Safecharge Share Discussion Threads

[igoe104] 27/2/2017 14:40

added more again today, good opportunity with the retrace.

[rivaldo] 24/2/2017 09:32

Partly, and also partly due to there being a dominant single shareholder, and also because there was a seller or sellers out there for some considerable time.

In addition, September's H1 results contained a note that H2 trading was expected to be "more moderate" than H1. As it happened, SCH had an "outstanding" Q4 which outweighed the quieter Q3. Prior to that SCH was trading at 260p or so. Without that caveat I suspect SCH would have continued rising nicely.

As it is, we've been given the chance to buy at extremely cheap prices (imo anyway), and a decent outlook next month should see a further re-rating.

[melf] 24/2/2017 08:49

......and to think, it was sub 200p a few weeks ago. Riv, do you think the low rating is mainly down to it being an Israeli company?

[rivaldo] 24/2/2017 08:21

Melf, it does seem ridiculously cheap on an ex-cash P/E basis doesn't it? Certainly room for 50% and maybe 100% upside from here.

Phodson, there's no date out there at present, but last year's were on 10th March. Only two weeks or so away now.

Here's a new interview with SCH's COO:



"COO of SafeCharge Talks Regulation and the Future of Payments

Yuval Ziv talks with Finance Magnates in an exclusive interview.

Yuval Ziv is COO and Managing Director of SafeCharge Bulgaria. He is responsible for SafeCharge’s relations with acquiring banks, payment providers, and third-party suppliers. Finance Magnates sat down with Ziv to talk about SafeCharge and the payments market.

SafeCharge has recently taken a minority stake in Nayax. What does this say about the firm’s current direction?

SafeCharge is implementing its strategy of becoming a multi-channel payments technology company and as such Point-of-Sale is an important part of our offering. The minority investment is to be used by Nayax for further expansion of its service and growth of the business.

Tier 1 customers are targeted by SafeCharge. What sets SafeCharge apart from the competition?

Our uncompromised determination to serve highly demanding businesses from various sectors of ecommerce along with a broad range of products to choose from: multi-channel checkout, cards acquiring (proprietary and 3rd party), alternative payments, risk management, cards issuing that are all built on our proprietary technology platform and are accessible to developers using the latest user-friendly REST API. In addition, we have created a winning team encouraged by a can do attitude across the organisation resulting in an extremely high level of customer satisfaction – this is a huge aspect that sets us apart from other companies in the payments domain.

What advantages does SafeCharge provide to its online trading costumers?

Our technology platform is highly robust and designed to last and we are extremely proud of its uncompromised uptime and availability. In addition to this, the service is fully transparent to clients, such as the simple onboarding process and transparent financial model that provides detailed reporting allowing a drill down to a single transaction level. Additionally, we have built in support for bi-directional payments for both cards and alternative payments so the platform is designed to facilitate payments from trader to broker and vice versa. These are some of the unique benefits that are available to our online trading clients.

Where do you see growth potential in the market?

As a payments technology company we are positioned to support variety of demanding businesses operating in the digital economy and we are in a unique position to benefit from the exponential growth of these sharing economies.

How do the tightened regulations in FX and binary options affect SafeCharge?

We are pleased to see the tightened regulation development as it will clearly define what brokers do and don’t practice. Our product roadmap contains significant investment in the embedding of a set of KYC measures into the payments process in order to provide an integrated service to the broker. These solutions will become essential to brokers in order to comply with the developing regulation.

What are your goals for the company over the next few years?

We are committed to developing innovative payments solutions to serve the emerging need for regulation compliance, as well as a solid and easy to use payments solution that facilitates the growth of the new economies. Our aim is to provide complete transparency to clients, consumers and our employees along with a customer centric approach resulting in client retention."

[phodson28] 23/2/2017 11:30

Maths is very simple on this... when are we expecting the results? - First week of March?

[melf] 23/2/2017 08:59

Thanks Riv.

So at y/e 2016 there is cash/equivalents of $124m = £100m = 67p per share with no debt. With a forecast say 18p EPS and at least 12p divi for 2017 . The maths isn't difficult here :-)

[rivaldo] 22/2/2017 23:29

Melf, forecasts range from Shore Capitals's 17.23p EPS, with a 15.02p dividend, to Canaccord's 19.43p EPS with a 12.06p dividend.

[melf] 22/2/2017 16:32

Has anyone got any estimates for 2017?

Thanks

[trentendboy] 21/2/2017 20:17

You need to check the SCH shareholders slippery.You might be surprised

[rivaldo] 21/2/2017 11:22

A £68,000 buy at 248.75p just now. Some serious buying interest here at present after yesterday's buys.

[friendofslippery] 21/2/2017 08:36

Long

Whst you mean off-load? Plsytech are not a holder in Safechsrge!

[panic investor] 21/2/2017 08:13

Which I meant

[panic investor] 21/2/2017 08:09

Long we'll play tech or this being the giant co ?

[longwell] 21/2/2017 07:52

increased volumes recently do indicate there may be some news soon, may not be an acquisition though, may be acquired. playtech may take in house or off load to concentrate on what will be a giant company in next few years.

[rivaldo] 20/2/2017 23:09

Nice 200,000 share buy at 249p reported late after the close in the hope that no-one would notice it (and there was another 100,000 buy at 249.5p earlier on too)....

[rivaldo] 20/2/2017 10:28

Moved up nicely here over the last 10 days or so whilst I've been away. Ticking up again today on small buys, so hopefully our seller has disappeared.

Lots of upside here imo - and if there's a large acquisition from the £100m+ cash pile then the share price could rocket 50%-100% if all goes well.

[ntv] 17/2/2017 19:07

UT is uncrossing in auction
small quantities offered can cause big movements in share price either up or down
these can also trigger share price monitoring RNS to be issued
hope that helps
more details LSE or ADVFN

[trentendboy] 17/2/2017 18:41

I suspect higher at 450 maybe more.Just can't get this sort of asset now

[friendofslippery] 17/2/2017 17:19

He wouldn't sell for under 425 in my opinion. It's just not worth his while. What would be the point. He gets a massive divi every 6 months.

[trentendboy] 17/2/2017 17:16

I suspect so. Hard to buy in bulk as limited shares out there. That is why it can rise and fall so quickly on this volumes.Any offer would have to be at a significant premium imoSago would need a big payoff to sell this Jewell in the crown.

[friendofslippery] 17/2/2017 16:49

There has been a 4-fold incresse in buys over the last few days. The question is, why?
Is somebody accumilating?

[trentendboy] 17/2/2017 15:37

Boom. Watch the paysafe space.Has to be corporate action here

[friendofslippery] 17/2/2017 12:28

Bid to offer narrowing.

[jamdan1] 17/2/2017 11:27

There's the one code....RNS coming?