Hi UP no he didn't go into the reason for the delay, only...

Hi UP no he didn't go into the reason for the delay, only reaffirmed his expectation the rollout would commence before christmas - so I guess we'll have to wait & see whether they deliver on that.

COGS was also not mentioned, but I wouldn't expect that to come down too much (imo) - it seems like service costs are the biggest component of COGS & while it was up around 4% in 2017 vs 2016 I cant see it falling dramatically while ATM fees constitute the large % of sales - when casino unit sales & eftpos etc start contributing more then it will probably come down.

Cheers, Sharks