Paysafe Share Discussion Threads

[trentendboy] 05/10/2016 17:20

If they wanted to go to even 6% the share price would fly through £5 to where it should be anyway

[trentendboy] 05/10/2016 17:19

Goldman is the name you want to see going over 3%.

It stinks of corporate action IMO.

If Paypal or one of the big boys wanted a piece this is where they would go

[wolfhound1] 05/10/2016 16:30

Interesting RNS - Goldman Sach now hold over 3% via Physical Stock Loan

[melf] 04/10/2016 22:21

Great stuff EH9...another informative post. As you say the wording is so similar....and with the timings of the announcements surely it can't be coincidental? Let's hope not. This could be a serious game changer.

[eh9] 04/10/2016 21:12

In case anyone missedMobile 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. Paysafe 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-paysafeIBM 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.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.

[eh9] 04/10/2016 21:10

Transcript h1 re fx/brexit (appendix slide)In addition, we provided more analysis this time of revenue and cost by currency in the light of a number of queries we received since the referendum in the U.K. in June. And you'll see more detail in the appendix, including sensitivities to currency fluctuations.And as I noted earlier, a devaluation of the GBP against the U.S. dollar is somewhat of an increase to our profitability, but if having reviewed that appendix anyone has any further questions, just do please come back to us in due course

[geraldus] 04/10/2016 20:23

Great posts recently,particular thanks to EH9 and Wolfhound1 for their contributions and if the events pan out as stated it could start to get very interesting here.Should improve PAY's profile and valuation,wonder if they can keep the lid on this until the 24th if the price continues north.Hope to enjoy the ride.

[aspex] 04/10/2016 19:42

FWIW the actual EOD quote is 466.40/466.50 if we look at the closing trades. This should open tomorrow at that level.

[ralphmalph] 04/10/2016 17:07

Weak GDP means bigger profits in GBP from overseas revenues, meaning higher share price.

[wolfhound1] 04/10/2016 15:50

....weak GBP makes PAYS much more attractive to foreign buyers of stock

[eh9] 04/10/2016 15:49

Yes see slide in half year results. Declining £ is slightly earnings enhancing

[qs99] 04/10/2016 15:33

£:$ rate should also help PAYS $ earnings no?

[nurdin] 04/10/2016 13:48

ibm-paysafe link certainly looks plausible....just Google and you find that IBM worked with Paysafecard to develop the latters platforms(?) for the European market.Cant post the link as it is in pdf format.

[eh9] 04/10/2016 13:40

We are still only on a forwards P/E ratio of 12.9 and the analysts have vey conservative growth in their forecasts. None of this takes any account of the huge strategic potential of the new ibm-paysafe wallets

[qs99] 04/10/2016 12:08

looking good for a fiver IMO...be interesting to see where market takes it on US open...w

[eh9] 04/10/2016 09:56

Cannot promise anything but all my research has links to documents on the web!

[malcolmmm] 04/10/2016 09:55

Also topped up this morning

[adh0] 04/10/2016 09:52

I was wrong!

[le4r] 04/10/2016 09:50

EH9, Wolfhound, to re-echo others, thanks for very interesting posts. Long term holder but have topped up again this morning in light of expected news and positive momentum.

[eh9] 04/10/2016 09:27

It's madness the market has not cottoned onto the potential scale of the new wallet launch in just under three weeks

[bruceylegs] 04/10/2016 09:25

Yes, that's the resistance at 455-ish gone, fingers crossed it can hold.

[pshevlin] 04/10/2016 09:20

Could be breaking out again.

[wolfhound1] 04/10/2016 08:35

A joint wallet between IBM-PAYS will do more to erase the discount to peers than any other factor including legalising of on-line gambling in the US - it has two aspects - one where we move to a PE of greater than 20 - the second is the organic sales increase - which will act as a double whammy - as JL said our fees are about 50% less than our competitors - disruptive - so expect with IBM badge for the take up to be very quick on the basis clients are saving 50% !!!