Presentation was probably the crux of the info. It was more that NS re-emphasised a few of his major points, like the SAR will be lodged in August (rather than just being scheduled for August).
Pointed out that FY25 is going to be a capitalization yr (even though a clear increase on FY24) - but the benefits will be reaped in FY26 onwards.
Some good questions asked at the end as well, so if the entirety is uploaded question time will be worthwhile listening. Some snippets from that were - transaction fee increases are not included in FY25, and Findi Pay is currently around 10% of revenue but still with a negative EBITDA.
Also mentioned that the aim is to reach unicorn status at the time of IPO - through the infrastructure investments being loaded now, plus acquisitions (that they have DD'd and nearly ready to announce), WL growth, etc.
Be worthwhile listening to it once it gets uploaded.
Ann: FY25 earnings guidance and market update invitation, page-18
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