The only pain point I can think of is that the stretched supply of vehicles may retard growth a bit, but maybe the overall increase in prices could offset that.
Hopefully we get an update/upgrade May/June on impacts of jobkeeper rolling off etc. That could move the sp along as it seems cheap.
Think the full year results will easily be a beat on bad debts, growth etc given the macro boom. Probs a hefty write back of the covid provision as well.
MNY Charts, page-14
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