i like the business, at the moment i think there may be some...

i like the business, at the moment i think there may be some short term pain for some long term gain
This includes
1) Slowly changing from a subscription model. With clients pre paying credits they are going to use them up before they start there pay by the month. I wouldnt be surprised if revenue is up and cash is down because of this which is something the board hinted at.
2) Head count. Looking at some of the roles they have on there website they are look to be expanding. There is going to be cost money before the roles pay for them selves.
3) Lack of updates. Given we are unlikely to have any updates until mid - late February from the mid year accounts sometimes the lack of news can be seen as a bad thing.

Once we get over these hurdles which i see as short term - I think medium to long term it should be smooth sailing. I really am looking forward to results from North America. However i think given the increase in revenue its time for that to flow down to the bottom line.