hamster had this:
#msg-730876
and New Wave this:
#msg-730767
And they seem to differ on a couple of specific points and more generally regarding a tone/perception point.
1. NW speaks towards the near term carrot/plum as EU, gestating for a couple of years. Hamster say nothing big from EU for some time.
2. NW speaks towards structural differences in the way business sis done in the US as the impediment, hamster seems to be chatting with somebody that wants to take his show to the US and get it done.
Hamsters notes are a bit confusing on which quarter how much we are taking about and I'm not sure f the wandering between dollars and pounds is intentional or not ....
but there it is again, the pointing towards Q2/Q3 as something to provide some clarity on how this company can hope to get $50m this year.
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