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I detected the sincerity and frustration in Charif's voice and...

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  1. 59 Posts.
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    I detected the sincerity and frustration in Charif's voice and tone on the shareholder call. The team works hard to secure and then to launch each partner, so this must be painful for them. I'm glad though that Charif was candid in saying that this kind of churn is not unexpected with a partner that goes this aggressive on the marketing campaign. A bit of a reversal but I'm glad we've passed it now, and the business is still strongly poised for growth from a diversified set of partners. Chin up, to mgmt and shareholders. This company has a long future yet. 


    Remember also that just a few months ago the share price was inexplicably down to 3 cents range, and despite that the team was busy executing, and delivered strong Y/Y growth in user nos and ARR.


    Charif has shared on the call that cash in hand allows the company a good runway, and its product has continued appeal and relevance, so I'm inclined to just wait it out and watch the numbers grow..  

 
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