what is up?21 Oct 2009 11:26
Sorry, am I missing something here: CBOX has figured that no money can be made with paid for ATMs, so now in its wisdom, it will move to stickers and wifi deals on its real estate, plus lengthen the return on its hardware by moving to a free, indirect model. Next step must be the skyscraper strategy, wait and see, they will design a module that can be slotted on top of the ATM (1 meter high), where they sell hangover cures and condoms. Ya see, now that their credit facility is maxed out, so they cant acquire more (the only way to grow apparently), this has become a utility, and should trade at its debt value. Or am I not getting it?