Ann: Wisr ASX Quarterly Loan Growth January 2021, page-125

According to Money3's result presentation today (https://investors.money3.com.au/new/asx/16-02-2021-1H-FY21-Investor-Presentation-2176821.pdf), their loan book was $550m at the end of January, including AFS (recently acquired) and GoCar Finance (their brand in NZ), compared to Wisr's $391m at the end of December 2020. In the past month or so, Money3 reportedly paid $10.8m to acquire AFS, which had a loan book of $47m (23% of the value of the book), and paid $17m for GMF Australia's $23m worth of loans (74%).

Money3's loan originations in 1HFY20/21 sat at $151.1m (vs Wisr's $145.7m), and its operating expenses at $19.4m (vs $14.5m). Revenue figures are very different - Money3's revenue was $67.9m (vs Wisr's $10m. Although the modelling published with the most recent announcement indicates annual revenue of $110m-$130m when the loan book hits $1bn, that's still inferior to Money3).

Money3 also pays a dividend, currently yielding 3.1%.