I agree with the seasonality comments - Q1 (Jul/Aug/Sept) would be their strongest seasonal quarter I imagine....Wintertime, no holidays, people staying in etc. Q2 (Oct/Nov/Dec) loses minimum 3 weeks of opportunity with people on holidays, socialising, Xmas/New Year entertaining etc. etc. To show Q2 on Q1 growth of any magnitude (even the 2% they showed) is a positive to me.
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