Paysafe Share Discussion Threads

[tsmith2] 13/3/2017 09:38

Hoping we see rise accelerate, chart suggests so

[kuss1] 12/3/2017 14:16

Shockingly undervalued. But the market doesn't get it wrong for too long. Those numbers in the recent results were pretty fantastic. And we are in a stonking bull market after all. So in 12 months we could be looking at near 500 million EBITDA given an acquisition and 20% organic growth. Margins seem to be creeping up, too. And in the US there will be on-line gambling acceptance. Probably leading to some x10 in increase in transactions as I recall that was the case in the old Neteller days... I would have thought in these circumstances a re-rate to around a pe of 18 would be perfectly reasonable and achievable. Also still 4% plus short positions out there. I don't buy this hedging nonsense, you are either short or long. A hedge is another gamble .. Suppose it's why hedge funds have been such a disappointment.

[nurdin] 12/3/2017 13:59

The odd thing is, even the pure play on line gambling stock GVC,which I also hold, is trading at 14.7x this years forecast earnings! The market is treating PAYS very unfairly imo.

[wolfhound1] 12/3/2017 10:48

@nurdin, I suspect UBS at 51c (21.4% YOY)have updated their models post presentation and the " consensus" haven't yet - they will :)

This has the look and feel of a re-rating, if not I think a competitor may make the decision for the market.

[eh9] 12/3/2017 10:39

A sensible analyst would use 21% growth in sales 2017. Why on earth would they only deliver single double digit given the market growing strongly? It is just paysafe mgt team style to guide low at the start of the year and upgrade during the year.....hence UBS forecast probably the most correct of the bunch

[nurdin] 12/3/2017 09:03

wolf...IC might have made a mistake.Consensus forecast is for earnings of 48c this year rising to 53c in 2018.UBS could be the odd one out though!

The only thing that is low double digit here is the PE.

[wolfhound1] 12/3/2017 01:23

They say your first $1 BILLION of sales is ......:)

IC: Analysts at UBS forecast adjusted EPS of 51¢ in 2017, up from 43¢ in 2016.

That is "low double digit" growth of .....18.5% , PE of 10 !!

With those kind of numbers PAYS is in the cross hairs of many : Wirecard, Worldpay and Ingenico to name but a few- so hopefully they get that acquisition on the runway - airborne asap whilst they still have time !!


GLA

[scothernman] 11/3/2017 16:03

Delighted to see the current run up of PAYS. I am revising the prediction of PAYS hitting 470p from April end to March end 2017 now. The rubber band holding the true value of PAYS share price has snapped and it is going to catapult now.$$$$$$$$$$$$... While at it let us congratulate the employees of PAYS for their stellar work so far and we need to be thankful for their efforts as we make more money as investors.

[eh9] 11/3/2017 09:05

But amusingly Wordpay is now rated only 38 and it is on a p/e of 21!!

[nurdin] 11/3/2017 08:33

Yes indeed .Surprisingly however they give it only 58 on value rank.That doesnt look right to me given that the stock scores highly on all of their Value Factors (apart from dividend yield) such as

-price to book value
-prices to sales
-earnings yield %
-price to free cash flow
-price to earnings
-dividend yield.

I can only surmise that they are attaching a lot of weight to dividend yield.

[eh9] 11/3/2017 08:10

Sure enough ranked 90 on Stockopedia today! hxxp://www.stockopedia.com/share-prices/paysafe-LON:PAYS/

[mannymif] 10/3/2017 18:04

Strong weekly close will ring alarm bells for funds and now I would think we get a ranking north of 90 on stockopedia so pi's will jump on board.

[wolfhound1] 10/3/2017 17:34

I wouldn't take too much notice - the 585K was the closing auction - exactly matched for buy and sells by its nature

The lateness of the volume on a Friday - perhaps we are due some news next week - we will see.

[s2lowner] 10/3/2017 17:21

Strangely on Barclays all largest trades are listed as sells, think they must just guess
At 4 32pm the largest sell was a UT of 585k shares valued at £2.5m

So I will be interested to see if this holds onto Fridays late gains on Monday am
hope so of course

[wolfhound1] 10/3/2017 17:11

Heavy buying at close on a Friday - intriguing, did someone not want to miss the boat - will be interest to see if there is RNS/news in early part of next week. :)

Nice Weekend + GLA

[djbilywiz] 10/3/2017 17:04

Back in today, looking strong.

[silverfern] 10/3/2017 16:57

added 6k in last three days: amazed at my luck!

[malcolmmm] 10/3/2017 16:40

Nice surprise this afternoon, they looked strong so I added this morning but was expecting to be disappointed

[maffs1] 10/3/2017 16:36

Well that felt like some institutional buying pressure at the close. Great stuff. Long may it continue.

[wolfhound1] 10/3/2017 16:24

On HL - I can see any big share buys despite the volume in last 30 mins - wonder if this the MM hoovering up volume for anothe rbig OTC trade ?

Looks like we are rallying again into close - definetly has look and feel of something a foot !!

[oohrogerpalmer] 10/3/2017 16:15

Don't think it will be a bid for Pays , more like a they are bidding for somebody or merger !!!

[eh9] 10/3/2017 16:13

Wirecard also rocketing...

[beergut] 10/3/2017 16:13

Could someone be preparing a bid for Paysafe.

Who would want them?

Any thoughts

[qs99] 10/3/2017 16:11

strong uplift, wonder if results have sparked interest from another corporate? DYOR or just shorts closing? GLA

[nurdin] 10/3/2017 16:09

Something definitely up imo...a very unusual price movement