Paysafe Share Discussion Threads

[eh9] 19/10/2016 15:00

Coming together nicely Mobile payments technology * Plans to launch mobile wallet pay product in near term in North America, followed by Europe shortly thereafter* Sees â massive opportunity going forward, expects it to be disruptive as Paysafe charges only about half ofwhat competitors areEnsuring Paysafe's product and service innovations are optimised for mobile is central to the Group's strategic priorities. As an example of mobile innovation and drawing on the Group's FANS Entertainment mobile e- commerce platform developer and integrator team, Paysafe will shortly launch a new white-label mobile ordering technology for larger merchants and businesses as well as a new branded mobile ordering platform for small to medium-sized enterprises. A soft launch of the new ordering platforms is scheduled for H2 2016. The payment technology innovations are designed to provide a real-time channel for merchants, and particularly small to medium-sized businesses to secure higher revenues, increased operational efficiency, enhanced loyalty and customer retention as well as customised solutions and better insights into their customers' existing and future needs. IBM Announces Branded Mobile Payments Solution for Merchants. More than 75% of consumers are now using their mobile devices for in-store shopping, but third-party mobile wallet offerings can sometimes create a payments experience that disintermediates merchants from their customers. In this session, IBM demos a new white-label mobile payments offering for retailers that allows them to own and manage the last mile of their customer's journey in-store or online. https://www.money2020.com/sessions/part-4-ibm-announces-branded-mobile-payments-solution-for-merchantshttps://www.ibm.com/blogs/commerce/2016/10/owning-mobile-payments-good-retailers-customers-part-two/?cm_mmc=Social_commerce-_-GSH-_-Null-_-NullPaysafe Demos New Mobile Ordering Platforms: Innovation for Value Creation. Mobile technology continues to disrupt the payments industry, providing new opportunities and valuable growth for alternative payments and remittances. In this session, Paysafe will offer a pre-launch demo of two new mobile ordering platforms for merchants both large and small, designed to secure higher revenues, increase operational efficiency, and enhance loyalty and customer retention. https://www.money2020.com/sessions/part-3-paysafePaysafe-IBM mobile ordering/payments/concierge venture clearly flagged back in 2013:Https://www.youtube.com/watch?v=dAywQ6spop4Plus on the investor day last year paysafe mentioned they were waiting for apple to open up to its wallets - the store card and rewards accounts is basically a paysafe wallet which will go on Apple Pay so that the consumer does not have to fumble around a with loads of store apps (as ibm blog 1 describes)Albeit appreciate very major merchants already have their own cards but smaller ones will be a paysafe wallet on apple/android pay wallet in the phone. Given card fees uncapped in USA considerable savings could be delivered for even the largest retailers switching to paysafe managed store card which is a wallet rather than a network credit card although will likely have dual functionality in many instancesBeing the second biggest wallet company at a time when wallets will replace credit cards (not current credit cards on Apple Pay, I mean neteller and PayPal type wallets) will see us propelled in market cap over the next three years and before anyone worries re "credit" if any part of the digital payment offering - you already know paysafe would have this underwritten by others so we would not enter this low return part protecting our fintec high margin propositionBarcode tech: https://www.about-payments.com/newsroom/news/27746/optimal-payments-uk-support-seqr-mobile-paymentsYou can imagine 2020 will elaborate on this for customers in Paysafe_IBM jv:http://www.ibm.com/mobilefirst/us/en/mobilefirst-for-ios/industries/retail/https://www.youtube.com/watch?v=e_FDmOJ_kkMhttps://www.ibm.com/blogs/commerce/2016/09/owning-mobile-payments-good-retailers-customers-part-one/* Plans to launch mobile wallet pay product in near term in North America, followed by Europe shortly thereafter* Sees â massive opportunity going forward, expects it to be disruptive as Paysafe charges only about half ofwhat competitors arehttps://www.money2020.com/sessions/part-4-ibm-announces-branded-mobile-payments-solution-for-merchantsA good example of this is the impressive work being conducted by the FANS entertainment team. FANS is a mobile e-commerce platform developed we acquired in May, 2015. We're now developing both a white label mobile ordering platform for major merchants, as well as a new aggregated mobile ordering platform for small to medium sized enterprises.Ideally, we're offering merchants the ability for their customers to order and pay in advance on their mobile devices for goods that they can either pick up at a designated time, or have delivered to their home or office.We see this getting relevant in industries such as pharmacy, grocery, [books], flowers, wine and spirits, fast food, as well as many others that offer products you don't necessarily need to touch and feel prior to ordering.Integrated into the offering is a full mobile wallet, a delivery module, a pick up module, loyalty, and a digital offering, as well as full analytics for merchants to better understand exactly who their customers are. This is about building value around payments that transcend payment for businesses of all sizes. The soft launch of this new, exciting product is scheduled in a few months, and we look forward to updating you further on that.Another piece of the 2020 jigsaw?Http://www.pymnts.com/news/mobile-payments/2016/mobile-payments-whats-in-it-for-me/

[qs99] 19/10/2016 14:44

not too off a fiver now then!

[wolfhound1] 19/10/2016 14:00

@ralphmalph - my guess is it is a cayman shell being used to hide the real shorters name - which probably is the only silver lining that they have with this trade as it has gone so badly wrong they wouldn't want their name associated with it.

[qs99] 19/10/2016 12:57

great thanks EH9

[ralphmalph] 19/10/2016 12:42

Does anybody know who AEK are, I did a google search and nothing came up.

[scottishfield] 19/10/2016 12:38

Looking great, I'm adding more

[wolfhound1] 19/10/2016 12:33

Perfect Storm brewing !!!

Ripe for a capitulation by the shorter AEK - despite doubling down on bad call with a short over 3%..... yet stock has hit new high and AEK are loosing a ton

short squeeze looming could add another 10-15% to share price in short order - then same again on announcementof partnership with IBM at M2020.

Could be hitting his 614p pretty soon !!

[geraldus] 19/10/2016 10:38

Excellent informative posts again recently.Thanks to all contributors.A great example of a BB.

[qs99] 19/10/2016 10:23

is the new launch with IBM tomorrow?

[wolfhound1] 19/10/2016 10:13

Can't but notice the major similarities to Kohl

* white label
* client branded
* offer credit terms to clients
* instore or on-line

[eh9] 19/10/2016 10:00

Payolution launched in the uk

[eh9] 19/10/2016 09:54

Https://www.paysafe.com/latest-news-announcements-and-press-releases/

[wolfhound1] 19/10/2016 09:30

PAYS raised finance at Euribor + 4% = so roughly 4.5% that should be the discount factor used not 8.2%

On that basis his target price of £6.41 is heavily understated, should be nearer to about £9.

We are now at 470p so plenty of headroom left - at least 50%

[trentendboy] 19/10/2016 08:55

That is a nice little article actually and worth reading.

I would tend to agree - 29% undervalued on current performance.

The future may be even rosier.

Assuming a 20% uplift from here still takes us closer to $6 which is reasonable.

[melf] 19/10/2016 08:45

Nothing we didn't know I suppose.

[flyposter] 19/10/2016 08:18

AEK are probably going to have a cull of the mavericks in their office soon.

[wolfhound1] 19/10/2016 00:10

yep - a fool and someone elses money are soon parted.....

here we are 3 months post their initial short and a hairs breadth from an all time high in share price .........

....doubling down on the short post Brexit with a weakening GBP really does make you question the decision making and risk management being applied at AEK - if any.

I bet GS are laughing all the way to the bank on the other side of this trade.

[clash1965] 18/10/2016 21:43

It seems the short position was increased several times this month . Shortracker.co.uk .

[eh9] 18/10/2016 15:57

Rns's to follow on Monday....

[zcaprd7] 18/10/2016 15:55

Its a press release... They just corrected it!

[trentendboy] 18/10/2016 15:08

What happened to the short position that was open before - now closing otherwise losses will be mounting

[wolfhound1] 18/10/2016 14:21

broken back above 460p ahead of US open - looking good to move to new highs this week ahead of M2020

[malcolmmm] 18/10/2016 14:18

The order book is looking healthy, should be a good finish