ZIP 0.82% $1.81 zip co limited..

I told you good time to buy, page-2986

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    Important quarterly coming up Tuesday. A stepping stone or a showcase if you like of the expectations sought and improvements to show investors on the golden path to profitability in this new environment.

    Re-reading over the Q1 these are some interesting positive points:

    Physical card metrics should be fully integrated now in Q2 results:
    https://hotcopper.com.au/data/attachments/4985/4985756-2225722d3b6e677b2a7acd9f527aee26.jpg

    ZIP expects bad debts to be less than 2% over the FY23 period, could we see optimistically a group 2.25% of TTV?:
    https://hotcopper.com.au/data/attachments/4985/4985761-b890809d9368950e5202a52f6ca0e8de.jpg

    eBay performance should be represented fully in this quarterly:
    https://hotcopper.com.au/data/attachments/4985/4985768-211392ce7951a7280f7230ac8f50f425.jpg

    Medium term target of 2.5% for cash transaction margin:
    https://hotcopper.com.au/data/attachments/4985/4985773-4891d123a6ba1a19b1b9a1847bbe9f0c.jpg


    Cash burn rate, was there any one-offs this time, if not, I guessed 15m/mth last time, so I guestimate an improvement cash burn rate leaving 105m cash:
    https://hotcopper.com.au/data/attachments/4985/4985776-0a7e2b68fd602e9a8f33e008caa1f2f5.jpg

    All IMO. DYOR. Good luck all investors & traders for next week!
 
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