Might see some ZIP investors who still want BNPL exposure shift money over to Sezzle if the November update is good. Sezzle aint as big as ZIP in terms of user base but that's also reflected in the market cap of each company - which looks like it will worsen for ZIP with more dilution given yesterday's announcement. Sezzle has what ZIP doesn't which is of course traction in the US BNPL industry - as well as a balance sheet free of notes AND a ceo who owns almost 50% of the company. Based on timing in previous months, a Sezzle update should be out next week sometime and I reckon it won't only be shareholders who are keen to pore over these results.
SZL Price at posting:
49.5¢ Sentiment: Buy Disclosure: Held
