I haven't seen the presentation. Unsure how many clients are Tribus. They are progressing; albeit the conversion rate from trial to paying clients is pretty slow. However if we ultimately have success this will increase exponentially. Big plans re overseas markets and other initiatives. This might be cheap price pumping talk but I believe they are having a genuine crack. By the time all those plans come to fruition however we'll probably have had a share consolidation.
Continued success with the domestic rollout should see a higher SP soon-ish.
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