Paysafe Share Discussion Threads

[eh9] 19/2/2017 19:10

It applies to neteller also. Suspect a big relaunch related to brand 2.0 jobs being advertised and the culmination of the India IT developments......

[capt bligh] 19/2/2017 18:23

Skrill twitter tease??

[wolfhound1] 18/2/2017 17:54

Interesting link Eh9 - clearly industry consolidation is rife - all about adding new services and deiversity - digital wallet ticks all the boxes.

Interesting that Vantif at $11.2bn and sales of $2bn is more than 5 times the value of PAYS 2.2m yet only double the sales

JL will be pretty aware PAYS is at risk unless he does a very bold deal/merger to get the expanded PAYS on the same metrics.

[eh9] 18/2/2017 16:31

https://www.thestreet.com/story/14007153/2/pay-tech-goes-shopping-with-a-bigger-budget.html

[wolfhound1] 17/2/2017 21:07

According to Zach's research - has PAYS on its buy list - 18 is the PE multiple of peers

Edison has EPS for :
2017 as 46 cent
2018 as 51.6 cent

as we are almost into march I would take a mid of 48 US cent

or 39p GBP

39X18 = GBP 702p

...that is before and profits from acquired entity are factored in - so purely on re-rating !!!

[pasteymorris] 17/2/2017 20:05

EH9. In what aspect is sch down ytd?

[eh9] 17/2/2017 19:36

Also the sch surge looks like erroneous charting as it's down YTD

[eh9] 17/2/2017 19:35

Eh9 never ever has sch as a target as it's uninspiring. Eh9 has sage as a target

[sheep_herder] 17/2/2017 17:30

EH9 had SCH as one of his 22 potential targets. :-)

[2bluelynn] 17/2/2017 17:28

I see Safecharge int shares SCHare surging ahead in last few trading days and no news up 7% today . Is there a chance this could be interlinked to a deal with Pays in near future ? Any thoughts any one . Thanks in advance

[lw425] 17/2/2017 16:39

Good point. So we really should be parked at 520p to 560p to reflect 2017 trading prospects..... before any more upgrades, deals.

[eh9] 17/2/2017 16:36

Shares trade on forward pe's not historical. The 1st quarter of 2017 is more than half way over.

[rhatton] 17/2/2017 16:33

So yeah 38p for results in March 2018.
33p for 2 weeks time

[eh9] 17/2/2017 16:29

48c/1.24x14=541p

[lw425] 17/2/2017 16:24

Lovely Golden Cross forming just in time for the results. 20DMA soon to cross over 100DMA.

2017 PE of 14 would be 560p before any further upgrades.

[opodio] 17/2/2017 16:19

cream rising

[mip55] 17/2/2017 14:25

Salpara111 - 08 Feb 2017 - 09:18 - 6738 of 6915 - 0The USA has been talking about online gambling as long as I can remember.As far as I am aware they currently allow it in New Jersey but I read that it had basically been a flop in terms of tax take so I am not sure that many states see it as a way to fill budget deficits.If they are going to make an acquisition I would like to see something that dilutes their dependency on the gambling market.While I agree with the sentiment about diluting dependency Salpara.....the figures involved are hardly a flop:Over $75 Million In Taxes Paid By Regulated NJ Online Casinos After Record-Setting JanuaryChris Grove, February 16, 2017 16:15 PST@OPreport

[melf] 17/2/2017 10:18

Agreed....and in some places you can buy weed over the counter. Well it is "the land of the free" :-)

[steptoes yard] 17/2/2017 08:34

6912, first 2 lines

Always thought that myself, weird as hell

[oohrogerpalmer] 16/2/2017 22:22

Weird country in some ways -
Quite happily walk into a store and buy guns but you can't place a bet online !!!!

Think it will be a good 3 years or so before we start seeing any real movement towards the states opening up. As you say budget defecits will ultimately decide the timing.

[wolfhound1] 16/2/2017 21:47

I think the budget defecits will decide the timeframe in adopting on-line poker in various states

hxxp://www.onlinepokerreport.com/23997/ny-online-poker-front-burner/

"sports betting" will likely come but I think on-line gambling will need to be bedded down first.

[trentendboy] 16/2/2017 16:36

AGA sees US sports-betting in ‘two-to-four years’
A new note from the team at Morgan Stanley suggests that sports-betting rollout in the US may only be a few years away though it cautions on state-by-state.