Waiting to pull the triggerDespite the relative success of NVEI, I'm waiting to pull the trigger on some of the smaller payments operators including T.PAY. WIth PYPL, SHOP and LSPD all off their highs, it looks like most are worried about supply chain issues affecting their customers for Christmas. Same for MOGO and PAY. LEt's get past the November earnings, and see where it goes from there - not sure if year-end will be my trigger or not, but when the Christmas sales figures come in should definitely be a trigger.