I've said it a few times on here before. but the 30c pump was a combination of the Bevan factor and the tailwinds of the broader bnpl movement; at the time, rentpay was still in its infancy.
whereas now, there is a functional product that is being constantly refined, and take up demonstrating that it works for both renters and, more importantly, rental agencies. with the addition of crm integration and Chinese pay capabilities, it probably opens up new avenues of marketing. imo, this next stage of marketing is the most important stage of rentpay's development, as it needs to start ramping exponentially to maintain momentum. if they can pull it off, and execution is key, I would be more inclined to think that 100m market cap is just the first hurdle. just look at the market cap of real estate platforms solely operating in Australia.
Bevans recent comment on Twitter /X suggest to me that he is very bullish on rentpay. what more of an endorsement do you need?
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