Australia's largest stock trading and investment forum Australia's #1 stock forum

SZL

Click for more information

0.00%

$24.35 sezzle inc.

China? no chance to get in China market. Did you know why Jack...

First 38 Last

Share
Profile

Follow
spycommand

162 Posts.

5

09/02/21

16:40

Post #: 50833315
Share

Originally posted by ElmerFudd: ↑

the acquisition cost of Sezzle keeps going up. Remember quadpay was bought for 400 million odd last year and imho that was a real bargain given last quarter quadpay delivered nearly 700 million AUD in sales. I the challenge you might have is the larger players like Klarna, Affirm, Zip and Afterpay are all growing at the 100 percent YoY range already and they've mostly taken on emerging regions already. Affirm recently acquired a company for 250 million, zip with quadpay. I guess there is India, China, eastern Europe and South America regions still relatively untapped. And just those represent over 3 billion people!
Maybe Sezzle also wants to be global? If they can conquer India then who knows maybe China and South America next

But they need to stop bleeding cash. 29 million USD reduction in cash in a single quarter is out of control imho. Afterpay gross losses fy2020 were approx 0.9 % of receivables or works out as 100 million gross loss AUD for the entire year, so Sezzle seems to be loosing more than Afterpay but Afterpay last year generated 11.2 billion in sales (roughly 8-10xsezzle)

Expand

China? no chance to get in China market. Did you know why Jack Ma been disappeared for weeks?

SZL Price at posting: $9.99 Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Microcap Wrap: 5 explorers with news out today

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

RCE

Recce's R327 found effective against E.coli during clinical trial

There are more pages in this discussion • 18 more messages in this thread...

First 38 Last

Add SZL (ASX) to my watchlist

SPONSORED BY