Australia's largest stock trading and investment forum Australia's #1 stock forum

SZL

Click for more information

0.00%

$24.35 sezzle inc.

Ann: Second Quarter Results Presentation, page-114

First 114 Last

Share
Profile

Follow
AlphaX

8,124 Posts.

875

07/07/22

07:09

Post #: 62411921
Share

Originally posted by AlphaX: ↑

if they were in Australia they would see this two fold

bad debts will almost always be higher with sezzle and this will continue to grow with more macro pressures applying

they are completely over exposed to micro SME and start ups (who themselves have the highest insolvency rates) so a push into mid/ corporate vendors makes sense, but at what cost?

I would also hazard a guess that the demographic of their vendors businesses also carry a higher susceptibility to macro environments which subsequently means increased bad debts.

warehousing negotiations will become increasingly more difficult thanks to pressure from the larger more profitable players, and especially as and when interest rate risk really comes to a head

it is their model and the transition(or change) of , which is the one largest reason I've kept on the sidelines

the last two reports have been concerning IMHO

Expand

you can’t even pay for this sort of accurate analysis anymore.

your welcome

SZL Price at posting: 53.0¢ Sentiment: Sell Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

Top Stories

NRX

Noronex kicks off EM survey at Humpback, Namibia – part of South32's earn-in deal to access Kalahari Copper Belt

Dale Gillham's weekly wrap: responding to a weak iron ore price with investing decisions

Reporting wrap: Inghams, Accent, Mayne Pharma

RDN

Raiden gears up for exploration in final quarter of 2024

CC9

Chariot locks in high-potential drill target at Black Mountain, one of the USA's largest lithium landholdings

Week 34 Wrap: HotCopper's top watched; Oz banks cut saver interest; Kamala’s 28% corporate tax; AI’s back

The business of sport: Warren Tredrea's take on this week's news

The Rising Tide: How institutional adoption is shaping the future of crypto

IPH

IPH raises $100M to buy up Canadian IP firm Bereskin & Parr

SER

How flooding did Strategic Energy Resources a favour: Four holes down in 'redesigned' gold & copper campaign

There are more pages in this discussion • 3 more messages in this thread...

First 114 Last

Add SZL (ASX) to my watchlist

SPONSORED BY