Paysafe Share Discussion Threads

[mip55] 14/8/2017 13:14

4 traders a bit more enlightening Shareholders- Old Mutual Global Investors (UK) Ltd. 13.9%- Fidelity Management & Research Co. 9.92%- Franklin Templeton Institutional LLC 4.94%- Bain Capital Private Equity LP 2.98%- Legal & General Investment Management Ltd. 2.81%- DNB Asset Management AS 2.78%

[jgoold] 14/8/2017 13:12

From 4-traders:

Old Mutual Global Investors (UK) Ltd. 67,630,444 13.9%
Fidelity Management & Research Co. 48,112,136 9.92%
Franklin Templeton Institutional LLC 23,966,612 4.94%
Bain Capital Private Equity LP 14,456,438 2.98%
Legal & General Investment Management. 13,618,383 2.81%
DNB Asset Management AS 13,474,331 2.78%
Kames Capital Plc 13,228,935 2.73%
The Vanguard Group, Inc. 12,794,589 2.64%
Norges Bank Investment Management 12,658,687 2.61%
Investec Asset Management Ltd. 11,933,878 2.46%

[mip55] 14/8/2017 13:10

PAYS website only lists Old Mutual at 13.0%andFidelity Management & Research at 9.8%

[oohrogerpalmer] 14/8/2017 12:27

Jgoold -
Not aware of any , would be interesting to get a list of the major shareholders , I'm sure somebody can tell us where to find one !!
Thanks in anticipation.

[bolstaf] 14/8/2017 12:27

ralphmalph I was just looking at your calculations from a while back and am i rite that they do not include any potential gains from US OLG ??? I've just been in touch with HL to make sure i get to vote and they will get a no from me if it's under 1200p

[ralphmalph] 14/8/2017 11:14

Threadneedle have 1.22%

[zcaprd7] 14/8/2017 11:02

Lol. Apologies in the same post... Just delete it...

[bolstaf] 14/8/2017 10:50

Malcolm ,The way to "accidently" get pays investors to look at one of your pref shares is to send info in one message THEN send wrong board apologies .jgool ,threadneedle support the bid but not how many votes hey hold

[jgoold] 14/8/2017 10:39

Has any large shareholder other than Old Mutual come out in support of the bid?

[libertine] 14/8/2017 10:11

During an offer period they have to regularly ensure the number of shares in issue is kept fully advised so that companies can correctly complete their share notifications and percentage holdings.

[wolfhound1] 14/8/2017 09:55

Bit of a randon RNS this morning - disclosing the number of shares as of cob friday 11th... normally we get the shareholding on the last day of the month...I wonder are we about to get some news ????????

[malcolmmm] 14/8/2017 08:55

Another good acquisition for XLM 170p next stop.
Oops sorry wrong board

[lomax99] 14/8/2017 08:25

There is an article in today's FT which focuses on the digital gaming sector:

'But groups such as Paddy Power Betfair have already been slowly building up their US operations, ready to capitalise if gambling bans are lifted and are prepared to take advantage of enormous pent-up demand. The American Gaming Association, a trade group, estimates the US punters place up to $150bn annually with illegal bookmakers with offshore accounts.

Mr Cocoran says "An ever-growing number of parties or possible American partners are finding their way to our door, to talk about what might happen next in the US. We have the right to be in the frame'.

As do PAYS, Neteller was one of the main payment operators last time round, and according to JL, still has a loyal following.

[bolstaf] 13/8/2017 18:08

Dose anyone think we will only get an offer of 590 and no support for it? That would certainly be the best outcome IMO as I truly believe we have huge growth potential with things left as they are . If thats not to be then a successful bid from a competitor with shares attached I could live with

[wolfhound1] 13/8/2017 16:33

I think we will see increased bidco price first (given silence from vast swaith of ii's ) and soon after a bid from competitor.

[nurdin] 13/8/2017 15:57

Momentum Investor...a tip sheet

[johnhelme2704] 13/8/2017 15:46

who are MI?

[lomax99] 12/8/2017 09:02

MI has it's largest holding in PAYS, they think that given an implied PE exit of just 14 and it's strategic value to larger rivals, they think there could be a counter bid and are staying put.

[wolfhound1] 11/8/2017 17:43

CS are one of top 4 Prime Brokers globally and these will have been purchases for those clients. Those clients expect an increased Bid IMHO

BidCo would need to declare once over 1% and all holding changes thereafter - at present I believe that is zero - this is a conditional offer not a hostile takeover so if they can't succeed they will want to walk away clean

[bolstaf] 11/8/2017 16:45

So if Credit Suisse bought 4.3 million shares yesterday and then sold most of them to Whoever ? can someone tell me at what point bidco would have to declare the % they already hold ??? or are steadily collecting , sorry but dont know any of the rules and regs .someone said on here before that it would take a while to get a substantial holding but 4 or 5 million a day adds up .

[trentendboy] 11/8/2017 16:03

LOL - could equally apply though

[scooper72] 11/8/2017 15:39

Sorry wrong thread- that was meant to be on the PFC discussion

[scooper72] 11/8/2017 15:38

This is Not having a calming factor on my day job....