[ADVERT]
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
  3.00 2.73% 113.00 112.00 114.00 113.50 109.50 111.50 700,133 16:22:33
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 4.3 71.7 67.3 1.7 120

Thinksmart Share Discussion Threads

Showing 526 to 546 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
10/12/2020
09:19
Warno thanks. I have spoken to HL and they tell me they only received the div and not the cap red. :-((
dicktrade
10/12/2020
08:24
Morning all - no you receive the capital reduction AND the unfranked divided. 0.0083p for the unfranked divided and 0.0249 for the capital reduction. On aggregate 0.0332 per share. Received in my account this morning. Pretty good and hopefully more to come.
warno01
09/12/2020
17:31
kad That’s what I thought. Thank you.
dicksmoney
09/12/2020
16:19
help please. my tsl div payment doesnt seem correct even after allowing for tax deduction. i think only the yearly and not the special has been paid. i have had .0083p per share. this is through HL. any one else ?
dicktrade
09/12/2020
16:01
Suspect activity galore here. They clearly went looking for shares with the plunge yesterday. Then you have an RNS this morning and add in a very bullish FT article popping up now. It's from about one hour ago so clearly not spreading around the market yet. Let's see if it does stir some serious interest. Over to you FT followers and market participants!
sphere25
09/12/2020
15:58
Agree with your view Shaker, I just don't think there is actually a "£101m disparity". Happy to hold at this price. Cheers.
nw1234
09/12/2020
15:50
Surely if afterpay want to buy thinksmart stake before it increases further, they will have to pay the 'market' rate-, which equals obviously the value then of thinksmart stake to its shareholders. . If afterpays own value is the yardstick and they are thought to be overvalued, then they are hoist with their own petard.
shaker44
09/12/2020
15:27
Surely the value of an option related to a stake should be a fraction of the value of the stake itself, no matter what the relevant discount factors etc.? i.e. Afterpay's accounts should show a much lower figure for the option than Thinksmart's should show for the asset? Seems to be a case of apples and pears to me. Willing to be educated if I am wrong.
nw1234
09/12/2020
14:47
www.ft.com/content/91db3d6e-cfa1-450d-bee4-7fa09e5907c0 Longish article in the FT discussing the differences between Thinksmart's valuation of Clearpay and what Afterpay think it's worth. Lets just say a massive massive disparity of around £101m Although they do not manage to square the circle they did end up with... "So if Afterpay is valued at A$28bn, under a tenth of that feels about right for Clearpay’s market value. But why does it matter? Well, ThinkSmart is valued today at just £62m. Its 10 per cent stake in Clearpay alone is, according to who you ask at least, worth more than that." That infers GBP155m valuation.
carcosa
09/12/2020
09:19
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
08/12/2020
12:20
That looks like the first proper tree shake I've seen in a while. It's easy to confuse them with nearly every sell down. Market makers know where the stops are, and even if you don't, you know psychology dictates (shown recent examples of CTO and MCL) market activity around key marks like 50p. Drop it under there, widen the spread to keep the offer at 49, sweep up alot of sells and then raise the offer by closing off any buying in size as per alot of price levels on the intraday move higher and 54.5p currently where only 1000 shares can be bought. Price almost now flat with the price only off 2% having been off 14%.
sphere25
03/12/2020
05:43
I thought news would be quiet for a while and the only event in Dec would be tucking away a decent chunk of cash. Not so, APT has announced a positive trading update for Nov. Whilst the headline is the stellar USA performance, for us, the UK results were very significant indeed: At the financial year end in June, UK customers were 10.1% of total and accounted for 5% of sales. In Nov, UK sales were 9.5% of the total, an increase of 315% cf 2019 and no of was merchants up 800% with basket sizes also up 25% AND this result is against the backdrop of USA achieving 1bn sales which were greater than Anz. WOW
bwm2
25/11/2020
23:00
I was thinking about adding, however quite happy to sit and wait. With economies likely to be impacted for the next 2-3 years and spending power diminished, I can only see Afterpay strengthening and getting into more markets. Got in at 36p back in September so thrilled with the rise already. Couldn't believe it when I saw it at 70p.
warno01
23/11/2020
11:00
Sp25 I concur and added last week
bwm2
23/11/2020
10:43
Bought this patch of weakness. Wasn't initially sure how much of the online/tech/stay at home trade was going to unwind post vaccine news. Afterpay has remained resilient with the price continuing to loiter near highs so potentially an opportunity here. Doesn't look like this will be producing the fireworks of other prices around the market atm, one to keep hold imo. Well, if anything pretty much everything out there is a hold and buy on weakness atm. The re-ratings higher continue with some further lovely moves today. It's getting alot harder to find value now though!
sphere25
12/11/2020
10:45
I thought so but got confused with the date indicated in the Oct 15 RNS
toptomcat
12/11/2020
10:36
Today. Also worth noting that next Tuesday is the AfterPay AGM which is expected to provide a fair bit of detail with a Business Update and CEO Presentation
carcosa
12/11/2020
10:31
Is this Ex-div today or tomorrow?
toptomcat
11/11/2020
07:24
AGM statement today reconfirmed UK sales now >10% of group total and frequency of purchase > AUZ and USA at similar stages if the product life cycle. RE APT share price: This dropped further in early trading to 89 Aud but closed at 96 Aud up 3% on the day Board expect significant value increase to option date. I certainly don't desire an expedited sale and would like this to run its course while accumulating on drops. Shares go Ex on friday
bwm2
10/11/2020
14:09
From the Oz fool site, 3 shares to sell next week, no doubt this prompted some selling of Afterpay on Monday :- hxxps://www.fool.com.au/2020/11/08/top-brokers-name-3-asx-shares-to-sell-next-week-8-november-2020/
red ninja
10/11/2020
14:04
I notice this Oz brokers targets for Afterpay share price :- hxxps://www.ig.com/au/news-and-trade-ideas/afterpay-share-price-outlook--how-3-top-brokers-currently-view-t-201105 All AU$ UBS: :28.25 Bell Potter AU$ :121-137 Morgan Stanley : 115 Note, current share price 93.18
red ninja
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
ADVFN Advertorial
Your Recent History
LSE
TSL
Thinksmart
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210918 03:23:52