Ann: Appendix 4C - quarterly, page-2

Disappointing for mine this quarterly - especially given December is the christmas period where you would expect more usage. still annoyed they continue to report interest in the revenue and not explain that.

They are playing the long game, and i really like what they are putting together, but transaction growth needs to accelerate, and we need to see monetisation soon - still happy to hold long, but it it a riskier play than i envisaged before this report.


here's what i posted 6 weeks ago;
It will be interesting to see where transactions land for Dec qtr.sep qtr was 1,963,015 which is an average of 654,388 per month, but given the growth, you might expect it was something like 550,000, 650,000 750,000 each month respectively.I'm hoping to see 3m transactions for Dec qtr (with a big dec), so was hoping to get close around 850,000-900,000 for Nov. So hopefully the + at the end of the 750,000 is significant!