Paddy Power Betfair Share Discussion Threads

[droid] 17/11/2016 22:44

As a modest but very impressed customer ( of Betfair),, I am attracted to this stock. Can anyone suggest where I can find financial stats as Digital Look doesn't cover Irish cos.

[philanderer] 16/11/2016 20:58

NetEnt deal sees Paddy Power strengthen multi-channel approach

[philanderer] 16/11/2016 08:58

Is nobody ever going to buy this fella ? ;-)

[philanderer] 15/11/2016 14:56

And that`s done it no good at all.

[philanderer] 15/11/2016 08:57

15th nov Barclays overweight tp 11500p

reiterates

[philanderer] 14/11/2016 09:50

But...MFS Investment Management now above 8%

[philanderer] 10/11/2016 20:31

Blackrock still dumping.. now under 6%

[philanderer] 08/11/2016 13:49

upgrade..

8th nov Investec buy tp 10000p

[philanderer] 08/11/2016 10:20

8th nov HSBC buy tp 10000p

retains

[philanderer] 07/11/2016 10:58

updated:

7th nov Canaccord add tp 10000p
7th nov Numis add tp 10000p
7th nov Barclays overweight tp 11500p
4th nov Goodbody buy -
4th nov Liberum hold tp 9835p
4th nov Goldmans neutral tp 9800p
4th nov Davy outperform tp 11100p

4th nov +++ Q3 update +++

[philanderer] 04/11/2016 13:36

Paddy Power Betfair may be hit by Trump traffic





Davy analysts said Paddy Power Betfair's performance is the beginning of an "extended upgrade cycle" for the company....... 'Outperform' target price £111.00

[philanderer] 04/11/2016 13:25

Goldman Sachs


BE
A relatively strong statement with 9M16 underlying EBITDA of £294mn, up
£82mn yoy proforma vs. company-compiled consensus +£84mn for 2016,
while management’s 2016 proforma EBITDA guidance increased to £390-
£405mn, 3% above consensus at the midpoint (ex. £5m early synergy
delivery in 2016) and 5% above previous guidance (ex. early synergy
delivery). 3Q16 net revenue growth decelerated to 15% (ex FX) from 20% in
2Q16, albeit in the context of 3Q16 marketing spend +14% yoy underlying
(1H16: +31%) and slightly less benefit from the Euro. On outlook,
management says industry competition is high as is regulatory uncertainty,
but believes its scale and capability position it well for profitable growth.

BE
They’re neutral.
BE
PPB trades at a CY17E P/E of 22x and a 5.1% FCF yield, which adequately
reflects its growth prospects (CY16-19E EPS CAGR 21%) and high return on
capital (CY17E CROCI 37%), in our view. Our 12-month price target of
9,800p is based on EV/EBIT vs. 1-yr forward EBIT growth for online
consumer discretionary peers at CY20E, discounted back to CY17 (at 9%
pa).

[philanderer] 04/11/2016 11:37

4th nov Liberum hold tp 9835p

[philanderer] 04/11/2016 09:07

That`s better :-)


Goodbody reiterating ' buy '

[foxy22] 04/11/2016 08:56

Great rise..top of footsie!

[invisage] 04/11/2016 07:13

Decent results

[philanderer] 03/11/2016 17:26

Which way tomorrow after the update ?

[philanderer] 02/11/2016 12:12

Upgrade from Investec ... sell to hold ... tp 9170p

[philanderer] 02/11/2016 00:18

tuesday..

Davy 'outperform' - reiteration

[philanderer] 28/10/2016 00:04

Paddy Power Betfair upgrades system to improve online betting

video:

[philanderer] 26/10/2016 21:35

3 month closing low.

[philanderer] 26/10/2016 12:00

8500p support finally gone ......next chart support looks to be 7900p

[philanderer] 24/10/2016 20:41

Government to review 'fixed-odds' gambling machines

[philanderer] 21/10/2016 16:33

So the chart downtrend stays well in place.

edit:

And -290p on the week.