Ann: Half Yearly Report and Accounts, page-80

  1. 4,071 Posts.
    lightbulb Created with Sketch. 620
    seasonality peak is now over,

    how good will next 9 months be?

    do we expect to see even more fee increases to keep up the revenue/margin growth? or has this already hurt customer growth? (ie affirm +2 million customer last 12 months, - whereas zip added squat...) .

    bad debts in july/oct updates will be interesting

    ANZ ttv and transactions being down just might suggest burnout.

    any word on pipeline petes new product launches?

    ive kept a lookout with zip for potential change and reason to invest over the last couple of years. unfortunately for me this has not transpired. ive lost interest in reading about zip and its overly out of proportion mission statement to be the first payment choice everywhere everyday.

    the fees are just too bloody high to ever be a realistic competitor (imo) , and whilst some customers are willing to pay imo there wont be enough in the long term for continued growth.

    ive lost interest in the fourm also. so in saying that i bid you all a farewell. best of luck for those still holding. sincerely hope anyone still underwater manages to get back in the green at some stage.
    Last edited by coppergaz: 27/02/24
 
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