Ann: Open Briefing with MD and CFO on Strategy , page-2

re: Ann: Open Briefing with MD and CFO on Str... IMO That was very interesting.. Wildash and Co surprise again.

*Expansion into NZ
*the comment that competitors are charging >$2.00 so they have room to move there...
*Taking over banks atm fleets so the banks outsource these to CUS - when / if this happens, CUS can dominate the ATM fee landscape. Which would be good as atms for banks really are just a liability and take staff away from selling their stuff.

So assuming that CUS is trading at 3.20 now, and has 5500 atms. We know they're going to go to NZ and add 1000 more so thats 6500 atms. New contract with deployer for cheaply built and industry standard ATMs and "possible" taking over of other ATMs (non bank site atms I assume).

Which would increase to what - 10,000+ ATMs depending on the number of banks going across.

So wonder what a near doubling of ATMS will do to the bottom line, combined with the higher fees to be charged.

I think i'm giving up on the 3.90 share price now and lifting my expectations significantly.

Cant wait to see what Ivanovich has to say.