Depends if you subscribe to whether this is a major re-rate ala SPT/APT etc when they went up 300%+ in which case we have yet to test the high, before the inevitable pullback.
As the existing fintech business model suggest that a $200mc is fair value, then there is still nothing in the MC for the BNPL side of the business and the Easystore deal, as well as the confirmed signings with a bank and two payment gateways that have yet to be formally identified.
Guess it depends if you're half glass full, or half-glass empty
$1 Club, page-9860
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