SMP 0.71% 69.5¢ smartpay holdings limited

I assume you read my sentiment and position here:...

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  1. 3,615 Posts.
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    I assume you read my sentiment and position here: https://hotcopper.com.au/posts/75338591/single

    Regulation was always high on my list of risks (probably the only real threat to margins). To be honest, I did not think it'd hit so soon, as a huge % of the market is still not surcharging customers... but I did start selling last FY because of this risk. I sold the rest (~25% of the whole position) this FY for tax reasons.

    Nothing to do with terminal specific concerns.



 
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