|Paysafe Group PLC
||EPS - Basic
||Market Cap (m)
Paysafe Group Share Discussion Threads
Showing 3701 to 3724 of 3725 messages
|Melf - absolutely but he has go go through $6bn to get to $8bn and then $10bn and beyond - and the upside is huge
Ingenico, Worldpay, Wirecard, Alipay to name some of the smaller potential peers we want to overtake/acquire before we move onto
PayPal is $50bn and
American Express $62bn+
Mastercard $ 112bn
If we can stay independent and grow then who says where we could stop - as big as PAYPAL would make me v happy... but we will need to be rerated to a much higher PE ratio before one of these guys takes us out as we become a more pressing threat|
|Wolf....with JL's record of under promising and over delivering, do you reckon when he says $6b he really means $8b - $10b :-)|
|... Paypal was the 800lb gorilla in the room in whose rear view mirror JL had ambition to appear
...next week could see the announcement of the jigsaw piece needed to make that a reality
that 15%+ CAGR market for PAYPAL translates into about a 250% opportunity in PAYS eyes given its size
...and that would explain why a blue chip would want to partner - perhaps even take a stake :)|
|Brief comment in the FT on PayPal's results, they expect annualised sales growth of 16-17% over the next three years.
An analyst from Piper Jaffary noted that the outlook set a "high bar" and that there were "still many moving parts and uncertainties".
The threat was increasing from "mobile wallet entrants", he added.
Anyone we know?|
|PayPal is forcasting $1.50 EPS for 2016 and trades at $43.40, a PE of 28.9
PAYS forecast EPS for 2017 is $0.50 with a share price of $5.63(£4.61) we are on a PE of 11.26
PAYS is clearly vulnerable to a bid by one of the bigger players unless it does a partnership with a big name that will result in a re-rating i.e. an IBM
Next week will be interesting....sp looks primed to rocket on news - Bollinger bands look to be narrowing considerably- not to dissimilar to the lead up to Skrill news
|PayPAl up 7% on good qtrly earnings - so bodes well for the sector|
|True on SCH - I am buying the weakness given the dividend yield.
The money2020 vegas gig might gee them all up a little|
|playtech small acquisition today. safecharge low at moment and worldpay on the slide. A lot will happen in next 12/18 months with all these shares and sector, should be fun.|
|4.70 should be breached again today imho if there is a major announcement Monday. news always leaks. no big move today and I think Monday will be tame although still loads to look forward to in coming months.have a large holding so in no rush.|
|Yes a rather odd behaviour from someone who appears to be well respected on this board.|
|EH9 - are you really a spam bot paid to post the same thing over and over again?
|apologies my friend found it thank you|
|It's there stockbob. If you click on the schedule you'll get this.
|I think I have seen that post before..several times! lol|
|Mobile payments technology * Plans to launch mobile wallet pay product in near term in North America, followed by Europe shortly thereafter* Sees â massive opportunity going forward, expects it to be disruptive as Paysafe charges only about half ofwhat competitors areEnsuring Paysafe's product and service innovations are optimised for mobile is central to the Group's strategic priorities. As an example of mobile innovation and drawing on the Group's FANS Entertainment mobile e- commerce platform developer and integrator team, Paysafe will shortly launch a new white-label mobile ordering technology for larger merchants and businesses as well as a new branded mobile ordering platform for small to medium-sized enterprises. A soft launch of the new ordering platforms is scheduled for H2 2016. The payment technology innovations are designed to provide a real-time channel for merchants, and particularly small to medium-sized businesses to secure higher revenues, increased operational efficiency, enhanced loyalty and customer retention as well as customised solutions and better insights into their customers' existing and future needs. IBM Announces Branded Mobile Payments Solution for Merchants. More than 75% of consumers are now using their mobile devices for in-store shopping, but third-party mobile wallet offerings can sometimes create a payments experience that disintermediates merchants from their customers. In this session, IBM demos a new white-label mobile payments offering for retailers that allows them to own and manage the last mile of their customer's journey in-store or online. https://www.money2020.com/sessions/part-4-ibm-announces-branded-mobile-payments-solution-for-merchantshttps://www.ibm.com/blogs/commerce/2016/10/owning-mobile-payments-good-retailers-customers-part-two/?cm_mmc=Social_commerce-_-GSH-_-Null-_-NullPaysafe Demos New Mobile Ordering Platforms: Innovation for Value Creation. Mobile technology continues to disrupt the payments industry, providing new opportunities and valuable growth for alternative payments and remittances. In this session, Paysafe will offer a pre-launch demo of two new mobile ordering platforms for merchants both large and small, designed to secure higher revenues, increase operational efficiency, and enhance loyalty and customer retention. https://www.money2020.com/sessions/part-3-paysafePaysafe-IBM mobile ordering/payments/concierge venture clearly flagged back in 2013:Https://www.youtube.com/watch?v=dAywQ6spop4Plus on the investor day last year paysafe mentioned they were waiting for apple to open up to its wallets - the store card and rewards accounts is basically a paysafe wallet which will go on Apple Pay so that the consumer does not have to fumble around a with loads of store apps (as ibm blog 1 describes)Albeit appreciate very major merchants already have their own cards but smaller ones will be a paysafe wallet on apple/android pay wallet in the phone. Given card fees uncapped in USA considerable savings could be delivered for even the largest retailers switching to paysafe managed store card which is a wallet rather than a network credit card although will likely have dual functionality in many instancesBeing the second biggest wallet company at a time when wallets will replace credit cards (not current credit cards on Apple Pay, I mean neteller and PayPal type wallets) will see us propelled in market cap over the next three years and before anyone worries re "credit" if any part of the digital payment offering - you already know paysafe would have this underwritten by others so we would not enter this low return part protecting our fintec high margin propositionBarcode tech: https://www.about-payments.com/newsroom/news/27746/optimal-payments-uk-support-seqr-mobile-paymentsYou can imagine 2020 will elaborate on this for customers in Paysafe_IBM jv:http://www.ibm.com/mobilefirst/us/en/mobilefirst-for-ios/industries/retail/https://www.youtube.com/watch?v=e_FDmOJ_kkMhttps://www.ibm.com/blogs/commerce/2016/09/owning-mobile-payments-good-retailers-customers-part-one/* Plans to launch mobile wallet pay product in near term in North America, followed by Europe shortly thereafter* Sees â massive opportunity going forward, expects it to be disruptive as Paysafe charges only about half ofwhat competitors arehttps://www.money2020.com/sessions/part-4-ibm-announces-branded-mobile-payments-solution-for-merchantsA good example of this is the impressive work being conducted by the FANS entertainment team. FANS is a mobile e-commerce platform developed we acquired in May, 2015. We're now developing both a white label mobile ordering platform for major merchants, as well as a new aggregated mobile ordering platform for small to medium sized enterprises.Ideally, we're offering merchants the ability for their customers to order and pay in advance on their mobile devices for goods that they can either pick up at a designated time, or have delivered to their home or office.We see this getting relevant in industries such as pharmacy, grocery, [books], flowers, wine and spirits, fast food, as well as many others that offer products you don't necessarily need to touch and feel prior to ordering.Integrated into the offering is a full mobile wallet, a delivery module, a pick up module, loyalty, and a digital offering, as well as full analytics for merchants to better understand exactly who their customers are. This is about building value around payments that transcend payment for businesses of all sizes. The soft launch of this new, exciting product is scheduled in a few months, and we look forward to updating you further on that.Another piece of the 2020 jigsaw?Http://www.pymnts.com/news/mobile-payments/2016/mobile-payments-whats-in-it-for-me/|
I CANT SEEM TO FIND ANYTHING REGARDING PAYS DEMO ON MONADY AT 12=00 ON THE LINK AS PER YOU COMMENT AT 11.30|
|They are clearly about to announce something big so I don't think there are any worries!|
|So what do you think will happen to the share price if they dont announce any link with IBM?|
|Impossible to pre announce two demos at the same time if you want to keep confidential. It feels to me the new facebook marketplace a key part also|
|I don't think we can assume that longwell. Let's wait and see.|
|No tie in with ibm then or announcements would be together.still exciting times ahead regardless. Weak pound to help profits.new product launch and gambling online to slowly come onboard from states.|
PAYS demo/announcement Monday 12:00
IBM demo/announcement Tuesday 16:30
(all Las Vegas local time)|