Ann: Investor Update, page-23

I highly doubt that this is dead and buried.

There is existing structure and agreements in place all over NA that have value.
It is only because of the covid environment that it is underperforming to expectations.

This structure also still has clear and obvious potential to grow.

However, the covid environment still persists.
Its not a question of whether it is dead and buried, but one of how much dilution
will we have to suffer before the existing business returns to normal.

Looking at the US and then over at whats happening in the EU atm,
there is less hope that further dilution will be limited from necessary CR to keep this going.
Winter, in the northern hemisphere, is coming.

But I'm expecting that this dilution might occur at higher prices.
This quarters revenue should approach being equivalent to last full financial years.
The following quarter, in turn, can be expected to exceed last years' revenue.

So come early next year, when the CR hat is passed, I'm expecting it to be at a higher SP than the last one.