Paysafe Share Discussion Threads

[trentendboy] 20/9/2016 11:35

I smell an upside breakout and 30% would be about right IMO

Not as scientific as BBs but often more accurate

[wolfhound1] 20/9/2016 10:52

good Spot 4girls - last time BB was this tight was just before the 30%+ jump when Skrill acquisition was announced 18 months ago

...who knows maybe we are in for a repeat !!

[wassapper] 20/9/2016 10:44

It could go either way :-)

[polythene] 20/9/2016 10:27

Meaning? Move up or down?

[fourgirls] 20/9/2016 10:19

Bollinger bands have tightened dramatically on this one.

[eh9] 20/9/2016 09:17

They will never acquire anything listed unless a merger. The goodwill involved would not be clever

[trentendboy] 20/9/2016 08:19

SP looking like it could make the step up to £5 at any moment.

I agree though, it is time for the next meal. Getting hungry here. I still think SCH is where they should start. Hoover up the gaming related payment processors.

[wolfhound1] 19/9/2016 23:48

Acquisition and Organic growth are one in the same when it comes to PAYS

PAYS is an Acquisition Animal that likes to double in size through acquisition:

Neteller ----> Optimal (X2 MV)

Optimal------> Meritus, GMA, FANS ( X2 MV)

Optimal -----> Skrill(+Ukash), Income Access (X2 MV)

PAYSAFE -----> next sitting....." Reserved" (X2 MV)

....mngmt ability to successfully integrate new business is what drives the organic growth !!!

[value king] 19/9/2016 22:32

I'm inclined to agree buffythebuffoon but the non organic growth is rather good.

[buffythebuffoon] 19/9/2016 21:10

I'm not overly excited at growing principally by acquisition. I far prefer organic growth.

Buffy

[wolfhound1] 19/9/2016 19:09

I think Eh9 mentioned Euro Stoxx 600 entry in post 3359 - which seems most likely

[zcaprd7] 19/9/2016 18:37

Anyone know what that large volume was a few days back?

[malcolmmm] 19/9/2016 14:53

Order book on PAYS looks healthy which is more than can be said in general today.

[wolfhound1] 19/9/2016 12:12

In a year's time we will look back at 450p and realise that it was merely a another stepping stone.... JL has a very strategic mind-set.... I just looked back at some of the earlier posts on this BB - number 43 caught my eye - it is from last November when share price was around 330-340p

“As we approach $1bn in revenue, we need to find companies that can move the dial a little bit and make sure they add a material amount of revenue and profit.”

And just last week we had JL talking about move the Market Value of PAYS to $6bn.....

He has a tendency to delivery on what he says so watch this space... 481m shares =$6bn MV => $12.47(£9.50)per share

More than double where we are now if acquisitions are financed completely from debt and no new equity issued.... but even is a part finance we could still be comfortably looking at another 50% rise inside 12 months... I love this stock !!!!!

[bahiflyer] 19/9/2016 09:34

Its trying its best. Just got to break that 450 and hold it I feel.
That should provide new momentum.

[nurdin] 17/9/2016 16:13

Shame they dont mention that PAYs are trading at almost half the rating of Worldpay!

[value king] 17/9/2016 12:50

Interesting article, thanks wolf.

[wolfhound1] 16/9/2016 16:53

Thanks EH9 - that makes sense - hadn't spotted your earlier 3356 post before I posted - should of hit the refresh button first :)

...oddly the 10m+ was in around where AEK had shorted.... but probably just coincidence

[eh9] 16/9/2016 16:42

Most likely stoxx 600 trackers

[wolfhound1] 16/9/2016 16:37

Did 10m+ shares just get traded at close ?

[lomax99] 16/9/2016 15:48

MI tomorrow, would be surprised if they do not provide an update post-results/acquisition.