Paysafe Share Discussion Threads

[sheep_herder] 19/1/2017 15:38

I'll call the bottom here. How do I know? Because I've just opened a short to hedge my main holding. :-D Bound to get a bid tomorrow.

[nurdin] 19/1/2017 15:34

As I said before, this share buy back program looks completely ineffective.

[smcmahon993993] 19/1/2017 15:34

Dramatic to say the least

[wolfhound1] 19/1/2017 15:33

Think of the £3000 for every 10p rise you will make when it rises rapidly on news - or £30,000 for every 100p rise

[lw425] 19/1/2017 15:32

well i must confess i sold out at 3.95p

i am gobsmacked at the share price performance

what concerns me is although i am aware of all the bull points we don't have any real, genuine institutional buying for a ftse 250 stock.

i am lost for words

[melf] 19/1/2017 15:31

Surely the company should be soaking up as much as possible at this price. I thought that was the idea???

[nurdin] 19/1/2017 15:24

Hard to have faith when you are losing £300 for every penny it goes down lol.

[wolfhound1] 19/1/2017 15:21

At this share price PAYS could well be in the cross-hairs for a bid IMHO

The Edison report is quite telling - PAYS 2018PE is 9.1 on fairly pedestrian 10% growth assumptions, about half the PE we were pre Skrill acqn at 18.4 - debt free by end 2017 and by 2018 we will have EPS of 51.6c

Whilst the "perceived risk" of client concentration(bet365) was reduced from 30% to approx 13% through the Skrill acquisition the discount applied has risen by 50% instead of declining by same - share price will need to rise to 550p+ in the short term if PAYS is to stay independent.

[schmally] 19/1/2017 09:45

Malcolmmm,

According to Short Tracker AEK have not reduced their short position since 21 Dec, so do you have access to any other data that may be more up to date?

When AEK start to close out their position, I think everyone can start to breathe more easily, but I'm nervous in the interim.

AEK had a great opportunity to start to close out when the share price was significantly lower, but for whatever reason, they have seem confident enough to sit on their hands, even when at face value there seems far more share price upside potential than downside. They must either know or suspect something others don't, or are planning further negative spurious articles to suppress the share price again.

I'm resisting the urge to sell at least half my holding, even though I've been in for the long term and have made a tidy profit, but I'm anxious for some positive news flow to confirm a decent acquisition to relieve my nerves.


hxxp://shorttracker.co.uk/company/GB0034264548/all

[jozo] 19/1/2017 09:33

I am no expert in this field but have had a thought that might help explain why share price being held back.Norges Bank have loaned out a significant amount of stock.Didn't they increase holding after big drop in Debember? If so they have a good profit cushion to play around with. Could they be off-loading some of what they bought in December to 1. Keep price low to enable their shorting clients to get out with a profit (and retain the relationship) 2. To make a profit on their recent purchases at rock bottom prices.Everybody wins - maybe not short term holders but long term long holders get a chance for company's eps enhancing share buyback program at bargain bucket prices.Could all be very simplistic and am sure there will be thresholds that will need to be reported when passed.Certainly might explain share price action over last week - especially with so much buying going on from company and shorters reducingJozo

[pshevlin] 19/1/2017 09:22

Buy back program can not be a complete waste of cash. Once the shares are out of circulation the remaining ones will be worth that much more. The shorters can not have the upperhand if they dont have access to a greater number of shares to sell than the buyback program has at its disposal which to my mind is the case. I think the shorters are being allowed to get out here as long as they don't try anything stupid and at some point company news will blow them out the water. They have a limited time to leave.

[nurdin] 19/1/2017 09:17

Thanks Laila

[malcolmmm] 19/1/2017 09:12

I think as someone posted previously the share price is depressed by PEPM closing steadily and is placing buy orders at low prices .AEK have started to close , perhaps waiting for a market correction. Perhaps when shorts are reduced to one or two percent the share price will slowly recover. Of course PAYS will also want to buyback at the lowest price possible in the short term.

[100laila] 19/1/2017 09:11

new Edison note out today

[frankwhite] 19/1/2017 09:11

Shorters still in charge here IMO, only buybacks propping up the SP, it would be a lot lower without it.

[nurdin] 19/1/2017 09:03

This buy back program looks very ineffective and perhaps is a waste of valuable cash.

[eh9] 19/1/2017 07:59

37% of the shorts have closed

[lomax99] 19/1/2017 07:59

SCH also have their own discount to contend with, their main shareholder.

[smcmahon993993] 19/1/2017 06:40

It's common to see a share rocket when cash is turned in to potential with m&a activity. Cash in the bank is useful but it generates no revenue itself, unless you're a bank of course.Roll on an acquisition...

[kuss1] 18/1/2017 22:49

Just a question of time. You never know when the penny drops but at some point someone realises you can buy cash at a discount. I see the buyback in that light. It's nothing to do with the shorters etc... but the company giving me money for free....

But the market is difficult of course...

[johnv] 18/1/2017 22:38

And it's turning out loads of cash

[johnv] 18/1/2017 22:32

Well cash hasn't helped safecharge, as I said over there, a £299m company with approx £119m cash and only £14m debt.

[kuss1] 18/1/2017 22:01

Cash is all that counts. If pays makes more of it, the share price will go up. It really is that simple. You can always tell when people say I'll wait and buy back in. As opposed to I'm selling out. But the dips are hard to call.