Very odd this hasn't shot to the moon on the previous results. It was already undercooked pre results. Feel like April will surely tip the scales in terms of share price movement and general coverage. Reading articles in on BNPL in the UK it seems clear they are now recognised as the third musketeer with Klarna and Clearpay (Afterpay uk). Thats a good spot to be in. Sounds like the premier league investment is working out.
The Prezzee deal in AU was gold in that it's essentially a back door into many of the large merchants. Disappointingly It seems Prezzee has been temporarily removed from the AU shop as an option (technical issues). I tried it out in it's first week and it worked nicely. I am curious on whether any of the other BNPL providers might raise an issue with the Prezzee deal if they have existing exclusivity arrangements with some of the larger merchants listed on the Prezzee website. Hopefully it is just technical issues and not me being paranoid.
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