Agree. Spt Msv is only going up.they had their stagnant year treading water now it’s going grow exponentially.
with the $700-800m run rate we should be looking at around $250-$300m per quarter in msv, from q4 onwards.
Nandan said they were close to singing The 3rd large merchant and a few more. Now that could be 3 or more large merchants..let’s stick with a total of 4 large merchants for now.
each large merchant is anywhere from $75m-$200m msv. Take an average of these numbers multiply by 4 and we get another $500m annual msv in the pipeline.
if we add this into our q4 (250-300m msv) we are looking at 375m - 425msv per quarter. And that is a minimum so much in the pipeline, can’t keep track to be honest.
it’s just a matter of time now..
SPT Price at posting:
12.0¢ Sentiment: Hold Disclosure: Held
