We are needing a strategic pivot to increase TAM for next...

We are needing a strategic pivot to increase TAM for next pump.... results while impressive, will only serve to keep Z1P within channel. We will rely on Z1P business performance, its impact on merchant growth, subsequent consumer growth and their number of transactions per month- to keep us in the channel and for price to not break down. Geographic expansion should also be priced in. I feel when we start seeing ecosystem producing additional revenue streams/ less pressure on margins (strategic partnerships) we will see the next pump. Management have currently positioned to deliver this imo and hence prices around the bottom of trend channel would present a good trade. LT holders should feel comfortable with how Z1P is progressing and hence buy the dip, same not true for many competitors.