If they maintain the same level of growth they’ve seen last 12 months into the next 12 months this is a no brainer.
Anyone worrying about losses only had to compare across the bnpl range to see this is pretty well placed, Gary knows what he is doing concentrating on uk, ANZ still ticking up, no point in expanding into over crowded spaces and increasing losses putting the business at risk.
happy holding this one at least another 12 months only concern I have is not having the spare $ to top up at these levels!
LBY Price at posting:
46.5¢ Sentiment: Buy Disclosure: Held