Ann: Investor Presentation, page-34

I hear what you are saying - I think 3 things got slammed together with the Investor Presentation:
1) the pitch to instos - which is essentially end-of-June centric - Charif needed to put in some time to the Sydney and Melb markets as the business is based in Singapore - he wanted to focus on the broader story of growth and development - so a deck was created to walk through the business in totality
2) the implied (but not confirmed) +ve cashflow - as a result of the recent explosive growth post-June
3) the August user number update (+150,000 users leading to 750,000 total)
As a consequence of slamming things together we ended up with a non price sensitive announcement - which is clearly ludicrous - how can a business grow by 25% in the month of August and it not be price sensitive??????