ZIP 13.9% $2.38 zip co limited..

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  1. 243 Posts.
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    i don't know Re Amazon in the US.
    We saw a flow on effect from eb games Australia to game stop and it took awhile to come through.
    .if quad was to sign exclusive with Amazon US that would cause share price to double or triple imho as Amazon get over 200 million unique visits a month to their US site. We are talking massive exposure of quadpay if it happens. Afterpay would not be happy


    But zip in Australia is different to quad on the payment cycle. Is there value for there at Amazon US to have a pay in 4 model? I'm assuming amazon US already have PayPal? And PayPal are offering pay in 4 in the us up to 500 dollars.
    Facebook marketplace could be another huge one.
    airbnb? Airbnb is an Aussie company so expect them to sign with zip or Afterpay for sure.
    The nature of large real value for holidays and accommodation suggests zip Australia is a better fit for Airbnb vs the average 150 dollar for Afterpay it's the wrong fit for them imho.


 
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