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What John Cockerill promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 9 tracked 0 delivered 0 missed 9 open
  • JVD Commercialization Timeline at risk said Q4 FY25 Promised: Expect contracts in 2025 Q4 FY26: No contract announced by the delayed deadline of Q1 2026. Management only mentioned 'growing interest for JVD technology which should also translate into more orders in the future'.
  • Value Services Share on track said Q4 FY25 Promised: Aiming to have at least 20% of value services going forward Q4 FY26: No new data for CY26 performance. A new, separate long-term target of 30-35% over 3-5 years was introduced.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 9 tracked commitments for John Cockerill — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens