ZIP 2.67% $2.55 zip co limited..

Unless there is an announcement of an investor, incoming tech...

  1. 8,124 Posts.
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    Unless there is an announcement of an investor, incoming tech fund or a take over, I agree with you that the only positive catalysts I see would be bad debt position, but that won’t be enough for a rocket ship

    I personally think the US figures will be alarming.

    costs to revenue
    softening TTV
    larger loss position
    lots of customers coming onboard for the the referral fee but that TTV volume will most probably remain lower than peers
    no exclusives announced

    take the past 12 months and both Klarna and Affirm have announced a handful of significant exclusives providing huge revenue verticals. Zip have announced nil - this comes at a significant cost of going it alone

    all in my own opinion, dyor
 
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