Hi Ricardo, not trying to be cryptic, maybe a bit of crystal ball, I wish, (be nice to know what the future holds then we could all retire) but seems to me CUS/ONC/OCO all operate in the same broad market space and geographical region with one common substantial shareholder in Peter Scanlon/FCP Brencorp pulling the strings.
CUS is principally in ATMs/EFTPOS moving into payments switching and processing and further out into loyalty rewards, as stated in various announcements. ONC is principally in rewards/loyalty cards moving into ATMs/EFTPOS, as stated in the most recent announcement and OCO is emerging in both with Scanlon and friends tabling bigger things for OCO as per the recently proposed takeover/scheme of arrangement.
That's an awful lot of common denominators and an awful lot of potential consolidation some time in the future. I can see a much bigger picture emerging where the sum of the parts is greater than the whole. I just don't know what it is or how it's going to unfold, or when. It's like one of those games where you hold a page covered in dots up to your nose and then move it away and suddenly the hidden image leaps into startlingly clear focus and all is revealed. I think...be interested to know if anyone else thinks along the same lines or am I too wound up about the Bledisloe/Tri Nations tonight?
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