uk does about 10% of the sales, though growing faster. Also they are in hard lockdown so online shopping is growing rapidly, thus more people would be signing up to clearpay.
thinksmart has 10% of Uk thus 30b x 10% x 10% is 300m aud
whats it worth now 137m aud, even if you give a 50% margin of safety you get 150m
TSM Price at posting:
35.5¢ Sentiment: Hold Disclosure: Held
