Paysafe Share Discussion Threads

[ralphmalph] 18/7/2017 13:51

What is required is a testosterone fuelled CEO of a competitor make a statement to the shareholders that they are going to do a transformative aquisition (SP) then time ticks down to the next agm and to save their job they make a panic buy of PAYS at 50x earnings.

That would increase market cap, heaven forbid that it happens vice a versa.

[wolfhound1] 18/7/2017 12:55

Thanks Melf
EH9 - indeed intention is v clear from job advert - I wonder if it is now filled?

Ralphmalph - same way as it was done with Skrill:
1. you issue more shares and some debt to fund acqn - the shares are supported by the new business acquired. Overall mkrt cap increases
2. Benefit of a more diversified business erodes the current discount to peers - all Pays shares (old and newly issued) trade on a higher PE increasing market cap.
3. As a bigger org you are more attractive in a comsolidating industry pushing up share price and therefor mrkt cap

[ralphmalph] 18/7/2017 12:36

Serious question - How do you buy market cap?

[eh9] 18/7/2017 12:16

Don't forget the details revealed by paysafe in recent job spec:Reporting to the Group CMO, the VP Communications is accountable for the PR, Social and Communications activities of the Paysafe Group. At a high level the goal for this role is to "put Paysafe on the map" across 5 key audiences: * Investors and City stakeholders* Businesses/Merchants/Partners* Developers* Consumers* Employees Achieving this goal will require the development of a clear "narrative" for Paysafe - one that is customized and managed for each audience. This will require close working with very senior stakeholders  - notably the with the CEO, COO, CFO and CHRO and the respective divisional CEOs. The role comprises 3 direct reports – Investor Relations, Consumer & Business and Internal comms. As a senior leader in the Marketing team and his/her inter-relationship with the Exec , the role demands both strong strategic approach and a focus on day to day delivery. A vital part of the role is to ensure that our individual messaging outputs across the Group, "gel together" to form a coherent story for our Brand and Business. In particular the role will support the narrative that supports Paysafe 2.0 : where we reposition the company on a wider more relevant and differentiated footing in 2017. Paysafe 1.0  Paysafe 2.0Rename?RebrandHolding company?Branded houseCompany focus?Customer focusTidying up?Enacting a bold strategyCorporate structure?Solutions PortfolioPaysafe = A thing over there?Paysafe = Us A key part of the role will be to bring Paysafe 2.0 to life via define a compelling and consistent story for Paysafe across all our audiences. In addition, the role will need to support the following goals in 2017: * Growth the relevance of our capabilities, products and services for new consumers and new merchants/businesses in "big niches"* Evolution of our Consumer proposition and narrative  – across Wallets, PSC and the launch of Remittances* Evolution of our Business/Merchant/Partner proposition and narrative – notably around how we build our Credit proposition for Merchants.* Establishment of our Developer narrative.  The role will have a heavy emphasis on media relations and social and digital media as core channels and the successful applicant will have a track record in managing these channels to support our goals across our 4 audiences. This is an exceptional opportunity to take a leading role in an exciting growing business at the forefront of Payments innovation with a remit to influence and inform in an entrepreneurial, open, focused and pioneering corporate culture.  Responsibilities * Define the over-arching messaging framework for the Paysafe Group – with special focus on our 5 core audiences* Manage the budget and communications plan across all channels including Digital and Social media* Manage financial and corporate media relations and internal communications across the business* Develop and implement external and internal communications strategies to support and promote corporate business priorities* Proactively advise and liaise with senior management on key communication matters, including internal and external relations issues* Respond to more complex or escalated enquiries to ensure that all corporate communications are accurate, aligned and appropriate* Build on existing media relations expertise to develop and manage relationships with key journalists, ensuring a timely, open and focused response to enquiries* Monitor and analyse media coverage, while developing strong relationships with relevant stakeholders and media influencers* Provide communications, media relations and investor relations support at financial calendar and business events* Establish strong partnerships with the Exec team, PR and HR counterparts across Paysafe* Through the team, manage company-wide communications in line with team and company objectives* Define processes that deliver timely and effective internal communications and PR programmes within a tight cost control* Implement and execute corporate and internal communications programmes, with support from the Head of Communications and team.* Team management and KPI setting* Effective co-ordination between other departments and Business Units* ·Agency selection and management. Skills, Experience and Competencies: * First-class communications, business writing and interpersonal skills* Proven corporate communications experience, preferably agency and technology-focused, managing complex and busy media relations & employee communications programmes* Experience of managing Brand re-positioning* Experience of planning, developing and executing effective communications strategies and programmes that address business objectives* Demonstrable experience of working effectively as a leader with influence within and across teams at all levels internally and externally – a combination of gravitas and grit* Ability to distil complex information into clear messages* Effective contacts across specialist, national and international media* Strong budget and agency management experience* Proven ability to write for media and other audiences with clarity and authority* Experience in issues management* Ability to act as spokesperson for the business* Highly-developed interpersonal and influencer skills with a strong networking ability – a can-do and results-focused attitude* Highly enthusiastic, intuitive, tenacious, disciplined, focused and motivated* Rigorous attention to detail and a strong focus on accuracy – able to lead the approach on metrics and measurement of communications* Experience of managing teams and co-ordinating cross-functional teams* Ability to thrive in an exceptionally fast-paced environment with a flexible approach to working hours, including some weekend and evening work* While direct sector experience is not a pre-requisite, the successful candidate is likely to have experience in working for a regulated, publicly-listed or in a related organisation* Inspirational and visionary person who can translate vision into an actionable plan* 10+ years' experience in PR/Communications* Ability to present to and influence senior management  

[eh9] 18/7/2017 12:14

I notice PayPal deals with Samsung pay and visa etc. Suspect paysafe must be deep in negotiations to launch similar as part of paysafe 2.0 and providing a real alternative to PayPal for corporates and consumers

[melf] 18/7/2017 12:05

Here's the source Wolf:



“Our market cap has gone from about $5 million in 2008 to about $200 million in 2011 and it was about $3 billion U.S. in 2015,” reveals Leonoff. “Certainly we have aspirations of pursuing very aggressive growth and hopefully we can ramp up to a number closer to $10 billion over a certain period of time. It’s been a great story and a lot of hard work. Now it’s a mix of Canada, the United States and Europe with new hubs in India, but certainly this was a very Canadian-centric story for a long time.”

[wolfhound1] 18/7/2017 11:36

Some time back JL gave an interview where he stated he would like to get market cap up to $10bn. At £2.6bn ($3.3)Mkt Cap we have to triple share price to hit JL's desired $10bn - assuming half ($5bn) comes from acquisition Pays as it stands needs to add 50% to current share price So in other words we need to get rid of the discount in share price through diversification in acquisition (i.e. add 30%+ as we did on announcement of Skrill deal) or perhaps go for a dual Nasdaq listing.... in the meantime I am looking forward to outperform of targets in a little over 3 wks that should give us a nice lift!!

..of course an approach by 3rd party in meantime would probably yield similar result.

GLA

[wolfhound1] 17/7/2017 16:13

Indeed Mr Saint - 600p and then onwards and upwards to a 30%+ bid premium !!

[saint of advfn] 17/7/2017 15:55

Indeed Mr Wolfie and Mr Bwana

600p should be hit.

[wolfhound1] 17/7/2017 09:28

Half yr trading update due out in less than a month, a nice outperform targets will do v nicely !!

[eh9] 17/7/2017 08:53

Also with only around 1-2% of earnings in the uk it makes sense for paysafe to be taken over

[malcolmmm] 17/7/2017 08:51

The Naked Trader thinks like most of us that its a question of when rather than if there is a bid for PAYS

[wolfhound1] 17/7/2017 08:39

hxxp://www.proactiveinvestors.co.uk/companies/news/180465/worldpay-takeover-may-be-first-of-many-as-us-firms-go-brexit-bargain-hunting-180465.html

Weak GBP will fuel takeovers - PAYS with close to zero debt and double digit growth will sit high on that list IMHO - I wonder will update at interims put us in the shop window ?

[callmebwana] 17/7/2017 00:17

Great views again chaps.
Keep them coming.Great bunch of posters,
ATB and GLA.

[stuart37] 15/7/2017 16:38

Lomax99 - agree and WPG's business model was/is very much still hardware orientated with much lower growth than Pays. I still think Pays will show 15-20% growth this year - and am hoping it may be higher!

[lomax99] 15/7/2017 13:26

The MI comment translates to an equivalent PAYS share price of £7.99 (at an EBITDA of 16.5).

[melf] 15/7/2017 13:13

The Momentum Investor....from the same stable as Small Companies Sharewatch.

[lomax99] 15/7/2017 05:57

MI note that at £3.65 Worldpay were taken out by Vantiv on a trailing EBITDA of 16.5, compared to Paysafe's just 10.9. With JP Morgan Chase and Global Payments looking on, 'we are hanging on to it for dear life'!

[aspex] 15/7/2017 01:01

Hi to you term holders. Way back then I introduced myself to Neteller with 200 at 325p. They then got screwed by the US judicial system to as low as 30p as I recall. I plucked up courage at 44p and have been buying until after the big rights issue for Skrill (Took them up in full ). Sold a few to get to round numbers (I like round numbers )Still got some tens of thousands and still aiming higher than 530p. PAYS recently got to 15% of the total portfolio so I should drop of a few. Very hard decision ATM.

[callmebwana] 14/7/2017 23:18

Scothernman.
This is my larget holding in my portfolio, I am happy to say. Been here since the £2.72 days. I think this share has a lot more to offer yet. Yes, I am very happy holding here and long may I continue to do so. I still don't use the stop loss on here either.
The low PE will correct itself over time.I don't trade this anymore. Happy to sit on my hands. Good luck to you trading this. One RNS can blow things. So no trading for me. Patience is required in this share. It has paid of well for me, doing that.
Many great posters on here as well. Hence I don't post often.
GLA all holders and have a very good weekend.
ATB.

[scothernman] 14/7/2017 20:55

Absolute silence for a few days.......hmm out of place for this board. Anyhu price holding above 530p is good. will languish in this region till results probably.......according to my hazy crystal ball. All long term investors here should be satisfied that the share price has gone over 120% in over 2 years (difficult to get this return elsewhere) and after the short attack in December has risen very well from 300p to 530p. All moaned then and the weak left. I believed it would rise just like after the rights issue fall. Patience will pay and market will eventually correct the low PE like it does with those stocks with exorbitant PE. PAYS has given me spectacular returns over the years. I am 50% long and invest 50% allocated for PAYS for short term or day trade selling at highs and buying on small dips without worry of stamp duty. 0.05% to 1% gains every 2 or 3 days a week is good enough. Most days these small dips happen.

[malcolmmm] 12/7/2017 20:44

Perhaps PEP has closed, being one of the reason for the rise today. Tomorrow should be interesting.
% short

Date changed/created




Public Equity Partners Management, L.P 0.56% 2017-06-27
Public Equity Partners Management, L.P 0.64% 2017-06-26
Public Equity Partners Management, L.P 0.75% 2017-06-22
Public Equity Partners Management, L.P 0.81% 2017-06-21
Public Equity Partners Management, L.P 1.06% 2017-06-20


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PRESS RELEASES
Betcartpartners relaunches affiliate programme with Paysafe’s Income Access

BY Press Releases ON July 11, 2017

TAGs: BCourt Group, Betcartpartners, Income Access, Paysafe


Income Access technology to power expanded programme covering online sportsbook and casino Betcart and suite of iLottery and online poker brands

Montreal, QC July 2017 – Betcartpartners, the affiliate programme for the Betcart online sportsbook and casino and a portfolio of imminently launching online lottery and poker brands operated by BCourt Group, has relaunched in partnership with Income Access, Paysafe’s marketing technology provider. Under the partnership, Income Access’ software platform will be used to manage the revamped, multi-vertical affiliate programme.

Founded in 2010, BCourt Group’s flagship brand is Betcart, a cutting-edge online sportsbook and casino powered by BetConstruct and fully regulated in multiple jurisdictions. The brand offers players a comprehensive range of sports markets, including UEFA, Premier League, FIFA and other international football matches, tennis, basketball, volleyball, American football, Aussie Rules football and ice hockey. Featuring live odds updated in real-time, Betcart provides players with live-betting functionality on an array of sporting events.

To complement its sports-betting offering, the brand boasts a state-of-the-art online casino with over 500 online slots from 1X2 Gaming, Casino Technology, NextGen Gaming, and Playson among others. More than 50 different table games, including various versions of blackjack, roulette and baccarat also feature.

[eh9] 12/7/2017 20:38

Just search for Pennsylvania online gambling on twitter. It's only a five hour difference so by 7am it is 2am in Pennsylvania so news is readily available from followers