usa joint venture, page-5

Pleasure.

I really like this company, but as many posters have pointed out, the next two years are going to be tough as Mike and the team start having to outlay some serious capital to get these overseas deals up and running.

The full year results (out in August) are going to be the first true indication of just how expensive it is to be operating in four (actually more like five by that date) unique markets, and set up and customer acquisition costs are going to hit the bottom line - and we all know how much Mr Market hates a drop in profit.

That said, if you can hold your nerve during the leaner times this is a $6+ stock by FY2016. Once the OS deals start coming together the sky truly is the limit. Keep an eye on mexico, it's going to be HUGE.