zip could manage to cut costs effectively and use the additional cash flows, for pumping into the US(which is what I think they should have done years ago, and well before buying South African, philipines, Dubai and Czech micro start ups).
they could have a successful rebrand and simultaneously announce full crypto capabilities and new verticals (such as BNPL flight exclusives with American Airlines or Delta, for example)..
a few exclusive vendor announcements to celebrate the one company and their new technologies, and some strong subsequent reports which show explosive growth in US.
funds start to take positions and help prop the share price, while zip continues to reduce its loss position, with path to profitability being within 2 years.
a large tech investor or global tech fund takes a 25% position, and helps push it into various newer tech verticals.
and hopefully, no more dilution and a share price that begins to recover.
how likely this all is to see? I’m not so sure, as they have significant hurdles to jump, the major one being - how to compete, show explosive top line growth, while reducing the loss position and keeping control of the cash burn and efficiency ratio.
you can’t grow if you’re not spending money, and with block, PayPal, Klarna and affirm on the prowl with tons of money and insto and fund support, it’s a tall task for zip, but not impossible.
This is why I think a take over is the most probable outcome here for holders.
(20min delay)