Ann: Afterpay Funding Position, page-30

completely agree here as apt debts are very low amounts and they will lose that line of access forever.

by not paying those debts you not be able to achieve any more savings then your grocery bill for a week ...

if i was in trouble the first items on list will be my credit cards, personal loans, car loans, home loan as also stopping to request those payments will be meaningful in amounts and also mostly those lenders will allow you to do so or go in arrears much easily for 1-2-3months as banks already have hardship lines!!

I think the valuation is very compelling now and may trade in this trading range of $20-$25 which is reasonable....

economic impacts have already been discounted in the SP...

holdings full cash is non sensible in low rate environments.

defensive and top 200 companies will evolve out of this strongly.

dyor