Great analysis Tina, always great to read Egg and Whale, IMO we are circling around what will be next when it comes to SPT growth, the big question does it matter? as long as SPT will continue showing growth in numbers (MSV & REV are the most important ones) the stock price will go up, as I said before partnerships are nice to have but at this point, Brad needs to count on his sales team to deliver (closing large merchants).
In Feb 2021 SPT will be listed 2 years
APT at June 2017 new listing (after the merger with touch) date price was - $2.95 - 2 years later $25.04 = X8.5 - Today
SPT was listed on the 29th of Jan for $0.20 - already went up to 1.93 = X9.5
As investors should we agree that a share price of $2 at 29.1.2021 will be an amazing achievement or not? for me, it's good enough
IMO the share price of SPT will be around $2.25-2.50 after Q4 FY20 results released at end of Jan + few announcements until that point
SPT is growing its sales team and this is what we need to see - experience guys that know how to sell to the enterprise.
https://www.splitit.com/career/sales-manager-europe/
https://www.linkedin.com/in/tonistinton/ - new recruitment with vast experience in enterprise sales (Affrim, PayPal, PayU)
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