rethink my involvement.
I don't think it is wrong of me to share this as we all know how long it takes to get deals across the line but I believe there are at least 2 transactions that are at the term sheet stage - we have seen and heard this before but I believe it will arrive - probably 1-3 months is a fair guesstimate.
I think it may be possible that one of the bigger triple cutomer hopefuls might have had a recent breakthrough - maybe someones mother or grandmother or aunt might have better information than I.
Either way - in 5 weeks we are in the green zone of my time horizon - 9 weeks was just a reference to around the end of july - the first month in the green zone.
