thanks for that
yeah know WZR access a wh facility via Bendigo can't raise TDS. consumer finance more like Prospa
FEI different market SME
I think perhaps you missed the macro point though that Vendor finance looks tricky right now
Thorn business division downgrade
Flexigrpuo downgrade
mortgage arrears ticking up
I think the cycle is not favourable whilst agree business looks cheap end markets are looking weak . not ideal timing to launch in Australia
regulatory capital adequacy also very thin sobarguable cum capital injection
full year result should hopefully see sone clarity
I'm cautious. but cautiously optimistic
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