Safecharge Share Discussion Threads

[pugugly] 20/1/2019 20:03

A bit late to the party - Questor tip has really set this alight -
From Time to retire on the IGR thread
"For the record, IGR got a nice little mention in the Telegraph's Questor column this morning. They recommended SCH as their Tip of the Year (which I also hold!) from Gervais Williams, and in doing so noted that IGR had been a successful previous tip of the year from him. This may have brought in a little interest:



"Questor’s tip of the year: a fast-growing software firm that yields almost 6pc
9 January 2019 • 5:58am

Questor share tip: Aim-quoted SafeCharge has technology that enables retailers to trade securely online – and its shares are ‘superbly’ cheap

It’s time for Questor’s share tip of the year.

As we did last year, we have approached the fund manager responsible for this column’s best-performing tip and asked him which stock he feels most enthusiastic about today.

That fund manager is Gervais Williams of Miton, who in March 2017 put Questor on to IG Design, which gained 120pc before we sold it in September last year.

For 2019, Williams has high hopes for Aim-quoted SafeCharge, whose advanced technology helps retailers to process card payments.

“Accurate processing of these payments is extremely important..."

[red5] 18/1/2019 08:37

Looking forward for3.20 soon

[trentendboy] 17/1/2019 21:32

Yep, 320 next target - should never have fallen so low

[nimrod22] 17/1/2019 16:35

just keeps on rolling upwards

[trentendboy] 16/1/2019 15:21

Agreed - decent article - thx for postingBe useful to look at the gaming non gaming breakdown next resultsMove to quality is to be welcomed even if at slightly lower margins Looking for SCH to get busy buying other bolt ons

[rivaldo] 16/1/2019 07:59

It's just an opinion with no force of law - it'll take a long time to enact it, which seems highly unlikely anyway:

[epicsurf] 16/1/2019 07:45

bookmakers rocked by potential US ban on online betting

Share 

15:51 15 Jan 2019

Four of the big UK-listed bookies headed downwards on Tuesday after the Department of Justice published an opinion positing that all online gambling is illegal

The opinion has caused unrest among bookie stocks, many of whom have been trying to grab US market share after a law against legalising sports betting was struck down in May

Shares in several UK bookmakers took a hit on Tuesday after the US Justice of Department released an opinion stating that all online gambling is illegal under federal law.

Shares in 888 Holdings PLC (LON:888), William Hill PLC (LON:WMH), GVC Holdings PLC (LON:GVC), and Paddy Power Betfair PLC (LON:PPB) all fell after the US assistant attorney general Steven Engel published an opinion late on Monday that essentially reversed a previous one from 2011 that limited the scope of a 1960s ban to online sports

[epicsurf] 16/1/2019 07:40

This might explain yesterdays pullback
[...]
It makes safecharges policy of securing more tier 1
Customers the right strategy

[michaeljames1] 15/1/2019 22:21

Just profit taking I presume as it was up 25% from lows a week ago. Reckon there may be a bit of volatility going forward as well due to the vote.Next 6 months will likely be rocky and share price may be effected but business seems strong so in the long term it should be ok, I am currently out purely for market reasons but may be back in if the opportunity presents itself.

[johnny1982] 15/1/2019 21:20

Why the drop? Profits? I'm new to Safecharge having seen the Telegraph's tip of the year. Any views on divi sustainability?

[epicsurf] 15/1/2019 11:57

Fast-growing travel technology company Kiwi.com take off towards a smoother payment experience with SafeCharge

Kiwi.com, online travel provider specialising in virtual interlining, rolls out SafeCharge Payments Engine to seamlessly accept payments from travellers anywhere in the world.

SafeCharge (AIM: SCH), the payments partner of choice for businesses who demand more from payments technology, today announced it has partnered with Kiwi.com, the fast-growing online travel business providing flight and vehicle transportation services. The collaboration will enable Kiwi.com to provide a smooth payment experience for travellers worldwide and accept a full range of traditional and alternative payment methods. Thanks to its direct connections to major card schemes as well as to over 150 local payment methods, SafeCharge drives higher payment conversions by offering Kiwi.com customers their preferred payment methods.

As one of the fastest-growing online travel agencies in the world, Kiwi.com pioneered its Virtual Interlining Technology which can analyse over 15 billion flight combinations – from non-cooperating airlines – into a single itinerary, to provide the best customer experience within any given budget. With the need to match increasingly different booking experiences from customers around the globe, Kiwi.com has furthered its mission to make travelling simpler and more accessible by investing in the latest payments technology.

“In today’s globalised world, providing a flexible travel platform that can adapt to passengers’ varying travel needs is vital to success. To offer the best experience possible to our global customer base, we needed a payments technology provider who not only shared our ambitious mindset, but also possessed a knowledge of cross-border payments,” said Juraj Striezenec, Chief Financial Officer at Kiwi.com. “By partnering with SafeCharge, we are able to take advantage of a solid payments technology infrastructure that will ultimately enable us to grow and expand into other markets.”

“We were looking for a payment partner able to provide global acquiring with a wide portfolio of global solutions”, adds Natália Čermáková, Payment Specialist at Kiwi.com “Our partnership with SafeCharge will allow us to offer to our clients more payment products, more currencies and an improved overall customer experience. This is key for a company as Kiwi.com that aims to quickly roll out in new markets”.

SafeCharge will be providing local and international payment processing services under one roof, enabling Kiwi.com to easily manage its global transaction flows and giving the most secure and easy way for a passenger to book a holiday. By providing a seamless checkout experience, Kiwi.com will be able to increase conversion rates and scale up internationally.

David Avgi, CEO at SafeCharge, added, “with digital shopping increasing dramatically in volume, omnichannel experience is becoming a must for the next generation travellers. And with the rise of local payment preferences, it is important for merchants to fine-tune their payments strategies to streamline the shopping experience for customers around the world. This partnership once again demonstrates the capabilities of our native payments platform as the ideal solution for travel businesses demanding flexible solutions to grow and expand internationally.R21;

[trentendboy] 12/1/2019 16:22

Nice daily move

[trentendboy] 11/1/2019 08:38

Reasonable comment and all true - no doubt over 309 first target

[rivaldo] 11/1/2019 08:22

Here's the Naked Trader's comment for the record:

"Safecharge (SCH) shares have charged higher on a tip of the year and comments from a top fund manager plus a very strong trading statement today. There is also the very
large dividend and it has a shed load of cash. Hoping for a return to well over 300p for Safecharge soon."

[gswredland] 10/1/2019 15:50

Well he mentions them and reckons they could be north of 300 fairly soon

[gleach23] 10/1/2019 13:58

gsw...yes I wouldn't be surprised if Naked Trader says he bought more in the 230s. Rather than being in and out of them however, I seem to recall him saying these were his biggest holding...

[epicsurf] 10/1/2019 12:38

There is also safecharges investment in unquoted companies which is valued at
$35 millon ,so hopefully a uplift in
Valuation in year end results ,nayax market value is hard to find but safecharges investment at $24.5 millon
Equates to a 10-15 % holding in Nayax

[gswredland] 10/1/2019 08:53

Interesting point Trent.

[trentendboy] 10/1/2019 08:44

Glad to see a strong trading statement - even at these prices the dividend makes for a great yield Must be around 4 percent or higher and will growCapital gains also likely but I still think SCH is a cracking TO target Having said that, they are really getting organic scale and what is missed here is that the quality of customers is improvingMakes them more of a target actually

[gswredland] 10/1/2019 08:14

Looking good. Bought back in again this morning.i would not be surprised if the naked trader tips these later today as he has been in and out of them over the past few years

[jarega85] 10/1/2019 07:39

Well done holders, I have been in and out of SafeCharge but completely missed the recent lows

[rivaldo] 10/1/2019 07:14

Excellent year end trading statement - revenues at top end of expectations and EBITDA nicely in line. Plus a whopping dividend.

Most importantly:

"With robust current trading, an expanded client base and strong sales pipeline, the Directors look forward with confidence to the 2019 financial year and beyond."

The share price should continue to rise very nicely from here - and the statement doesn't even mention the huge cash pile.

[epicsurf] 10/1/2019 07:10

SafeCharge (AIM: SCH), a leading payments technology company, provides the following pre-close trading update for the year ended 31 December 2018.

 

The Company is pleased to announce that the strong momentum reported in its last trading update issued on 28 November 2018 continued into December with record revenues and transaction processing volumes in Q4 2018. The Group's processed volume for 2018 grew by 45% to US$13.9 billion, compared to US$9.6 billion in 2017. The Group expects that its revenue for 2018 will be at the top-end of management expectations, with revenue for the full year in the range of US$137.5-138.5 million, and Adjusted EBITDA* in line with management expectations in the range of US$36.5-37.5 million.

 

The Board reiterates its view that the full year dividend for 2018 will total 75% of Adjusted EBITDA* for the period.

 

With robust current trading, an expanded client base and strong sales pipeline, the Directors look forward with confidence to the 2019 financial year and beyond.

 

Notice of results

 

The Company will announce its results for the year ended 31 December 2018 on 13 March 2019.

[trentendboy] 09/1/2019 21:56

Explains the flatline

[nod] 09/1/2019 21:52

Was that a late trade reported? 245k at just under 241p