ZIP 3.08% $3.35 zip co limited..

They have maintained margins at 7%, try again. Inflation...

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  1. 483 Posts.
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    They have maintained margins at 7%, try again.
    https://hotcopper.com.au/data/attachments/3725/3725910-7fedd6951192345d689da05146be1952.jpg

    Inflation pressure is there but whether or not is temporary is what may be holding this back, once inflationary pressures subside this will take off. Pair that with a good announcement and it should be rerated higher. When you try and grow in multiple countries simultaneously you either sink or swim, when we start to see the success of countries outside of the US I think it will give investors more confidence. But these figures show promise so it's just wait and see.

    https://hotcopper.com.au/data/attachments/3725/3725946-43d3b357fb2430cee0b2ac78516cfca4.jpg


    Afterpay doesn't have zip business or zip money so it should have a quick turnover of it's receivables. Zip does have these longer term credit options yet still average months to recycle is decreasing...
    https://hotcopper.com.au/data/attachments/3725/3725884-657126b034c12e2ddfc4f8b4b824cb81.jpg
    https://hotcopper.com.au/data/attachments/3725/3725933-6eeb7572212d75d57079343acaae0805.jpg




 
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$3.35
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