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    @Ryzie
    The update overall was solid, lots to think about and expect over the coming 3 months and for the most part positive.
    But having a re-read l noted that they've not mentioned any T2, T3 expansion plans, possible oversight? Not dissimilar to Bank wholesale funding, maybe planning to self fund it instead?
    The other things of note was no elaboration on isentric pathway with exception of anticipated transaction growth, but is the infrastructure completed or still being built, wordings ambiguous. Isentric is coming up on my searches, seems to be everywhere and some new deals/connections occurring in the background, l for one would like to know where its heading. Growth opp.
    This report highlights just how poor comms is, infrastructure upgrade not advised of lower revenue during build process, delays in RMS, IPAY88 going from referral agreement to material, fully refundable deposit IDSB, (assumed this came off first tranche payment), no celebration of merchants as they onboard, to name a few.

    Have you, anyone thoughts on the above?
    Stig
 
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