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Z1P, ZIP CO LIMITED
blacksheep
post Posted: Sep 27 2019, 03:40 PM
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Posts: 6,791
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In Reply To: blacksheep's post @ Aug 22 2019, 12:27 PM

Updated chart - SP broke through $4.00 mark recently - currently $4.29
Total short position @ 20/9/19 = 0.96%
https://www.shortman.com.au/stock?q=z1p
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: nipper  
 
nipper
post Posted: Sep 15 2019, 04:45 PM
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and there there is Z1P ............... (note single digit inserted) (not to be confused with ZIP ZipTel)
QUOTE
Zip Co Limited (Z1P, formerly Zipmoney Ltd) operates in financial products and payment solutions to consumers, and providing a variety of integrated solutions to small, medium and enterprise merchants across numerous industries, both online and in-store. Company operates in Australia and New Zealand
this share seems to be chuffing along quite nicely, up from $1 to $3.50 in a year
Their statement "Revenue is not dependent on customers falling in arrears" probably a well-aimed jibe at some of the others in this space, not mentioning AfterPay

(Seems this might be a new thread, while blacksheep has already had a hearty line of posts up and running, under Z1P, ZIP CO LIMITED )



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Aug 22 2019, 12:27 PM
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In Reply To: blacksheep's post @ Aug 20 2019, 11:47 AM

Updated chart - following this mornings announcement

QUOTE
22 August 2019
Moving up, scaling up and going global.
Zip Co Limited (ASX : Z1P) (“Zip” or “Company”), a leading player in the digital retail finance
and payments industry, today announced its full year results for the year ended 30 June
2019.
FY19 HIGHLIGHTS
 Revenue of $84.2 million, up 138%. Annualising at over $100m.
 Transaction volume of $1,128.5 million, up 108%.
 Loan book (receivables) of $682.6 million, up 115%.
 More than 1.3 million customers and 16,000 partners on the platform.
 Net bad debt write-off of 1.63%, well below industry standards.
 Achieved cashflow breakeven for the last 6 quarters.
 Reported cash EBTDA of $9.2 million in FY19, compared to a loss of $8.8 million in
FY18.
 Raised $54.4m, net of costs, in an oversubscribed capital raise.
 Launched the Zip App that has transformed the customer experience.
 Multiple billion-dollar partners joined the Zip platform.
 Announced the acquisition of global technology platform PartPay.

https://www.shortman.com.au/stock?q=z1p
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 20 2019, 11:47 AM
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Posts: 6,791
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In Reply To: blacksheep's post @ Aug 15 2019, 10:27 PM

20 August 2019
QUOTE
Zip debuts on the global stage, with entry into four strategic markets
Zip Co Limited (‘Zip’) is pleased to announce today that it has entered into an agreement
to acquire 100% of the shares in global instalment technology platform, PartPay Limited
(‘PartPay’),providing exposure to four key geographies – New Zealand, United Kingdom,
United States and South Africa.

Zip has concurrently agreed to acquire a direct strategic equity interest in New York
based “buy now, pay later” (‘BNPL’) provider, QuadPay Inc. (‘QuadPay’).
Auckland headquartered PartPay provides Zip with:

▪ A portable platform that has been localised to international markets and is easily
adaptable to new geographies;

▪ A significant instalment player in New Zealand (NZ), which includes an integration
with NZ’s leading retail group, The Warehouse Group; and

▪ An early-stage, fully operational United Kingdom (UK) subsidiary supported by a local
team, which is ready to scale.


QUOTE
Like Zip, PartPay has been conducting credit and ID checks from inception.



https://www.asx.com.au/asxpdf/20190820/pdf/...mqv2nqsdqv0.pdf

Market approves - SP up 6.98% @ $3.22/share
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 15 2019, 10:27 PM
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Posts: 6,791
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Calls for greater regulation of 'buy now, pay later' services like Afterpay and Zip Pay
extract
QUOTE
Popular "buy now, pay later" services like Afterpay and Zip Pay have been the subject of more than 250 complaints to the Australian Financial Complaints Authority in the eight months to the end of June.

Key points:
Calls for the federal government to increase regulation of buy-now-pay-later services
Companies like Afterpay and Zip Co are resisting increased regulation
More than a million transactions are now made a month using the service

The complaints relate to unauthorised transactions, incorrect fees and negative impacts on credit ratings.

"I really think that complaint levels are the tip of the iceberg," Gerard Brody from the Consumer Action Law Centre told 7.30.

"Many people won't even know where to go when they've got a complaint with a buy now, pay later provider.


read whole article - https://www.abc.net.au/news/2019-08-15/buy-...ection=politics



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 1 2019, 10:40 AM
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Posts: 6,791
Thanks: 2304


Zip goes large with Big W
QUOTE
Zip Co Limited (ASX: Z1P) (“Zip”, or the “Company”) is pleased to announce today a
partnership with Big W, part of Woolworths Group Ltd (“Woolworths”), to offer Zip interest
free payments to its customers.

Zip CEO and Managing Director, Larry Diamond said:
“We are delighted to partner with another well known brand in Big W. We believe
Zip will be a great fit for Big W, providing their customers with a better way to pay
for their everyday products and purchases.”

The relationship with Big W continues to deliver on Zip’s strategic vision of partnering with
Australia’s largest retailers, providing consumers with flexibility and convenience in how
they choose to pay for their everyday products, whilst expanding the network of
acceptance for Zip’s growing customer base.

It is anticipated that Zip will be live with Big W within the first half of FY20.




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 

sentifi.com

Share Cafe Sentifi Top themes and market attention on:


blacksheep
post Posted: Jul 30 2019, 12:18 PM
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In Reply To: blacksheep's post @ Jul 30 2019, 11:43 AM

Confirmed - https://www.asx.com.au/asxpdf/20190730/pdf/...07l5y1zqwkt.pdf



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 30 2019, 11:43 AM
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Posts: 6,791
Thanks: 2304


In Reply To: blacksheep's post @ Jul 24 2019, 10:29 AM

Currently trading "paused" - probably a please explain from ASX re this article that appeared yesterday in AFR?

Street Talk
Zip Co master trust up and running with $400m deal
Jul 29, 2019 — 9.33pm
https://www.afr.com/street-talk/zip-co-mast...20190729-p52bna
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 24 2019, 10:29 AM
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Posts: 6,791
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In Reply To: blacksheep's post @ Feb 20 2019, 07:03 PM

Quarterly in - Highlights. Market seems to like - SP currently up 8.18% @ $3.44

QUOTE
HIGHLIGHTS
• Zip exceeded all financial targets set at the beginning of FY19 – transaction volume
up 108% on prior year to $1.1bn (target: $1.0bn), customer numbers up 80% to 1.3
million (target: 1.0 million) and grew rapidly whilst improving cash EBTDA.
• Record quarterly revenue of $27.0m, up 17% on Q3.
• Receivables increased to $682.6m, up 21% on Q3.
• Quarterly transaction volume of $351.8m, up 105% year on year, with June volume
over $130m.
• Customer numbers increased to over 1.3 million, up 159k in the quarter, an increase
of 14% on Q3.
• Zip App achieved a top 10 ranking across both the Apple (#7) and Google Stores (#7).
• Delivered market-leading credit performance with net bad debts 1.63%, down from
1.75% in Q3.
• Operating leverage continues with scale – costs (as a percentage of average
receivables), fell from 15.5% in Q3 to 14.8% in Q4.
• Signed Australian specialty fashion retailer Just Group with iconic brands: Smiggle,
Peter Alexander, Just Jeans, Jay Jays, Portmans, Jacqui E and Dotti.
• Kmart Australia, Bing Lee, and Freedom joined the platform in the quarter, with a
number of other major retailers in advanced discussions.
• Signed partnership agreement with Tyro, a leading provider of EFTPOS terminals
servicing approximately 20,000 merchants.
• Natively integrated into leading ecommerce platform, BigCommerce, enabling Zip
for thousands of Australian sites.
• Personal finance manager app, Pocketbook finished the quarter with a total user
base of c.700,000


https://www.shortman.com.au/stock?q=z1p



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 20 2019, 07:03 PM
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Posts: 6,791
Thanks: 2304


In Reply To: blacksheep's post @ Jan 23 2019, 01:37 PM

SP down 4.81% @ $1.285, no doubt due to pending report/recommendations to be released on Friday from the Senate Economics References Committee's inquiry into the Credit and financial services targeted at Australians at risk of financial hardship..

Drop was not as dramatic as APT's 7.82% today, but then Z1P already dropped 10c on Monday whilst APT didn't

Total short positions as at 14 February 2019 = 0.43%
https://www.shortman.com.au/stock?q=z1p
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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