Cash burn is not a problem. Operating cash flow is pretty much neutral - the cash has gone on acquisitions.
There have been no signups for bank-in-a-box in the year and a half since the Maleny deployment, so that seems to be a dud (and I believe Rubik has written down the development costs).
The breadth of the client base is impressive, so if they can buy a company with complementary services there should be good synergies.
RFL Price at posting:
5.7¢ Sentiment: LT Buy Disclosure: Held
