"Unless i am missing something this is a massive long term play....

"Unless i am missing something this is a massive long term play. Depends if you can wait that long."

IMO it will be a lot quicker and bigger than you think.

Topline 4yr CAGR is 19% in ANZ and 43% overseas, while FY17 EBITDA margins reflect market penetration ( 39% in ANZ, 0% Overseas).

As the overseas markets mature, bottom line is set to soar as EBITDA margins approach those in the ANZ market over the next few years. EBITDA margins could even exceed current ANZ margins, with uptake of the new Connected Cost and Packages modules.