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PAYS Paysafe Gp

590.00
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Paysafe Gp LSE:PAYS London Ordinary Share GB0034264548 ORD 0.01P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 590.00 589.00 590.00 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Paysafe Share Discussion Threads

Showing 6151 to 6171 of 10500 messages
Chat Pages: Latest  252  251  250  249  248  247  246  245  244  243  242  241  Older
DateSubjectAuthorDiscuss
13/1/2017
07:53
nurdin12 Jan '17 - 21:22 - 6161 of 6170 0 0
13.5x is a bit mean when you consider that Worldpay are trading at some 22x




PAYS should really be 700p


on 10,000 shares thats a discount of £30k. Nice potential upside, i like.

tjbird
13/1/2017
07:50
pays certainly keeps the attention, yesterday as expected. very exciting about who the target will be?
I must say I have fallen in love with the stock market again after a few years of disillusion.
good luck to all holders as I feel this year could be the year pays finally gets recognised properly.
de regulation in usa by trump could have a big impact as well if happens and not factored in.
slowly slowly is what we want now.

longwell
13/1/2017
07:50
pays certainly keeps the attention, yesterday as expected. very exciting about who the target will be?
I must say I have fallen in love with the stock market again after a few years of disillusion.
good luck to all holders as I feel this year could be the year pays finally gets recognised properly.
de regulation in usa by trump could have a big impact as well if happens and not factored in.
slowly slowly is what we want now.

longwell
13/1/2017
07:36
450k shares bought in yesterday. That is more like it after just 73k previously.
aspex
13/1/2017
07:29
There will be no rights in any deal as Paysafe has $1.2bn cash and capital. Paysafe have said they can borrow 2.5x proforma ebitda i.e. $293m x 2.5 x 2 (if target same size ebitda potential as Paysafe) - $150m debt outstanding at April 2017 = $1.3bn acquisition.
eh9
12/1/2017
22:51
Cheers Scothernman - glad that helps
wolfhound1
12/1/2017
22:40
Low double digit growth is 10-15%
polythene
12/1/2017
22:18
Thanks Wolf. That clears some doubts i had.
scothernman
12/1/2017
21:59
@scotherman - not in relation to existing share - shorting PAYS ahead of M&A announcement and you loose big assuming the market likes the deal - as was the case with Skrill.

By like the deal - it delivers a re-rating of PAYS current heavily discounted PE of sub 10 - therefore new sector/clients/ diversification of Asian client 13% of revenues - that sort of thing.

I won't give big technical explanation but you any shorting re M&A activity would be done post deal announcement and post rights being approved by AGM and closed before the maturity of exercise of right - so that as in the case of skrill is a 4-6 week window.

wolfhound1
12/1/2017
21:22
13.5x is a bit mean when you consider that Worldpay are trading at some 22x.Admittedly they dont have exposure to the gambling sector (as far as I know)but still Paysafes rating should be closer to that of WPG, perhaps 16-17x.
nurdin
12/1/2017
21:12
I see NT topped up again today. One to hold on to he reckons. After today's update I agree. Just need to ignore all the noise imo.
connor23
12/1/2017
20:53
Anybody any suggestions on which company might be their acquisition?
2bluelynn
12/1/2017
20:31
Hi EH9,

And do Cannacord state a target price?

'Valuation

The stock trades on 7.9x 2017E earnings and 7.9x EBITDA. Our price target assumes a P/E of 13.5x and 10x EBITDA.'

My math gets 500p on their EBITA target and 675p on their P/E target.

Regards Maddox

maddox
12/1/2017
20:02
A question eh9 / wolf. If there was an acquisition with rights issue coming into play in the near future will it give ammunition for the shorts to depress share price like during the skrill acquisition?
scothernman
12/1/2017
20:00
BECanaccord, they say:BESmall beat to consensus, confident guidance for 2017This trading update will be a relief to the market, in our view, given the negative research published in December by Spotlight Research. However, the stock has performed well with the stock returning 30% since its recent lows. The stock still trades at a material discount to its peer group with continued concerns about the Asia Gateway exposure. We estimate that Asia Gateway is c. 20% of earnings. If we were to exclude the Asia Gateway business the stock would trade at 12.7x 2017E earnings, still a material discount considering our forecast of double-digit growth.Details of trading updatePaysafe announced its trading update for full year 2016. Revenues should exceed $1bn (guidance $970-990m, consensus $988m) and EBITDA c$300m (guidance 287-293m, cons 292m). This assumes margins close to 30% (implied guidance of 29.6%) as expected.Paysafe provided preliminary guidance for FY17E of low double digit revenue growth and at least maintaining EBITDA margins. This implies revenue of c. $1.12bn (c 3% higher than current consensus). Cash conversion is stated as being strong which we interpret as cash flow being in-line with expectations.ValuationThe stock trades on 7.9x 2017E earnings and 7.9x EBITDA. Our price target assumes a P/E of 13.5x and 10x EBITDA.
eh9
12/1/2017
19:58
ACQUISITION AND BUYBACK FIREPOWER: £100m leaves over $1.1bn firepower.Paysafe have said they can borrow 2.5x proforma ebitda i.e. $293m x 2.5 x 2 (if target same size ebitda potential as Paysafe) - $150m debt outstanding at April 2017 = $1.3bn acquisition or higher if there were a rights and or some shares involved too
eh9
12/1/2017
19:33
I think PAYS will make the $1bn acquisition that brokers say they have scope for sooner rather than later to sink present and frighten off future shorters depressing the share price .
malcolmmm
12/1/2017
19:02
Bold M&A activity - it is to shorters what dry rot is to wood
wolfhound1
12/1/2017
17:53
That's some decrease. Shorters are running for the covers.That's over 1.6m shares bought back.
ihatemms
12/1/2017
17:23
PEPM have gone down from 1.78 to 1.44 on 11/1/2017

Someone bought 450K just before close

scothernman
12/1/2017
17:05
Shorts continue to reduce today
eh9
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