Conf call I found that really didn't add much to the filings and MD&A. The question of why they drew the amount on revolver was addressed and I guess it's about having cash on hand rather than MTN paydowns -- at least at this point.
There certainly wasn't much window dressing on the financial picture from the CFO. She's firmly grounded in reality which is probably a good thing though it doesn't do wonders from a PR standpoint.
It does make sense that they would not disclose details about financing going forward until the new finance committee evaluates all the options. However, it's not too impressive that they have taken this long to figure out the need for a finance committee.
There was some interesting discussion about ARPA and challenges with larger advertisers. If they're truly going to get into those high end websites, it's going to take a different employee profile and much more custom web development than I think they currently do. It woud be interesting ot know the breakdown of large/medium/small advertisers -- anyone have information on that front?