Zip $1 Party, page-830

Eventually, natural progression with US business growth. I am sure its something Larry is investigating in the US - just hope his hubris doesn't get the better of him talking to US houses who will happily blow smoke up his backside. It reports quarterly already in effect, so not a huge burden to move to SEC qtrly reporting. I'd like to see it retain a dual listing, which the ANZ business suggests it would.

Its a controversial call, but I'd actually like them to look at China and India mkts again once they get back to net profitability - likely late 2024 CY, 2024FY. ZIP with its massive US brand presence could easily become a quickly adopted aspirational brand gateway for Chinese, where domestic BNPL's have failed to gain traction with overseas brands. No easy task, politically particularly in China, and competitively with Tencent and Alibaba (but domestic brand focused), but the respective consumer markets of both are massive soon to surpass the US.


I know...I am being greedy, but in ZIP at great levels and holding for a good while.