Originally Posted by
Muse
I do reckon while the growth prospects for smartpay are very strong, and it’ll continue to grow too and bottom line well, holders need to reign in their expectations. Aussie retail is getting hit hard and 2024 will be even harder. Some of that will be felt in the # of transactions per terminal, and some via churn. I cant help but feel growth in net terminals maxed in FY23, but fy24 will still be robust, with full year contributions from terminals added last year, as well as its pro inflation business model contributing.