If you look at my post (e.g. Objective analysis on margins) you'll find that this talks about the complexities of margins in Z1P's business model. This is an objective analysis based my experience in credit risk and margin management for a financial institution. It's not based on opinions, so therefore it's not a question of whether my opinion has changed.
Regarding my opinion, I said Z1P was a great buy at $5 and I think with a long enough investment time horizon Z1P is a great buy at $11. If Z1P can maintain margins, while massively growing TTV then it'll confirm Z1P's strategy (pay-anywhere products etc). So for me the margins will be the most interesting parts of the upcoming reports in 2021 and into 2022.
Chart - Z1P, page-5864
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Last
$1.44 |
Change
-0.023(1.54%) |
Mkt cap ! $1.616B | |||
| Open | High | Low | Value | Volume |
| $1.46 | $1.48 | $1.43 | $7.904M | 5.427M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 19 | 69925 | $1.44 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.44 | 70247 | 16 |
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| Last trade - 13.55pm 01/07/2024 (20 minute delay) ? |
| ZIP (ASX) Chart |