Thinksmart Dividends - TSL

Thinksmart Dividends - TSL

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Thinksmart Limited TSL London Ordinary Share AU000XINEAE8 ORD NPV (DI)
  Price Change Price Change % Stock Price Last Trade
8.00 11.19% 79.50 14:26:28
Open Price Low Price High Price Close Price Previous Close
72.00 72.00 80.50 71.50
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Industry Sector

Thinksmart TSL Dividends History

Announcement Date Type Currency Dividend Amount Period Start Period End Ex Date Record Date Payment Date Total Dividend Amount

Top Dividend Posts

29palms: Should be due an update from IC's ST soon due to the rise in APT Last update on 14 Dec stated TSL "sum of the parts" @ £1.01p Waiting patiently for the "melt up"
bwm2: Added yesterday when there was little interest but couldn't get a lookin this morning. Morgan Stanley expect APT to have active customers of 13.6m at half year 31/12/20 cf 9.9m previous year +37.4% I still don't think that TSL price is up with events and continue to add on dips. Tempting to topslice and take some profit but nothing to spend it on.... perhaps a sixteenth century suit of armour for the hall..Any suggestions as to whether to go for Augsburg or Milan?
sphere25: That's another big breakout in APT with the price closing up 10% at 133. TSL to follow and breakout to a new high? All imo DYOR
twirl: In the agreement with Afterpay does TSL receive 10% of Clearpay sales revenues at point of sale or sometime later. The profit seems to be influenced heavily by the revaluation of the 10% option in Clearpay. I am struggling on visibility of cash earnings.
warno01: No I'm with DeGiro. No change in share numbers. You should get both. Capital return is different to a dividend - it's drawn from equity. Also it's not taxable, it's a return of capital paid in when buying shares. Dividend is drawn from earnings. So HL should be paying you both. They will have received the money for both too!
bwm2: Sphere25 Totally agree. I placed an order for 50k that was only partially filled despite the large supposed price drop. I was told very little stock available Apt firmed +2.9% today to 98.45 Aud and exchange rate flatters the TSL valuation. Capital payment and dividend amount to 3.4p now the £ weakened a tad. Very nice thanks. The RNS confirmed the 3/12 Nov sales data ie UK 10% of worldwide sales even after being turbocharged by USA - up from 7% in 3 mths to Sept.
bwm2: Tues Apt -4.7% Tsl - 11% Wed Apt +7.8% Tsl -8.9 % Results, Europe sell off Thurs Apt -3.2% 99.7 Aud Apt level on the week after the excellent results and market turbulence. I was interested to read in the results of the "Network effect" driving added profitability and synergies in the mature ANZ market which they expect to benefit all markets. In terms of Tsl there were positive improvements in dynamics to protect/enhance the valuation calculation: Sales 7.3% (2020 year: 5.4%) Customers 10.7% (2020 10.2%) Merchants 1900 2.9% (2020 1100 2.0%) This is against a fast evolving global expansion for Apt. I conclude that Tsl is more than performing to maintain its read through valuation of circa 99p before open of UK market yesterday. I noted the pessimism in the aus Daily Mail saying there could be a 30% fall in Apt) but considered that at 70p on Monday, this was already in the Tsl price. If you are a trader, there will continue to be volatility (and I sold a trade of 50k on friday morning that was only reported late Tues) but if a long term holder of a stock that will excel in covid adversity then continue to hold (as I will) until the option exercised. As always DYOR
carcosa: Whilst there is now an argument that the TSL share price is up with current events it is the future of AfterPay's business that remains the driving force. At time of writing APT share price is up 6%, falling back from 8% earlier in the day following the Q1 Trading Update announcement hTtps:// Headline news is essentially underlying sales in Q1 more than doubled, helped by strong growth in the United States where they added nearly 1 million new customers over three month, with underlying sales there more than tripling to A$1.6 billion ($1.14 billion) from a year earlier. Afterpay now has 11.2 million active customers as of the end of September, 1.3 million more than three months ago. Afterpay is richly valued but given TSL shareholders end game date is 2023 the business appears to be on course and it's up to APT investors to value the company accordingly; given customer growth rate I suspect further share price growth is attainable. Turning to ClearPay: Underlying sales in the UK in Q1 FY21 grew by 346% when compared to Q1 FY20. On a local currency basis underlying sales grew by over 40% compared to Q4 FY20. Active customers increased by 282% with the growth in average frequency per customer outperforming both ANZ and the US So there is some justification to expect significant organic growth in ClearPay too, something that perhaps some investors will overlook. Adding in the Tencent share holding and the financial sense for APT to takeover TSL before 2023 long term holders of TSL should feel comfortable. Short term holders may, however, wish to solidify their recent gains. So something for everyone?
carcosa: Well today is a good example. At time of writing share price has increased on the day that the share buy back price was announced. So you have 'seen' it's effect already. Come the actual date in November the share price may, or may not, increase by ~2.5p. A reduction in the share capital does not often result in a direct correlation to the share price, unlike a dividend which is real cash existing the company. i.e. on the ex dividend date the share price decreases by the amount of the dividend. Share buybacks are generally good for one thing only (and even then, that is debatable) and that is to increase the EPS; which tends to favour share option incentive plans.. which often lead to more shares being issued. I have not looked at the share options TSL has because it is the overall discount to APT share price that is the reason i am invested here. It is often said that share buy backs are a tool used by management when they have no idea what to do with the cash. i.e. a lack of imagination. In theory... we 'should' see a substantially greater effect on the share price than simply the value of the reduction in the share capital. Reason being that if you assume the share price is driven by the discount to the APT share price then, for sake of argument, assuming we are at a 100% discount to the intrinsic value the company is buying back double the value of the share buy back for half the cost. So rather than theoretically seeing 2.5p share rise we should see 5.0p increase. But... we won't as the share price rarely reacts to a capital reduction in a logical sense; unlike dividends. It will however, assist long term shareholders over a period of time.
bwm2: After recent rise in APT to AUS$ 84.9, TSL is now back to 74p current equivalent value. Goldman Sachs 12month tgt for APT is AUS$ 93.45 which implies TSL 80.2p. No impact on TSL share price yesterday despite almost all buys. ps £ has fallen 2.9% in the last 30 days DYOR
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