To be fair, it was TASK that announced (on their LinkedIn page) their new and expanded customers - prior to - the merger being completed. Plexure was asked directly at the merger meeting of shareholders and did not deny it but declined to elaborate. It was not until the merger deal was completed that Plexure announced the TASK customers, in a very low key add-on to the announcement of agreement to merge.
The Sky Stadium is most likely to be similar to the other stadium customers, which you can read about those stadium products on the TASK website. In $ terms I expect it will be relatively small.
The Bakers Delight deal for the TASK online ordering solution (TOLO) to deploy across all of their 500+ Australian bakeries is likely to be a lot more substantial $ (the products are also on the TASK website), but we haven't been given any indication of revenue.
Likewise the extended relationship with Compass Group Australia, executing an agreement to roll out across the entire enterprise (600+ stores) is vague on what product is being rolled out and no mention of revenue expectations, albeit I expect it to be fairly significant like Bakers Delight.
So absolutely, I agree with you that we have been given very little information by the company about these deals, or the $, or the products and how they complement each other, what the opportunities are etc etc. All of the Plexure and TASK products are described on their websites. The merger presentation gave some insights into how the products could work together.
The elephant in the room imo is that Plexure still haven't signed anything really significant except Pita Pit in NZ and the significant part is not a modest NZ franchise, it's whether it expands worldwide. I know they've been doing POC's with Ahold Delhaize and Super Indo, but as yet nothing more said about that.
Speaking of other customers, we literally haven't heard anything since the original announce about White Castle or Loyalty NZ, and it seems every update to the website drops off some customers, like IKEA, 7-Eleven Fuel App, etc. (The 7-eleven fuel app is still a thing).
Interestingly McDonalds haven't yet exercised their right to increase their holding back up to the 9% or so that they had before the merger (currently diluted to 5.78%). We can only assume 'contract negotiations' with McD's are ongoing, the big thing would be more emphasis on transaction revenues rather than solely license and support revenue presently.
The Houdens now own about 35% of the company between them (Jennifer and Kym) so it's fair to say I think that the merger was a reverse takeover and backdoor listing of TASK into Plexure on the NZX and ASX. Volume on the ASX is woefully pitiful, so I would hope that Plexure/TASK launch some serious marketing campaign aimed at shareholders.
So in summary, I'd have to agree with any shareholders or prospective shareholder who felt like they were flying blind through the lack of information provided to the market since the merger.