What do you mean by 'lack of engagement with compliance'?
Tyro is a bank and is highly regulated. It is a payments processor and all payment processing companies are regulated and subjected to compliance audits. There is focus on payment processing charges and least cost routing and so on, Tyro is a step-ahead most of the times by providing good features and solutions for a business domain.
The article mentions that he is the founder of Tyro and currently a non-executive director. Article does not mention/ imply any where that Tyro business has anything to do with politics. People get into fintech councils based on their expertise and does not mean that are part of the party/ government.
I did not see any reference in the article that TYR is in a mess OR TYR got any undue benifit from regulators.
In my opinion, Tyro's success and share price increase depends on how fast the lockdowns will be over. That allows us to check the real growth and then each of us can form our opinion of the target price. At this point, approximately 25% of terminals/ volume is expected from Victoria (when things are normal) and we don't know what part is reflected in weekly statistics. This probably is the risk, on the bright side - they mentioned that they acquired 500+ merchants even in April and it came back to 900 new merchants in June. This bit is encouraging but my confidence will increase more when I see the transactions volumes are 20%+ more than comparable period.
All the above is my opinion based on what I read in annual reports and few videos on Youtube.
TYR Price at posting:
$3.19 Sentiment: Buy Disclosure: Held
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