Where will Zips TTV be by Dec 2021

here is where we are at by the End of November 2020 still with the busy Dec Jan shopping season

NOW
-7 billion aud annualised TTV. Quad represents 46 percent of TTV for whole company ( 3.22 billion)
-Quad in July was doing 90k app downloads. By November it is doing 584k app downloads. In these 4 months- this equates to 60 % month on month growth in app downloads from end of July to end of November!
-Quadpay grew its entire annualised TTV from sept to oct by 45%!
- Quadpay then grew its entire annualised TTV by 60 % from October to November. TTV exponentially increased by 33% from Oct-Nov compared to Sept-oct
- since July’s acquisition we have not seen a slow down in growth of quadpays business. To put in perspective Afterpay had 600 k downloads in the month of November marginally ahead of Afterpay.
- how has Quad been able to catch up on so many metrics and grow so much faster in percentage than Afterpay which came to US faster, has 10x the marketing capital and spend and more people than Quadpay ? Quadpay have hired the right senior leadership, are signing the right clients and have the right product mix, that’s how!!
-the Australian and NZ business Zip is everywhere. People love using Zip, I feel good when I see a Zip sign in a shop.

Where in 12 months - Dec 2021 and Beyond

-CONSERVATIVE ESTIMATE by End Jan 2021if Quads business experiences a deceleration from their oct- nov growth
back to 45 percent month on month growth for the remainder of Xmas and new year sales then by end of Jan 2021 quad will be delivering 6.77 billion aud annualised TTV (excluding all other parts of Zips business!!)
-Maintaining 65% Month on Month for Dec and Jan. by Jan 2021 Quadpays annualised TTV will be 8.77 billion AUD(excluding the rest of Zips business). This is monthly TTV by end of Jan of 730 million AUD

Feb 2021 to Dec 2021
CONSERVATIVE; quad is able to grow its business by 10 percent month on month from Feb to Sept. then from Oct to Dec it’s able to grow its business by 30 percent month on Month. Then by end sept Quadpay alone will be doing 18.8 billion in annualised TTV. By end of Dec 2021 it will be doing
41 billion aud TTV annualised (3.44billion AUD in the month of December 2021!!
Mid Range Estimate; grow 25 percent month on month from Feb to Dec 2021. In this scenario quads business will be doing 102 billion aud annualised TTV a year!

Very low Estimate- 5 percent month on month growth from Feb to Sept and 20 percent month on month from Oct to Dec.
in this scenario Quadpays Annualised TTV will reach 12.95 billion AUD by September 2021 and then reach
22 billion AUD annualised TTV by Dec 2021.


these are just huge numbers, remembering Quadpays business alone grew 65 percent month on month and 45 percent month on month the last two months and we still have Dec and Jan, the next two months coming.
there is talk of the US stimulus. If the stimulus comes in over the next two months this is going to cause increase online shopping and adoption of Quadpays platform..

and I haven’t even mentioned the rest of Zip.


god Goodfella is loosing the one marble he has left rattling around in that skull of his

go Zip! Keep kicking goals!!