All my OPA is red from here. Micro lending at R14.05 is already priced for a turn, but their AI credit deci…by @easystreet_jse on $OPA

All my OPA is red from here. Micro lending at R14.05 is already priced for a turn, but their AI credit decisioning is actually the moat, not the airtime float everyone gets distracted by. Problem is execution on scale, they need to prove the algorithm works across way more customers before this runs. Gonna be shocked if they don't hit some milestone by end of year though.