Paysafe Share Discussion Threads

[lomax99] 03/4/2017 17:24

Probably mind games, perhaps coupled with a matching long in another fund....

[scothernman] 03/4/2017 17:13

PEMP increased short position by 0.07 percent as reported on 30.3.17. What tha......

[ch1rp] 03/4/2017 12:36

Blue by end of day.

[eh9] 03/4/2017 07:31

I wonder whether the above also extends to golo roll out in Spain since Skrill was launched on comandia in December apparently......

[eh9] 03/4/2017 06:39

looks like an e-commerce deal being signed with the Spanish post office & lottery group today:

target='window'>https://translate.google.co.uk/translate?hl=en&sl=es&u=



"17:00: Correos signs a collaboration agreement with PaySafe to improve the e-commerce service. The agreement is signed by the CEO of Paysafe, Lorenzo Pellegrino, and the commercial director of Correos, Carlos Millán. At the headquarters of Correos, via Dublin, No. 7, Madrid."

"17: 00h.- MADRID.- COMPANIES CORREOS.- Signing of the agreement between Correos and Paysafe to improve the means of payment of Comandia. It will have the participation of the CEO of Paysafe, Lorenzo Pellegrino and the commercial director of Correos, Carlos Millán. Via Dublin 7, 6th floor."

Comandia is a tool to create online shops.
It takes less than 5 minuted get your shop online ready to sell.
You can manage you catalogue, your stock and your customer's orders

[malcolmmm] 02/4/2017 10:32

It looks like PAYS is SCSW best performer over the years and they have top sliced along the way.
I don't see how most shorters make money out of pays long term as their performance is very good overall. I suppose its possible during short term movements.
Performance according to H/L

1 week
0.84%

3 months
27.72%

1 year
10.36%

3 years
123.77%


1 month
9.12%

6 months
4.82%

2 years
52.57%

5 years
1148.97%

[lomax99] 01/4/2017 14:27

SCSW had a summary of results, mentioned intention for 'bold M&A', scope for funding, and wondered what the next trick JL would conjure up was.

[malcolmmm] 31/3/2017 16:54

Hopefully the share price will jump into the four seventies next week, looking strong.

[lomax99] 31/3/2017 15:49

Looking lively, a chunky buy and this will fly. SCSW this weekend, may get a mention.

[tsmith2] 31/3/2017 15:48

Nice little run up

[eh9] 30/3/2017 17:42

Paysafe already with mpesa mentioned in that article. Bloomberg also saying wechat in discussions with European payment providers.....wallet jv......

[high park] 30/3/2017 17:37

There's a lot of competition out there.

[wolfhound1] 30/3/2017 16:56

mip - no worries - glad that was helpful, lets agree that an announcement is not a pre-requisite of agreeing a LTIP for 2017/18 but it probably wouldn't hurt to have one if 2017's objectives are to be met by the stated time - fair enough ?

time will tell if that is how it will pan out.

[mip55] 30/3/2017 16:26

Wolf.... Thank you for your detailed reply. I must admit what you say makes sense re. concluding any acquisition in the timeframe outlined but I still have reservations regarding linking any announcement to the AGM remuneration discussions. Suppose we'll just have to wait and see!

[polythene] 30/3/2017 14:37

I thought they performed remarkably well after the short attack. Luckily we had the financial power for the share buyback, but a good job.

[wolfhound1] 30/3/2017 14:07

Mips - I can only assume you are reading my post from a very different stand point as that is not what I said nor inferred - so let me elaborate on the thinking behind what I did say and see if that clarifies it for you - cos it certainly hasn't got anything to do with a controversial remuneration report and the co therefore needing to create news of an acquisition.

1. JL states desire to "conclude" M&A deal by end 2017
2. mentally JL will be saying no later than Nov - just to be safe( my view)
3. "conclude" means reg approval work( third step in JLK's M&A outline) - would allow roughly 6 months based off Skrill experience and now we are a bigger company and therefore more systemically important in the regulators eye I would surmise.
4. so aim to complete negotiations and announce deal by June 1 latest to complete by end Nov.
5. AGM - date TBC - but say end may/start June based on prior year
6. questionable whether JL can successfully "conclude" M&A in 2017 unless he can announce "deal" by the time of AGM - simply based off calendar.
7. Inst Investors might interpret that as JL not hitting the goals he set for himself if no deal announced
8. JL himself set the target for a "concluded M&A" by end of yr.- so he has created the expectation.

that is as simple as I can state why AGM seems like a very reasonable date and is still probably two months away maybe a bit more (although I did suggest a few other pointers i.e. why sign an irrevokable undertaking for something expiring anyway in April having run its 3 yr course ?)

I do not speak for EH9 - I am sure he can give you his logic, mine is my own

Now when it gets to approving the LTIP at AGM any inst investor is likely to look at PAYS share price performance in the last yr and note it is just about tracking the FTSE 250 and has underperformed FTSE100 at 460p - so tell me again why you want me to approve a share award under the LTIP ? nothing controversial in that !!

Alternatively you can go to that meeting and have announced a "bold M&A" deal and share price rockets and then it is a very different complexion on the LTIP conversation - nothing controversial in that !

Personally I think JL and the team deserve the share awards they have been given they have done a 1st rate job up to now and I am sure they will continue.

[eh9] 30/3/2017 13:41

You have to download the report by clicking where indicated

[nurdin] 30/3/2017 13:32

I must visit my optician..I cant see any reference to Paysafe in that link ! I am sure it is lurking somewhere..

[eh9] 30/3/2017 12:58

Paysafe ranked 3 for payments as a service!

[mip55] 30/3/2017 11:45

Wolf.... You seemed to indicate in your posts that you backed EH9's supposition that a deal would be announced prior to the AGM?EH9Because I can't see the CEO wanting to publish the pay increase in the annual report and attend the agm to hear the noise about the bonuses without having announced something transformational .......Your ownCEO's don't create those expectations to their investors unless deal is close - otherwise their remuneration might not get approved ( as EH9 noted)But I ask again, why do you think the remuneration report should be so controversial that it requires the company to distract shareholders with news of an acquisition ?

[ralphmalph] 30/3/2017 11:26

If the company that PAYS wants to buy is private and says no then that is it. Does not matter how much PAYS wants to buy it.

[sheep_herder] 30/3/2017 10:47

Ha, gotta love wolf for sticking his head in the sand rather than trying to debate sensibly. No loss there then...