Member Info for Hastings74

As I said, you claim to know Chris Cochran.

Just ask him.

Bank of America/Tesco

As accurate as their forecast...

Sonce you know Chris and Stephen, ask them...

Or someone else at Cirata...

Nobody has an issue with renewals as long as they are not declared as new deals.

As I wrote before, when customers stick to a solution, it shows how good CS works.

Normally renewals aren't handled by the sales team and nobody in the industry annouces them as big wins.

I'm also curious about the DI numbers.

I'm skeptical, because so far all the bigger deals were just renewals...

We'll see.

I'm always happy.

I'm with Lottery on this, 1.3 would be nice for Q1.

What worries me more ist, that according to this they had zero inbound leads in the first three quarters of FY24 and probably also none in FY23. 21 months is quite a runway.

36 leads in 90 days isn't something any marketeer should be proud of... that boils down to max 8 opportunities.

We heard the story before how many opportunities they are working on. Conversion is the key.

Didn't SK hire a new VP of Marketing? Alexandra Gee, she didn't even bother to list that on Linkedin ;-)

Come one Spratt.

"This so funny"

I guess Spratt will now speculate that I'm a chinese Ex Wandisco employee...

This so funny :-)

Come on.

I'm not abusive.

Reality might be tough on you.

I don't have any beef with SK, check your posts from 12 months ago.

Your predictions are on the same accuracy level as SK's.

I think that's comical.

Peace.

Quite obvious, that the market doesn't buy SK's stories anymore.

Customers stick to them (which is good), because the CS team is really good, sales not so much.

The DI part is interesting, but they're not the only ones who can do that.

@Pearls:

Not a bad update, but not great or mind blowing either.

As for the outlook they gave us, I just hope it's more realistic than the ones they given us in 2023 and 2024.

Have a nice evening everyone!

Didn't you expect more from SK?

Don't worry about my sanity.

I think my assessment basically mirrors what the market reflects right now...

I've never met Kelly and honestly talk is cheap, unless it's verified by numebers.

I think we all want to see some decent results.

What was the SP before the last fundraise? Something around that number would give me comfort.

I think that there is a market, I just don't believe that it's as huge to justify the package that SK and his VP's and directors are getting.

Wandisco/Cirata burned a quarter of billion since it's IPO, a lot of that money landed in the pockets of Disco Dave and his friends.

Maybe I'm just too impatient, but there are some similarities to what is happening right now.

Okay, it's been a tough day for almost all stocks, but still hardly any movement doesn't satisfy me.

Again, a bit more transparency would help, today's deal isn't from a net new customer, still a good sign.

Would be nice if Kelly had an explanation of what happened to all those millions of revenue that they promised in 2024.

I just feel misled by SK, we all knew that patience is needed, but seeing hardly any move is annoying.

If there was a real strong market interest, that would be reflected in the sales number and that's just not there right now.

And yet the SP is still under 20p, you could very well argue if the anouncements were received that well...

At least Tesco sticks to them.

Management expected millions to come in Q4/24....

So not sure how if they don't do their job properly or if they are actively misleading us...

Apologies for adding realism to the discussion.