Paysafe Share Discussion Threads

[callmebwana] 25/1/2017 23:03

O/T
Anyone who likes a flutter on small AIM Co's please look up AMC.
Drilling results for 2016 due this Qt.Not a long time to wait.
The other one is RED (REDT). DYOR etc.I am a holder in both.
GLA with PAYS, not much happening here at the moment, until Mar 7th.
Thanks all for your thoughts regarding PAYS.

[kuss1] 25/1/2017 19:57

Pays just too cheap. To give a 12 month earning"s commitment is very rare. That 100 million buyback is a statement. Exciting times here. Nonsense price as it stands.

[eh9] 25/1/2017 16:18

Paysafe and sagepay have similar smaller enterprise target customers and would give paysafes USA processing business a boost with big cost take out synergies at sage

[haromaster] 25/1/2017 16:10

I very much doubt Paysafe are interested in SagePay. Why? Because the margins in straight through processing (STP) are so slim, it just wouldn't make sense for them. I still think WorldPay have a big interest in Paysafe for their Wallet, i.e Neteller, Why? Because it's something they haven't got and they know it's something they need to survive in the world of payment acceptance.

[paul baker] 25/1/2017 16:03

Sage would be an ideal fit for Paysafe. Time will tell....

[eh9] 25/1/2017 15:55

Sage ts tomorrow as a guess

[paul baker] 25/1/2017 15:36

Any guesses on this certain possibility of an acquisition?

[kuss1] 25/1/2017 13:58

I still find this exceptional. A company giving guidance on the next 12 months with a 10% rise in revenue. So this time next year we'll see revenue of 1.1 billion with the same margins.

It's a no brainer... And that's with buybacks, currency enhancement and near certain possibility of a significant acquisition. Plus it's 50% undervalued compared to its peers. Nuts if you ask me...

Given the strong revenue performance in H2 16, management remains confident about the Group's outlook for FY 17. Management expects to achieve low double-digit organic revenue growth in FY 17[4] from a base of 2016's record performance, while expecting to at least maintain adjusted EBITDA margins.

[kuss1] 25/1/2017 09:12

Pays can afford the buyback. They may even increase it at the next AGM. Adds 10% to eps. Fine by me ..

[salpara111] 25/1/2017 08:41

Normally I am not a big fan of buybacks but in this instance they were started for a very valid reason.....to put the shorters on notice.
Market makers now know that if they mark the share price down by say 50p a very large buyer is going to appear with the firepower to mop up every sale in the market and that is a powerful message.
I would imagine that management would much rather spend the cash on acquisitions but they need to continue the buyback until institutional buyers step in again.

[eh9] 25/1/2017 08:36

Sage ts tomorrow

[trentendboy] 25/1/2017 08:31

It is interesting that they have already thrown £15m at buying back shares.

In any buy back you have to assume that buying back will give us, as shareholders, a better return that investing the money elsewhere.

Given the yield and performance of the business one could argue that it is the right thing to do but to invest all of £100mn buying shares? Seems a lot when there are smaller targets our there that could be snapped up

[kuss1] 24/1/2017 23:16

Just too much cash being generated here. Keep repeating myself but that's all the market cares about. 6 weeks to results. Only good news ahead.

[f1araway] 24/1/2017 23:15

No, no Benny it WAS blue, (just as it was up 0.1p the other day).

[bennya] 24/1/2017 16:20

I don't want to jinx it but is that blue on my paysafe screen or am I dreaming?

[malcolmmm] 24/1/2017 14:39

I believe ALT has huge potential, £3 target. Fat prophets say that there is one way for gold, up , they recommend Randgold debt free. I think PAYS is worth over £5 along with most others.

[wolfhound1] 24/1/2017 12:38

@FrankW - many thanks - I will have a look at those

[frankwhite] 24/1/2017 12:06

wolfhound try Altitude group but may be too late in 6 weeks. D4T4 is another one ;)

[eh9] 24/1/2017 11:37

One also has to take into account that the current level of shorts is no longer particularly high relative to a very large number of ftse 350 companies.

[wolfhound1] 24/1/2017 11:34

Frankwhite - fair enough that is your perogative and best of luck to you but in terms of history repeating itself remember before Skrill there was Meritus acqn - so this is a rinse and repeat cycle - so ask yourself what has really changed this time versus Skrill - IMHO nothing.

Re discount and gambling - if your logic held true then we would see Paddy Power; Betfair; Ladbrokes; 888; Playtech etc..... also trading on those multiples - but we don't. After all we only process the payments, so unless there is a drop in volume of business ( which given revenues there clearly is not) then I fail to see any logic to the arguement. We are at a discount because of a spurious attack by shorters and the publication of lies - that will be addressed by the announcement of an acquisition.

if you have better opportunities that have a realistic chance of delivering 50%+ profit - do please tell - I will need somewhere to invest my PAYS profits in about 5-6 wks time :)

GLA

[frankwhite] 24/1/2017 11:15

wolfhound1 fair point but the way I see it is the past can not be guaranteed to repeat itself. I am more cautious now than when this last happened pre Skrill deal. Companies that service the gambling industry are risky IMO hence a big discount to the true value here. Not much has changed and share price is still in the doldrums with a significant amount of hedgies shorting this even after everything you have mentioned. Wouldn't you think with a major acquisition supposedly round the corner and an RNS appearing they would lose their socks but have still kept their shorts. It is very sinister IMO. Prefer to sit and wait on this one as I have realised there are always better opportunities to get in at more favourable prices with this company.

[malcolmmm] 24/1/2017 11:10

I think that if another attempt is made by desperate shorters then it will be sooner rather than later as they must be fearful of an acquisition at anytime

[nurdin] 24/1/2017 10:41

@LW Perhaps because WPG have no exposure to the gambling market?

[lw425] 24/1/2017 10:36

point being if they're shorting this then why not wpg at double the PE.

therefore one can only conclude they know more than us!