Good point Gooru....the ETS will probably raise a whole lotta cash too...But thats another story.
I think in a market like OZ it's important to get the product mix right.... Premium and Budget. Subs including CDs in the budget end, and EST in the premium end.
The market here is possibly not big enough for an operator to do just one of the two, but together they can generate enough reveue for a nice little business......and feed off eac other nicely too.
My gut feeling says that revenue for EST will be equal to Subs revenue pretty soon.....although the margin may not be as high. QFX certainly seem to be ramping up the EST as fast as they can...
Hoping to see the revenue for the two different revenue streams in the next quarterly...
QFX Price at posting:
1.7¢ Sentiment: ST Buy Disclosure: Held
