Ann: Capital Raising Overview, page-84

Bought in for the first time yesterday. At first i thought the amazon deal with giving away shares to work with the company was a little desperate but after seeing Amazon need to jump through hoops beneficial to zip i.e. revenue targets for purchases made with zip pay, and also the exclusivity of the agreement so Amazon cant use other BNPL I feel pretty good about this. The cashback when purchasing items on amazon with zip over black friday was a great idea (hopefully amazon is footing at least some of this rebate). I saw first hand multiple people sign up to zip because of this and they've never dabbled in BNPL. Revenue growth looks a lock to me for the foreseeable future, just need the company to have an action plan on converting the revenue to profit and ideally a profit that can hold a candle to this huge valuation.