ZIP 2.93% $1.93 zip co limited..

Daily Price Movement / General Discussion, page-25422

  1. 8,124 Posts.
    lightbulb Created with Sketch. 875
    you raise very valid points

    I think Larry and Pete have done a great job with the company, but lack the conviction and possibly the strategic understanding and experience, to drive a $4bn market cap fintech forward. This is an entirely different skill set that is required.

    I like the board and they want good things. I take comfort in the fact they are mindful of the challenges and that they understand that they are grossly undervalued on a peer comparison. I liked their ambition to enter new markets and announcing to the media of a "US investor roadshow". I liked their ambition to possibly dual/cross list. Minimal announcements, even for those which arguably should have been.

    the reality is none of these things have materialised, and the Q4 report was a good opportunity to clarify rumours and the strategy to improve.

    It is also disappointing to learn that their investor relations seems to be a one man band PA, who's on the daily speed dial with AJ7....
 
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