Agree Kerbifer
IMO, Z1P will have a terrible quarter (Oct - Dec quarter on quarter etc) in the developed world as most economies have recovered/rebounded.
Millennials are not struggling anymore like during the height of COVID19 (during most of 2020 and first half of 2021).. As more of these generations get employed they will not need to use BNPL.
As you say, they are acquiring businesses to "grow" the business and borrowing to do so.. That in itself tells you that organic growth is not achievable to compare favorably to previous quarters and years.
Z1P will not continue to go down at a fast rate but it will continue a down trend IMO.
Where it stops is anyone's guess but at some stage investors will look for companies that make money not a company that has been around for years and just cannot make money. What's a great customer database worth to a company?
Agree KerbiferIMO, Z1P will have a terrible quarter (Oct - Dec...
-
- There are more pages in this discussion • 135 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ZIP (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$1.38 |
Change
-0.060(4.17%) |
Mkt cap ! $1.554B | |||
| Open | High | Low | Value | Volume |
| $1.43 | $1.43 | $1.37 | $13.99M | 10.01M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 63033 | $1.38 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.39 | 14315 | 4 |
View Market Depth
| Last trade - 16.10pm 20/06/2024 (20 minute delay) ? |
| ZIP (ASX) Chart |