Paysafe Share Discussion Threads

[ralphmalph] 24/10/2016 15:04

The important point is that Mr JL said this on Thursday night.

“Our Payment Processing division continues to go from strength to strength as we improve our merchant onboarding process, expand into new sectors and territories and launch new products and services."

That is the core business making even more money.

[wolfhound1] 24/10/2016 15:03

Either there is an announcement of a tie -up with IBM et al or

PAYS' development startegy of a "whitelabel mobile wallet with customer analytics" is seen as the way ahead by big boys like IBM and its customers and they are copying the concept as best they can

I believe it to be more that a co-incidence but are both are win-win scenarios for PAYS

Fair play to EH9 for having had the foresight to see the connection... next few days will tell us which win scenario comes to pass.

[ralphmalph] 24/10/2016 15:03

Well the new mobile ordering platform is called - GOLO.

Bit disapointing that I think a better name would be MOJO or BOJO or MOBO.

[nurdin] 24/10/2016 14:58

Maybe so, but I did find it strange that he was posting the same stuff over and over again.

Anyway, no news so far and frankly I dont expect any.I dont believe companies use platforms like the Money2020 exhibition to make important announcements such being suggested here.Any important developments are more likely to be issued via the formal channels of LSE in the first instance imo

Lets see.

[f1araway] 24/10/2016 14:38

In the huff after this UNFAIR post last week - "EH9 - are you really a spam bot paid to post the same thing over and over again?"

[ralphmalph] 24/10/2016 14:12

Gone to look at the Stone of Destiny.

[nurdin] 24/10/2016 13:53

So where is EH9? He has gone very quiet

[polythene] 24/10/2016 10:56

Calm is needed. I sense a bit of over excitement here. Tie up with IBM would be fantastic but no evidence as yet. We are poorly rated because we deal with gamblers. Growing the less 'glamorous' side of the business is the key. We are moving steadily. I don't want to be too disappointed if there is no tie up today.

[scooper72] 24/10/2016 09:07

oops. thanks nurdin

[nurdin] 24/10/2016 09:03

Think 2013 if I am not mistaken.

[scooper72] 24/10/2016 08:59

just wanted to say I'be been following all the v informed & helpful posts here the last few months, and decided to join in despite being an amateur. found this link on ibm and pays: hxxp://www-07.ibm.com/services/pdf/paysafecardcom_makes_web_shopping_simple_secure.pdf

don't know if it has been seen before or is dated....

[scooper72] 24/10/2016 08:57

paysafecard.com makes Web shopping
simple, secure, private

Solutions for Internet-based companies
Overview
• The Challenge--paysafecard.com, a provider of prepaid payment cards, wanted to build a secure, private,
easy-to-use e-commerce solution to support Internet shopping in Europe
• The Solution-- IBM pSeries servers, IBM WebSphere® software platform, and implementation
services from IBM Global Services—all part of IBM Blue Velocity
• The Benefit-- IBM technology, expertise and project support help to win confidence of consumers, distributors
and merchants in this new and innovative service
"IBM is helping us show Europe a new and more secure way to shop on the Web."
-- Dr. Armin Sageder CEO paysafecard.com
Net shopping easier than ever
Shopping on the Web is here to stay, but real success won't begin until

[qs99] 24/10/2016 08:42

very quiet board this morning

[qs99] 24/10/2016 08:13

nice opening

[wolfhound1] 24/10/2016 00:37

Melf - absolutely but he has go go through $6bn to get to $8bn and then $10bn and beyond - and the upside is huge

Ingenico, Worldpay, Wirecard, Alipay to name some of the smaller potential peers we want to overtake/acquire before we move onto

PayPal is $50bn and
American Express $62bn+
Mastercard $ 112bn
Visa $194bn

If we can stay independent and grow then who says where we could stop - as big as PAYPAL would make me v happy... but we will need to be rerated to a much higher PE ratio before one of these guys takes us out as we become a more pressing threat

[melf] 23/10/2016 14:41

Wolf....with JL's record of under promising and over delivering, do you reckon when he says $6b he really means $8b - $10b :-)

[wolfhound1] 22/10/2016 12:31

... Paypal was the 800lb gorilla in the room in whose rear view mirror JL had ambition to appear

...next week could see the announcement of the jigsaw piece needed to make that a reality

that 15%+ CAGR market for PAYPAL translates into about a 250% opportunity in PAYS eyes given its size

...and that would explain why a blue chip would want to partner - perhaps even take a stake :)

[lomax99] 22/10/2016 11:46

Brief comment in the FT on PayPal's results, they expect annualised sales growth of 16-17% over the next three years.

An analyst from Piper Jaffary noted that the outlook set a "high bar" and that there were "still many moving parts and uncertainties".

The threat was increasing from "mobile wallet entrants", he added.

Anyone we know?

[wolfhound1] 21/10/2016 16:38

PayPal is forcasting $1.50 EPS for 2016 and trades at $43.40, a PE of 28.9

PAYS forecast EPS for 2017 is $0.50 with a share price of $5.63(£4.61) we are on a PE of 11.26

PAYS is clearly vulnerable to a bid by one of the bigger players unless it does a partnership with a big name that will result in a re-rating i.e. an IBM

Next week will be interesting....sp looks primed to rocket on news - Bollinger bands look to be narrowing considerably- not to dissimilar to the lead up to Skrill news

GLA

[wolfhound1] 21/10/2016 15:00

PayPAl up 7% on good qtrly earnings - so bodes well for the sector

[trentendboy] 21/10/2016 10:13

True on SCH - I am buying the weakness given the dividend yield.

The money2020 vegas gig might gee them all up a little

[longwell] 21/10/2016 07:48

playtech small acquisition today. safecharge low at moment and worldpay on the slide. A lot will happen in next 12/18 months with all these shares and sector, should be fun.

[longwell] 21/10/2016 07:46

4.70 should be breached again today imho if there is a major announcement Monday. news always leaks. no big move today and I think Monday will be tame although still loads to look forward to in coming months.have a large holding so in no rush.

[nurdin] 20/10/2016 17:08

Yes a rather odd behaviour from someone who appears to be well respected on this board.

[trentendboy] 20/10/2016 16:30

EH9 - are you really a spam bot paid to post the same thing over and over again?

No need