I think you have misinterpreted this or my short hand notes, unable to disclose exact numbers on a conference call but in line with the new KPI’s meaning expecting a further growth in US TTV for Q1 at 30% YoY range.
Not sure if your taking the piss with the home loan comments after between yourself and Stonks given it’s not an intention to offer a loan product, potential lead generation of home loan customers to third party banking ‘partners’, which was flagging an addressable market but not a product roll out.
Agree, they are moving away from customer numbers but if you take from the information disclosed on the call and to market, repeat usage increases.
There was a question around allowing more users to expand customer numbers but the reply was business would rather keep a ‘higher’ quality user. Also take around uptake based on e-commerce segment but not point me explaining, better to just listen to the recording.
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I think you have misinterpreted this or my short hand notes,...
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