QFE FY21 guidance = loss after tax between $8m - $9m.
With this loss in mind I wanted to map out the growth of US Pay Now to guide how much this could offset their loss moving foward.
US transaction revenue was around 0.45% of the transaction volume ( I'll update a link to this)
From the table you can see that if Q on Q growth is 10% this increases FY22 revenue by approx. $2.31m from FY21
If Q on Q growth is 30% this increase FY22 revenue by approx. $5.36m
I have no expectations on this growth - just an aim to see if this loss is likely to be offset moving forward. However, in order for this to occur the US loan book growth would also have to increase which may be driven by an increased Pay Now transaction volume growth.
Disc: I hold a tiny position.