Yes I still own Plexure and rate it a buy - great company but...

Yes I still own Plexure and rate it a buy - great company but high customer concentration.

You are right - at this level TNY should be monetising their user base effectively, and I think the acquisition will assist in that regard. I don't know what the effective revenue growth is at this point. The quarterly print was 12%, but I think the underlying growth is stronger than that because of deferral of advertising deals into this quarter. If the next quarterly print is another 12% or something like it, I'll probably get out. But I'm expecting higher, even with a tough YoY comp.