The lack of mention of the US in the quarterly I thought was pretty clear "admission by omission" that the US is on the back burner for now. This business is now entirely focused on NZ / Aus / Oceania.
It's a sensible move, I think - almost all the business' resources and executive experience is in the Aus / Oceania region, they have no business and not enough wherewithal to chase unicorns in the US.
The lack of mention of the US in the quarterly I thought was...
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