Thinksmart Investors - TSL

Thinksmart Investors - 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
-4.50 -5.45% 78.00 16:26:14
Open Price Low Price High Price Close Price Previous Close
83.00 76.50 83.00 78.00 82.50
more quote information »
Industry Sector

Top Investor Posts

sogoesit: Haha, those Aussie investors do as they’re told!! AUD 133 pops above the top of my upward trend channel.
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?
sphere25: Oh absolutely FarnesBarnes. Hung onto this one alot longer than the majority as mainly short term natured, but it's nigh on impossible to know where the short term tops are. Usually sell in bits as it helps smooth things out rather than trying to nail the tops, which is never going to happen. This has been an absolute pearl for investors though because it rarely takes a backward step so a much more straightforward one to hang on and I'm sure there are many who have been adding along the way up (ker ching! ;-)). They don't all move like this that's for blooming sure! Had many go up, look great and then come flying back down in the past too (WIN is good recent example) - teasing twonks! Prefer to lock things in along the way when you have these sharp moves higher (who knows might turn into a longer term investor in the future ha), but clearly everyone has their own way. Hell, if it works, keep doing more of it, even if it is only one thing! Rinse and repeat.
1jbrisky: Link below to article from UK investor on results. Not much new but good to remind yourself of what you're sitting on after a very red market day. hxxps://
energeticbacker: PayPal's entry into the space could be an issue and 'no credit check' sounds like a disaster in the making. Featured in Investors Champion's latest Coronavirus impact update
wilsonst1: Can only see the headline I'm afraid. Expecting upgraded PT from Investors Chronicle also today.
bwm2: I was considering top slicing after a 100%+ gain but having just reread the APT announcement of trading for Q4 and year to June 2020 on the ASX website I realise TSL is still significantly undervalued. APT full results are due to be published on 27th Aug. It will be interesting to see the utilisation of the Aus$800m fundraise and progress in Q1 2021. I think that the recent 4.8% investor has made a shrewd purchase.
richardjohn10: We should get some news this week hopefully and pick up a few more investors once the penny drops.....
whatsthepoint: Go to and under investors check out the presss release for overseas expansion U.K. market is 2.6 times bigger than Aus so if they expand pro rata in U.K. and share value is 2.6 times the mcap in Australia then the 6.5% share in the U.K. business of Afterpay will be worth £3.67 I don't believe for one minute they will achieve this easily but all I am doing is highlighting what you are now buying into with TSL You are buying 6.5% of Afterpay Europe as that's what TSL retain after selling Clearpay I don't believe anyone has understood this it has not been well explained by the Management
whatsthepoint: Investors are not aware of what they have an opportunity to buy in hereAs I have tried to explain TSL retain a 6.5% equity stake after the 3.5% employee share contract in the entire European and U.K. operation of Afterpay Now europe and U.K. should be a much much bigger market than Australia If Afterpay can get to Aus$ 4 billion in no time flat in Australia imagine how big they can get in the whole of europe the biggest trading block in the world So TSL will have 6.5% of that business if the company just grew to where Afterpay Aus is now that's £1.41 a share
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