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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
-4.00 -5.63% 67.00 16:28:53
Open Price Low Price High Price Close Price Previous Close
69.00 65.50 69.00 67.00 71.00
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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

bwm2: New Klarna funding round looking at a valuation of 3x that in Sept 2020. Having re read all the APT docs over the weekend, I have inc my TSL no of shares by +15% this morning DYOR
carcosa: Remarkable news from Afterpay today resulting in the group’s shares going into a trading halt on Thursday morning as its brokers launched a whopping $1.5 billion trade. Money to be used to fold its US subsidiary inside the rest of the group and simplify the corporate structure with a view to a US listing. Assuming Thinksmart remains tradable today then I can only see this as good news for TSL. Particularly as a simplified corporate structure implies (with rose tinted glasses) that they will buyout TSL sooner rather than later. Oh, abd AfterPays business results were great too.
bwm2: Last Year TSL results were on 4th March
bwm2: 29Palms APT seem to be ahead of the UK in respect of their regulatory process. I have seen it referred to quite a bit in the financial commentary and their submission was dated 6/2/20 to the Payments Policy department of he Reserve Bank of Australia. Of particular interest will be the comments in this respect in the next trading update. Uk investors in TSL seem to have been unaware of this and have been spooked by previous regulation of the High interest unsecured loan sector
arcadian: TSL`s value is more weighted to that of APT.
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: 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.
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