Paysafe Share Discussion Threads

[kevph] 12/1/2017 07:03

Brilliant. Simply brilliant

[lomax99] 12/1/2017 05:12

JL is hosting an investor call at 2pm today, dial-in details will be in the TU, should be interesting.

[callmebwana] 11/1/2017 23:49

You need to read some of Wolf's posts.
The shorters could have been buyers in other funds and kept them below the 3% thresh hold. Who knows the truth??
I have no idea, I have not sold a single share and I don't have a stop lose either.
All I know is, we are above the £3.80 resistance level and we have to break the 200 Day SMA at £4,02/3P. I am hoping we will do that tomorrow.
I hope everyone makes a profit.
GLA for tomorrows TU.

[mannymif] 11/1/2017 23:42

I can not believe that if these positions are outright shorts they wouldn't have been covered by now. I believe they are part of a long/short spread vs a different company which changes the dynamic completely and the funds aren't really in any rush to cover the short if the long leg is appreciating faster than PAYS.Also, the volatility of the pnl swings if this were an outright short would undoubtedly cause concern to investors and the fund's performance ratios ( sharpe etc). A way to shed a little clarity would be to see the monthly returns of the funds concerned.

[malcolmmm] 11/1/2017 23:17

Also they are trying to reduce their shorts without causing a bear squeeze

Fund manager

% short

Change

Date changed/created


AEK (UK) Limited 2.61% ↓ -0.27% 2016-12-21
Oxford Asset Management 0.60% ↑ 0.10% 2016-12-16
Public Equity Partners Management, L.P 1.78% ↓ -0.05% 2017-01-06

Total 4.99%

[malcolmmm] 11/1/2017 23:12

What with PAYS aggressive 100 million buyback plan the shorters will have to sell a hell of a lot of shares to spook the market again. Pays will be ready to buy on any weakness I am sure.

[oohrogerpalmer] 11/1/2017 22:58

Don't understand this talk of shorters panicking on tomorrow's update.
They have been short for weeks with the price very low but slowly rising.They have known for a while that the update is highly likely to be robust, so why wait!!!.
Surely they would have got out much earlier or they have a longer term strategy.

[oohrogerpalmer] 11/1/2017 22:58

Double post.

[napoleon 14th] 11/1/2017 22:11

Not heard anythung about NASDAQ, besides.... wouldn't they have to get it passed in a resolution, at the same time as the results & dividend announcement?
We are a FTSE listed coy after all!

IMO a NASDAQ quote would slay the shorters....

[napoleon 14th] 11/1/2017 22:11

Not heard anythung about NASDAQ, besides.... wouldn't they have to get it passed in a resolution, at the same time as the results & dividend announcement?
We are a FTSE listed coy after all!

IMO a NASDAQ quote would slay the shorters....

[2bluelynn] 11/1/2017 21:23

I got this from iii bulletin board from tax man so I hope you don't mind me copying it but I thought it was a really interesting post and well thought out and is probably the way it will go . I thought it more interesting to people who might panic sell tomorrow if things go the wrong way . Sit tight and wait for the bounce if it does ...Post reads ....Two predictions for tomorrow; 1......Trading Update - if we are at the top end of Revenue guidance ($970-990m) and EBITDA guidance ($287-293m) then the shares should lift significantly. I'd like to see a 10% rise but more likely 5% 2......The shorters will know this and want the stock to go into free fall before trying to close their positions. So I expect they will sell a lot of stock in early trading to prompt further panic selling by PIs. If this happens then it's a massive buying opportunity as the price should rebound quickly I could be completely wrong but I don't see much opportunity for the shorters to close out their positions at a lower price other than by using some sharp tactics. If this isn't what they do tomorrow then no doubt they have other plans (e.g. publish further "research")Good luck to all I'm a long term holder And if tax man reads this thank you I hope you don't mind me using your post .

[polythene] 11/1/2017 18:34

The trend has been selloff on news and any further rise may give relief to those who are risk averse. The share buyback will hopefully dampen this effect and we may end up with a reasonable valuation when the dust has settled. It make take time though. Hope I'm wrong and it is a blockbuster day!!!

[longwell] 11/1/2017 18:27

good luck to all genuine holders

[longwell] 11/1/2017 18:27

hopefully we will close around 4.20 tomorrow then slow steady rise from there on.

[longwell] 11/1/2017 17:47

shares being bought and cancelled will slowly push up share price, continued diversification and cash generation will push share price up, eventual new acquisition will push share price up.
pattern merging here.

[jarega85] 11/1/2017 17:03

I think the anticipation around the TU is that we are expecting a little more meat on the bone than the usual PAYs updates to counter the short attack we've experienced but only time will tell

[djbilywiz] 11/1/2017 16:55

It's only a trading update tomorrow, not results. Hopefully will be positive though, with upward guidance etc.

[leonasdad] 11/1/2017 16:34

you mean like finding sparklers littered on somme beach in bournemouth after guy fawkes and relying on a europhile to dictate to you as to how you go about ur business picking up trash and the tab at the bar

[steptoes yard] 11/1/2017 16:23

I'm not expecting fireworks but it will draw a line in the sand which augurs well as we go into the next quarters guidance

[tsmith2] 11/1/2017 16:20

£4 finish?Fireworks tomorrow

[maffs1] 11/1/2017 15:25

ali47fish,

the response to share price RNS I refered to was on 13 December last year.

M.

[maffs1] 11/1/2017 15:23

Just for comparison when the RNS comes out tomorrow morning, Stockopedia has the following forecasts:

Revenue: $981m (+60%)
Net Profit: $203.3 (+2647% !!!)
EPS: 40 cents (+454%)

In addition, the company gave this guidance at interims:
EBITDA: $287-293

If PAYS hits these targets, it will be a great achievement. If they perform even better, I would expect to see a nice rise in the share price tomorrow.

M.

[ajibril90] 11/1/2017 15:22

The Deutsche upgrade to 550p is from August...

[ali47fish] 11/1/2017 15:20

what rns about share price movement- the only one today is about transaction in own shares?