waiting for quaterly update?, page-13

I think you are spot on Caveat
Integrations i believe were minimal compared to prior quarter as they are gearing for the big guys (XM etc) to go live which will be a Q2 story
Transactional revenue from the likes of Coinify will be minimal as they are minnows compared to the FX guys
Personally don't mind if it gets sold off on quarterly
Will provide a good entry as this year we should finally get some traction on the revenue side of things
Company has done a great job working with regulators and customers to lay a solid foundation for future growth
I cant find anyone out there with the solution these guys offer
The KYC/AML technology forces the hand of the customer to take down the full package being AML, transaction processing and eventually settlements when the banking licence is received.
Good times ahead.