ZIP 6.59% $1.88 zip co limited..

$7 party this week, page-44

  1. 243 Posts.
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    7 is just short term that will come and go in a heart beat.
    All time highs will be tested then shot past. It just makes sense.
    Afterpay market cap 38 billion off 500 million revenue
    Affirms market cap 33 billion off 750 million revenue
    Zips market cap of 3 billion off revenue of 245 million

    Afterpay market cap is way out of kilter with rest of industry just look at those numbers
    And so is zips. Zips market cap looking at the above figures and applying some kind of discount given its smaller base you'd still be expecting a market cap of 10 billion, that's applying a 10 percent discount to Affirms.

    Zips and quadpay apps are most downloaded, zip number 1 in Aus most recently. Quadpay signing on as many customers in the US as after in the last 4 months.
    Zip generating 66 percentmore revenue per TTV dollar than Afterpay.

    Zip is a premium business based on metrics compared to Afterpay and should be priced at a premium to Afterpay not a discount given the better metrics of growth and greater diversification of products like tap and zip.

    even 10 billion market cap would have this stock price at 18 dollars. And that's being conservative against its peers.

 
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