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Ann: Investor Presentation - Q4 FY20, page-13

  1. 107 Posts.
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    i think it's weak - betting expenditure has gone up a lot in aus - no surprises it was widely reported to be the case. But their active numbers haven't moved much. As pokies and sporting venues open up the spend will go back down. Numbers a lot lower in the US this quarter, which is their main strategy, but somehow the share price is bigger than it was pre covid. I think it's too high for the moment.
    Last edited by drageur: 28/07/20
 
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