Paysafe Share Discussion Threads

[johnv] 14/12/2016 19:55

Nurdin was correct Barclays have put out new recommendation

hxxp://www.nandp.co.uk/sharedealing/company/?companyCode=PAYS



Barclays Capital Overweight 330.50 610.00 610.00 Reiterates

[hutch_pod] 14/12/2016 18:56

In fairness Digital Wallets is the most profitable line at 77% Gross Margin in H1 2016, contributing $112.8m of Gross Margin. Which in itself exceeds Adjusted PBT, so a pretty important segment.

[rogthepodge] 14/12/2016 18:18

"smart money" if you know that some little scumbag is about to put out some anonymous 'research' LOL

in my opinion

[mnomis] 14/12/2016 18:08

@ callmebwana: Surely you want a board where views can be expressed, as opposed to just a cheer-leading board saying how stupid people must be who think it is possible that a share price will fall? I thought Trance's explanation of how a drop in revenue of the most profitable line could be more damaging then simply considering the revenue share contribution was fair analysis / comment. I have no great view on this share, and am merely watching from the safety of the sidelines to see how this all plays out. I would caution that there is still some "smart money" short though ... Good luck to all.

[burn248] 14/12/2016 17:49

Finished at the days high, First time that has happened for a long time.

[lomax99] 14/12/2016 17:13

So are we hoping for a relief rally if they are largely confirmed as already being out, or more nervous anticipation, with greater upside pressure, if they are, largely, still
to close?

[eh9] 14/12/2016 16:58

Barclays is not a broker and therefore is not subject to the same levels of compliance duties that db and cann are. Having been stung and fined on the other examples of short seller blogs the brokers will rigidly enforce compliance in this case before being able to reiterate their buy ratings and price targets.

[cg8riverside] 14/12/2016 16:54

The best outcome of all this is I now have zero worries over the short interest in PAYS. Their hand was revealed yesterday....which turned out to be nothing more than a load of hot air with some graphs and lots of red and blue pen.Yesterday's Spotlight drama reveals why the short position has been gradually increasing for the last few months. The secret is now out in the open. That unknown unknown and the associated uncertainty has been lanced.Furthermore I genuinely believe they see this as the last chance to have a crack at this type of affair with PAYS. From January the figures for this company will speak for themselves and they will move on to their next targets.

[tsmith2] 14/12/2016 16:52

Maybe co should bring forward update to as soon as it can...

[cg8riverside] 14/12/2016 16:47

Remember, to close there short position as of yesterday at 6.47% they needed to buy back approx 32,500,000 shares this month before the trading update.The dodgy dossier and resultant drop has now given them the breathing room to do so.This should climb and climb and climb ..... and climb from here on out

[nurdin] 14/12/2016 16:45

I believe Barclays have reiterated their target price?

[malcolmmm] 14/12/2016 16:44

Looks like a big buy reported at 16.35

16:35 - 14/12

Sell 101381 319.45p £323,865.66

16:35 - 14/12

Buy 883810 330.50p £2,920,992.05

16:31 - 14/12

Buy 334 329.50p £1,100.53

16:29 - 14/12

Sell 52 330.00p £171.60

16:29 - 14/12

Sell 350 330.30p £1,156.05

[eh9] 14/12/2016 16:40

To be squeaky clean I would like to see the two house broker analysts reconfirm their rating and targets. This would require passing by in house compliance and would be cast iron guarantee to shareholders that there is no real current issue. I note so far neither have said anything.

[melf] 14/12/2016 16:38

The Bain investment still remains a mystery then.

[malcolmmm] 14/12/2016 16:33

Iomax99 great news, bought some more on the bell, hopefully a blue day tomorrow

[juzzer100] 14/12/2016 16:28

Maybe some on the board will see the directors appear to have been proven right here with their response. Just dismiss it!Am sure they will say something in the TU as the issue will not just go away, but why add fuel to the fire now with a response which would have been dissected to the nth degree just before the xmas break!

[lomax99] 14/12/2016 16:26

Well Sand Grove Management, or whatever there name is, have reduced their short holdings by at least 0.23%, as they no longer show on the FCA website as having a notifiable short position. (which is required if the position is 0.5% or higher).

Notifiable shorts have dropped from 6.47% to 5.75%. ( AEK 3.13%, OEM 0.5% & PEPM 2.12%)

[breaktwister] 14/12/2016 16:19

I expected the gap up this morning but didn't expect the fallback to 300. Was very happy to take more at that price. I feel sorry for all who got stopped out or panic sold yesterday.

[2bluelynn] 14/12/2016 16:16

Don't want to speak to soon mind ...but still holding £3.30 ish as we speak Hope this flies soon

[2bluelynn] 14/12/2016 16:14

Just on level 2 and some massive sells gone through a couple over 240k Of shares and one sell at over a million Shares both below the ask price to buy But the price has stayed strong not gone down Bizarre Looks good in my eyes

[malcolmmm] 14/12/2016 16:11

just a thought, some of the institutions loaning shares to these shorters may want them back to balance their books before year end

[lomax99] 14/12/2016 16:06

That no doubt funds an awful lot of spurious reports........

[malcolmmm] 14/12/2016 15:51

wow they must be tempted, why take more risks when the other funds may beat then to it