I buy that analysis.
So Jun20 transaction $ is approx $250M.
Take $250M away for commercial leasing. To me that is a reasonable estimate considering the decline in H2 and COVID-19.
- Big question is how $34.5M H1 NPAT became $60M for FY20. How did we lose $9M in NPAT? First thing that comes to mind is Cards. Likely to have halved, so there is around $8M, with another $3M in commercial leasing, with approx $2M added in BNPL.
- so BNPL is likely to be worse than FY19 due to investment in this space
Transaction $ are now projected to be $3B in FY21 based on Jun20, hence 20% growth, which is much slower than Its BNPL peers.
However, BNPL $ growth is probably 50-100% YoY, making Humm the only profitable BNPL and the soundest BNPL investment on the ASX.
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I buy that analysis.So Jun20 transaction $ is approx $250M.Take...
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Last
82.0¢ |
Change
-0.005(0.61%) |
Mkt cap ! $405.7M |
Open | High | Low | Value | Volume |
82.0¢ | 83.3¢ | 81.0¢ | $348.4K | 425.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
11 | 4845 | 82.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
82.5¢ | 6649 | 6 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
10 | 3779 | 0.820 |
6 | 9420 | 0.815 |
6 | 18974 | 0.810 |
4 | 32816 | 0.805 |
5 | 186273 | 0.800 |
Price($) | Vol. | No. |
---|---|---|
0.825 | 6649 | 6 |
0.830 | 20358 | 6 |
0.835 | 15763 | 5 |
0.840 | 35975 | 6 |
0.845 | 11600 | 2 |
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