Ann: Change in substantial holding, page-2

Had a bit of a quick read of the Aristocrat results.

Quite impressive at the aggregate level, when you drill down land-based machines in ANZ grew by just over 2% not stellar but at least they are growing.

Most of the growth came from the new platform: Digital Social Gaming, the results were quite impressive. It seems to be making lots of money for them.

The forward-looking statement was quite positive, the gist of it being they expect to hold market share.

Reading between the lines, I sense, they do not see AGI making a material impact on their operations next year.

On a more positive note its good to see Allen Gray increasing their holdings. They obviously see some value.

Not sure when that value will be realized tho.