couldn't agree more. have a look at their customer base, long term contracts signed with big insurers and now this SG fleet contract. I'd hazard that we see claims frequency actually increase over the next few months as more people drive into work. the big question is can they turn around SMART. looks like they massively overpaid to stop an overseas competitor gaining access to a network in Australia. the sooner they can streamline SMART the quicker they can get back on the growth by acquisition road.
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