we are still up like 75 percent in the last month. That's a healthy retrace and rerating.
but zips annualised 480 million a year revenue and climbing is still a loooonnng way short of the 23 odd billion mkt cap it would have if valued in the same vein as Afterpay.
I like affirm offers multiple finance products. Bnpl but can be large purchases spread over long time frames if needed. Read that article someone posted where peloton delivered over 30 percent of revenues in a quarter for affirm. One merchant delivering 30 percent of a bnpls revenue is mind boggling.
If it's any consolidation the ceo of affimr when asked about Afterpay Loathes Afterpay because he doesn't believe in Afterpays late fee structure that's generating nearly 15 percent of their revenues.
A 20x multiple on current annualised revenue would put us at approx 10 billion mkt cap. That's ok low multiples like Sezzle and we really shouldn't be comparing ourselves to Sezzle that operate in just a couple of Geo's and very small in comparison with one product.
but even then that would be a share price of 15+.
This rollercoaster is heading straight back up hill... To Greenville station. Next stop after that is ReRateVille.
- Forums
- ASX - By Stock
- ZIP
- Daily Price Movement / General Discussion
Daily Price Movement / General Discussion, page-398
-
- There are more pages in this discussion • 46,161 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ZIP (ASX) to my watchlist
|
|||||
Last
$2.23 |
Change
0.070(3.24%) |
Mkt cap ! $2.894B |
Open | High | Low | Value | Volume |
$2.14 | $2.26 | $2.12 | $39.40M | 17.83M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 55449 | $2.23 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.24 | 136951 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 55819 | 2.220 |
2 | 2200 | 2.210 |
8 | 51960 | 2.200 |
2 | 9270 | 2.180 |
1 | 20000 | 2.170 |
Price($) | Vol. | No. |
---|---|---|
2.240 | 9144 | 2 |
2.250 | 181532 | 7 |
2.260 | 124776 | 13 |
2.270 | 170933 | 12 |
2.280 | 298267 | 12 |
Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
Featured News
ZIP (ASX) Chart |
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online