At some stage you have to start questioning the business plan,...

At some stage you have to start questioning the business plan, maybe a bit too early just yet.


I don't know what the market is expecting in way of revenue this quarter (obviously if I did, I could be quite rich). But for me, I'm certainly going to be looking for a upward trend in MAU and revenue. A clear trajectory, not necessarily millions in earnings, but a clear signal that V2.0 is being adopted, earnings are coming through, and that the ambassador campaign is adding value and that people are engaging with the app is what I want to see. That, along with an indication about Speedcast (even though the quarterly is done) is what I'm looking for.