The q4 outflow was estimated at 4.3m. Given 2m rev in oct if the nov numbers show any signs of improvement to 2.2/2.3m we would cover q4 costs forecasted. The big test will be november improvement as the argument left now is how much of the publisher reactivation drove the gain versus how much dropoff is oct vs sept. Is seasonally sept higher than oct notwithstanding the publisher reactivation?
if sept is the busiest month of q3 but october should have been busier than sept , with dec being the busiest per what we've been fed.... then we have an issue as we could infer little growth if you strip out the publisher reactivation. That said we had a few days of reactivation in september that isn't quantified.
either way without any technical issues if they can hit 2.3m in november it would really set the tone going into dec. I would hope then a large chunk of that dec would be profit ovee q4 forecasted outflows. Most importantly havint cash for q1 2020.
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