TYR 0.00% 92.5¢ tyro payments limited

Hi Graham, really great insight in your post.Just a question...

  1. 55 Posts.
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    Hi Graham, really great insight in your post.

    Just a question about how you say the moat is the POS integration partnerships. Does this get eroded by the investment in me&u which will eventually eat away at the partnership revenue enjoyed by the POS partners?

    If Tyro does this to their hospitality partners, do you see they might do the same to their retail and medical POS partners?

    If they start eroding at thier moat, what will they have left in a few years time?
 
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