Q2, Q3, or Q4 disappointment will bring on a HUGE one-day +30-50% correction. Larry knows this and got his $100M out safely. Will sell the rest on the sly
RBA merchant fee regulations should be announced any week/month now. AUS BNPL is DEAD when that happens. DEAD
Nobody is going to pay the 4% merchant fee on top of every purchase. Party is over for BNPL in Aus when that happens. Back to credit cards. Everyone will be applying for one. Those BNPL users with good history have no incentive to stay with a BNPL provider and pay the extra 4% on every purchase. If they have good repayment history, they can just switch to a CC provider once the RBA kills bnpl in Aus with their new merchant fee regulations.
Expect an announcement any week/month now
Good job selling the top Larry, get the rest out before it's too late
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Last
$3.14 |
Change
0.010(0.32%) |
Mkt cap ! $4.053B | |||
| Open | High | Low | Value | Volume |
| $3.10 | $3.20 | $3.10 | $41.92M | 13.28M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 14000 | $3.14 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.15 | 73084 | 7 |
View Market Depth
| Last trade - 16.10pm 25/07/2025 (20 minute delay) ? |
| ZIP (ASX) Chart |