zips competition and growth (revenue) to expense ratio is proportionately lagging behind peers as at last known report. The expenses are a perceived concern. This report may surprise us, but it looks unlikely.
to think that there’s been no meaningful large traffic generating onboarded vendor in some time, US or UK, this only suggests that they simply have to pay for this audience organically themselves. This is where the concerns of expenses lay.
Affirm, Klarna or Afterpay/Square, have the huge growth in active users and continue to onboard huge platforms recently, this provides both large audiences for their marketing and promotion..
at any stage, once their bellies are full with a solid user base, they can and will turn on the tap to be a full payment ecosystem. Square are the most advanced and capable ready in this regard.
Therefore IMHO, it is the competition and expenses risk, which can result in things such as unfavourable cap raises or minimal insto and fund interest. These risks are immediate, and they outweigh the (unlikely but) potential risks of BNP drying up or interest rates critically increasing.
Larry and Pete need to produce something sooner rather than later
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