I'd say it's a bit of both Perma. They've been alluding to this second partnership for a while now and Leigh has advised another HC member that the reason they (management) haven't bought any shares on market is because it would be seen as inappropriate with the multitude of partnerships supposedly around the corner.
I think it will run like last time once the news hits but then retrace a lot as well. Unless the new partner is footing some cash upfront I see a CR necessary in the near future. Perhaps that's why the marketing campaign has been so lackluster. Maybe they don't have the money to do more than a few social media posts.
Turning point will be the announcement of a remittance company using our technology (i.e. MoneyGram or Western Union).
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I'd say it's a bit of both Perma. They've been alluding to this...
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