Just been on the VIC gaming commission: http://www.vcgr.vic.gov.au
and worked out there are 545 venues in VIC with gaming licences. Worst case scenario for CUS is 100% loss of earnings from those machines of CUS at these venues. I calculate that they have 40% of the market (40% with cashcard and 20% with minor players) which equates to 250 machines. At current volumes (1300 trans x 12 mths x 250 machines x $1.04 per transaction) $4 mill in revenue would be lost. HOWEVER, the Comsec report suggest max withdrawals of $400, which would indicate only a minor disruption to their total revenue of $80 mill pa.
So in terms of the overall picture, I dont see it as an issue.
CUS Price at posting:
0.0¢ Sentiment: ST Buy Disclosure: Held
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