SPX 14.3% 0.8¢ spenda limited

These 'conviction testing' days are raw but they are great for...

  1. 784 Posts.
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    These 'conviction testing' days are raw but they are great for every holder's development.

    Some facts:
    The value proposition hasn't changed.
    The management team hasn't changed.
    The forecast hasn't changed.
    The fundamentals haven't changed.

    The market took the price for a ride and it's been brought back in an aggressive fashion. The extent blindsided me.. I was confident of 4.7c support.

    Fact is, we did 118% growth this past quarter whilst our country's 2nd biggest state was in lockdown for 10 weeks. We will absolutely grow greater than 118% growth next quarter with more customers, no lockdown, and Christmas spending incoming.

    The saying, "stocks take the stairs up and elevator down can be true," but at our market cap, there's plenty of elevators upwards too. What will the jump be on announcement of a partnership with a major card scheme? What will it be if they announce 300% revenue growth for Q2? What will it be when they announce "We are the first company to ever offer B2B BNPL capability." That's all Q4 stuff... always has been.

    Lastly, what I hope it does most is encourage people to manage their expectations.
 
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