Honestly struggling to find anything bad in this report. Regular Jan-March growth as high as ever. Strong balance sheet. Only moderate impact in late March from Covid, which decreased further in April. Defaults already decreasing compared to March. 88% of sales online. Improving customer profiles in the USA. Clear communication that ANZ is in fact profitable and a model for other regions. Partnership with Wix (this is a big one imo - opens tons of new merchants without much work required by Afterpay).
This puppy is going back to 30-40 soon.
APT Price at posting:
$22.00 Sentiment: Hold Disclosure: Held