Increasing 90 day arrears and bad debts is the biggest concern in this space. If anyone can manage this effectively and better than competition with right unit economics - game on. That's the narrative management have painted here. Execution will decide which way the cards fall.. I hope their credit scores and ratings and bad debts are better than the market as shareholders will be handsomely rewarded long term. That's the million dollare question though!
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2 | 310000 | 0.034 |
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Price($) | Vol. | No. |
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0.036 | 191235 | 1 |
0.037 | 25000 | 1 |
0.038 | 210122 | 4 |
0.039 | 161621 | 3 |
0.040 | 1137772 | 7 |
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