IMS 0.00% 69.0¢ impelus limited

Blue Ocean Coverage Update, page-25

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    "Over 20% of total DCB revenue is international and growing".

    We don't know what percentage of revenue Global DCB is. We have two other businesses delivering revenue which is the Performance Marketing and 1st Screen businesses. I think they could be as successful as the aussie model, but we know that current international territories are growing more slowly than they have previously - that's a fact. Unless they can find away to extract more growth from them or enter new markets which combined are more sizeable than the current markets, we're looking at slower growth over the next few years - which is due in large part to the previous businesses having grown and matured.
 
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