How to hold/convert SZL share post 12th Jan 2024?, page-1114

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Prestonian

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13/06/25

14:39

Post #: 79423920
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Originally posted by Prestonian: ↑

I agree, but re-affirming the guidance might be just to reassure that any impact from Shopify will not affect current guidance. Normally guidance isnt changed until after quarter end.

Northland are predicting $0.68 EPS for Q2, or about $23m net profit. It seems a bit low imo, given recent quarters. To make $23m net income by my calcs, you could have GMV of $700m, a 13% revenue margin on that and a 25% net profit margin on revenue. The last two quarters GMV have been $855m and $809m. I know someone on another site has modelled much higher GMV for Q2, like over $900m, which is possible as it's about a 70% YOY increase (Q1 was a 64% YOY increase).

There's a bunch of data available online that suggests a big uptick in user activity into April and May, higher than December even, so imo we should see a decent increase in users and GMV. see below but not sure what that data is? Possibly new downloads?

Anyway, given the low Q2 EPS forecasts by the analyst and the online app data suggesting an uptick in downloads, we should be in for another revenue and earnings beat in Q2.

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Some super interesting data from a place called Ticker Trends, below.

SZL Price at posting: $24.35 Sentiment: Buy Disclosure: Held
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How to hold/convert SZL share post 12th Jan 2024?, page-1114

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