Ann: Appendix 4C - quarterly and commentary, page-30

A couple of thoughts:

1) BUD has shown itself to be highly opportunistic - in its pursuit of accelerated data inflow - the build of Parse and Ohm are both examples of fast track bolt-on projects to speed up the inflow - and neither were predictable even weeks before being announced - so perhaps we should expect more of these types of add-on initiatives

2) The faster data arrives at BUD the faster it will attract yet more data - network and viral effects will ramp up as we go - how that affects revenue is hard to predict - but obviously more data ultimately = more revenue - so we could become cashflow positive much sooner than CY 2019 - we are already ahead of earlier guidance on data loads - so perhaps that's a sign that we could come in early on break even