If the Trump tariffs have mostly been put on ice for the next 90 days (so to 9th July), what news can be expected from WBT in that period to support the SP that has been under considerable pressure ? Well, there will be a quarterly report for Q3 FY25 due at the end of April. The Q4 report won't come out until the end of July. Then there are new license deals, supposed to be 5x. In January, I predicted the first might drop around 4th June, because it seemed unlikely the signings would be evenly spaced in time (i.e. every 10.5 weeks in CY25).
"....Let's say the gap halves between signings. Then we might the next 5 signings at 6, 9, 10.5, 11.25, 11.6 months into CY25. So I'm thinking the next one (4th) might appear in June. That's all supposing that Trump doesn't bugger everything up."
Anyway, if it was one agreement every 10.5 weeks, they already missed that timeline (first would have been in mid March). And Trump has had a good attempt at buggering up trade wordwide. Nevertheless, I'm looking forward to seeing the revenue in the next quarterly, and a license agreement around mid-year (at least). Plus some anns about their progress with DBH. If we get no new signings by the second half of 2025, I'd say Coby will need a bloody big tornado to hit if WBT are to satisfy their stated commercial goals for 2025.
All IMHO, DYOR
WBT Price at posting:
$1.53 Sentiment: Buy Disclosure: Held
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