Here is my take on it. I am open to get challenged, comments and...

  1. 1,117 Posts.
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    Here is my take on it. I am open to get challenged, comments and opinions.

    Cons:
    - 0.64:1 share deal is not great
    - Afterpay will need to raise fund to keep the business going and there are two ways to go about it; share dilution or negotiating a new credit line
    - Afterpay can lose their credit line with NAB
    - Reducing overhead, I am awlays conscious that changing the dynamic of a team can have significant impacts (culture eats strategy for breakfast)
    - Touchcorp seems to serve Afterpay for now, meaning it is mainly about processing Afterpay transactions for now

    Pros:
    - The Afterpay brand
    - The new company will be Australian, no more dealings with Bermuda
    - Shareholders can enjoy the Afterpay momentum by signing with new merchants if it keeps going
    - Afterpay has a deal with Tyro which is interresting
    - The leaders remains the same for the Touhcorp team
    - Cross selling
    - Afterpay could use the Touchcorp revenue and cashbalance to keep financing their activities
    - They mentionned the desire to keep developing the Touchcorp platform
    - If Afterpay activities slows dows due to lack of funding, Touchcorp can still make money

    May I ask someone to confirm this point please?
    - The new company will be Australian, no more dealings with Bermuda
 
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