Another point that is not often mentioned - I'm looking to see how quickly capital can be allocated away from the Personal Finance segment (Cash First/Thorn Money) to other areas of the business. Given the sizable increase in receivables within the Consumer Leasing business, I wouldn't like it to be capital constrained at all (that said, they do have a fair bit of room to move on their lines of credit).
TGA Price at posting:
$1.37 Sentiment: Buy Disclosure: Held
