Quarterly, page-12

Hi all
I've been perusing this forum amongst others as well as the company's announcements since IPO the last couple of days and I like what I see long term.

I was hoping to use the incoming quarterly results as a catalyst for the options in order to gain some leverage from them but looking at the pcps it's clear that this quarter is historically poor. It's clear that revenue is seasonal and as a result whilst I expect this quarterly to be an improvement on the pcp it will still be relatively underwhelming compared to 2H quarters.

At this stage whilst I have a positive higher level view of the company and it's direction, I have a few line items that require further investigation before I commit substantially. I'd have dipped in to insulate against a significant sp jump but I don't anticipate the move if any to be too big considering pcp quaterlies.

I like the traceability/accountability that a service like this can provide. Data is important for teachers to be able to find problem areas for students and to determine that they've actually read the material and are not just saying they have.

I don't recall where they mentioned it but I did read that they have added something like 10 schools since the annual report cut off. I wonder when they'll realise the benefits of those additions.