Ann: Second Quarter Results Presentation, page-89

IMO good value here - picked up some shares for first time on Friday.

1. Discover the third largest card issuer investing 30mil at $8.83.
2. BNPL in the advanced stages of US IPO with registration statement submitted with SEC.
3. Easy TO target by larger company.
4. First mover advantage in India.
5. Down 34% past 6 months presents decent entry point as long as they can control bad debts going forward.

Hoping a bounce imminent. Also Interested to see how the rest of the market responds to Affirm Amazon deal which is due for a ~40% gain on open. This shows how just one partnership can be a massive catalyst.

IMO good news for all BNPL. Still only about 2% of spend in the US is through BNPL transactions. Huge untapped market over there which will only continue to grow. Despite an increasing competitive market, this shows investors the opportunity and potential of what could be for the smaller BNPL's like SZL.