@wizaj@SaveOnSend Hey, just came across this. Do you have a Wise account? If so couldn't you just fund your Wise account instantly then send from your Wise balance? Thanks
@SaveOnSend@remitly@Wise So yes, RELY is growing faster. But key driver is # of custs, not vol per customer. Also, RELY share count has grown 4% pa over 3 years whilst Wise is c. 1% pa. Finally, Wise growth is financially far more efficient - ie growth per dollar of marketing spend is much higher
@SaveOnSend@remitly@Wise Bit puzzled by this take. Wise personal custs were +32% yoy in Sep Q. 3 yr CAGR also 32%. Wise consumer vols +28% 3 yr CAGR. Some noise in volume per cust in the interim, but not permanent trend.
RELY 47% 3 yr CAGR in custs, 42% yoy in Q3. 47% 3 yr CAGR in vols, 36% yoy in Q3.
@BasedMikeLee You're a weird guy. Confronted by a civil society movement to help a country under invasion by a much larger, nuclear-armed power, you reach for a conspiracy theory. Why? I guess you know how the ugly campaigns of posobiec and James o'keefe and co work, and you extrapolate. Badly
@SaveOnSend@Wise@remitly The point stands, but @Wise UK-listed so denominated in GBP. Wise mkt cap is c. 80% larger than @Remitly in USD.
Also, whilst Remitly vol growth is faster, I think this is roughly offset for shareholders by quicker share dilution & the large difference in free cash flow margins
@BigBadBurrow@julianHjessop UK solar might be a bad idea, but not for this reason. Everywhere gets an avg of c. 12 hrs daylight across the yr. Big diffs in avg sunlight hrs and intensity. But relevant Q is economics of solar in UK vs other UK generation options, not solar in UK vs solar in Arizona
@DAlperovitch Dmitri, it's fascinating to read this again now almost 7 months into the conflict you were so prescient about. How do you view these statements now in the context of our changed perception of Russian military competence and power? Thanks
The EU is voting tonight on getting #Russia out of #Swift to support #Ukraine .
Germany and Italy are holding against. German and Italian friends, make your voice heard. Enough.
πͺπΊ πΊπ¦
These are real heroes. This doctor just spent over a month under home arrest (first w/o the right to seeing her kids.) Now, she & her colleagues are going to the penal colony to insist on the right to treat #Navalny. His condition is deteriorating; the colony is struck by TB.