I agree. These guys have a proven product which will make them a lot of money, hopefully SHs also.
The big question is whether they can roll out fast enough (especially overseas) to grab the attention of the big players. I'm not sure what is constraining them from going hard on expansion overseas. I can only assume that the overhead to onboard new customers with the white-labelling solution must be somewhat onerous, does anyone have any insight on the onboarding process?
Ann: CCR Q3 FY21 Results Presentation, page-27
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