SPT 0.00% 7.5¢ splitit payments ltd

Ann: Q3 FY21 Quarterly Webinar, page-3

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    My take

    John boy has the whip out on staff. Although not nice to hear he admitted to the company needing to work harder to increase MSV. He wants sales team to know the Splitit product better so they can sell it as something different from other BNPL mobs. He admits people(customers ) just aren't seeing what differentiates SPT from the rest. Johns still talking about his 40yrs experience and all the merchant contacts he has. Their aim is for bigger merchants and in the U.S and U.K so we get seen. Visa ,MC, Discover, Union Pay ect I believe are fluff, they had little to say to answer my Q I posed to them on the Webinar. Oct sale already looking good. They spoke positively about google Jap.

    What do I want to see in the next couple of months?
    I want to see JH deliver and stay honest to SH, which I believe he has been up to this stage. Increase the pressure on staff. Use his contacts and put his money where his month is and sign some deals. We need a permanent Leader asap. The decline in SP is unacceptable.

    What I don't want to see is in the coming months?
    A stagnant company with no ANN. I want to see acceleration and innovation.

    Im sure others could add their take Vamos

    Also a shout out to@AdamThompson. Thanks for your Q at the Webinar. Whats your thoughts. Hold for a bit longer?


 
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