Ann: Thorney Presentation 2018, page-3

Agree, it's a bit perplexing, however there is so much negative sentiment at the moment for financials, and the market is hyper sensitive to government investigations given impact of the Royal Commission. 

Regarding the update of available funding as at October 31, with 84m remaining vs 96.3m at June 30, this only implies about 3m a month in extra lending from headroom at this stage. Not exactly exciting given the supposedly very low market share, however one positive way to look at it would be that lending standards are more likely being maintained. Perhaps also, this is a seasonally weaker period for MNY, though I'd have to look that up, I would assume around Christmas and New year would be stronger. Any thoughts on the run rate of that fresh cash being deployed? Seems like profit growth will have to be moderated for FY19 on the back of this, not least the ever increasing number of shares on issue.

Also noted it wasn't price sensitive which seems wrong, it was basically a Q1 update?