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Ann: FXL announces pricing of A$265m ABS, page-28

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George Saliba

461 Posts.

63

26/11/19

12:47

Post #: 41635998
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Originally posted by StefanF: ↑

I already mentioned why in my opinion FXL won't grow as much but I'm happy to copy-paste for your benefit:

"Afterpay has a more successful business model, has very successful international expansions in the biggest consumer markets in the world, has a first mover advantage in disrupting the BNPL space and is not bogged down by dividend payments that would limit its growth potential."

I'm happy to provide a graph that shows where APT's growth will be coming from. Below are two graphs showing the amount of times Afterpay - blue (as well as competitors such as Affirm - red, Klarna - yellow and Sezzle - green) has been googled.

Last 12 months
View attachment 1857388
Last 5 years

View attachment 1857394

And the last graph (below) shows these competitor searches compared to Paypay. This provides you insight into how little APT has penetrated so far into the US, while also being at the for front and spearheading the change within the BNPL sector in the US. Being at the forefront means first-mover advantage as well as the first to sign and establish relationships with the biggest retailers.

View attachment 1857412

All in my opinion of course. FXL will grow at its own pace and should outperform the markets, with less risk than Afterpay. Nothing wrong with holding FXL.

Expand

So Afterpay APT is now worth just over an eye watering $32

So tell me in your honest opinion with everything going on for Humm FXL, what FXL's share price can reach within the next year or two and beyond.

FXL Price at posting: $2.09 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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