"Assuming they have the BNPL funding sorted"
If it is sorted it would have already been announced to the market. If it is just a conditional agreement of some sort of funding then things can change if the macro market conditions warrants it. Bond markets and liquidity will be under the microscope both in China and the US in the weeks to come.
Yes hopefully we see funding sooner as it doesn't feel they can expand much with the cash they have after Tranche 1 is paid next week.
$1 Club, page-24921
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