Ratman - the phone top ups will add some revenue but only marginal as they have stated this in previous reports. Main thing is they can facilitate this and gives another dimension to the machines....will take time for punters to adopt it.
The screen advertising at 4 to 6 cents an impression is a cash cow...I love it. Media buyers are switched onto this as TV and print looses appeal. In reagards to Westpac research....sheesh if I dont get 22 cents a share in cap return and div in the next 8 weeks I'll be surprised. How did I work that out ? Ok...31 EPS x 60% ( 1st half) x 70% ( div payout at top end as they have TOO MUCH CASH) = 13cents + cap return of 8 cps = 21 cents.
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