in Video Sezzle (SZL) Fundamentals & Technicals – FAILED ACQUISITION! ASX by Demoniaco ASX September 9, 2022, 1:10 am 6 Comments Private Discord: Public Discord: Twitter: … source 0 shares Written by Demoniaco ASX Leave a ReplyCancel replyYour email address will not be published. Required fields are marked *Comment * Name * Email * Website Save my name, email, and website in this browser for the next time I comment. By using this form you agree with the storage and handling of your data by this website. * Post Comment Δ Reply with GIF 6 Comments Expand All Collapse All Sort by Top Most Voted Newest Oldest Sezzle from 18.5c to 79c now ,327% up Vote Up 0 0 Vote Down 0 Reply Report well , my understanding is , If Sezzle not dead, it can be a potential 50-100x from 40 million dollars to 4B dollars. They still have value, just the Australian old money don't understand it. I think US capital will save Sezzle in the end Vote Up 0 0 Vote Down 0 Reply Report Hi I'm a SZL long (my average purchase price is under A$1.20 though, I can't imagine the people who paid A$10 a share for this thing) so take everything I say with a grain of salt. One thing I think your analysis missed is that the business has a decent seasonality to it, that's why you see a big gain in the 4th quarter and a retraction in the 1st quarter. It's more accurate to compare YoY growth numbers than QoQ to correct for this effect, though you're ultimately right that there hasn't been much growth recently. Also I think you flipped a sign on the cash from investing in the analysis, they didn't take out debt they used cash to pay down debt. For Q1 I think they were negative something like 5.5 million dollars (that's taking the cashflow from operations number and subtracting out all the provisions for uncollectibles). If you read their filings they're guiding pulling 17M in annual costs out of the business, which ends up being 4.25M per quarter and is mostly firing people and spinning down expansions so that seems achievable. Taking into account seasonality that may be enough to push them into cash flow break even, and then the question for investors is whether you think this thing can grow decently thereafter. Vote Up 0 0 Vote Down 0 Reply Report $11m break up fees is worth it for zip… Vote Up 0 0 Vote Down 0 Reply Report How did you get both reports side by side Vote Up 0 0 Vote Down 0 Reply Report Sugoi Vote Up 0 0 Vote Down 0 Reply Report See more Previous article How Many Business Cards Should You Order? Next article Who Is the Most Famous Person in the World?