He has said mega deal shouldn't have been pre-announced but they are still there and have been a customer for a few years. IMHO it isnt much more than a roll out contract with either Target or HD, but it is a commitment for > 10 DCs over a 2-3 year period.
The announcement that I am eagerly waiting for and trying to second guess is who their global distribution partner is going to be?
I cant even think what type of business?
will it be a fork lift manufacturer like caterpiller/toyota/etc will it be a service company (but they are typically national not global) like Ryder will it be a H2 company - I hope not will it be European or US company?
but 3-4 big announcements expected this year
got to be excited - may even buy some of those long call options for fun
News 
Market Data 
Discover 
AI
