Paysafe Share Discussion Threads

[eh9] 18/10/2016 13:50

It's a pr release flagging that press releases are coming, not a press release

[zcaprd7] 18/10/2016 13:31

Also. A typo in their press release... 35th of October?

[zcaprd7] 18/10/2016 13:29

Eurgh, graveyard slot. In Vegas... Lol

[eh9] 18/10/2016 13:13

Joel going to speak about the ibm partnership?!!!!!

[eh9] 18/10/2016 12:37

Since 2020 starts Sunday going to. E interesting to see whether they rns this week or next.....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/

[wolfhound1] 17/10/2016 17:22

Indeed EH9 - perchance increased intensity in Qtr 4 might be a pre-cursor to a Nasdaq listing in Q1 2017 ? :)

[eh9] 17/10/2016 16:47

Plus upgrade ts on Nov 8 pre the investor roadshow presentations

[wolfhound1] 17/10/2016 16:13

Well they haven't lined up all those briefings and Roadshows for Nov and December for nothing - expecting we will get a very big announcemnet on the 24-26th at Money2020 and the rest of the qtr will be spent explaining and helping the market to digest how that will double the bottom line in 2017.

I think we are also going to see a potential re-rating by the brokers also post the M2020 announcement.

$6bn Market cap remains the target or more than double of where we are now.

GLA

[eh9] 17/10/2016 07:04

Less than a week to 2020. 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 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/

[flyposter] 14/10/2016 19:00

The quality of posts here are great! I am learning a lot. Props folks.

[wolfhound1] 14/10/2016 15:37

BREAKOUT ALERT !!

Charts looking v good - previous resistnece at 445-447p has now turned into support and all looks good to kick on from here to new highs


free stock charts from uk.advfn.com


GLA

[wolfhound1] 14/10/2016 14:25

The clue was in JL's reference to Market Cap of $6bn

==> 6bn/488mn shares = $12 per share approx

===> PE of 12(level at the time of comment) = $1 EPS

So roughly double eps as predicted. JL is not the type to say something unless he knows it will happen - so therefore I think we can take it as red there is a big deal in the offing that will double our size. He mentioned that there weren't any gaps that needed to be filled by acqn - so we can probably rule out that out for now.

So in a process of deduction that only leaves either ;
*on-line gambling in the USA get approved before y/end or
*we do a deal with IBM as unearthed by EH9 -

I think the latter is the most compelling

Kohl alone given its size and presence in the US would probably create 25% of the required increase - plus 1 to 2 similar type retailers per qtr thereafter ( Duanes, Dominoes, TK Maxx, Hertz, etc......)

[trentendboy] 14/10/2016 14:08

on route to new recent highs....

[melf] 14/10/2016 13:30

....and if the new wallet is what we think it is, there should be material upgrades to those target prices EH9.

[trentendboy] 14/10/2016 11:18

The business model is why I bought in big.

Use high margin grey gambling revenues to fund expansion of white money wallets.

Working well so far.

Money2020 is the sort of place that deals are announced.

[nurdin] 14/10/2016 10:58

EH1..46c is for 2017,53c 2018.

[eh9] 14/10/2016 10:48

53c x 20 eps= 870p target price. Multiple of 20 reasonable given big new non gambling wallet launch (diversion) at 2020

[melf] 14/10/2016 10:40

EH9. That's their 2018 figure according to Small Companies Sharewatch.

[wolfhound1] 14/10/2016 10:33

Agreed Nurdin - remember JL's comment of "$6bn Market Cap" - that is where we are headed and hopefully in the not too distant future.

Does make me think that this roadmap was worked out along time ago in principle and the last number of years have been about execution to that end game. Every step JL and team have taken seems to have been leading up to capturing this market opportunity and covering the bits that IBM don't /can't cover. If so then JL $6bn is probably just tip of the iceberg of where this can go.

[eh9] 14/10/2016 10:32

When did Barclays come out with the 2017 eps? Consensus is 46c so Barclays is quite a bit above. Any comments in the note shareable? Any sign of analysts cottoning onto the 2020 announcements?

[melf] 14/10/2016 10:27

Agreed nurdin and I note the Barclays est 2018 eps at 53 cents, about 43p at today's exchange rate giving a forward p/e of 10.6........glad I bought my final chunk yesterday!

[nurdin] 14/10/2016 10:21

Even without the IBM deal,Pays has considerable scope for a rerating from its current measly rating of 11.9x 2017 forecast earnings.Of course any deal with IBM would see the price get up to where it belongs...well above £6

[wolfhound1] 14/10/2016 10:07

Someone's got a whiff and they like it !!!

We could be testing new highs before the day is out

[wildchild] 14/10/2016 10:05

Romping higher today...