Ann: Quarterly Update, page-110

  1. 5,549 Posts.
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    People who don't understand the details of BNPL (e.g. margins, bad debt, competition) think that the share price reactions to these report are random, caused by traders and shorters etc.

    For someone who really looks at these numbers and tries to understand them, I can understand why the market has reacted the way it has.

    Maybe you can explain why revenue is flat when QoQ in AU there is a decent increase in merchants, customers, transactions and transaction volume?
 
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