Zip’s Former U.S. CFO Simon Keast Takes Helm at Ovanti to Drive U.S. BNPL Expansion, page-46

Key Reasons to Consider Ovanti vs Zip:

1. Early-Stage Opportunity: Ovanti is still in its growth phase, meaning investors have the chance to enter at a point where the company’s valuation is potentially more modest. This can lead to higher upside potential compared to Zip, which is already well-established in the market. Early investors in Ovanti could benefit significantly as the company scales and gains market share, especially in underpenetrated regions like the US.

2. Leadership with Proven Experience: Ovanti's new CEO, Simon Keast, brings invaluable expertise from his tenure as CFO at Zip Pay, one of the BNPL industry’s major players. Keast’s experience will be critical in executing Ovanti’s growth strategy, particularly as the company eyes opportunities in the US BNPL market. Investors can take comfort in knowing the company is led by someone who has successfully navigated the rapid expansion of a similar business.

3. US Market Growth Potential: Ovanti is focusing on a market that is largely untapped. With only 2% BNPL penetration in the US, compared to 15% in Australia and 20% in Europe, Ovanti is positioning itself to capitalize on this immense opportunity. As the BNPL trend gains traction in the US, Ovanti could experience rapid growth as it captures market share in a region where demand is increasing.

4. Strategic Inflection Point: Ovanti is in a period of transition and renewal, with plans to implement innovative strategies and build a strong presence in the competitive BNPL space. While challenges exist, overcoming them could lead to breakthrough results. For investors, this represents a ground-floor opportunity to support a company with a clear focus on expansion and potentially benefit from substantial returns if its strategy succeeds.

5. Diversification Beyond BNPL: Unlike Zip, which is heavily focused on the BNPL model, Ovanti has the flexibility to explore other financial solutions and diversify its revenue streams. This ability to pivot and adapt gives Ovanti an edge in responding to changing market conditions, offering investors the prospect of a broader growth trajectory.

Conclusion:

Ovanti offers a high-reward opportunity for investors willing to support an emerging player with a solid strategic vision. With the right execution under Simon Keast's leadership, Ovanti has the potential to disrupt the BNPL space and unlock significant value for early investors, making it an attractive alternative for those looking for growth opportunities in the financial technology sector.