Things I'm liking - McDonald's new contract providing stable baseline cashflows. Task platform seems to be getting a boost from Plexure technology and levelling up with end to end offering. POS systems a bulky / expensive beast to implement, but sticky once completed and high value (big deals if you can get them). Payment platform will hopefully be a boost also.
Any business that can partner with McDonald's over the long run will benefit greatly IMO. They are generational/global quality with a capital Q. Also, I just love ambitious Kiwi businesses.
TSK Price at posting:
39.0¢ Sentiment: Buy Disclosure: Held
