I won't adopt your condescending tone simply stick to facts.
We are seeing more and more examples of BNPL players being forced into buying business (paying Amazon effectively $64 million) and giving away free money with this latest deal , all signs of desperation and trying to stay relevant.
We can see from the stagnant performance in ANZ that the novelty value is wearing off and the costs of launching in new territories will never be recovered as the saturation points will arrive more quickly due to the increasingly competitive landscape which will also put pressure on margins.
Simply put while Zip was rewarded as a growth stock by H2 2021 that growth curve will have flattened and turned down and it will be valued like any other FSP on a 12-15 PE ratio.
its fully diluted value presently is over $4 billion and they are going to need $350 million NPAT to justify that or approaching $80 billion GMV given the pressure on margins
Not a hope in hell IMO
Chart - Z1P, page-441
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$1.88 |
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| 1 | 10000 | $1.87 |
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| $1.88 | 68338 | 6 |
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