I said in another thread that we shouldn't overlook the consumer...

I said in another thread that we shouldn't overlook the consumer data metrics that SKF provide (registrations, sessions, etc.) as this will be foundation for the consumer advertising pillar that SKF are trying to build. Another great update for those numbers in this quarterly as well.

As for the cash burn, yeah, they could have easily waited another quarter before a cap raise, particularly as a few signs point to the next quarter being very strong (delay in large invoices until October, plus strong revenues this quarter flowing through to receipts). Makes me think that the "material" capital raising may come with something else.

Sentiment back to a buy! I've talked myself back into this one!