Jackpot, page-53

Do you know how much revenue jumbo generates for tatts , have you looked at it in % terms of total Tabcorp revenue from all online lottery sales .
You will be surprised ,

The way I look at it , good on Tabcorp for taking a risk with jumbo, now there reaping the rewards .
2022 is a long way , 3 years out by then , my wish list according to there KPI’s
Over 1m active customers easy
1m profit plus a week closer to $1 eps

And that’s only the lotteries , not the saas which jumbo expects to mirror the Aussie performance.

Give it a tiny tech pe of 40 should be 60plus like the other techies and we get to the 40-50$ mark and big divvies

The future is online and has been since 2000 , now the lotteries business is experiencing this explosive growth , just like banking , cars, real estate , Amazon , gumtree , eBay , etc etc etc

We have had a taste of what to come in the last 7months , expect this to be the norm , globally not just in Australia, there are many countries with low online % sales like Australia around the 20% mark , expect that to grow and grow like Finland I think it’s about 50% .