I'm going to give it pass, just.The good:Achieved the roughly 9%...

I'm going to give it pass, just.

The good:

• Achieved the roughly 9% increase in customer receipts/revenue as predicted (Romans, I don't follow your comment above, net revenue was 1.732M last quarter and is 1.987M this quarter I think)
• Achieved the saving of 400K in expenses as predicted
• Maintained the higher revenue per US ECP

The bad:

• Drop in US ECP numbers by 78 - this worries me most. We should be increasing this significantly.
• No update on sales from Bloom Day
• Drop in repeat customer rate

I agree with bond00what that the key statement is the prediction of cash use over the next 2 quarters being <1M which would deliver the year on year drop in cash use by 25% - so doubling down on that prediction again. We would reach breakeven by the predicted Q1 2024 date (keeping the 9% q-on-q revenue increase assumption), but not by the mechanism I would have preferred which is a step-change in revenue generation.

It's good to management meeting their predictions, even if it hardly sets the world on fire.

No change in sentient on the market it seems, which is hard to fault.