The BNPL sector was always in trouble from over specialisation....

The BNPL sector was always in trouble from over specialisation. Compared to the capabilities of SPENDA all the BNPL models have become quickly redundant in my opinion.

I am sure they are well aware by now of what they are up against and are racing to develop offerings to compete. But given Mr Goat has mentioned how CRO has caught them all unawares we have a healthy head start and with the strength of our partnerships we should stake our claim upon a healthy chunk of the 255 Trillion USD pie up for grabs well before they can develop products suitable to launch an attack.

From scanning twitter and socials it would seem the big sell off last week was an over reaction and we should see a recovery this week coming. It may be tentative or a quick grab for the cheap shares before they are snapped up.

With plenty of news set to drop, for us i suspect the recovery will be much stronger than for most of the other companies on the ASX. Should be interesting to watch the action!

Hopefully this OMICRON is as they are reporting, highly contageous but causing only mild symptoms. If thats the case it should spread rapidly and do little damage and fizzle out spelling the end of the pandemic.

All of the great pandemics throughout the ages have lasted around three years in total, it looks like this will follow suit. Regardless Cirralto is set to boom. Too much doom and gloom about at present especially given how we are already kicking up a gear with out JTs and eBev deals, more to come.. and debt warehouse!

I wonder how many suppliers SPENDA has found through the cleanX connection by now..was certainly getting a bit viral by the sounds of it. Got to wonder how many more places are being onboarded whilst we chatter amongst ourselves! Quite a few one would think!

Lets see what this new week holds for us!