Paysafe Share Discussion Threads

[qs99] 18/1/2017 16:34

looking very sorry for itself and slightly surprised given upbeat recent RNS IMO...will monitor for time being...gla

[heliweli] 18/1/2017 16:27

Looking for entry point 350- 360.

[eh9] 18/1/2017 14:36

Sage pay annual revenues £220m or thereabouts. Easy cash deal, simples.

[nurdin] 18/1/2017 14:34

Sagepay have only put their USA operation up for sale I believe.Rest of the business is ring fenced.

[sheep_herder] 18/1/2017 14:21

Why are you talking about Sage? Their market cap is what, 5X the clout that PAYS have for a deal.

[polythene] 18/1/2017 13:37

If it happens EH9 great, but you are setting us up for disappointment unless you have evidence. You may be correct but please do not inflate expectations in case.

[eh9] 18/1/2017 12:38

.....so due diligence and deal agreement may be at final stage

[eh9] 18/1/2017 12:24

One billion sage shares in issue plus it's a perennial favourite of eg fund smith so regular big buys! However it has been almost six weeks since the press release re potential sale of sagepay......

[scothernman] 18/1/2017 12:05

EH9 2.68 million shares of SAGE PAY bought in one big buy this AM.

Financial sector down on rotation today

[malcolmmm] 18/1/2017 09:20

At the present price there is approximately 9 months of buybacks to come, so as long as there is an acquisition within this time the downside should be limited unless desperate shorters launch another attack which imo is unlikely .

[malcolmmm] 18/1/2017 08:55

As SCSW says about PAYS processing gaming for Bet365 in China, a grey area. Even if Bet365 revenue was to be zero, the PE is 12. I would have thought the PE would lower after the update

[odys2] 17/1/2017 23:09

Yes, we've got one (mood enhancing write up it is)- The NT wrote 12th of January 2017:

" And finally I did one more top up in Paysafe (PAYS). A great update this morning - at top end of expectations. Indeed a top broker has given it a 560p target. It would be no surprise to see another shorting attack given some of the shorters could now be well out of pocket and desperate to drive the price down.

I think they shot their load last time unless they can think of something new. Also cleverly PAYS is buying back shares. Burned shorters may get even hotter.

Looks like Paysafe are going to do a big acquisition. I suspect now one to hold for a couple of years and not worry about volatility unless something really goes wrong."

[malcolmmm] 17/1/2017 23:00

Yep just go to his website

[bennya] 17/1/2017 23:00

He updates the diary section on his website every couple of weekswww.nakedtrader.co.ukClick on the diary button and scroll down to the market updates near the bottom

[tsmith2] 17/1/2017 22:32

Have we got the write up?

[malcolmmm] 17/1/2017 21:41

The Naked Trader topped up after great results and made a few comments on the shorters.🚀

[ihatemms] 17/1/2017 21:27

Thanks for the clarification Smcmahon - I couldn't remember if the closed period was 1 month or two.

[kuss1] 17/1/2017 17:11

How much will you give me for £5 comes to mind. Can you buy it for £3? If you can it's a good deal.

[kuss1] 17/1/2017 16:58

Bought quite a few more today. Billion revenuue 300 million EBITDA. At least 10% growth next year. Company paying me 10% in cash for buybacks. Xmas come early and it's only Jan.

[smcmahon993993] 17/1/2017 16:50

ihatemms, there is a two month close period before final results are announced for DirectordPDMR trades...
I guess we've been in that since 7/1...

[bennya] 17/1/2017 16:49

After TM speech the £ rallied against the $ today so FTSE 100 dropped and tends to drag other FTSE indices down with it.

[kuss1] 17/1/2017 16:46

I just love all the cash here. A 1% decline in the share price means you can buy that cash 1% cheaper. Fantastic!