Curious to know your thoughts regarding a possible RBA interest rate rise tomorrow, and all of ZIP's loan portfolio maturing in the next 15 months? If they roll over their debt warehouse agreements at a higher interest rate, the chance of going CFP seems incredibly low IMO - do you have any thoughts on this?
Can't help but think the prospect of further growth is unlikely and that the increased cost in doing business, plus a possible slow down in consumer spending will give ZIP some serious headwinds over the coming months / years.
Curious to know your thoughts regarding a possible RBA interest...
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