Paysafe Share Discussion Threads

[ralphmalph] 21/7/2017 08:33

So PAYS bought Skrill from CVC. Now CVC want the lot back.
Funny old world.

[lomax99] 21/7/2017 08:32

Tempted to top-up! If the shorter isn't linked to the BR crowd, and isn't covered by a matching long, then I hope they are really enjoying the ride!

[tradertrev] 21/7/2017 08:31

This is what private equity does - incentivise management massively to run the company for its new owners once they have stitched up public investors by delivering the company cheaply. Seen it many times. Just say no!

[saint of advfn] 21/7/2017 08:30

Hello Mr Wolfie

I knew you were smelling blood, hence why I doubled down at 520p.

Good Luck all genuine holder





saint of advfn20 Jul '17 - 14:56 - 8746 of 8817 0 0 Edit
Mr Wolfie

U is not leaving any for the next scavenger :(


Bidding at 1000p?

[lomax99] 21/7/2017 08:28

As last month's MI said 'hanging on to it for dear life'..... (and a significantly higher price - largest wallet provider after Paypal, another positive acqn, US online gambling potentially opening up, strong Y-O-Y revenue growth anticipated for a number of years, etc, etc)

[slogsweep] 21/7/2017 08:27

I'll wait for SCSW's view should be out next week. Based on their previous analysis this offer looks very low, hope we at least get a rival bidder. Something over £7 would tempt me.

PAYS was a SCSW nap in 2015 @£3.59

I've held (and add subsequently) since the old Neteller days more than 10 years ago

[eh9] 21/7/2017 08:25

Remember Pennsylvania this weekend also

[callmebwana] 21/7/2017 08:24

I will vote a big NO. :o/
We would have achived 590 soon anyway.Take it private and float it in a few years at £10 a Share. They are trying to steal a golden goose from us.
No,no,no.
Wake up WOLF !!

[eh9] 21/7/2017 08:21

They maybe want to flush out a bid or merger with the likes of adyen or wirecard

[trentendboy] 21/7/2017 08:20

It will that. New floor set

[qs99] 21/7/2017 08:19

well just gone through bid price, so says it all doesn't it

[malcolmmm] 21/7/2017 08:19

Like many I usually sell half on a bid but this seems cheap under £7, anyone selling?

[eh9] 21/7/2017 08:18

Silence as we all decide whether to take a quick profit! Personally would expect this to go way over £6 next week

[pshevlin] 21/7/2017 08:11

Not many O trades so PI's not interested. Just the usual bot activity but at a slightly higher level. Just sit tight on this one.Might put a floor under it though.

[lomax99] 21/7/2017 08:11

Reckon these shorter's had some sort of a tie-in with BR? Try to hold the price down while we buy PAYS on the cheap!

[jim digriz] 21/7/2017 08:10

Another day on the LSE, another growth company subject to a bid on the cheap... I didn't like the way the announcement said:

The terms of the Possible Offer represent a premium of approximately 34% to the volume weighted average price for the six month period ended 30 June 2017, the day prior to broad sector consolidation speculation.

That very much flatters the offer - 590p is the lowest number one could currently put forward with a straight face. It was heading for 590p pretty soon anyway, it is only below that due to the tail end of the last short-a-thon, and there has been broad sector consolidation speculation pretty much solidly for the last decade.

Hope we'll get £10 in a couple of years and £20 in 5 unless we hand that to Blackrock & their pals...

DYOR IMHO

Jim

[malreid] 21/7/2017 08:10

definitely need to sharpen the pencil now.

[qs99] 21/7/2017 08:08

isn't the offer a p/e of under 15 for 2018 numbers? DYOR...before the deal and any earnings upgrades? Also how many beasts like this available? Reckon Blackrock need to sharpen their pencil somewhat IMO DYOR

[ramas] 21/7/2017 08:07

Either a counter bidder will emerge or the price reflects the structural fragility of PAYS customer base ?

[pshevlin] 21/7/2017 08:05

The longer it's in Auction the more it's going up.

[lomax99] 21/7/2017 08:03

live price??

[lomax99] 21/7/2017 08:01

Bring forward the TU, how quickly are revenues rising y-o-y at a 30% margin? 20-25%+?

[lomax99] 21/7/2017 07:59

I would cave in at Ingenico's 7+ times sales i.e. £16 lol