So this is their commentary from Retail Investor...

So this is their commentary from Retail Investor Day:
https://hotcopper.com.au/threads/ann-retail-investor-day-presentation.6284495/page-184?post_id=56065054

1:37:45 - "there are many names we haven't seen in the newspapers who we are talking to who we believe we can leverage our technology to bring BNPL to ... we're still talking to a lot of really interesting names"

1:41:15 - "for us it's creating new opportunities, obviously many we can't share with you today, we're continuously looking for strategic partners"

1:47:15 - "we also have pilots in place with some of the largest retailers in the US, which of course we'll only share with the market once they are progressed to a more mature stage"

1:48:00 - "very confident in the health of our pipeline and you know some very exciting announcements coming in the short and medium term"

1:52:15 - "we've got that coming up in the next couple of months, we've got quite a few meetings lined up ... and we're confident we can start to bring the right buy-side to really help that story"


And then the CommSec Executive Series vid:
5:10 - "In the US, we have a very full pipeline with regard to enterprise-level partners which we hope to bring on and announce to the platform in the coming months ahead of Cyber weekend and obviously a very strong seasonal peak"

If the market doesn't see something soon, I think they're going to have a problem.