Share
519 Posts.
lightbulb Created with Sketch. 40
clock Created with Sketch. 23/02/21
12:06
Share
Originally posted by StefanF:
↑
Well as you know fundamentals haven't changed much. My view a few months ago was that Z1P was an absolute buy anywhere near $5 because any risks that I was noting at the time were priced in and then some. short sightedness , resulting in them watching the day to day movement and getting upset when their get-rich-in-T+2 doesn't eventuate. The other issue is the spread of misinformation, constant bullying and the ongoing comparison to APT.
Expand
Thanks. But this is quite a general view on the BNPL industry, we all know and agree that BNPL is a game changer that disrupting the credit cards model. Question is what's your view on the model Z1P pursuing, ie: tap n pay, margins, bad debts, etc.... I agree there are a lot followers on this thread, just wanna hear your view on Z1p as an individual company performance. You have raised your balanced view on Z1P fundamentals in the recent months, has that changed?note: not attacking, just want to hear both sides of view on the business..... Thx
(20min delay)