Safecharge Share Discussion Threads

[trentendboy] 29/5/2018 12:04

Yes, getting the 5 percent yield was nice and still strong at 4 percent.Better than a bankBecause it is so safe and well covered it is a simple investment

[johnv] 29/5/2018 10:01

Because his followers buy he what he bought the day before

[fxbootstraps] 28/5/2018 23:23

But he does have an enviable track record.

[johnv] 28/5/2018 23:01

He has not got any more insight than anyone else.

[fizzypop] 28/5/2018 18:51

TEB
Was just over 5% if you bought early, now a little more than 4% (at todays sp).
Historically the interim due Sep was previously increased by 10.8% but
no certainty that will be repeated.
Enough reward for patience while we await a bid around 400-450p according to NT.

[trentendboy] 27/5/2018 07:26

Lost track of the yield here but very tasty from what I recall

[fizzypop] 24/5/2018 08:35

hxxps://www.dividenddata.co.uk/ex-dividend-date-search.py?searchTerm=sch

[maverick82] 24/5/2018 08:09

Was was the payment per share on the Divi?

[longwell] 24/5/2018 07:46

only hold 4500 shares here, tempted to increase holding. just not sure for some reason and I like to follow my instinct.

[trentendboy] 23/5/2018 08:57

nice - decent yield still on SCH - better than a bank account

[igoe104] 23/5/2018 08:18

Divi payment today, should see a cluster of buys during the day.

[trentendboy] 22/5/2018 22:14

When US legal sports betting really takes off they will all need serious payment processing and age protection etc.

[gargleblaster] 22/5/2018 01:12

Right now the payment space is almost as hot as that Hawaiian volcano!

[trentendboy] 21/5/2018 11:34

The Denmark news is really excellentCan leverage this to other government run monopolies

[trentendboy] 19/5/2018 11:24

Nice analysisAll comes down to quality of revenuesWhite vrs greyWith US news other countries will regulate so SCH revenues will become whiterPE undemandingDividend very aggressiveTO likely next yearHigh tech cutting edge techWhat is not to like.Dripping money in

[gargleblaster] 18/5/2018 13:50

many thanks riv , v interesting info - apologies for being so idle!!

[rivaldo] 18/5/2018 09:47

LOL gargleblaster :o)) It's called Google....didn't take very long. Interesting stuff actually...

Safecharge - m/cap $680m (including a $109m cash pile)
iZettle - sale price $2.2 billion

Safecharge - historic revenues $112m
iZettle - forecast 2018 revenues $165m

Safecharge - historic transaction value $9.64 billion
iZettle - forecast transaction value $6 billion

Safecharge - historic $34m positive EBITDA
iZettle - forecast NEGATIVE $8.3m EBITDA

Prima facie it seems SCH is massively undervalued by comparison!

But I don't know enough about iZettle to know if this is valid....perhaps someone else knows more. I rather get the impression iZettle is in a different niche to SCH.

[trentendboy] 18/5/2018 09:44

consolidation inevitable.

With more regulated gaming SCH become whiter and less grey opening them up to a Paypal type approach.

The real key is other countries following US and regulating sports betting including China.

Would be simply massive.

[trentendboy] 17/5/2018 15:29

Looks like things will move fast in the US and SCH have contracts with most of the UK big boys like Hills etc.I still think the market is missing the link at the moment.Could be a massive increase in revenues and because of fixed costs and built in capacity this falls on the bottom lineMay have to buy even more....

[rivaldo] 15/5/2018 15:57

This reads well from Shore Capital today:

"Payments-technology specialist Safecharge International Group is well placed to leverage new consumer trends and emerging technologies, Shore Capital says. "The reshaping of revenues seen last year, with an exit from low quality business in financial services and digital services, is now complete with underlying growth trends set to emerge in full through the course of the current year," Shore analysts say.

According to the brokerage, Safecharge's investment in growth is paying off, as the company is attracting new customers which have led to record revenue and transaction processing volumes in the first quarter. Shares rise 3.3% to 342 pence."

[trentendboy] 15/5/2018 13:40

Took time to get started but now slowly sinking in.

Managed to get a few grands worth of stock this morning for the LOLs