Paypoint Share Discussion Threads

[casholaa] 31/7/2023 18:58

Yahoo tells us:
% held by insiders 30.95%
% held by institutions 64.79%

Not sure how accurate the numbers are so as always dyor etc

[muckshifter] 31/7/2023 16:47

Such a sudden rise surely looks like a further creep towards the 30% compulsory takeover percentage by the Spanish company.

[brucethegoldfish] 31/7/2023 16:44

Closing above £5 a good signal, hopefully acts as a new floor.

[se81] 31/7/2023 16:36

And a blockbuster finish to close at the highs of the day- certainly interesting action

[brucethegoldfish] 31/7/2023 16:13

Strengthening nicely, but not a surprise after the recent results and positive trading update.

[pinemartin9] 31/7/2023 15:40

Good timing there, very nice. I was a little too early but now nicely about 20% up. If you have an idle moment look at TM17 and CCC and let me know what you think?

[yachtmaster2] 31/7/2023 15:31

Indeed. Doubled up at 395. My only decent recent purchase. Actually in profit with divi still to come.

[pinemartin9] 31/7/2023 15:29

Very good -10 day MA about to cross 200 day MA. Very large volume today. We could be set for a rapid rise to 600 IMO.

[se81] 31/7/2023 15:09

Impressive move- steepening trend on rising volume

[togglebrush] 29/7/2023 10:29

UK operations began in earnest in Spring 2020, following Romanian exit, and was met with Covid, pandemic, etc in the early days all difficult times for independent retail businesses and their custumers and made growth difficult and survival an achievement.
'
The current sprouting of growth is to be nurtured. It has the potential for flowering within the techinical retail market could snd should be substntial. History shows that early market leaders have a reputation of doing very well.

[doom4gloom] 28/7/2023 15:49

The debts are manageable and the increase was expected. Debts actually increased less than the appreciate cost because its a cash generating business. The reason i dont think we’ll see a big jump in the share price is because the growth just isnt there. Most of the divisions didn’t even grow at the rate of inflation and the increase in divi was certainly below it.

The only reason your getting an 8pc return is because the share price dived so much in the first place. I continue to think the share price is supported by the Divi, there will of course be a few percent increase as people jump in for the quick return but the business isnt growing quick enough for anything more. I’m not expecting anything more than 500 this year. It’s positive that its pierceed the MA200, now it needs to stay there

[stevensupertrader] 28/7/2023 15:35

Paypoint paid £83 millions for Appreciate.
Using Q1 figure as a guide, PAY paid approx 14 times Appreciate earnings . Overpaid in my view .

[stevensupertrader] 28/7/2023 15:07

PAY - Q1 to 30th June 2023 incl Appreciate was £35.8 millions Revenue an increase of under £6 millions from Q1 2022 of £29.9m without Appreciate . If there was no Revenue increase (ie constant )then Appreciate Group contributed 19.7% to PAY revenue figure. Good or bad you decide (whether the price paid for Appreciate was a bargain or not ?)

[casholaa] 28/7/2023 13:41

One can argue the debt in many ways, one being that, the value of the debt goes down when inflation goes up.

[stevensupertrader] 28/7/2023 12:46

Profit and cash will definitely reduce debt but cash alone without profit can reduce debt in a short term but will face huge problem. You seem to me , Bruce is a Cowboy 🤠

[stevensupertrader] 28/7/2023 12:42

Bruce : you are talk co.k cash can reduce debt . You make me laugh 😂

[brucethegoldfish] 28/7/2023 12:20

Taylor20 - I think a lot of people don’t appreciate your point re: Appreciate cash holdings attracting interest. You are bang on the money!

[brucethegoldfish] 28/7/2023 12:18

Steven - you are absolutely clueless!

This comment sums up your intellect:
“Only profit can reduce debt and in turn show a good Balance Sheet.”

Absolute tosh, only “cash” can reduce debt, not profit.

The debt is more than manageable, hence why an increased dividend supported by increasing free cash flows.

[casholaa] 28/7/2023 11:38

I hate Friday, the market is usually dodoed

[mr.oz] 28/7/2023 10:26

Any broker notes out yet, pls ?

[scepticalinvestor] 28/7/2023 10:20

Looking good - back to 5s shortly

[casholaa] 28/7/2023 09:32

@P9, in minutes I hope.

[pinemartin9] 28/7/2023 09:31

Cracking results. Any weakness here is a top up opportunity, hopefully we will be back above 500p before too long.