Paysafe Share Discussion Threads

[paul baker] 07/3/2017 16:56

It seems that share price never seems to reflect the companies results. Keep on expecting it to break this habit, but yet to see it since buying original shares a year back.

[the juggler] 07/3/2017 16:47

A damp squib :-(. Back to the waiting game then. Disaapointed in the closing share price

[kuss1] 07/3/2017 16:44

It was foolish to think that there would be a skrill-like acquisition with the results. But today's results were fantastic nonetheless. I'll be surprised if we're not pushing all time highs soon and still be shockingly undervalued...

[nurdin] 07/3/2017 16:37

EH9 will have to shorten his list of potentials quite a bit now lol

Shame the price dropped off towards the end.

[filmster] 07/3/2017 16:24

Bought some at 297p wish I'd taken some profit yesterday so I could of bought more today.

[paul baker] 07/3/2017 16:15

Bought some at 396, but dissapointed with today's events.

[malcolmmm] 07/3/2017 15:51

anyone brave enough to buy sub 400p did well

[kuss1] 07/3/2017 15:50

Another 100 million of EBITDA this year would be nice. Add to the 340 million we'll have organically. This is turning into a world class company. Insane valuation down here...

[wolfhound1] 07/3/2017 15:13

@Nurdin - yes, well hopefully they will get lift off quickly, otherwise they are likely to be on the receiving end of similar attention themselves - with the strength of the brand, pipeline, e-commerce opportunities and also its balancesheet - it looks awfully exposed to a take-out.

[melf] 07/3/2017 15:09

So that rules Safecharge out of the list of potentials.

[malcolmmm] 07/3/2017 15:09

SCSW Feb 2017-CEO Joel Leonoff has strengthened his resolve for a “bold acquisition” before too long. Prospective PE is only 10 versus 21 for Worldpay.
Strong hold/buy for a gamechanger deal before long I think. Deutsche has raised its target to 600p.

[nurdin] 07/3/2017 15:00

Yes wolf..was going to post the same !

[lomax99] 07/3/2017 14:57

Not sure you can assume there will be 'no deal soon then', they are hardly likely to say!

[wolfhound1] 07/3/2017 14:55

$70-$100bn EBITDA Acqn on a PE of 10-13 , means it could be funded almost entirely by debt with balancesheet firepower of $1bn

[tsmith2] 07/3/2017 14:53

Have completely silenced the shorters...they've had ample opp to respond to resultscompany is bending over backwards re: transparency..

[nurdin] 07/3/2017 14:52

Was my question too, delivered by email

[tsmith2] 07/3/2017 14:51

Expecting upgrades from brokers

[sheep_herder] 07/3/2017 14:46

So no deals soon then. They talk about being a good way down the runway of "identifying" targets. Sometime in FY17.

[waylander2] 07/3/2017 14:46

"Hard to get deals done in selected time-frame, fairly far down runway in identifying companies we like", "looking for compaies around $70-$100m of EBITDA"

[heliweli] 07/3/2017 14:39

Holding up quite well considering the ftse is tanking.

[waylander2] 07/3/2017 14:22

Sensible to strip out the Asian Merchant, still 20% excluding this merchant.

[tsmith2] 07/3/2017 14:17

At what time do we get a premium for quality of management let alone growth, outlook

[bruceylegs] 07/3/2017 14:09

Joel sounds nervous

[arcadian] 07/3/2017 14:07

I like this

We have big ambitions in a sector that is rapidly accelerating.

[sheep_herder] 07/3/2017 14:04

lol, that's the longest ever disclaimer at the start of the conf call.