RE: I wonder when this will start turning round?31 Jul 2024 17:29
I watched that earlier on LinkedIn. He always comes across well but IMO it shows the ridiculousness of certain rampers who were shouting this was a great Q2 results update when even SK himself said he was disappointed with it.
Just filtered Colin again too. This BB seems to bring out more odd balls than anywhere else! I guess that's a good sign in that so many people can be bothered / paid to try and disrupt things! It means we are onto something big (as genuine holders already know)
It's far from peachy... I genuinely can't understand how anyone can read the results of the Q2 update RNS and see it as a positive update.
SK continues to suggest that growth will be "non-linear" even at this stage. He also mentioned that the slipped big deals are now likely to land in Q4 not Q3. No wonder this is back in the 40s at the moment.
Of course there are multiple opps moving through the pipeline... that's table stakes. They need to convert! They also need to be able to be forecasted accurately.