Look....there is something positive here, but also negative.
Positive...payments - yes this is an agreement with Ebev, - that was from 2021) however this is not just a repeat, what was missing before and now is the focus is on payments integration... as the graphic that has been shared, it shows payments could be all along the supply chain.
However the negative... 18 months later... The issue though is that this initial agreement was in Nov 2021 (two years ago) and in that agreement it suggested that payments would be added within 6 months. So this is about 18 months later than projected. Payments is where the money is and Saas,
Lending - not great - but now focus on payments. So as some suggested earlier, it appears the lending there was never much in it. However Spenda may have turned the corner, (after the Carpet court implementation), where now ebev are willing for some reason to implement payments - (this is good).
The issue is that previously, what has been projected has not come through time and again, however there does appear to be a take-up now. But I do find it hard to Join the dots, or beleive that it will come good necessarily - due to the past, we will see.
DYOR and all that.
SPX Price at posting:
1.3¢ Sentiment: Hold Disclosure: Held
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