I’m tempted to think he combined the numbers because the number in stage two is actually very small.
However, he has mentioned some specifics that sound like they are beyond stage one and he has indicated more will be coming on board in the first quarter.
He recently mentioned maximizing the results by choosing the most valuable customers first. That suggests to me quality over quantity which I’m I am fine with, but I hope it is not an indication that no more are coming.
I don’t think he has said anything that’s wrong, but we have to look very closely at what he said in the various updates.
Thanks for a company related interaction red!