Cab Payments Share Discussion Threads

[dmf] 21/2/2024 09:06

Broker downgrade?

[tsmith2] 21/2/2024 08:51

talk about volatility

[london07] 20/2/2024 14:14

Share Buybacks...

Just look at Motorpoint
In their last interim results they made a loss for the last 6 months.
Even so they initiated a share buyback les than 4 weeks back, up nearly 35% since 🤑

Now look at CABP interim results, EPS 6p for 6months, Free Cash Flow £37.9m, huge profits and margins, 26th March, IMO they will announce a share buyback, they simply have too much Cash.

With no liquidity CABP will 🚀🚀🚀

[london07] 19/2/2024 09:27

Valuation compared to anything else out there is so wrong, the only thing required with CAB Payments is patience. Simples.

1st 💰 in 2024 will come at 164p 😉
2nd 💰 at 246p and
3rd 💰 at 328p and it will still be below the IPO price

Quality always shines through. Fundamentals of CABP are truly 🤯

[foreverbull] 16/2/2024 17:05

Nice rise today

[london07] 16/2/2024 10:04

An Company (listed on AIM lol) announced starting dividends yesterday.

Now 60% up in 2 days!!!
Valued on every metric multiples of CABP 🤦‍a94;️🤔

Not only shows how chronically undervalued CABP is. When Dividends are announced here shows a new type of investor jumps onboard.

CABP will see pension funds/institutions scrambling to load up, and it's Premium Listed so ticks all the boxes.

Exciting times. With the serious accumulation, IMO we will reach an inflection point whereby things will rapidly move, esspecially with CABP super tight free float.

Investors hoovering up a cool £1m in just a single trade, free float gets ever more tighter....

[london07] 15/2/2024 16:07

Clearly filling big orders with small PI's shares

£1m Buy,
He/she will be looking to multibag Lol. Or short closing 🙈 before CABP runs away.

Plenty of games being played at such a ridiculously low valuation

[con90210] 15/2/2024 14:24

Million share purchase earlier...someone keen!

[london07] 13/2/2024 17:23

The volatility just shows desperation by the shorts, from 110.7p they dragged it back down to 101p LOL and hardly anyone is selling.

IMO There are serious institutions quietly loading up, and there is simply no liquidity, share price jumps on just small volume

This feels like a runaway train now, expecting a big move to come one of these days, they will have to throw in the towel soon, liquidity is just too tight, there aren't any shares available on the market. Everyone is firmly sat on their hands knowing CAB Payments is worth multiples.

Once dividends come through, then it will get really interesting as most will just HODL. Like golden tickets about to pay an income from their huge cash flows, no one will give these up.

[luckygit] 13/2/2024 14:49

Much of CAB's business is in Africa where they now use local currency. Since there is a lot of volatility in the African continent, this volatility will be reflected in the CAB share price.

[london07] 13/2/2024 07:35

CSFS Another payment provider valued at 15x EBITDA.

CABP Valued at 4.5x EBITDA.

Needs to treble to 300p+ to just come in line!

[tsmith2] 12/2/2024 15:03

impressive turnaround

[london07] 12/2/2024 08:12

Lowest valued company on FTSE! 2024 EV/EBITDA is less than 1 🤯

Premium Listed Company ✅️

UK Banking License ✅️

Significant Growth - 25% in 2023 ✅️

A Truly World Class Management Team ✅️

Recently quoted they have the knowledge expertise and skills to be running a $100 Billion company ✅️

Profitable ✅️

FCF Positive - £37.9m in H123 ✅️

Cash - Should have £140m+ by end of 2024 ✅️

Clean balance sheet after IPO ✅️

Significant growth potential - 2 Licenses pending anytime ✅️, currently have just 1-2% of the total market ✅️

Types of Customers - High quality and growing customer base, made up of G10 government entities, some of the world's best known international development organisations, global remittance companies, emerging markets financial institutions and, increasingly, major market banks ✅️

Territories - Operate in 150 different countries ✅️

Significant Blue Chip Customers - 74 New customers between Q1-Q3 in 2023. Eg New clients in several regions, including Santander Group/PagoNxt. Signing client agreements with the three largest exchange houses in the United Arab Emirates etc ✅️

Super High EBITDA Margin - 57% in H123, is this one of the highest on FTSE ✅️

Recurring revenue - 96% 3 year retention ✅️

ULTRA low P/E - Less than 4x for 2024 ✅️

2024 EV/EBITDA Est - Totally disconnected to Fair Value - Current Market Cap £210m, Debt N/A, Cash £140m, EBITDA £83m = 0.84x 🤯 Yes 0.84, it's totally mind blowing ✅️

IMO Dividends/Share buybacks will come in 2024, then it's a full house, there will be no stopping ✅️

Super tight free float ✅️

[london07] 09/2/2024 10:36

When 100p is smashed, we'll get rapid moves like a runaway train 📈

How can a hugely profitable company be valued so low, it needs to gap up BIG TIME

[london07] 09/2/2024 10:26

Right now CABP should be at 200-300p based on just an average P/E multiple to the rest of the market.

When the US/Netherlands license news drops 🔥🚀🚀🚀

[london07] 09/2/2024 07:52

When not if dividends start, I will only look to start trimming at £5+. At current price the dividend yield will be 🔥🔥

Remember FCF was £50m in 2022, £37.9m in H123, FY23 and 24 will just be insane. They will have no other option but to redistribute all that cash back to loyal shareholders 😉



585p Share price Target only 7 months back 🤑

[london07] 08/2/2024 09:12

Today just shows how quickly things can move. Massive tree shake done.

There is no liquidity with such a tight free float, hardly anyone selling, if there is just 1 institutional buyer, CABP can easily do 30-40% as it did several weeks ago. Remember 7 months ago these big boys were falling over themselves to buy at 335p 🤔

If there is more than 1 buyer, who knows what could happen.

Did say CABP can go up faster than it came down, to knock 75% of market cap on a small growth downgrade is just insane.

Once in a lifetime opportunity to multibag on a solid cash generative profitable premium listed company

[london07] 08/2/2024 07:39

Right now based on pure fundamentals CABP should be worth 200p-300p based on a P/E of 15-20x. Then....

""If CAB’s product has a durable advantage, they are operating in a market estimated to be $56 - $271 trillion dollars and expanding at 7.3% per year. CABs advantage lies in emerging markets, which has a market size of $2 trillion and CAB’s current market share is estimated to be only 1-2%""

Just do the maths 🤯🤯

[london07] 07/2/2024 17:18

Darktrace on lower growth than CABP has a P/E of 50+.

If CABP had a similar P/E share price would be £8+ 🤯

On pure fundamentals, handsdown CABP is one of if not the lowest valued companies on FTSE

I'm sure this huge disconnect won't last much longer

[tsmith2] 07/2/2024 16:01

Good move up today

[london07] 07/2/2024 14:09

This is a BILLION+ company, just do some research and look at the fundamentals.

"THE EXPERIENCE, NETWORK AND KNOWLEDGE OF THIS BOARD AND EXECUTIVE TEAM IS MORE IN-KIND TO A $100 BILLION DOLLAR LARGE CAP THAN A $250 MILLION DOLLAR MICRO-CAP" 🤯

[london07] 06/2/2024 16:08

Share price target 585p only 7 months ago.

Slow and steady wins the race.

Cab Payments will multi bag in 2024 💰💰💰