I think Mr Market is reacting to the Q4 talking about June being cashflow positive and then you see those Q1 results (even backing out the one off marketing costs). Now the talk in Q1 was about hitting the $1b loan book. Not really any discussion on being cashflow positive.
It is a top heavy expense company, so the top line growth numbers have to continue to explode in growth to keep up.
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I think Mr Market is reacting to the Q4 talking about June being...
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