After getting over the shock of seeing the price drop so dramatically, i started looking at the bigger picture. And if we are finding it difficult at the moment and we have 5000+ machines imagine some of the other smaller deployers with a few hundred machines. they would be looking really shabby.
So i can see us cleaning up a few of them over the next 12 months.
But how about cashcard they would have to be in the same boat as us, now they have a parent with deep pockets but how deep and how much value do they place on the OZ subsidary
I think they have around 5000+ machines as well, how about combining them?
so the question is are we are buying opportunity yet?
CUS Price at posting:
82.0¢ Sentiment: LT Buy Disclosure: Held