Paysafe Share Discussion Threads

[wolfhound1] 14/5/2017 10:49

Shorts could be part of a M&A pair trade - short the acquiror (pays)
- long the aquiree (????)

In which case the increased short position indicates the M&A announcement is closer.

When they didn't take profits when PAYS share price collapsed in Dec one has to questiona if they are truly naked short - if they are as smart as some folks sèem to think- I can't see another "fake" news attempt as before it would lack credibility, JL has repaid his EFH loan, trading is in line with expectations, industry growing at 30% p.a. and with alot of M&A activity, on track to be debt free in less than 12 months, etc..... there are plenty of stocks out there that are better naked short targets...

[malcolmmm] 13/5/2017 23:33

I think you are right EH9 imo this would be 500p plus without the recent shorts. PAYS should resume buybacks to counteract. Could be an RNS anytime ,perhaps Monday so trying to out guess the markets hoping for a pullback and missing out on the inevitable acquisition is risky

[eh9] 13/5/2017 15:43

Personally I think the shorter are trying to keep a lid on it whilst they try to get out

[johnv] 13/5/2017 15:03

I meant the shorters could use their money elsewhere

[johnv] 13/5/2017 15:02

Just using Blink as a example here. Pays is a different kettle of fish. Can't see how shorters can expect this to fall

[kuss1] 13/5/2017 13:50

Blink didn't generate much cash. Pays a cash machine. That strong start to the year comment in the trading update was a comment on the first 5 months, so more or less a comment on the full year. Lower digit growth could be some 30%, minimum margins of 30%. Acquisitions on the horizon. Markets at full throttle ... not a time to be short. It's why the hedge funds just lose over the long term.

[johnv] 13/5/2017 12:54

Interesting view. What time frame does a short holder have? 3months?, 6 months? 2 years? "some critical inside information" surely anything about the company should have been released by now?
Reminds me of when Blink got shorted and a paper was released, killed it dead within a few months, it hasn't worked here. I feel shorters are after a immediate result not waiting around, could use the money elsewhere.

[silverfern] 12/5/2017 20:04

we're up 10% in the last nine days

[scothernman] 12/5/2017 19:31

Here is a good view from Buffet for the weekend for PAYS longs.
Buffett says he wouldn't care if the stock market closed for 10 years. He doesn't watch the market's up and down movements from day to day. And he never loses sleep as an investor. As long as he's paid a fair or bargain price, and as long as the business he's invested in hasn't changed significantly, there's no need to worry about the future.

[scothernman] 12/5/2017 19:29

Fellow longs, I have been with Opay from before the drop after the rights issues for years and later with PAYS and have made a good profit from this company. I Have followed the views and great knowledge of the company and critical analysis of Wolfhound, eh9, nurdin et al for years and have great respect. After trading in many companies some having a significant short interest, I have learnt and adapted to following the clues on the short position and have made good profit from that. My only suggestion is please DONT IGNORE THE SHORTS.... they have done their detailed research and perhaps have some critical inside information also. It may be legitimate due to unrealistic p/e or based on either true (sic) company scandal or future rumor attack (criminal). They are out there to make a profit also. We need to acknowledge that significant majority shorts win at the loss of those who are long, who believe in the good about the company. I sold at 471p a major part of my holding in end March 2017 looking at the short interest and lack of reduction of short position and got back in April 2017 at 445p and made good profit . For the first time in years I have sold the remaining PAYS holding today at 479p (sadly) looking at the increase in the short interest from trading update on 9th. I am sure they will take this down by 5-10% at least in coming weeks with no news just like they did in April. Look at what happened to PFC where short interest was increasing over 2 months and in the last 1 week. I will get back in at a lower price when PAYS drops or else if there is acquisition. WPG has done well despite major institution unloading a few months ago. As always good luck to the longs

[jozo] 12/5/2017 18:10

Maybe shorters hoping for profit taking/retacking back to sub 400pKnowing that buyback a wont kick in until sub 400p they have a potential target for shorts.Company could scupper the shorters by resuming the buy backs at these levels. Jozo

[high park] 12/5/2017 16:51

Nice finish to the week.

[lomax99] 12/5/2017 16:41

and PEPM are at it again: 1.55% to 1.62% yesterday..

[the juggler] 12/5/2017 15:28

I am happy enough (but that doesn't count because I am not a guy!) 480p in touching distance now. Roll on £5, been here a long time and hoping for a lot more this year from PAYS.

[nurdin] 12/5/2017 14:35

We are at ATH despite the shorts! :o)

This board is very quiet today...cheer up guys ...

[cg8riverside] 11/5/2017 17:42

Suppose what they're doing is the equivalent of averaging down and WE all know from bitter experience how that can go horribly wrong

[lomax99] 11/5/2017 16:40

PEPM at it again, increased their short from 1.48% to 1.55% yesterday.

[mip55] 10/5/2017 20:11

EH9 - 28 Mar 2017 - 17:14 - 7712 of 8078 - 0Because 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 given that they hired Brunswick and Deutsch bank and started taking about the next transformational deal last interim results when they said the skrill integration was completeClear enough?

[eh9] 10/5/2017 19:06

Eh9 I was quite clear - acquisitions are never announced at agms

[malcolmmm] 10/5/2017 17:37

According to a report issued to investors by Barclays Capital on Tuesday, shares of Paysafe Group Plc (LON:PAYS) had their rating reiterated by analysts to ‘Overweight217;.
The analyst stated that the investment firm has set a price target of 610 on shares of LON:PAYS. Based on the brokers price target of 610, this means Barclays Capital believes there is a potential increase of 31.92% from the current stock price of 462.4.

Paysafe Group Plc has 484,349,000 shares which are currently outstanding with shareholders and have a price of 462.4 bringing Paysafe Group Plc’s market capitalisation to 2.24B GBP.

[malcolmmm] 10/5/2017 17:34

Perhaps they are trying to keep the lid on these, without the increase maybe the price would have been in the four eighties

[lomax99] 10/5/2017 17:04

The games they play!

Public Equity Partners Management LP actually took the opportunity yesterday to increase their short from 1.33% to 1.48%.

I suspect the increase is matched by a long elsewhere.

[mip55] 10/5/2017 16:06

Of course.... I should have realised earlier!!11.7 million votes against ? It's obvious when you think about it......it's EH9 and Wolf voting against JL for not annnouncing his acquisition before the AGM!Lol......sorry guys, no offence meant.

[mip55] 10/5/2017 15:11

Siverfern.... I think there may be more to it than that. Last year the directors remuneration package was actually rejected, this year it sailed through. JL had 98.55 percent approval rating last year with 5.2 million votes against. This year his approval was 96.61 with some 11.7 million votes against! Ok in the grand scheme of things the fall statistically isn't huge but it does demonstrate that some institutional investors are dissatisfied with what MAY be his under promising and the lack of progress on his bold m&a pronouncements. I'm not suggesting I necessarily agree with their views but I think it's a warning shot across his bows!