very informative.
i just dont see the following in your estimates:
transactions falling due to NAB/Credit Union deal, Bankwest deal and other deals to be announced
rebates to merchants rising over time particularly as they see margins that CUS is making
new entrants coming in as they see margins CUS is making
i am bored of hearing about NZ - mgt just cant seem to deliver
i am bored of hearing about STG/BP deal. wasnt it signed a few years back
I am bored of hearing that BBL are going to brand a few existing machines - where's the value to CUS
Good stock today - under enormous threat in the future - zero growth should be anticipated.
Best bet is for someone to come in and make a killer offer now
Add to My Watchlist
What is My Watchlist?
