$1 Club, page-20176

International indicies on fire this morning, surely our SP must start to reflect the economic changes and value afoot.

What we know:
Partnerships
Ipay88
Easystores
MYP1
Collectively that's potential access to ~50k merchants, not just in Malaysia. All entered at zero cost for access, which indicates acceptance of our product to increase sales $.

Revenue streams
Transactions 20m per month and growing rapidly- core business.
BNPL - Unknown revenue $ but rolled/ing out since March (Easystores)
April ( ipay88) and immediately for MYP1.
Prepaid inventories- according to the CEO presso ramped up since December and currently the $1.5m investment (assumed) turned over weekly of late.
Data mining- no current data but huge potential
Loans- no current data but mentioned

Expansions
Indonesia, Philippines and others noting the timelines indicate Indonesia is being worked on currently, possibly prepaid inventories through existing relationships, they do attribute bank transactions to existing channels. see Pre November announcements and latest updated timeline.

If the plans and timelines are on track which we have no reason to believe otherwise;
Hard Launch for Easystores due any day now
Completion of integration and soft launch ipay88 started.
Advertising campaigns ipay88 & Easystores- current and this Q.
Integration and rollout of terminal soft/hardware MYP1 starting soon.

Cash at hand assumed circa $55m, not presuming revenue generation from current sales. $$$
All for a MC of $212m
Plenty of other peers are not on the same page yet trading multiples above. Market needs to wake the ... up.

Stig
My opinion and research only, not financial advice in any form whatsoever. Please DYOR.
Ps: if assumptions aren't right, happy to be corrected.