I think one of the biggest concerns at the moment is around bad...

I think one of the biggest concerns at the moment is around bad debts in this environment. The path to profitability and cashflow positive looks clear (from management), but for, any issues on bad debts or stress in the portfolio. So the main question the market is looking at is execution - can WZR prove their portfolio is in fact a higher quality book than others; in this challenging environment and that they are on track to their plan (we will see this in the quarterlies).

WZR has also felt the overall broad based sell off of companies that aren't yet in profitability or cashflow positive; rewarding those that are (growth v value). There will always be a concern that timelines blow out, which threatens current pathway to positive cashflow and puts pressure on/leads to a need for more capital. Today, the company has cash and we can see the plans around profitability and cashflow positivity, but the market will always have healthy skepticism around delivery