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Share Name Share Symbol Market Type Share ISIN Share Description
Thinksmart Limited LSE:TSL London Ordinary Share AU000XINEAE8 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 28.50 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 4.3 71.7 67.3 0.4 30

Thinksmart Share Discussion Threads

Showing 401 to 423 of 975 messages
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DateSubjectAuthorDiscuss
17/9/2020
14:35
Some buying coming in now and testing that recent high. Surely smash through that high on those numbers.
sphere25
17/9/2020
12:48
The IC update is alto at 74p
bwm2
17/9/2020
08:59
Can only see the headline I'm afraid. Expecting upgraded PT from Investors Chronicle also today.
wilsonst1
17/9/2020
08:46
WilsonST1
Good to hear - can you access a copy/share
It would be much appreciated

bwm2
17/9/2020
08:24
Canaccord increase TP to 74p from 62p
wilsonst1
17/9/2020
06:37
So NAV now 62.4p per share.

This includes £53.7m for the 10% apt valued at 30/6 when APT price was $60. It is now $74 (down from high of $92.2 including a drop of 5% today)which would add 11.4p to 74.2p

No additional trading intel though

Apart from the above the most interesting additional comment was regarding the Director's desire to optimise the value of SmartCheck

DYOR

bwm2
16/9/2020
07:39
Europe is addicted to debt. That's why interest rates won't go shooting up anytime soon. A never ending debt spiral, fuelled by ever cheaper new money. The ECB's only response is to inflate our way out of the bloody mess it has created, and kick the can further down the road.

Luckily our e-sports earning children will have a handle on how to solve the problem. Nil desperandum.

farnesbarnes
16/9/2020
07:08
FB
Well spotted. Did you note that Klarna bad debt is rising in stark contrast to APT falling as per the recent profit (+ve) warning just prior to the results

bwm2
16/9/2020
06:41
Not TSL/APT directly, but buy now pay later related:

hTTps://www.theguardian.com/business/2020/sep/15/klarna-becomes-fourth-largest-private-fintech-firm-in-the-world?utm_term=695b9e57d93ecd4ae9124c89d7d7831a&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

farnesbarnes
16/9/2020
05:12
APT up 4% today after a rise yesterday (+3.2% at 6.00 am, not sure the close)
It would be good to see any update on group run rate since the Apt results last months as well as the tsl specific metrics

bwm2
14/9/2020
14:15
Nice move back north today and patiently waiting for Final Results for the year ended 30 June 2020 on Thursday, 17th September.
Also looking for any update in relation to APT, interesting times ahead.
IMO still undervalued with IC's ST target price of 63p back on 10th August.

As always,
DYOR

29palms
09/9/2020
14:51
As long as you realise that ST's valuation is based on a series of potentially spurious back of a postage stamp calculations.
spooky
09/9/2020
14:47
Made a howler here after buying at 21-22p and lobbing up near 30p. Thought being conservative with the price target was the way, but ST then just came out and decided to almost double his target in one fair swoop...just like that...BANG!

Can you come and do that on a few of the other holdings please ST :-D

Price has come off alot from the highs at 45p so started adding back here beginning at 32p.

Let's see what the end game brings now.

sphere25
09/9/2020
10:06
Spob
Back down to 67.6p using calc in my post of 26th August (my last comment is apt.. forgive the pun)
APT down 1.3% today so not sure why tsl down 10%

bwm2
09/9/2020
08:11
Fair price for TSL after the falls in APT ?
spob
08/9/2020
13:03
Heading sharply down


How many delinquent loans does after pay have

thomasearnshaw
04/9/2020
10:49
ps trades seem very delayed in notification
bwm2
04/9/2020
10:49
Follow through from the US technology sell off yesterday. APT is down 6.6% so when TSL was down 12% it seemed to me a tad out of kilter so added 50k at 33.5p. Looking forward to the results
bwm2
04/9/2020
09:12
any new news for this decline?
qs99
27/8/2020
06:17
APT run rate now 15Bn sales pa cf 11.1Bn in year to 30/6, liquidity to triple this. Uk merchants 1100 at 30/6, now 1550 plus "substantial pipeline". Presumably the majority of this growth is in USA and UK but we will have to wait for TSL results in a month to discover more..... DYOR
bwm2
26/8/2020
21:50
Onwards and upwards for TSL after final figs from APT on ASX this evening-

https://www.asx.com.au/asxpdf/20200827/pdf/44lyp6t5rkldpk.pdf

As always,
DYOR

29palms
26/8/2020
05:07
I have just reread ST valuation methodology in his recent IC up date. In essence it boils down to the equation: [[value of APT in £Bn]*4.57]+13.1p
At the time the market cap of APT was £11Bn giving 63p
APT now is valued at £14.17Bn implying 77.8p value for TSL
However, the key assumption was based on UK having 10% of active customers of the group rather than 5% of group quarterly transaction revenue
The recent surge in APT valuation has been driven by the 19/8 profit upgrade and 23/8 announcement of the European acquisition which has a target completion date of 12/20.
So plenty to consider on 27/8 and to further review a month later with the TSL full year results
DYOR
PS To plagiarise David Bowie: I don't know where TSL is going from here but it won't be boring

bwm2
26/8/2020
04:12
29palms
Likewise. The two key things that I will be looking for are: 1) Active customer numbers and proportion in the UK 2) and UK proportion of transaction revenue. It would be ideal if they gave the current proportion as well as that for the accounting period to 30/6

bwm2
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