Re-rate Potential, page-14

Wouldn't worry about tomorrow. In my view the first measure is their ability to close one of the 3 large deals in the pipeline, Top 5 US bank, Visa, Major Euro. From there the second measure is their ability to ratchet up the ARPU. We might see some update on ARPU improvements in the next quarterly, would think that the BNZ white label offering with Xero integration may well outperform.

IF they can deliver on these 2 fronts both investors and traders will be grinning.