JIN 0.25% $16.06 jumbo interactive limited

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    Based on the early Dec 2012 guidance and the current shareprice the P/E now sits at around 20.5. I expect that the guidance numbers will be beaten in the upcoming results , may even get a div increase and the company does have some huge potential. That said the P/E is starting to get a little lofty but IMHO is sustainable based on the growth prospects.

    IMHO the Mexican deal should be huge for them, throw in a couple of US deals and maybe something in Asia and who knows how high we may go, but as you say acac15 getting the new revenue streams up and motoring will take time and will chew up $.

    Also, I wonder whether Mike, at some point, will consider listing in the US ??
 
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