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Real business not just hype ., page-2

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    https://hotcopper.com.au/data/attachments/2594/2594257-f9be67d751bda1fb3f8abc931a1a6f87.jpg

    this pretty much sums it all up so I’m not even going to brother anymore. It’s funny that so far the cost of COVID was probably 10m ebitda for fy20 (primarily gift card) and an unknown amount for FY21 if and that’s an if another lockdown happens - my guess is maybe another 10m ebitda for FY21. The gain from COVID was the hair cut of $150m for the PFS acq - which is growing 25% gdv qoq. A sales pipleline that has brought forward 3 years of deals into this year - you’ve got organic growth in current gdv which should hit 20b gdv this year plus another 5b in the sales pipeline over the coming years. And also the pivot to accelerator/collaboration opportunities that a shit ton of cash gives

    yeah but nar it’s a malls gift card company b
 
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