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SilverTrade

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608

11/06/21

09:56

Post #: 53785974
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Originally posted by Seano180: ↑

Hey mate - This is going to be a very difficult exercise haha

For simplicity, I would use the references from ZIP's recent annual report (page 12) specifically, as well as the CAGR predictions from IBISWorld - see my references below.

" The total addressable retail market as it stands now is 22 trillion dollars with a current BNPL penetration of 1.6%. Ibisworld prdicts that the BNPL industry will continue to grow at 9.8% annual over the next 5 years."

If in 5 years from now, BNPL penetration will be 10% (for example), we can assume that ZIP's revenue will decrease by 10/1.6 = 6.25 times of what it is now - this figure will assume that all other BNPL businesses are also capturing equal market share.

ZIPs reported revnue of 1billion now because 6.25billion.

Let me know what you think.

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we'll have to take atleast 3 scenarios

worst case
mid way
best case

IMO and see where we land

Z1P Price at posting: $6.87 Sentiment: Buy Disclosure: Held
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0 Great analysis

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(20min delay)
Last $1.22		Change 0.045(3.83%)		Mkt cap ! $1.323B

Open	High	Low	Value	Volume
$1.20	$1.23	$1.17	$21.00M	17.45M

Buyers (Bids)

No.	Vol.	Price($)
4	58283	$1.21

Sellers (Offers)

Price($)	Vol.	No.
$1.22	20000	1

View Market Depth

No.	Vol.	Price($)
4	58283	1.205
4	106958	1.200
5	447449	1.195
7	228662	1.190
2	26226	1.185

Price($)	Vol.	No.
1.220	20000	1
1.225	253258	11
1.230	204095	14
1.235	184844	2
1.240	332695	15

Last trade - 16.10pm 23/04/2024 (20 minute delay)


Last $1.21			Change 0.045 ( 3.04 %)
Open	High		Low	Volume
$1.19	$1.23		$1.17	4320925
Last updated 15.59pm 23/04/2024 ?

ZIP (ASX) Chart