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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
  -1.00 -0.9% 110.00 111.00 113.00 112.50 111.50 111.50 505,771 16:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 4.3 71.7 67.3 1.6 117

Thinksmart Share Discussion Threads

Showing 501 to 524 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
10/11/2020
12:28
true. I wish they would just offer to buy TSL shares early as ST hinted.
kadvfn1
10/11/2020
12:10
I agree TSL has still got value at current price, I am a holder. However, we are dancing to APT fiddle and that is having problems going North.
red ninja
10/11/2020
12:08
still a lot of value for TSL though. fair price for TSL still over 90p even with APT fall today. Some consolidation then we'll be moving again I'm sure
kadvfn1
10/11/2020
12:02
APT (afterpay) share price fell by 11% in Oz overnight. APT provides TSL with a lot of it's value. APT is doing well, but it has a high some might say very high rating.
red ninja
10/11/2020
11:50
10% drop today? Can't see any news??
shaker44
09/11/2020
11:37
Afterpay up by 4% today. Medium/longterm I am hopeful for TSL, can the Joe Bidden effect get us through the short term.
red ninja
09/11/2020
11:29
Similar price action here to when this was trading at 40-44. Consolidated for a short while then BANG, broke out ferociously.
sphere25
06/11/2020
09:47
Apt down 2.66%.
red ninja
05/11/2020
15:35
61.4-64 on Stocktrade
farnesbarnes
05/11/2020
15:32
Agree, maybe for 50k though instead
bwm2
05/11/2020
15:05
My broker is quoting 60-65 and will buy me 20k @ 64. Not good enougb
shaker44
05/11/2020
14:33
Your broker should be able to buy or sell in quantity within 61-63. Not ideal but better
bwm2
05/11/2020
13:54
What's with the spread here though? Need 7% rise just to break even! 60-64p. Is that because fairly illiquid?
shaker44
05/11/2020
07:27
Apt up 2.5% and close to the high but tsl still trading at big discount to read through valuation of about 100p. The agm is next wed and the trading update should be positive in view of what has been disclosed in Apt Q1 results. Shares go ex at 5pm next Friday
bwm2
29/10/2020
06:25
ps interested to see tie up with Ebay retailers in Aus
bwm2
29/10/2020
05:55
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
bwm2
28/10/2020
17:56
another great post @carcosa. I'm in for the long haul. A lot of value here
kadvfn1
28/10/2020
17:35
After pay share price back over 102 aud this afternoon.
portugull
28/10/2020
13:31
Forager Funds Management Pty Ltd appears to have sold around 4.3%.
red ninja
28/10/2020
03:29
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://www.afterpay.com/attachment/327/show 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
28/10/2020
03:28
APT Q1: htTps://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02300125-3A553821?access_token=83ff96335c2d45a094df02a206a39ff4 Strong growth in US ... 229% QY-on-QY
sogoesit
27/10/2020
13:34
Afterpay being down may be the reason TSL is down today, however don't rule out the ST strong buy effect from his article last week. They have a trend of rising sharply but also pulling back relatively sharply too!
johndoe23
27/10/2020
12:34
Yeah might pick up some more if it goes lower
kadvfn1
27/10/2020
12:12
Must admit to selling here yesterday. Will wait till the dust settles I think....if it does!
gswredland
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
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