I must confess, I somewhat glossed over the content given...

I must confess, I somewhat glossed over the content given couldn't sleep at 4am or so. Missed the fact that it was "volume of withdrawal transaction" in terms of total number, has thought equivalent transactions per machine. Material difference and nowhere near as positive as I thought.

I still would consider this a longer term good buy, however much safer option would be to await half year results.

I don't see the more public nature (ie. listing on ASX) of competition as a negative. All industries have competition.