Good to see a bit of chatter on ONC, your posts make sense, especially about ONC being undervalued.
When the licence issue is clearer, it will be easier to see the way forward for ONC, but from the AGM commentary, management seemed comfortable with the direction this was headed. I would hope if they clear this up, they don't need to sell SmartPass, just grow and expand it.
For me, the performance of Buffet Club in this half year just finished could really indicate whether we get re-rated quickly or have to wait. Solid growth in revenue/profit for Buffet Club would be a big signal for me to buy more! Further information about the e-commerce imitative would also be of interest.
TFL Price at posting:
19.0¢ Sentiment: LT Buy Disclosure: Held
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