I agree with your thoughts on the upcoming quarterly. To me its the quarterly which confirms the base.. shows the business is on track and proves what an incredible purchase the Wirecard assets were..Its the March quarterly which will give a much better view on the growth and outlook.
This quarterly we have all the associated costs with the acquisition and bedding everything down.. i am hoping for some detailed commentary on the outlook and BD pipeline etc though.
Either way, I'm not at all concerned about the short term noise... with Marqeta and SOFI (owner of Galileo) both listing in the USA this half, they will put a spotlight on the incredible earning power and growth of these digital processing businesses.
Patience!!
CCA Price at posting:
14.0¢ Sentiment: Buy Disclosure: Held
