NOR will do another CR this year, guaranteed.
Question is when, and what they can do in the interim in terms of progress:
- slowing the spend to extend the runway to calendar Q3 for the CR (Q4 not plausible)
- milking more out of the existing WP customers
- reducing spend on new and existing customers
- something/anything on Corona (is this thing actually going to happen?)
- new products - world credit, WP-WP, dynamic pricing, etc
- black swans - partnerships/alliances etc (not insignificant things like booking.com)
It's going to be a roller coaster.
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