Is it possible that Amex will not be charging Cardlytics any revenue share? According the 8K wording, what doesn't mention it, it could be, so gross margin can double up (for that revenue).
Nothing of the positives are priced in at the moment, it's trading under book value.
Is it possible that Amex will not be charging Cardlytics any revenue share? According the 8K wording, what doesn't mention it, it could be, so gross margin can double up (for that revenue).
Nothing of the positives are priced in at the moment, it's trading under book value.
Is there any news out of this company that would prompt you to exit this position? If so, what would it be?
Go indra!