In equivalent quarters historical their GMV took a dip after Xmas. Hopefully not so this year with momentum of listing and the publicity around BNPL in the UK recently (albeit not the best publicity)
I’m hoping for $50million ARR by the April results. SP should bounce nicely if we get there. A lot depends on where their net margin lands. Still bobbing around a fair bit.
laggard compared to APT SZL and Z1P, page-4
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