Rechecking my notes: the only real ‘negative’ out of that...

Rechecking my notes: the only real ‘negative’ out of that announcement was the increase in spend which changes the equation for break even by half a year (if it stays at its current level).

Couple interesting things is the jump in manufacturing (more cameras?) - could be a sign dominos Japan which is controlled by aus/nz dominos are finally going ahead with the camera...can’t think of any other camera customers.

Revenue per store doesn’t meet their early estimates either. It’s about half what they were predicting - could be sweetheart deals expiring which could explain the recent jumps in revenue.