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Ann: FY21 Results Announcement, page-41

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AlphaX

8,124 Posts.

875

25/08/21

09:51

Post #: 55549871
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Originally posted by pastperformer: ↑

The numbers aren't too bad. My concern is more what they signal moving forward. The marketing, increased loss rates and slightly lower margin signal competitive pressure to me. This isn't a huge concern based on:

1. Access to cheap capital
2. Market leading position
3. leverage off existing network

Given APT gets a big tick 3 across these 3 (partly because of Square), I'm not concerned at all But I really would not want to hold any other BNPL right now. Things are about to get very expensive.

I won't be selling a single share off the back of this report.

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oh boy

Last edited by AlphaX: 25/08/21

APT Price at posting: $135.10 Sentiment: None Disclosure: Not Held
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0 Great analysis

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