Safecharge Share Discussion Threads

[rivaldo] 27/6/2017 07:51

RNS - sounds like an impressive new product launch:



"SafeCharge launches Marketplace Manager, a one-stop shop solution for marketplaces to outsource payments

The single API solution takes care of pay-ins, pay-outs and everything in between

Copenhagen, June 27th 2017: SafeCharge (LON: SCH), the payments services partner for the world's most demanding businesses, today launches Marketplace Manager. The single API based solution relieves all payment pain points for marketplaces while enabling them to remain in full control of operations and user experience, for both buyers and sellers. It is the first solution to cover all the payment functions a marketplace needs, from a white label onboarding seller process, to ready to use checkout pages, and pay-out to sellers, all in a fully compliant way.

Marketplaces are seeing unprecedented growth. According to a study by the Ecommerce Foundation, almost 40% of the world's online retail market will be controlled by marketplaces by 2020.

etc"

[sharking] 23/6/2017 19:06

I agree trent i think it will be hitting 300 imo soon as well seems to be a few big trades after market the past couple of days.In for the long run anyway so happy to hold

[trentendboy] 23/6/2017 16:23

Yep, always very tight. Jumps up and down with great speed on low volumes.

A risk spreadbet but can be highly profitable. If they next move it up it could come any time and be significant. Got to break 3 soon IMO

[sharking] 23/6/2017 11:53

Assuming not a lot of stock out there at this price as 15k buy takes price to 272

[trentendboy] 22/6/2017 09:09

Good write that matches my numbers and expectations.I would also add in a possible bid premium that could send this a lot higher

[rivaldo] 22/6/2017 09:07

Cheers SSW.

And it doesn't even mention the £100m+ of cash which represents over 25% of the market cap....



"Safe yield

Safecharge International(LSE: SCH) is another hidden financial stock that looks attractive as an income investment. At the time of writing, the shares support a historic dividend yield of 4.9%, but analysts are expecting management to hike the payout by 11% this year for an estimated 14.1p or yield of 5.3%. Further growth is expected for the following year. Analysts have pencilled-in dividend growth of 5% for 2018 giving a projected yield of 5.5%.

And I wouldn't rule out upward revisions to these estimates. Safecharge's earnings are rising rapidly. Earnings growth of 24% is expected this year, followed by 13% during 2018. This rapid earnings rise may encourage management to hike dividend payouts further. At the time of writing shares in Safecharge currently trade at a forward P/E of 15.5 falling to 13.8 for 2018. Considering the company's fast earnings growth, this high valuation does not appear to be too demanding. "

[slipperysidewinder] 22/6/2017 08:42

hxxp://www.aol.co.uk/money/2017/06/17/two-cheap-5-yields-that-can-grow-by-25/

[sharking] 22/6/2017 08:38

Slowly ticking down

[trentendboy] 21/6/2017 20:47

Seize the day

[harrywilliam] 21/6/2017 14:00

Topped up. The USA and china news has been mostly ignored. I've seized the opportunity.

[trentendboy] 20/6/2017 17:02

Indeed, the potential volumes are enormous. Low margin stuff but really builds up the buisiness and makes it highly credible (less reliance on teh gaming sector).

[igoe104] 20/6/2017 16:47

Nice write-up here.

hxxps://t.co/EeUwRcadQz

‘Consumers are protected… but what about the risk carried by OTAs?’ by Eduardo Barreto, SafeCharge


Digital travel sales are expected to reach a staggering USD $817 billion by 2020. Driven by a desire for convenience, fast access to cheap deals and the confidence that comes with ATOL protection, people are more than happy to book a holiday on their laptop or their mobile.
This confidence in OTAs is good news for the travel sector, but while consumers can have confidence that their purchases are protected, can OTAs have the same confidence in all of their customers? The travel sector has unique risks that are not present in other ecommerce sectors – how can they mitigate these risks?
The difference between the travel sector and ecommerce sectors is obvious when the average purchase is compared. The average online shopping basket at Amazon in 2016 was $86, while Sainsbury’s Bank produced research that claimed that the average holiday cost was around $500 per person, before spending money was taken into account. OTAs are dealing with much bigger purchases, meaning that a single fraudulent transaction is a much bigger deal. But that’s not where the differences end.
Ecommerce providers don’t charge the customer until an item is shipped, and place an authorisation hold until then. This means that the money cannot be received until the items are actually on the way to the customer, and that the online store carries the risk that the payment might be fraudulent until then. Luckily goods tend to be shipped quickly, so the risk is not carried for long.
For OTAs, it’s a different story. People can book holidays a year or even longer in advance, especially if it’s an expensive ‘holiday of a lifetime’, and OTAs carry that risk until the day of travel. It’s a unique combination – all companies that rely on Card Not Present transactions carry the risk of fraud but only OTAs have the combination of carrying such large transactions for a long time.
Carrying this risk is enough to cause real problems for a business that does not try to mitigate it. OTAs need to focus more on preventing fraud – using advanced technology, but by also going back to basics. They need to make sure that their payment providers are using rules such as geolocation, behavioural algorithms, and extensive whitelists and blacklists to detect and eliminate fraud. But sometimes the best solutions are not the most advanced.
In order to check that the person making a big holiday purchase is who they say they are, the best option may be to simply contact the customer. Much is made of the consumer experience and ensuring it is as slick and frictionless as possible, but OTAs need to recognise that travel purchases are unlike other ecommerce payments. Consumers may be irritated by extra fraud checks for every piece of clothing, book or replacement cable they buy online, but are likely to appreciate time and care taken to make sure that a large and infrequent purchase like a holiday is not fraudulent. Sometimes friction in the payment process is actually welcome, and consumers will appreciate that care is being taken to make sure they are not being defrauded.
It’s food for thought as new regulation, PSD2, is due to be implemented soon. The regulation will require that any purchases over €30 are protected by two-factor authentication. There will be exceptions, and many ecommerce providers will want to take advantage of these exceptions in order to provide a slick, frictionless payment service to their customer – as they should. But OTAs, and their customers, may instead want to accept two-factor authentication, welcoming what may be seen as an irritant in other sectors.

[yasrub] 15/6/2017 16:19

Great find rivaldo - I have a core holding but have added more today. The markets are certainly volatile but comfortable to add here.

[igoe104] 15/6/2017 15:57

these could easily double over the medium term. I'm looking forward to the next 12-18
immensely.

[trentendboy] 15/6/2017 15:48

This share can really shift up and down quickly due to liquidity issues.

Holding steady is good - any significant buys and it will fly up - some good press today (and excellent links with top companies).

SCH will be on radars pretty darn soon

[johnv] 15/6/2017 14:25

Amazing how this is steady while most others have dropped

[igoe104] 15/6/2017 13:46

Cheers Rivaldo.

This company is going from strength to strength, its got to be one of the strongest buys on the market, especially with just announcing ground-breaking deals in USA, and China, and that's without talking about the massive cash pot.

Good times ahead, me thinks.

[rivaldo] 15/6/2017 09:10

Some "Wow" news just out this morning - it really should be RNS'd, or at least issued as an RNSNON....

WeChat has more than 600 million users :o))



"June 15, 2017

SafeCharge enables businesses to tap into growing WeChat Pay user base

SafeCharge (LON:SCH), the leading payments technology company, today announced that it is partnering with Tencent Holdings, the leading provider of internet value added services in China, to add WeChat Pay, the booming payment service of the Chinese messaging giant and China’s most popular social media on its global payments platform.

With more than 600 million monthly active user accounts in China at the end of December 2016, WeChat Pay is one of the most popular payment methods used by Chinese nationals today in and outside of China. A recent Counter Intelligence survey found that Chinese air travel to Europe increased by almost 20% in 2016, with travellers to Europe predicted to hit 90m by 2025. In 2016 Chinese tourists spent $87bn via OTA platforms, up 34% year on year.

By adding WeChat Pay to SafeCharge’s global payments platform, both online and brick and mortar retailers’ in Europe are now able to accept this incredibly popular Chinese payment method in their own or local currency.

“This agreement with SafeCharge enables online merchants to offer Chinese visitors to Europe the opportunity to pay quickly and easily with their preferred payment method. Smoothing the payment experience and reducing the trouble of forex exchange means that European brands become far more accessible to Chinese tourists,” stated the Vice President of Tencent Holdings.

“SafeCharge continues the rapid development of its innovative payment platform. By making WeChat pay available for retailers both online and in store, we demonstrate again our commitment to serve the world’s most demanding merchants looking for a strong global omnichannel payment solution,” stated David Avgi, CEO, SafeCharge.”

[td4n89] 09/6/2017 11:09

Held pretty well at 260p a short while back, hopefully an opportunity to top up soon

[sharking] 09/6/2017 09:05

Mm playing games

[rivaldo] 06/6/2017 15:05

Adilzaidi786, I already have a more than decent weighting here, otherwise I'd be strongly considering buying more. Hope that's a satisfactory answer!

[fizzypop] 06/6/2017 11:46

More like a forest shake across multiple shares. Bargains galore!

[sharking] 06/6/2017 11:24

Surely a tree shake?

[johnv] 05/6/2017 16:30

The purging out of the weak holders. Let's see what happens tomorrow.