Paysafe Share Discussion Threads

[eh9] 14/10/2016 09:55

Ibm does not want to "handle the money" just remember that and it's clear why symbiotic

[ralphmalph] 14/10/2016 09:50

I just have this feeling that IBM and Pays are releasing competing products. Time will tell.

[eh9] 14/10/2016 09:31

Further down the road you could imagine paysafe buying ibm's processing business, ibm retaining a stake and floating the combined payments business on Nasdaq. Ibm providing ecosystem to dovetail payments into merchants systems and paysafe being leader in value added payments including mobile wallets and "last mile" of the merchant payment/service model.

[eh9] 14/10/2016 09:19

I think a really inspiring dovetail into ibm ecosystem could be game changing and highlight that paysafe is the leader in wallets which will be key to the market

[trentendboy] 14/10/2016 09:17

PAYS do not stand still - they keep innovating.

You have to wonder whether Paypal or one of the really big boys might decide to simply buy PAYS to get the contacts and technology.

Either way, the share price is likely to rise

[eh9] 14/10/2016 07:27

IBM-Paysafe Fans entertainment at LFC new stadium?

hxxp://www.prnewswire.com/news-releases/lafc-announces-official-launch-partner-ibm-to-transform-live-game-experience-at-new-banc-of-california-stadium-300344328.html

[eh9] 14/10/2016 07:04

2020 announcements just over a week away: #Paysafe COO Danny Chazonoff will demo 2 new mobile ordering platforms at #Money2020 #LasVegas, 12pm, 26 Oct, Venetian Level 5 #payments

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 of
what competitors are

Ensuring 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. hxxps://www.money2020.com/sessions/part-4-ibm-announces-branded-mobile-payments-solution-for-merchants
hxxps://www.ibm.com/blogs/commerce/2016/10/owning-mobile-payments-good-retailers-customers-part-two/?cm_mmc=Social_commerce-_-GSH-_-Null-_-Null

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. hxxps://www.money2020.com/sessions/part-3-paysafe

Paysafe-IBM mobile ordering/payments/concierge venture clearly flagged back in 2013:



Plus 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 proposition

Barcode tech:
hxxps://www.about-payments.com/newsroom/news/27746/optimal-payments-uk-support-seqr-mobile-payments


You can imagine 2020 will elaborate on this for customers in Paysafe_IBM jv:
hxxp://www.ibm.com/mobilefirst/us/en/mobilefirst-for-ios/industries/retail/



hxxps://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 of
what competitors are
hxxps://www.money2020.com/sessions/part-4-ibm-announces-branded-mobile-payments-solution-for-merchants
A 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?

[trentendboy] 13/10/2016 22:24

The money 2020 vegas event is bigInsane to sell ahead of this.The wise will be boot filling

[eh9] 13/10/2016 20:57

Another piece of the 2020 jigsaw?Http://www.pymnts.com/news/mobile-payments/2016/mobile-payments-whats-in-it-for-me/

[wolfhound1] 13/10/2016 12:14

EH9- spot on re "credit"

In your earlier Kohl example - its Kohl's store Card so Kohl's is extending the credit line to the customer and is the underwriter.

[eh9] 13/10/2016 10:48

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 proposition

[eh9] 13/10/2016 10:39

Being 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

[wolfhound1] 13/10/2016 10:17

Pshevlin - I don't disagree with that statement but realistically PAYS currently sits at a considerable discount to peers

i.e. Visa trades on a PE of 40; PayPal on a PE of 35 .......................

PAYS on a forward PE of 11

- so until we are re-rated I have heavily discounted - in time that rerating should also disaapear - and naturally we will close the gap on PAYPAL PE rating as the business becomes dominated by retail and less on gambling

[pshevlin] 13/10/2016 10:00

Should be more than that wolfy. Don't we actually make a higher % profit than our competitors?

[wolfhound1] 13/10/2016 09:45

If the PAYS solution only captures 5% of the market from the big guys through this initiative with retailers and we are half as expensive as our competitors then we are well on the way to JL $6bn MV

400bn x 5% X 0.5 =$10bn

[eh9] 13/10/2016 09:24

Albeit re the above 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 instances

[eh9] 13/10/2016 09:06

Plus 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)

[eh9] 13/10/2016 09:01

"Sees â massive opportunity going forward, expects it to be disruptive as Paysafe charges only about half ofwhat competitors are"

[wolfhound1] 13/10/2016 08:58

What I find pretty interesting is that operators like Kohl are only offering their store card as a means of payment - that excludes Visa;Mastercard; Amex; PayPal from the value chain -

the combined Market Value of these entities is $400bn

JL previous comment " being in PAYPAL rear view mirror" resonates !!

[eh9] 13/10/2016 08:26

The similarities between ibm and paysafe flags re the forthcoming launch are so uncannily similar and the ecosystem it would create so compelling I am convinced we will see something big announced re ibm and paysafe working together....

[eh9] 13/10/2016 07:45

You could imagine IBM will extend this into Paysafe's vision at 2020 given the 2013 Joel interview at the Berenberg conference (youtube):
hxxp://www.ibm.com/mobilefirst/us/en/mobilefirst-for-ios/industries/retail/

[eh9] 13/10/2016 07:10

Money2020 announcements - what we know so far: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 arePaysafe-IBM mobile ordering/payments/concierge venture clearly flagged back in 2013:Https://www.youtube.com/watch?v=dAywQ6spop4Barcode tech: https://www.about-payments.com/newsroom/news/27746/optimal-payments-uk-support-seqr-mobile-paymentsEnsuring 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.ibm.com/blogs/commerce/2016/10/owning-mobile-payments-good-retailers-customers-part-two/?cm_mmc=Social_commerce-_-GSH-_-Null-_-Nullhttps://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.

[wolfhound1] 13/10/2016 01:17

Yep - and the relationship with IBM goes back to the early naughties !!

And if EH9 is right we can expect an announcement at Money 2020 that the Kohl Card is the vanguard of a IBM-PAYS partnership.

...makes alot of sense...probaly explains the mentor behind the man who has made some very strategic purchases that slot together very nicely ........JL skill perhaps is in his ability to hear what often goes unsaid.....

[trentendboy] 12/10/2016 21:50

It is the same company.

Interesting

[trentendboy] 12/10/2016 21:47

This the same paysafe?

hxxp://www-07.ibm.com/services/pdf/paysafecardcom_makes_web_shopping_simple_secure.pdf