Ann: EN1 Boards 5 New International Programmatic Customers, page-23

Thanks tea leaf. And there is certainly more than enough documentation of all of the last few years of trevails in other threads for any newbies. Plenty there to do dd for yourself inc all good analysis by sal, bw, andrew, hash also. Good to point out the business was profitable and shifting gears in the lead up to covid, that gets lost often.

Anyhoo, I'm a few m in at around current levels and if it looks like business is returning to pre-covid levels, with alto out of the picture, I'm on watching brief to take about another 4-5m + I reckon. We've all been around a while so we should recognise it when / if it comes (or if it doesn't). Not sure what this is at present.

For me everything else is noise - question is are we getting going again and clean (no Alto), if so how big to go.