It’s not market sensitive because even IF 1% of JB HI transactions went through Zip, that would be 1% of the $8 billion annual revenue of JB Hi Fi. So $80m worth.
Then work out on that $80m of JB revenue how much Z1P would get. It’s peanuts especially for a $4b company.
Somebody mentioned app downloads and they are correct. Z1P only survives IF BNPL becomes the norm and Z1P displaces Afterpay and also heads off the incoming PayPal CBA etc. Good luck with that!
Ann: Zip Partners with JB HIFI Group, page-32
-
- There are more pages in this discussion • 28 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ZIP (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.34 |
Change
0.075(3.32%) |
Mkt cap ! $3.113B | |||
| Open | High | Low | Value | Volume |
| $2.33 | $2.41 | $2.30 | $17.30M | 7.313M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 42 | 140552 | $2.33 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.34 | 152723 | 45 |
View Market Depth
| Last trade - 13.05pm 13/09/2024 (20 minute delay) ? |
| ZIP (ASX) Chart |