Something has got to happen sooner or later. They're signing up a heap of merchants which obviously means more revenue. We can have some sort of oversight of that by checking out Razer and IOU's etc websites or social media to see who has come live.
What we need is to know more about the strategy of the company. What are they doing with IDSB customers (I like to think that somehow each IDSB customer can basically "automatically" become a IOU BNPL customer), when are they getting finance for BNPL book, when are they launching into Indonesia and when are new products available...
I sound like a broken record a bit, but we have 0 oversight on the above, and would be great to see a refreshed roadmap that covers the above, so investors can see future growth and not just incremental BNPL growth in Malaysia, which although has been great so far, feels like they could deliver far more.
The good thing is IOU do you use their Q's for market / progress updates, so think we will at least get some strategic info and forward statements.
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