For what it is worth... I agree with you. Eng's next report will be keenly awaited by many I am sure.
Their marketing is being noticed...but it will be interesting to see the conversion rates. ie. bottom line customer sign-ups.
Fre is looking good too although I have researched them less.
% wise it will be interesting to see what happens to both of these in the next 12 months.
I hold both so take this post as a grain of salt.