Mike, we always said they'd acquire well, and they have done so with AOM. They need to do more, we both know that - and in particular really get the existing legacy businesses humming - but there's no question that AOM has been good, almost certainly better than they thought it would be. I accept that they were receiving very little revenue from the US deal, but it was/is exposing a whole slab of potential clients to the AOM service. It would be great to see them sign up some US clients in the months ahead as it will have vindicated their approach to US expansion of AOM.
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Mike, we always said they'd acquire well, and they have done so...
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