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SilverTrade

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608

11/06/21

09:56

Post #: 53785974
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Originally posted by Seano180: ↑

Hey mate - This is going to be a very difficult exercise haha

For simplicity, I would use the references from ZIP's recent annual report (page 12) specifically, as well as the CAGR predictions from IBISWorld - see my references below.

" The total addressable retail market as it stands now is 22 trillion dollars with a current BNPL penetration of 1.6%. Ibisworld prdicts that the BNPL industry will continue to grow at 9.8% annual over the next 5 years."

If in 5 years from now, BNPL penetration will be 10% (for example), we can assume that ZIP's revenue will decrease by 10/1.6 = 6.25 times of what it is now - this figure will assume that all other BNPL businesses are also capturing equal market share.

ZIPs reported revnue of 1billion now because 6.25billion.

Let me know what you think.

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we'll have to take atleast 3 scenarios

worst case
mid way
best case

IMO and see where we land

Z1P Price at posting: $6.87 Sentiment: Buy Disclosure: Held
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0 Great analysis

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(20min delay)
Last $1.21		Change -0.010(0.82%)		Mkt cap ! $1.363B

Open	High	Low	Value	Volume
$1.21	$1.22	$1.19	$4.277M	3.546M

Buyers (Bids)

No.	Vol.	Price($)
41	170505	$1.20

Sellers (Offers)

Price($)	Vol.	No.
$1.21	186023	48

View Market Depth

No.	Vol.	Price($)
41	212075	1.200
19	268821	1.195
35	446808	1.190
12	98743	1.185
13	458226	1.180

Price($)	Vol.	No.
1.205	115872	60
1.210	51961	24
1.215	240970	21
1.220	303242	12
1.225	83077	1

Last trade - 14.13pm 24/05/2024 (20 minute delay)


Last $1.20			Change -0.010 ( 1.59 %)
Open	High		Low	Volume
$1.21	$1.22		$1.19	1383522
Last updated 14.34pm 24/05/2024 ?

ZIP (ASX) Chart