There are a lot of positives in terms of how they are structuring the business for the future, but it isn't a tomorrow thing. It's like a 2-3 year plan thing. So while they may grow or stagnate organically in the near future, they are making moves for the underlying business to take advantage.
I just hope they aren't too slow for the potential market and get a competitor shock as people realise there is money to be made here.
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