CNBC article this am - interview with head of Global Payments outlining size of tam for B2B and how far behind this sector is in terms of transferring payments systems compared to consumers using credit cards etc. over 50% still using cheques in US - talking trillions $!
They are massive cf cro so questions I'm thinking about are:
Can we build scale in this region?
Do we get squeezed completed out?
Are we potentially a T/O opportunity for a bigger whale?
Thoughts?
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