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The window to add customers will shrink over time as the leaders...

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Cuprum29

899 Posts.

103

02/05/21

07:22

Post #: 52873650
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Originally posted by jjohnjames40: ↑

Its interesting looking at where competitors are in their journey
klarna and afterpay by far are the leaders with millions, zip nearly 5m but the one i want to compare against is szl 2.4m customers. So they are at the moment around 2.4m customers at around 1 billion valuation at the moment, goes to show how much acceleration required for lby to get to those numbers which is at 750k now.
For LBY 23,000 customers signed up in march 2021, lets hope worst case 12x23,000 = 276,000 will be around 1 million in total customers by march next year or maybe they will supercharge to 50k per month x 12 = 600k. So 1 to 1.4m march next year. in AU/NZ, 10-13k customers over 3 months?, seems like around 3-4k a month on average for last 12 months. I know lockdown had affected UK, but the engine of growth needs to accelerate beyond just UK to get anywhere......?

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The window to add customers will shrink over time as the leaders saturate the market. How many people use more than one BNPL provider?

LBY Price at posting: 83.0¢ Sentiment: Hold Disclosure: Held
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