Slightly disappointing result, but these smaller misses are...

Slightly disappointing result, but these smaller misses are always a risk with a company that has so many growth levers to be pulling and maintaining. Core story remains on track, big market opportunity with slow and steady accumulation of market share in the niche areas it has made home.

I suspect a chance for believers to top up lower, naysayers to say I told you so and a long while of churn before the market starts getting giddy again. Question to ask is this company on track for the long term goals of $20b GDV and beyond, personally I still believe so.