Thanks @gizard I agree the product offering looks really...

Thanks @gizard I agree the product offering looks really "sticky" and hard to change once implemented. I was just enquiring about the size of the potential revenue. Its the only thing I can't get my head around. At ~$51 ARPU that is a lot of users to get on board to generated the significant recurring revenue (3-5M pa for example) FRX will need to get >100M MC for instance. Can they do it? How long to implement?

I think they are setting it all up nicely, the new hires look impressive. At $15m MC what is the downside really.