Paysafe Share Discussion Threads

[heliweli] 15/2/2016 09:32

Sharp down then rapid recovery, good opportunities.

[stockbob] 15/2/2016 09:31

finally some calm and reality .....for the time being

[ralphmalph] 15/2/2016 09:03

So we have a weekend and I wake up to no "live" markets are crashing on the Telegraph, sensible action in the stock markets and the ultimate barometer of UK plc - "House prices are at record high."

So all back to normal then, upwards to 5 quid?

[wolfhound1] 13/2/2016 12:25

Thanks for clarifying libertine - much appreciated

[libertine] 13/2/2016 09:12

CFD holdings have to be noted in ``Other Qualifying Financial Instruments``

Indirect Voting Rights mean that they are held by an intermediate entity, such as another company or a trust, over which Kames Capital has control.

The last time Kames were obliged to report their position was in Sep 2015 when they crossed the 3% threshold.

[wolfhound1] 12/2/2016 20:09

My reading is:


They had in shares : 18,953,649

They now have

in shares : 12,209,480
in Indirect(CFD): 7,084,169
Total : 19,293,649

So they sold some shares and then through CFD bought some additional - my guess is that they used CFD to avoid stamp duty and also it allowed them to have a cash pool for other opportunities and also increase their existing holding.

[libertine] 12/2/2016 17:34

Kames Capital

1/9/2015 14,736,878 shares 3.10%
10/2/2016 19,293,649 shares 4.01%

[ralphmalph] 12/2/2016 16:53

According to Sippdeal Kames used to own 12.165 mill. They now own 19mill. So seems to be a big increase in ownership.

The only issue is that when it hits 4 quid again they will start selling.

[qs99] 12/2/2016 16:38

Wow, yes that is a big offload and no doubt needed "working through"....hopefully we can see move Northwards...

[reddave999] 12/2/2016 16:35

End of a w@nk week, let's hope next week is better, I'm off to the Yorkshire Dales, have a good weekend everyone :)

[pshevlin] 12/2/2016 16:18

Sorry, didn't have my glasses on. It does seem they have added.

[polythene] 12/2/2016 15:58

I don't understand. Is their total not up from 18,953,000 to 19,293,000? I was equally confused by the recent Franklin Templeton statement. 16M starting is not over 5% so how could they go below 5%? Put me right someone please?

[scottishfield] 12/2/2016 15:54

Yes, thats possibly correct, I see the rns just now; so I've been buying some of theirs then :)

[pshevlin] 12/2/2016 15:53

Kames seems to have sold 6mill. Would account for the drop.

[stockbob] 12/2/2016 15:50

Ramos makes you wonder Worldlpay up by 17p ay present

[ramas] 12/2/2016 15:41

Judging by the miserable rise today compared to peers is what's going on any ideas ?

[stockbob] 12/2/2016 15:19

Wonder if we will start climb back towards £4-00 anytime soon.
think when the Chinese markets open on Monday there may be another large fall there to bring it in line with other markets due to the this weeks holiday.
was hoping we would be a lot higher by now but then again most stock are still down lower.
but we are still about 11% down since last Friday seem so strange, like others on here have said nothing has changed since last RNS
GLA

[mertles] 12/2/2016 11:07

Talking of Daily Fantasy Sports, it's an industry I've followed closely the last few years. In my opinion, short term, the DFS industry is obviously under a lot of scrutiny and with Vantiv (and I'd assume Paysafe) planning to temporarily pull out of processing at the end of February there may be a short-term loss of revenue from DFS. Or, then again, perhaps they'll be back by the start of next season. :)

However, firstly, the revenue is tiny compared to the online gambling industry (eg. Bet365 alone took around $50 billion of wagers in 2014/15 compared to the an estimated $2.6 billion in entry fees for the entire DFS industry in 2015). References below.

Secondly, and more importantly IMO, as a result of DFS there's now a lot more debate/discussion about the legislation of gambling (and DFS) in many states - Lomax's post above is a good example - after a California DFS bill passed with a 62-1 vote through full Assembly a week or so ago, the poker guys now seem to be able to move forward as they don't want to be left behind.

Taking the long view I believe the over promotion of DFS and it's subsequent scrutiny is the most positive thing to have happened to the wider US online gambling industry in a long while.


Bet365 Wagers: www.gamblinginsider.com/news/1472/bet365-operating-profit-tops-400m-for-its-financial-year
DFS Entry Fees: www.nytimes.com/2015/07/09/technology/yahoo-will-enter-daily-fantasy-sports-market.html?_r=0

[pshevlin] 12/2/2016 10:42

What's this ripple of Negotiated trades (NT)in the trading pattern all about?

[pshevlin] 12/2/2016 10:37

And Paypal and all the credit card companies as well or am I mistaken?I wouldn't think even at worst it amounts to much.

[nurdin] 12/2/2016 10:07

Class action by one aggrieved punter. JPMorgan Chase, Merrick Bank and Capital One, also named by the plaintif by the looks of it.