Paysafe Share Discussion Threads

[eh9] 08/11/2016 09:05

Rowan Brown the new Brunswick advisor advised Alibaba on its $25bn listing in the ny stock exchange....

[salpara111] 08/11/2016 09:01

Well, if we dont get a blue finish I am out.

[bennya] 08/11/2016 08:39

Considering the market climate to be on target for the upgraded revenue and EBITDA is very positive in my opinion, may need to work through some volatility but long term this business is in good shape

[melf] 08/11/2016 08:35

.......and remember, every day the cash pile is getting bigger and bigger. This company is cash machine.

[filmster] 08/11/2016 08:30

Can't expect an upgrade every 3months. Unfortunately this share price is being manipulated down but will just have to be more patient.

[eh9] 08/11/2016 08:29

Notice on the full rns the pr firm has moved to Brunswick suggesting to me they are preparing for big things....

[eh9] 08/11/2016 08:19

No real company upgrades every quarter (quindell did)! There was always going to be an in-line either now or on 8th January. They have chosen to upgrade on 8 Jan and are working on next years growth and a big deal imo!

[jim digriz] 08/11/2016 08:16

Now saying:

- The Group's expectations for revenue and adjusted EBITDA(1) remain unchanged, with revenue in the range of $970m - $990m and an adjusted EBITDA range of $287m - $293m, based on an adjusted EBITDA margin of 29.6%.

That is basically a repeat of August which had referred to an exceptional half and upgraded expectations:

-- As a result of the exceptional half, the
Group announces a further revenue upgrade
for FY 2016 over that given on 25 May 2016.
Full year revenue is expected to be in the
range of $970m to $990m, against current
internally compiled consensus of $960m*.
-- Notwithstanding continued success-based re-investment
in the business, the EBITDA margin in the
first half was 29.6%. The Group expects to
maintain this margin in the second half.
As such, adjusted EBITDA for FY 2016 is expected
to be between $287m and $293m.

Things have moved on quite a lot from back in the May update where they said:

"Full year revenue is now expected to be in the range of $950m - $970m, ahead of market consensus of $911m(1) .

...

- Paysafe expects full year adjusted EBITDA(2) to be in the range of $270m - $276m, compared to market consensus of $260m(1"

So I'm still seeing plenty of growth here. We should be at a premium as a result, not half price.

Off back to sleep

DYOR

[eagle eye] 08/11/2016 08:13

EH9
Interesting post of yours. This link works:

[stockbob] 08/11/2016 08:12

was expecting revenue up grade so may be this will now start a slow decline down towards the 4-00 area?

[salpara111] 08/11/2016 08:10

Well, market initial reaction is negative.
I will now have to make a decision whether to exit as my running profit is now less than 10% and I dont want to wait till we are back at 400 and it is completely gone.
I guess I will wait and see how it finishes the day.

[lw425] 08/11/2016 08:06

but no revenue upgrade. growth share???

nothing to make the shorters close so expect further pressure.

first stop that gap below 400p

[ramas] 08/11/2016 08:05

Was that a profit warning ?

[jim digriz] 08/11/2016 08:00

Indeed, nothing we didn't know. But price continues to assume something will actually go wrong as we are at just under 9 x EBITDA. Nothing apparently going wrong. Growth continuing. The last share tip of the late great Jim Slater still going strong!

DYOR BYOB

[heliweli] 08/11/2016 07:41

Nothing we did not already know, priced in.

[togglebrush] 08/11/2016 07:09

Synopsis Current trading

continues to perform in line with management expectations.
expectations for revenue and adjusted EBITDA remain unchanged,
revenue range of $970m - $990m and an adjusted EBITDA range of $287m - $293m, based on a EBITDA margin of 29.6%.

Chief Executive Officer Joel Leonoff said:
remain focused on delivering innovative payment solutions that serve the evolving needs of the merchants updating the market on our FY 2016 results in early 2017.

[aspex] 08/11/2016 07:08

Trading update as expected. Boring but safe.

[silverfern] 08/11/2016 07:07

This year $970 -990
$m 2015 2014
Revenue 613.4 365.0

[eh9] 07/11/2016 18:23

Payolution coming to North America!

hxxps://career012.successfactors.eu/career?career%5fns=job%5flisting&company=26684T1&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fGB&career_job_req_id=20721&selected_lang=en_GB&jobAlertController_jobAlertId=&;jobAlertController_jobAlertName=&_s.crb=EXeVulAeVoe0Jvd55dKM93nseps%3d

[melf] 07/11/2016 18:08

No. not unusual at all. And in particular, before the Skrill deal was announced there was no indication of anything at all.

[f1araway] 07/11/2016 17:37

Yes and much more selling than buying.......

[filmster] 07/11/2016 17:34

It is a bit unusual that we didn't have a rise before an update.

[dogwalker] 07/11/2016 16:53

Who'd be drawn in to making any such agreement though, boadicea, & why should they ?

[boadicea] 07/11/2016 16:34

heliweli - Funny you should say that.
I was struck by the flat-lining starting at 12:30 GMT (=US open?) which looks stage managed at 430p. Deliberate attempt to settle on an agreed price for some early announcement???

[heliweli] 07/11/2016 15:10

Nothing leaked, or has it.