Paysafe Share Discussion Threads

[mip55] 08/3/2017 11:34

Stock bob....maybe this has something to do with the world pay price rise:The Company announces that Ares Ltd. ("Ares"), a Person Closely Associated with Shane Happach, Chief Executive Officer, Global eCom, and a PDMR of the Company, bought an aggregate of 550,000 ordinary shares of 3 pence each in the Company (the "Shares") in the market on 7 March 2017, at an average price of 273.86 pence per Share.One and a half million quids worth!

[haromaster] 08/3/2017 11:22

Wolfhound.. I do.. May.

[kuss1] 08/3/2017 11:21

That low double-digit organic growth forecast for 2017 is the absolute minimum imo. As that note from Barclays points out, growth is presently running at 21%. So the next trading update will be a trading ahead of expectations ... pretty much nailed on.

[stockbob] 08/3/2017 11:06

strange how Worldpay have come back above 279 and we are stock below 412

[tsmith2] 08/3/2017 09:52

Buy backs and talk of acquisitions is also a way of fighting off a bid

[lomax99] 08/3/2017 09:51

Whoever might want to try to take it over at a 'reasonable' price, needs to get their skates on.... (Otherwise PAYS will announce it's own, well received, acquisition, get re-rated, and become a lot more expensive to take out...)

[malcolmmm] 08/3/2017 09:43

Its is best as someone said previously that they don't pay dividends but use the money to grow so I suppose its best to forget about the share price as they rocket on game changing acquisitions.Manged to buy 10k of Wand at 472p another great tech company along with SDI

[tsmith2] 08/3/2017 09:39

Expecting good here. Quite few brokers were on call. Given quality of answers and outlook..should see upgrades/reiterates

[wolfhound1] 08/3/2017 09:39

@jozo - do you have a timeline in mind ?

[jozo] 08/3/2017 08:56

Scotherman-I have a sneaky suspicion that PAYS is a TO target and that shorts are part of the story.jozo

[ch1rp] 08/3/2017 08:52

Going back to 420 then upwards and onwards!

[scothernman] 08/3/2017 08:27

Let us now wait and see if those 3 big boys will close their short position. That will indicate the start of significant upward journey. All said and done these 3 shorts have held on resolutely. However latest results and outlook with floor at 400p with still enough buying power may .... make them close at this stage. An aquisition will make them burn. They cant be long and short for over 6 months with their money tied up doing nothing much. There are better short opportunities than PAYS considering cash generation and profit margin of PAYS.

[qs99] 08/3/2017 08:19

well if it drips, then IMO it may become a TO target DYOR etc,..but nearing debt free, someone may want to take the plunge...

[salpara111] 08/3/2017 08:18

Well it looks like they will buy back stock if the share price dips below the 400 line which should at least provide some support.
Not sure where we go from here though.
I guess a decent sized well received acquisition will be the catalyst to reignite the share price

[nurdin] 08/3/2017 08:05

@EH9 yes noticed that too,very reassuring..

[vantare7] 08/3/2017 08:05

Buy backs started again

[eh9] 08/3/2017 07:59

Stockopedia rates paysafe 99/100 for quality now

[nurdin] 08/3/2017 07:57

Growth At a Reasonable Price

[malreid] 08/3/2017 07:49

Just checked some of my screens set up in stocko - PAYS just jumped in to my GARP screen

[qs99] 08/3/2017 07:23

thanks for great posts. A dividend in a growth company would be a result IMO and would attract further insti support...IMO....just can't see, despite the risks, why this is on a p/e of 10. Hopefully it can accelerate the share buy-backs to assist take the sellers out and increase eps as well as look for that next deal etc..

[eh9] 08/3/2017 07:05

"During the year we spent $38 million on the initial payments on the Income Access and MeritCard acquisitions, $31 million on scheduled debt repayments, and in December we initiated a share buyback program of up to GBP 100 million. By the year end we have acquired GBP 3 million worth of shares as the buyback only started in late in December, but to date we have repurchased approximately GBP 25 million worth.
Now setting the past that we have considered returning to the leverage position of around 3.2x LTM-EBITDA out of the box with the right acquisition or acquisitions, which implies significant balance sheet firepower, and without giving you a precise number, you could see how that would well be in excess of $1 billion of debt capacity alone.
So before I hand you back to Joel for some closing remarks, I want to talk a little more about our outlook, and as we first announced at our Trading Update in January, we expect low double-digit revenue growth in FY 2017 and a stable EBITDA margin of a much higher denominator established by our outperformance in 2016, and we are pleased to be able to reiterate that guidance today. As part of our evolution as a company delivering that sustainable organic growth, we're going to continue to assess appropriate usage of our cash flow including investment in diverse business and investing in those M&A opportunities, but also considering returning capital in the form of share buyback or indeed in due course a progressive dividend policy."

[eh9] 08/3/2017 07:03

"Second question about bold M&A, it's hard to put our collective hands and fire and guarantee that we'll get deals done in a certain timeframe. I'd say that we spent a lot of time looking at a large variety of deals. So we are fairly far down I guess the runway with respect to identifying companies that we like. But as with any M&A pursuits, there is some due diligence required, some negotiation required and probably ultimately some regulatory work that would be required. Our goal has been to look at acquiring somewhere in the vicinity of call it $70 million to $100 million of EBITDA, and we continue to look at the companies that fit that bill. And I'd say that our expectation is that we would conclude a deal in 2017, but again, there are a lot of factors that certainly may stand in the way of that. But I think we're in a good place right now. So we are executing on that plan every day and quite honestly haven't stopped since we acquired Skrill with [these other] [ph] companies."