Results9 May 2019 09:13
The cynic in me suggests they backwards engineered the Facebook contribution to hit revenue targets, not having visibility on that is a worry.
Also, doesn't seem much progress on the aspects they mentioned that justified the last capital raise.
On a positive note, they do seem to be being prudent with cash, possibly slowing down to reflect VR take up more generally. And company is certainly on a growth projectile.
Difficult overall to judge, but I remain positive and plan to hold for a few years. If not add to average down..