Dive Dive Dive!, page-7

im guessing it's about the US litigation. 2 day old news now... And since the posting about US litigation shareprice up 10 percent

Nah I've never been worried about Redbubble. I use it often enough. Never had an issue. The app is trending up in the US on app Annie and sensor tower...4.8 rating on the app store. 93 percent of their business comes from US, UK and Eu regions growing at over 100% YoY in these regions in terms of revenue. New customers growing at 140 % . 9.2 million unique shoppers. And Redbubble makes about 38% margin per dollar of sale. What margin does zip make and how many customers does it have again? Etsy was in same position end of 2018 as Redbubble was and virtually similar growth. If in another 3 years Redbubble continues its growth it will be doing same revenues as Etsy is today... Check out those nunbers. In three years time redbubles 900 million market cap is going to grow a lot more than zips market cap in percentage terms. My guess 200 to 300 % more return. Rbl is the safer bet.
It's investors keep increasing their stakes in the company. Zips keep selling.

must be getting some really itchy hands here people bought in at the 6.80 mark thinking this would rocket. It hasn't. Like I said. The steam has come out of bnpl. It's not what it was 6 months ago. The banks will continue to add new low margin products for their merchants which puts increased pressure on zips streams. The banks want to win a lot more than just bnpl. They want the loan business of the merchants ( this is why zip is rolling out their zip biz solution. But zip isn't big enough yet to compete in the business loan space yet

citibank new product yesterday
CBA new product todaynew legislation Tomo to cap merchant fees... That's what's ahead for bnpl.