Paysafe Share Discussion Threads

[callmebwana] 26/1/2017 23:42

Watch out for this SSW person.
I think he/she works for the Shorters.This person is much better at it then the T.Man. Comes all very friendly and then wormes his way into frightning PI's.
Beware of him/her. The name should be Cobra, not SSW. The name is a warning in itself.
ATB to all LTH's.

[smcmahon993993] 26/1/2017 22:46

Not sure safecharge or sage US would be called 'bold'...

[opodio] 26/1/2017 21:46

someone has whiff of good news coming and hence high volumes of buys

[bennya] 26/1/2017 21:14

Better day for PAYS on some decent volume, hopefully the worm is turning! Be interesting to see if shorts are closing over the next couple of days, will be much more comfortable when we get over the 400p mark again

[callmebwana] 26/1/2017 18:18

SSW, PAYS is not NANO, your small short is not going to do any harm here.
We are seeing much bigger fish off then you. Most of us are long term holders here and you are not going to frighten us. I know fully well how you work.

[slipperysidewinder] 26/1/2017 18:02

Callme

I am actually short here by only a small amount. If you do not wish me to talk about SCH I can always discuss why PAYS currently gives me the willies?

[callmebwana] 26/1/2017 17:58

SSW, very happy for you having bought into SCH.

Are you going to start posting your carp on here like you do on the NANO BB??
This has been a very good BB so far.

[slipperysidewinder] 26/1/2017 17:51

Eh9

That may be their problem. Quantity above quality.

[eh9] 26/1/2017 17:44

Paysafe won't go near safecharge. They are working on something far more exciting

[slipperysidewinder] 26/1/2017 17:36

Lomax

After the short attack it is all about derisking for Pays now in order to protect share price and improve sentiment. You can see this by the moves the noarf are making just by following the RNS's.

Safecharge operate almost entirely in regulated areas and have the most security conscious software in the business. It knocks spots of Pays that is why Pays owned companies nearly always come off second best in this category at the awards.

[smcmahon993993] 26/1/2017 17:29

NT said that in december at his seminar too, not sure he knows anything

[lomax99] 26/1/2017 17:26

Can't see SCH myself, we would be adding an, unwanted, TS discount into the mix, without diversifying unduly.

[slipperysidewinder] 26/1/2017 17:19

I doubled up on Safecharge and after takeover aim to convert to Pays if the dust has settled by then.

[slipperysidewinder] 26/1/2017 17:17

I think it looks odds on they will go for Safecharge and that is what NT alluded to yesterday at his seminar. He went in big this morning.

[eh9] 26/1/2017 17:16

Suspect shorts started to close out some more today. Big deal in the offing. Sage is one possibility but something clever leveraging Wallet capability to a new brand / jv would see this take off. Every possibility ant financial buys the whole thing at some point too

[kuss1] 26/1/2017 17:12

Shorts going to be crucified here. Look at the cash generation. Large acqisition coming. Back to previos highs by results. Add another 100 points on the acqisition. Expect more share buybacks come the AGM...

[qs99] 26/1/2017 17:08

what is the latest on the shorts?

[slipperysidewinder] 26/1/2017 17:00

Because safecharge is not being massively shorted.

[larva] 26/1/2017 16:56

Why hvae safe when you can have PAYS which is ultra cheap

[slipperysidewinder] 26/1/2017 16:50

Naked Trader moves into Safecharge. Looks like this is where the smart money is heading!
Naked Trader has bought in: "I bought some Safecharge (SCH) which we discussed at the seminar. Four reasons for buying. A. It looks cheap. Trading on a low multiple looking at forecast next profit and the current market cap. I would rate it nearer 300p. B. It has tons of cash. C. It pays a massive dividend, more than 6%! D. It looks a sitting duck for a takeover from a bigger payments company such as Paysafe or Worldpay. (Obviously just a thought on my part!) Downside? Perhaps it could lose a major customer. And its shares look a tad suspiciously cheap but I am willing to take that risk! And there seems to be a big supply of shares stopping upside. Anyway I have bought quite a few as the upside points seem to outweigh negatives. As I explained at the seminar, negatives must be pored over!"

[tsmith2] 26/1/2017 15:24

Short closing?

[scothernman] 26/1/2017 12:06

U.K. software company Sage Group Plc is opening a review of its global payments business, while also considering a sale of its U.S. payments arm............
Sage confirmed it has been evaluating options for its U.S. division, Sage Payment Solutions, which helps merchants process and manage card and mobile payments, in a trading statement Thursday.
The Newcastle Upon Tyne, England-based company is now launching a separate review for its payments businesses across “all major geographies,” Chief Financial Officer Steve Hare said in an earnings call. “We are looking not just in North America but more generally.” Hare added that even if Sage does sell its U.S. unit, its other payments divisions may not necessarily be sold. Seamus Smith, head of Sage Pay U.K., has been promoted to head up banking and payments globally, and is helping lead the new payments review, said Hare. “The strategic review is focused solely on the U.S. payments business,” said a spokesman for Sage Group.

It has previously focused on its so-called “golden triangle” of accounting, payments and payroll services. “Do you need to own all three of those and have ownership of the technology,” said Hare, “or are there others that you can partner with and do they have better technology?

The U.S. payments unit has attracted interest from Worldpay Group Plc, EVO Payments International LLC and Global Payments Inc., according to an earlier report from Bloomberg. Sage is being advised by Raymond James Financial Inc.

A sale of the U.S. business would be "mildly earnings dilutive, with cash from any sale likely to be retained on balance sheet for future M&A," said an Investec analyst note.

[sheep_herder] 26/1/2017 11:19

Anyone have a link to the conference call?

Edit: they've updated the website since I last looked and the link is:

[scothernman] 26/1/2017 11:02

Thanks eh9

[eh9] 26/1/2017 10:56

Listen to the conference call - sage has booked the proceeds for strategic investment already in its mind! Perfect partner for paysafes value added holistic approach e.g. Golo and sage state they want a partnership even after sale