- Google advertising was unpaused 1-2 weeks ago (after 6+ months of pause, after the PEP issue became obvious). 1-2 weeks ago is about the time where they could have been getting positive signals from PEP, in advance of what's happening now. - The app ranking is at an all time high (by far). I think due to the new credit score feature. If clicking on Credit Score on the website, it tells you to download the app, and the website says 'As Seen on Channel 7'.
It feels like the business itself is strong, in regards to customers. Just with some troubles, that we have to wait and see on (dilution/raising trouble, and provisions being an unknown).
I would be pleased to see another cashflow positive quarterly, but a raising might happen before that.
MME Price at posting:
10.5¢ Sentiment: Buy Disclosure: Held
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