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1H 2020 Results - The good & The Bad & The confusion, page-78

  1. 249 Posts.
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    I can't tell you what to do but I still hold. short term (next 6-12 months) their gift card segment will get hit materially. long term (2-3 years) nothing has really changed.

    PFS should win more government contracts next few months in Europe. EML should continue to see tailwinds in companies needing mobile payment solutions.

    they have a bullet proof balance sheet now.

    comes down to your investment time horizon. for most australian fund managers they only think 3-6 months ahead - so hence that's your advantage
 
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