Alpha Fx Share Discussion Threads

[toffeeman] 05/9/2018 17:15

Hi LS - I PROMISE I am not stalking you!

This has been on my watch list for a while - but as a potential short :)

[pireric] 05/9/2018 14:33

Long shanks, visibility is the least of my worries. Client base growing extremely quickly plus if you check the admissions document, you can understand the waterfall effect.

In short, say Alpha sign up Halfords. As a new provider, Halfords might only give Alpha 10-15% of their FX volumes as trial business in the first year. Then as they prove themselves, they can transition to being a dominant 75%+ provider. That is what looks to have been happening with revenue growth extremely strong and much faster than expectations at the start of this year. Plus all of the revenue is transactional so you grow alongside the customer

[mysteronz] 05/9/2018 12:36

Recent but very happy holder, massive runway and a decent valuation which the company is easily growing into leaving scope for big share price increases in the future

[longshanks] 05/9/2018 11:28

Not really a mark down when you consider the spread. Only issue for AFX is visibility and confidence that growth will continue. These are good solid results and I too will be buying more. I think the business has huge operational leverage, great cash flow and an attractive under appreciated niche market.

[pireric] 05/9/2018 09:19

Imagine being on track to at least meet expectations, H1 growth being above expectations, and the share price being down! Crazy, but i'm putting through an order to buy more :0). Thanks Mr Market

*Topped up. Genuinely misunderstood set of results and this company has only begun to scratch the surface of its market potential.

[the juggler] 05/9/2018 08:44

I agree with you Nurdin. However it seems that good results are often met with an initial pullback. I see no reason for the drop, the results are all positive. Perhaps the share price will pick up again later.

[nurdin] 05/9/2018 08:38

Not much wrong with the results...am surprised at the mark down

[u813061] 04/9/2018 10:15

Sold Taptica to buy these

[danieldanj] 02/9/2018 22:41

Alpha FX (AFX) Earnings-Reaction to Keep an Eye

[gonedown] 30/8/2018 10:50

This will be a high flyer. Good fortune all. Gone.

[pireric] 26/8/2018 14:12

Some minor recognition; nominated as one of the best cross-border payments solutions in the Payments Award

Best Cross-Border Payments Solution
Alpha Fx Group
cleverbridge
Currencycloud
Earthport
FIS
IFX
Paysafe
Splitit
TransferMate Global Payments

[gonedown] 23/8/2018 11:15

No news is good news. So with all this good news, the price should rise. All the best,Gone down.

[gonedown] 04/8/2018 11:09

Is is a strong hold. In S.C.S.W. Growth portfolio.Sales of c £9.6m up 50%. This reflects strong growth in the U. K. Corporate market and a sting start to the institutional division which launched in March. The recruitment of staff with foreign language skills has enabled Alpha to expand into European territories. International revenues mean it will soon be able to start matching fx trades. There is more. But as I said. STRONG HOLDAll the best. Gone S.C.S.W. Is well worth the sub.

[pireric] 04/8/2018 07:43

Mentioned in SCSW today apparently but not sure what was said. Anyone with a sub that can summarise?

[pratt2] 27/7/2018 07:36

Agree regarding liquidity.Another thought, a bit far fetched but not unheard of, there is another listed company called Alpha Financial Markets (AFM). That's had a decent few weeks, I wonder if investors have been making a mistake with the ticker? Has happened in the past for companies with similar names and tickers!!

[pireric] 26/7/2018 22:47

Institutions moving around. Would actually like to see the board dispose of some of their stock at the prevailing to some small cap institutions. Stock is very illiquid with a wide spread which puts off investors

[pratt2] 26/7/2018 12:03

Actually looking at it again, feels like just one big buy for 300k this morning!

[pratt2] 26/7/2018 12:01

plenty of volume today with no price movement. somethings up?

[pireric] 24/7/2018 20:54

More than you get for most small companies, esp those which aren't consumer facing!

[toffeeman] 24/7/2018 20:05

pireric:

and the sample size is?......

[pireric] 24/7/2018 19:56

Nice when the companies invest in have staff who rate the environment they work in highly

[pireric] 12/7/2018 13:43

Testimonials part of their website + footnote at the bottom of ydays release

[ihatemms] 12/7/2018 13:22

Pereric- where did you get the client info from?tia

[pireric] 12/7/2018 07:28

Looks like some of the newer onboarded clients in the UK include Halfords, Global Data and Rotork. Moving up the market cap chain a bit!

[toffeeman] 11/7/2018 12:31

"further strong market share gains"

0.00001% to 0.00002% is 100% gain :)