Pretty dissapointing if a major contract chose not to renew....

  1. 1,204 Posts.
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    Pretty dissapointing if a major contract chose not to renew. Stickyness was a major selling point. This raises the question is it price?, supply/competition? Something else? That customer surely has to end up elsewhere, what was the reasoning?

    Some things I don't like in the short term:
    * M2 - still seems like not much happening.
    * Execution on S2, construction is unbelievably still happening.

    This will all mean a delay to increased revenue needed to offset rising expenses.
    Real risk if M2 doesn't fire.
    Last edited by bumskins: 18/02/20
 
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