Thank you Tutor,
You are very kind and nice to have a conversation with a grown up on here. As you said, delinquencies show regular seasonal variation, as perhaps best illustrated by US mortgage delinquencies in quieter times to emphasize your point:
So from your figures on >90 day arrears, they have grown, 2021 to 2022:
1.06% to 1.94% of receivables for June (+83%)
0.67% to 1.21% of receivables for March (+81%)
Much appreciated Tutor and helfpul data for longs and shorts alike amongst the banal rhetoric on here. Arguably delinquencies not really getting any worse YoY across quarters. Don't answer Tutor, that comment was for the "don't dare try to argue all BNPL's just might not crash and burn" brigade (I am fairly confident many of them will myself) and I wouldn't want you the focus of their ire too.
Ann: Business Update Continuing to Execute on the Plan, page-189
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