Paysafe Share Discussion Threads

[heliweli] 22/3/2017 10:31

Same old routine after results, down to £4.

[polythene] 22/3/2017 09:52

So is this one of those Scotherman? Over inflated P/E?

[scothernman] 22/3/2017 09:07

414K sell and 415K buy at same time for 449.5p mystery this morning. Always intrigued by such moves. Big fellas playing around with books? Anyway market was overenthusiastic with trump visions....reality setting in for many of the overinflated stocks with unrealistic P/E.

[pshevlin] 22/3/2017 08:31

There is a determination to push this down again. It should be kept around the 4.50 mark with buybacks now as there is absolutely no point in it drifting back to 4.00. It only helps the shorters.

[scothernman] 21/3/2017 15:31

Holding steady in 450s when the market is down is a good sign IMHO. Let us see what the short big boys were upto yesterday. Wolf oversight in my last post....wish they sold 558k at 552p.
Patience......patience.....wait....wait before some of ye all in for quick gains think of hitting the sell button. Consolidation going on for the next leg up into 460s.

[vantare7] 21/3/2017 15:30

All the UK markets are down this afternoon

[eh9] 21/3/2017 10:49

Interesting Joel is on the stage with worldline md given the worldline merger rumours!!!!

[lomax99] 21/3/2017 10:32

Here is the agenda, JL is in a slot, with others, at 15.35:

hxxps://www.citievents.com/Metron/forms/MeetingFormFiller.aspx?id=1e5c56e0-1b71-4385-9664-1dc3593a50d2#Agenda

[trentendboy] 21/3/2017 10:27

Exactly - there will undoubtedly be a series of consolidations in payments.

TOo fragmented at the moment. Just need to pick the winners.

In gaming PTEC were an obvious winner but few picked GVC to come through on the rails.

[eh9] 21/3/2017 10:26

Any web link to that Citigroup slot. Sounds ballsy!!

[lomax99] 21/3/2017 10:12

All on fairly low volume.

There are two events in Paysafe's events calendar in the next two days. Both in London, tomorrow is Morgan Stanley's European Financials conference and on Thursday is Citi's Digital Money Symposium.

At the Citi one, JL has a brief slot in the agenda commenting on 'Consolidating a Fragmented Landscape: An M&A wave in Payments?' !

[nurdin] 21/3/2017 09:51

460p fading away...what a pity !

[eh9] 21/3/2017 08:43

Sch is a puddler not worth pays mgt time especially as public listed - imagine the noise and poor value vs ebit required. Pays generally does not do public

[trentendboy] 21/3/2017 08:25

Good SCH results. Same model but smaller fish.Just to take them out as competition makes some sense but diversification not specialisation the push so unlikely

[wolfhound1] 20/3/2017 17:01

@scothernman - I think you meant 452 :)

It will be COB tomorrow before we know - shorts are only obliged to report on a T+1 basis ( i.e. report today for yesterday's close)

It was a negotiated trade - last time they used OTC trade - so we know it was an institutional deal and therefore possible was further short action .

[ch1rp] 20/3/2017 16:45

Lots of big interest at the end of each day for PAYS. Something afoot?

[malcolmmm] 20/3/2017 14:17

May be of interest.

Gaming gains

MGM China shares jumped 5.3% in trading on the Hong Kong Stock Exchange on Friday, while peers Wynn Macau and Sands China rose 2.4% and 1% respectively and that capped off a solid week for all three of the Macau casino operators. Meanwhile, on Friday in trading on the Nasdaq, Wynn Resorts also surged 3.8%. The Fat Prophets Global Opportunities, US and Asian Managed Account Portfolios are overweight the Macau gaming sector via all four stocks.

[scothernman] 20/3/2017 14:05

580k sell at 552p went through before 2pm. Is this shorts adjusting the positions wolf ? - know we have to presume. Thanks.##### We will know if there is further closure of short position announced tonite or tommorow.

[ch1rp] 20/3/2017 11:56

Blue by end of day.

[tradertrev] 20/3/2017 09:16

Surprised no-one has mentioned the comparison of 2016 free cashflow at PAYS and Worldpay. PAYS has $202m and Worldpay has £171m. Both investing heavily in their platforms. Puts PAYS on more than double the free cashflow yield.

[eh9] 20/3/2017 08:03

Interesting? Paysafe then mergers the internet-processing division?

[eh9] 19/3/2017 08:48

The opportunity to expand outside of gambling is right there for Paysafe, the biggest mobile wallet player in the West after Paypal, as demonstrated by Patm launching in canada:

hxxps://blog.paytm.com/paytm-goes-global-we-now-have-an-app-for-canadian-bill-payments-1e710b582c49#.eukcuzgpv