Paysafe Share Discussion Threads

[ramas] 16/1/2017 08:11

Cmon corbynistas ... the RISK associated with the earnings is the question and reason why there is now such a discount ... the companies job is to put the case why this is not a concern , until they do the discount will remain or even increase , however much you crow on about the value. My view has changed in the light of the recent short side report and I reluctantly sold to a level where I would only be angry if things go wrong, 500% profit from 70p was acceptable I guess although my original target was far far higher.

[fluid36] 16/1/2017 07:46

Nice buyback today, the biggest so far.

[eh9] 16/1/2017 07:38

Never forget the Numis note dated 22/5/15 entitled "Rocket on a Launchpad". This was the first analyst to call out virtually 100% upside in old money. Do you realise that Paysafe has delivered those forecasts MORE THAN A YEAR EARLY: 2016 sales forecast was $839m 2017 sales forecast $929.5m and 2016 EBITDA forecast was $247.8m with 2017 EBITDA forecast $293.8m.

I still agree with Numis that even today the shares are "profoundly misspriced" and that 800p is possible in the next 12 months with the right acquisition/merger/takeover.

[maddox] 15/1/2017 16:23

The shorters and 'Spotlight Research' are doing us a huge favour. They are taking on huge risk - placing large bets; highly leveraging limited balance sheets; an obviously contrived story/transparent game plan; taking on a determined Company with a £100m buy-back programme. And providing us Investors with a huge opportunity.

There aren't too many businesses with Paysafe's size, balance sheet, and growth profile on the market with this valuation. From a contrarian viewpoint this is a gift: IMHO an opportunity that people are going to kick themselves over once its gone.

As always DYOR.

Regards, Maddox

[eh9] 15/1/2017 12:33

A USA target, sagepay or takeover by a Chinese or Indian wallet player the most likely routes and timing most likely on or before prelims

[2bluelynn] 15/1/2017 12:25

Thanks Malcomm

[nurdin] 15/1/2017 12:08

Strange selection Malcolmm...the majority of them are money lenders with little or no business synergy with Paysafe.

[malcolmmm] 15/1/2017 10:38

I suppose one of these could bid for PAYS or perhaps PAYS could bid for one of the smaller companies

International Personal Finance Plc 726.90m 57.20m 382.70m 7.28k

Arrow Global Group PLC 209.83m 22.77m 532.91m 749.00

HgCapital Trust plc 114.61m 109.98m 572.93m 0.00

Paypoint plc 211.45m 18.92m 655.04m 714.00

Paragon Group of Companies PLC 432.20m 116.00m 1.14bn 1.04k

Paysafe Group Plc 720.36m 57.11m 1.90bn 1.58k

TCS Group Holding PLC 807.07m 138.23m 1.93bn 5.90k

Provident Financial plc 1.13bn 253.80m 4.20bn 3.31k

Worldpay Group PLC 4.16bn 25.70m 5.85bn 4.98k

[kuss1] 14/1/2017 22:16

Shorts reducing. Nice to have that 100 million working in favour when the company is growing so quickly. The most important part of the update was the double digit growth for the next year. Very few companies can say that. Never mind companies half the value of their peers with a 100 million buy back supporting the price. No wonder the shorts are reducing. I would expect that to accelerate..

[malcolmmm] 14/1/2017 19:35

PEPM have reduced shorts from 2.02% to 1.44%
AEK have reduced shorts from 3.09% to 2.61%
Total shorts 4.61%
Looks like they may have reduced further last week.

[malcolmmm] 14/1/2017 18:42

Perhaps the next acquisition will diversify away from gambling revenue as they seem to be doing, making them even less reliant on that sector . Lloyds recently bought MBNA for 1.9bn . A dividend would also help . At the moment they seem to be an easy target for shorters. A decent acquisition and a dividend would see these at £5 plus imo

[eh9] 14/1/2017 09:34

FT Small Cap Week Today



Paysafe

Paysafe, the London-listed online payments group, said on Thursday that it expected to generate more than $1bn in revenues for 2016, beating analysts’ expectations.

In an unaudited trading statement ahead of its full-year results, Paysafe upgraded its adjusted earnings before interest, tax, depreciation and amortisation forecast to between $287m and $293m for 2016. It cited “strong momentum during the second half”.

Based in the Isle of Man, Paysafe has traditionally focused on the online gambling industry, which generates almost half of its revenues. In recent months, however, the technology firm has shifted its focus to other sectors, rolling out a new digital wallet to help companies sell products ranging from pharmaceuticals to alcohol to groceries.

The company said on Thursday that it expected the new revenue streams to contribute to “low double-digit organic revenue growth” in 2017.

Despite the optimistic outlook, investors reacted tepidly to the update, with shares relatively flat on Thursday. Paysafe shares closed the week at 390p per share — almost flat on a year ago.

[stockbob] 14/1/2017 09:06

Callmebwana
once again thank for you concern, but remember i do this for a little extra income and am no way a professional .
abut have learnt along the way that profit is profit.
i don't give advice or ask others to do us i do, my method suits me fine.
why do you feel you have to single people out?
didn't realise that you were the wolf of wall st :)
once again GLA

[longwell] 14/1/2017 08:59

Callmebwana, love the name. enjoyed your post as it echoes my sentiment. this will all pan out by march 7th when results are confirmed. there will be no doubt as ftse 250 is very well regulated and we will get the % income that is causing all the negative noise. the fact that $ to £ is in our favour, shares are being bought and cancelled, continual upgrades, 2 good acquisitions , potential for legalised gambling, none have been factored into share price below 4.00 , just makes me laugh, re affirm my judgement and sit back and wait for the tide to come in.
will stay off this board now a few weeks but gla and I hope you all achieve your aims.

[lomax99] 14/1/2017 07:24

IC snippet noting the shares have recovered well, with revenues over $1bn and adjusted cash profits being ahead of market consensus. Buy.

[heliweli] 14/1/2017 00:07

Callmebwana you said it yourself "this stock moves up and down way too fast"look at the chart, this makes it a great trading stock, horses for courses. I was trapped in for years after the d.com boom ( Neteller ) but learned my lesson the hard way nowadays in and out for a profit even if i miss the highs, overall my profits far exceed if i had held for the same time frame. I wish you well with your long and hope we are both happy with our lot at the end of 2017. GL.

[callmebwana] 13/1/2017 22:35

I don't post very often,but today I felt obliged to do so.
I will start off with Mr.Stock Bob. Probably a very nice person but a very bad investor, with bad nerves. Oh' I am 2 K down. I have bought in at £ 4.60 etc etc.
I have sold at £4.07 and bought back in this afternoon !!
Well, Mr.Stock Bob should you really be playing the Stock Market?? In my honest opinion,the answer is a big, NO.
I don't know much about Hiliweli. he has been a poster for quite a while.
From my point of view,you take your chances and you play the Stock Market.
DYOR etc. With the Short attack it wiped off about £30K of my profits. Well that is the Stock Market!! Either you believe in the investment or you don't.
I do believe in my investment in the PAYS story and I am holding.I dont use a stop lose either. This share moves,way up and down too fast. It does not mean that I will hold for ever either. I don't fall in love with any shares.
Why am I holding ?? Because no one has shown me that PAYS story is a lie.
You will have the Trance Man, Long Boots,Short Boots etc, just to make the PIs nervous. Do I believe anything they post?? The answer is a big NO.
They are just plants by the Shorters.
Now a big question ? Why are the shorters reducing their shorts?? Because they fear that PAYS may bring about a M/A news at any time soon.
FFS. we are at the top end of our earnings !!
The share price is minupulated by the Shorters.
These are all my personal views. Who knows, maybe Stock Bob and Heliweli may have the last laugh. Afer all this is the Algo driven and controled Market.
Oh by the way, I had an email from a company called Spotlight Research touting 2017 Stock Market Movers. Anyone know who they are??
GLA all holder and ATB.
Have a good weekend all.

[jarega85] 13/1/2017 19:08

No one is having my shares unless you are buying at a big premium to the current SP!Have a good weekend all!

[kuss1] 13/1/2017 17:49

But in the end there is a heck of a lot more money on the long side looking for a home than on the short side. About 20-1. And there is something more called the facts. So a billion in revenue and 100 million to support the share price. There will no doubt be a major acquisition soon. An easy £1 on on that news.

[wolfhound1] 13/1/2017 17:45

Well said Polythene !!

[polythene] 13/1/2017 17:18

You see the shorters are professionals and we as PIs can mostly only look in every now and then. Bigboots comes along and we have the same ol' same ol'. They will keep coming back to try to wear us down. So they are looking for that exasperation and for people just to get fed up and move along. The other thing is that mms will facilitate them. Any company that says I want to buy 1.2M at a price 5p below today's opening will have the mms support to facilitate them. But bigboots will be there for a long time more. He has nothing else to do. He hoping for defensive responses that will illicit doubt in others. I should point out that the above is true whether there is substance to the shorter allegations or not. They know that fear is much more potent than optimism in the short temr and much more easily manufactured. The last thing the company should do is a detailed rebuttal. It's playing into their hands (you see. Bigboots has me repeating myself!).