Considering the years it has taken for Escrow to get its operating licences (is the UK one even complete yet?) I’m not sure the moat is as narrow as you think.
I like escrow a lot, and the more people use it for ebay etc. the better it will be understood with more demand to come.
I’m not going to comment on the overall results.
I missed the call, so I would like to understand whether there was an explanation of why competitors are delivering so much more strongly in the financial outcomes.
Ann: 1H21 Results Presentation, page-27
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