Paysafe Share Discussion Threads

[eh9] 02/3/2016 17:33

Paysafe FTSE250 inclusion announced

[nurdin] 02/3/2016 14:36

Personally I cant see the stock 10 bagging in 2-3 years time,but one can only dream !

[lomax99] 02/3/2016 14:33

Thanks for the reply - personally I am ambitious for a multiple of the current price, much prefer an alternative, higher, trajectory though!

[ralphmalph] 02/3/2016 14:13

@lomax - no

It is a business that can grow revenues very quickly (as proved) with minimal costs involved in producing that extra growth (when the computer systems are in place)that means bumper profit growth, which means loverly, loverly share price growth.

Profit 2014 = 40mill forecast 2015 = 84 mill 2016 = 145 mill. Profit growth has slowed to +75% growth from 100% so to get to 50 quid at same low p/e means

50 / 22 = 2.27 quid per share. number of shares is 480 million so profits of 1 billion needed for 50 quid.

Profits growth of 75%
2016 = 145mill 17 = 253 18= 367 19= 643 20= 1126

So 50 quid share price potential mid 2019.

If the p/e gets rerated to Wirecard levels then 50 quid by mid 2018.

[stockbob] 02/3/2016 14:00

sorry but is that meant to mean that it could go up by 50 to £1-00 rather than 50 to 100 quid?
doubt this will ever get over £10-00

[nurdin] 02/3/2016 13:56

I had the same thought but didnt ask :o)

[lomax99] 02/3/2016 13:54

ralphmalph - excuse me, but are you smoking something?

[ralphmalph] 02/3/2016 13:41

@pastybap - but I still believe that this has the potential to be 50 to 100 quid over time.

[trentendboy] 02/3/2016 13:35

One reason they may not be doing as well of course is competition from PAY

[pastybap] 02/3/2016 13:34

Thanks for the heads up and a bit of balance on here ralph!

[ralphmalph] 02/3/2016 13:22

People looking for a potential pullback should get prepared for WPG results next tuesday.

This will be the first results since IPO and I personally am looking for a disappointment based on debt levels.

1) in the prospectus they said the proceeds would be used to significantly reduce debt. This statement will be found true, abit or false with the results presented.

2) since IPO they have issued debt twice to the value of aout 640mill to replace a short term 500mill facility. Why the need for the extra 140mill?

3) WPG have been silent on how trading has been going, why?

My worry and why I did not invest in WPG was that it was another private equity pump and dump. Filled full of debt that got returned the private equity as a dividend. They floated on the stock market with rosy projections that meant the debt could be serviced and covered and still decent profits made. Then the figures are optimistic, no profits and debt looks far too much.

Tuesday will tell, but If the above happens PAYS will drop back for the buying opp.

[lomax99] 02/3/2016 13:16

Trackers buying in, confirmation of results, discounted rating relative to peers and upgraded forecasts highlighting a prospective widening of that discount will drive the shares, hopefully combined with a re-rating to narrow the underlying discount.

[pastybap] 02/3/2016 13:10

Yes nurdin, but traders know that trackers will have to start buying so will have built up a position to release to them. I do feel there could be a brief pull-back.

@jarega I certainly don't discount the results, and I expect them to be excellent. If there is a pull-back beforehand I will top up again.

[nurdin] 02/3/2016 13:04

Not sure about that.Apart from a few dips here and there it has been a steady rise to over 400p from last july.Tracker funds will buy as will other institutions given the companys fundamentals.

[jarega85] 02/3/2016 13:04

You can't discount the annual results either, given they should be more above expectations with Skrills results included, so I would be suprised to see sellers after the annoucement. Surely if you've done basic research you would want to wait until the trackers have bought in and the annual results have been released?

[pastybap] 02/3/2016 12:58

Everyone knows it is coming. Will already be in the price! Indeed, may be a case of sell on the news, given that a lot of buying in recent months has been based solely on the expectation of FTSE 250 entry. This is one of the most excitable boards I look at!

[juzzer100] 02/3/2016 12:08

With the FTSE reshuffle announcement due later I am a bit surprised we haven't seen more movement on this today. Still the afternoon to come I guess!

[high park] 02/3/2016 11:53

Current price by five divided by three, I believe, but that would only apply to three shares, and not all five.

[trentendboy] 02/3/2016 09:27

high highs although not yet peaking at Neteller highs from the bubble (when I bought most of mine....) although the splits mean it is not so clear what this new high tranlates into

[verger] 02/3/2016 09:06

Flirting with a new high!

[jarega85] 02/3/2016 09:04

Still rising! Hopefully we'll have a good platform to move up from on the annoucement of results.

[the juggler] 01/3/2016 22:48

Cashstrapped take a look here.

www.stockchallenge.co.uk and check the FTSE section, it is all in there

[cashstrapped] 01/3/2016 20:27

Are details of companies moving in/out of the 250 a secret?Where do you find details?TIA