Safecharge Share Discussion Threads

[rivaldo] 01/5/2018 09:04

New highs now, with buying coming in at 333p.

[trentendboy] 30/4/2018 20:17

Another small tick up. Any serious buying will show a rerating

[trentendboy] 30/4/2018 11:49

I agree with Robbie.Almost as if he reads this thread....

[rivaldo] 30/4/2018 10:35

Great surge on Friday - looking very strong, and still good value imho.

Mr doughnut1, cheers :o)) I was at Mello on Thursday/Friday, and am still catching up.

I didn't realise SCH was Robbie Burns' largest holding per his comment on Thursday:

"My biggest holding Safecharge continues a slow march up and looks like soon to break all time highs. Just a matter of patience here and hoping for a 400-450 takeout."

[jarega85] 30/4/2018 08:25

Buying continues to look good.

[mr doughnut1] 28/4/2018 19:25

In rivaldo's absence thought I would fill in
IC, hard copy, the assessment of AIM's 100 largest stocks. No. 47 Safecharge International.
'Patient investors were rewarded for investing in Safecharge international (SCH) in 2017 after the group's long-promised investment in building out its book of 'tier one' customers - large companies for which it builds custom payment platforms - began to pay off, leading to revenue growth of 7 percent. The group has been diversifying its customer base across industries to reduce regulatory risk. While transaction volumes and values have continued to rise, the move to lower-risk sectors has hit the group's margins and analysts don't expect the free cash flow yield to start rising until 2019. However, cash flow conversion has continued to rise and the group's dividend payment has remained as generous as ever.
With the cash pile striped out, shares in Safecharge trade at 13 times forecast earnings, which is significantly below the multiple seen in recent years. With plenty of cash for acquisitions and rapid growth in transaction volumes, it still looks like a buying opportunity to us. BUY.'
Make no mistake this is a quality company whose share price could well head further north, maybe testing 345/350 in the next couple of weeks. All in MHO.

[trentendboy] 28/4/2018 06:28

Has needed patience but the ptec Italy deal could be big.I suspect TO in this case.So few high quality assets left

[wynmck] 27/4/2018 15:50

was Robbie Burns comment last night on his blog

[maverick82] 27/4/2018 15:23

So excited about this share! Nice to see it rising. Would love a t/o approach

[igoe104] 27/4/2018 15:19

Hope your right fizzy, its certainly going in the right direction.

[fizzypop] 27/4/2018 14:54

Bid rumours again as a guess. Patience being rewarded.

[harrywilliam] 27/4/2018 13:25

Hopefully this will turn in to a strong breakout

[ali47fish] 27/4/2018 13:25

swo if that what it is - what is causing the buying?

[jarega85] 26/4/2018 07:13

A large amount of buying at the back end of the day yesterday which was unusual

[johnv] 24/4/2018 20:52

14th May, it's on the news section.

[ali47fish] 24/4/2018 18:53

sorry what's the date of agm please if you know john?

[trentendboy] 24/4/2018 18:37

TO could kick in at any timeExpect they will need 4 quid now

[johnv] 24/4/2018 15:30

Two weeks to the AGM, last year it included a trading update. Hopefully this year as well.

[rivaldo] 24/4/2018 15:12

Nice surge this afternoon - looks like new highs coming soon, especially as the rise is after some relatively large transactions this morning.

Buying now coming in at 315p.

[trentendboy] 17/4/2018 13:40

that would explain the rise I suspect - SCH, as shown with the PTEC and Ladbrokes deal soon get in on it as well.

Hmmmm. Might be worth taking a few ahead of the rush....

[rivaldo] 17/4/2018 12:45

PTSG were tipped as well as the positive mention for SCH in the latest issue of SCSW, and PTSG have rather generously made available to everyone for free the ENTIRE issue of SCSW (as well as PTSG and SCH I also own KAPE which are tipped in the issue):



TEB, I don't believe SCH are currently in bed with Snai as I had a good Google to find out. So this could well be a big customer acquisition for SCH.

[trentendboy] 17/4/2018 11:17

Interesting.

The key is that SCHs technology is so scalable - the big investment has been made and extra volume all goes on the bottom line.

Getting close to highs and if I was not so overweight I would be very tempted.

Still cannot see this staying independent for that much longer. The massive PTEC buy is interesting.

The question is whether SCH are already in bed with Snai or whether this is a potentially new and massive customer for SCH.

Either way, volumes likely to rise considerably in a high quality regulated market.

More to come IMO

[jarega85] 17/4/2018 07:09

Interesting RNS

[rivaldo] 16/4/2018 09:38

RNS - the AGM trading statement will be on 14th May, so not long to go.

Nice to see it 5 days earlier than last year too, which is hopefully a good sign: