Ouch!Looks like my re-entry timing sucked big time. Looks to me like the market has really overeacted. At most I suspect this accounts for 10% of revenue. Material usually indicates 5% or greater impact on results. Organic growth and additional licenses could over shadow this impact. The stock is now down over 51% from the 52 week high. The only negative during that time is this news this morning about Betfair.
The stock was over loved near it's 52 week high but now it is under loved. So typical of market behaviour. This sorts out the fools from those who know how to make money. Cheers!!!