I’m holding, haven’t sold a share and added more at $13. I think announcements around funding will drive this even higher...potentially a US listing will see value unlocked. They need to do something around financing and I agree its what is probably happening behind the scene now.
My view is they should scale fast now - UK and Canada. A Nasdaq listing will facilitate this and bring a lot of positive attention and willingness from merchants to use Afterpay. It should be a no brainer.
THey haven’t really started scratching the surface if you include in-store potential and geographic expansion. 5+ year runway. Revenue growth should be off the charts.
Easy hold for me now and I have plenty.
AFY Price at posting:
$2.74 Sentiment: Buy Disclosure: Held