Ann: Advance Notice - EML FY20 Annual Results Presentation, page-17

I have a suspicion that EML have been all over the fallout of WC, likely quickly concocting transition presentations for individual companies with the salespeople able to simply tell them "we already know your digital banking needs, we can transition you to us quickly and with minimal fuss. We can also offer more flexibility and options, here's what we can do....".

Waiting for some hints in the report, I think they really do need to drop a bunch of hints as to what they are working on to keep the market interested - no need to drop names however guidance on which countries & verticals they are negotiating promising contracts in is a must imo.

As for entering emerging countries, I mean, the potential is huge however yes regulation, advertising, ability to transition the tech etc would require a new plan, and it's perhaps risky. I did note with interested that SZL are rolling out into India as we speak IIRC - it may be one to watch for how well they do as it will contribute to our control pay clips as well as prove viability.

3 more days to wait.... arrgghh