Ann: Investor Webinar Presentation, page-2

The explanation of the "Non monetised" business seems a bit glib, and only vaguely plausible. It is almost like they didnt know it was going to happen this way. Or, why wasnt it flagged as being a possibility?
It smacks of everyone being a bit surprised.

That said, the language of the presentation is unequivocal in its statements about revenue growth and timing. I am sure that the management know that they cant get away with the "Non Monetised" excuse too many times. 4COL, they gave freebies in excess of the Market Cap of the Company! All up, this quarter should be an order of magnitude stronger than we have seen up to now. Even if this doesnt materialise as a better sp before the next Quarterly announcement in January, it will very soon afterwards imo

I just hope they dont sell the farm to early