I'm remaining positive until after FY but am very wary about Q1 in Oct and how bad the US numbers will show. They will not be "growing at 40%" while they are losing customers and not increasing existing customer limits.
They must do one or the other but increasing customer limits comes at a risk too.
Exit plan is to step aside in the next downtrend but want to catch any further upside to FY results later in the month. Hope it happens after FY results but I'm ready to bail if it happens earlier.
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