If we consider this versus the guidance provided entering...

If we consider this versus the guidance provided entering Fy2020, the Company are essentially updating that they will hit the bottom end of their original Rev guidance, but EBITDAF likely to increase by just short of 30%. WOW!! My whole investment case is based on operational leverage and the future trajectory on EPS, so absolutely delighted with this guidance.

Yes, in a perfect world would have been nice to see a lift in Rev guidance, but the projected miss (using the mean values) is $ 1.5 m or 1.2%. To give this some context, the Variance in TIME to onboard new customers can for example, explain this outcome. Pleased to see that the TPV guidance remains unchanged.

So well pleased with this announcement and the timing thereof. 6th of November diarised !

Rokewa