I think you are on the money there Curbo, could even be higher, with Covid part of society into the future, demand for cars over public transport will be an ongoing theme.
The fact they've done any originations with Melb and Syd in lockdown points to the underlying run rate number being much higher than $19m in September (maybe double?).
I think the originations range could be $250-$500m for FY22.
It is impressive take up. I expect a autopay originations update soon and for it to be bigger than anyone expects.
MME Price at posting:
$2.12 Sentiment: Buy Disclosure: Held
