Thinksmart Share Discussion Threads

[bwm2] 21/1/2021 12:37

More importantly, first of all the APT half year trading update with sales split by region, active customer numbers, average transaction, net margin etc and some updated forward guidance

[29palms] 21/1/2021 12:30

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"

[sphere25] 21/1/2021 11:54

Looks like it has gone through the recent high to breakout.

I can't work out where the sell point is on this share. It's almost like we're trading the ASX and the rampant markets with AfterPay moving with bullish indices.

Keep lobbing in bits into these spikes is the norm with the strategy over here. I can't see how the indices can continue on a rampant march without a major correction soon.

Perhaps the majority are just waiting for the end game?

All imo
DYOR

[arcadian] 21/1/2021 11:52

Sogo

Thank you for your help. Two years is another country so anything could happen.

APT is big , expanding, of its time and at some point one hopes will make a profit.

[29palms] 21/1/2021 11:42

Just hit new all time high.
Patience is a virtue.

[sogoesit] 21/1/2021 11:35

Effectively the share price has gone nowhere (around the 75p mark) for over a month seemingly trading around the spread albeit chart looks to want to break-out.

I am considering selling-up and putting my proceeds into the real Sheila downunder if a break-out doesn't happen soon. It would be an accumulation in APT as I hold both.

[sogoesit] 21/1/2021 11:31

"ThinkSmart's remaining shareholding in Clearpay provides shareholders with future upside profit potential through an agreed call option for Afterpay to purchase ThinkSmart's remaining holding in Clearpay any time after August 2023 at a price calculated on agreed principles and based on market valuations at the time of option exercise. ThinkSmart has a reciprocal put option six months later to sell its remaining holding in Clearpay to Afterpay on the same valuation principles. Clearly, ongoing growth in Clearpay is beneficial for ThinkSmart shareholders."

Ex Business Update RNS of 11 November 2020

[arcadian] 21/1/2021 10:54

Is there a date when the value of this stake in Clearpay will be realised ?

Can either party exercise their option or does one party call the shots?

[wilsonst1] 21/1/2021 08:42

Just bought another 10k. Good luck.

[bwm2] 21/1/2021 08:40

I agree so Added 30k at open, yet to show

[toptomcat] 21/1/2021 08:11

Totally out of kilter with current APT share price

[sogoesit] 20/1/2021 11:22

Personally I don't think the current market environment has any respect for market cap. Quite the reverse.
Tencent was up about 4% today and it's a USD 800bn company.
Frothy maybe but the leaders in tech have been the large caps.

The CEO of AO said the other day that they had seen 10 years worth of growth in as many months.
Given that and applying a risk-free discount factor of near to zero there can be logic to buying at least 10 years' future earnings today if not more.

Whether the logic is right or wrong is another matter. Having traded/invested the dotcom "bubble" from 1995 to 2000 my view is that this "bull" phase may look similar but then as someone once said "As long as the music is playing you should keep dancing".

There can be no doubt that the Wuhan disease provides a chaotic inflection point and chaos brings opportunity.
AIMV

[bwm2] 20/1/2021 06:19

Motley Fool article on Dec job listings for APT at 55% of current head count

[sogoesit] 20/1/2021 06:01

APT up 5% to 141

[sphere25] 18/1/2021 12:18

You're not alone WILSONST1, made a howler here selling too early and sold many others too early too. Alot have just carried on going up!

Suffice to say the entry points have been better than the exit points. Probably best to not mention any sells EVER AGAIN! :-D

[davebowler] 15/1/2021 13:38

Afterpay Oz price

[bwm2] 15/1/2021 13:21

thankyou 29palms
I shall have a look and compare and contrast with an investment in armour by Desiderius Helmschmied

[29palms] 15/1/2021 10:05

bwm2
"Make your Money Make Money"
Take a look at ZNWD or BCN

No investment advice intended, make your own decisions...🙂;

[bwm2] 15/1/2021 08:59

Added yesterday when there was little interest but couldn't get a lookin this morning. Morgan Stanley expect APT to have active customers of 13.6m at half year 31/12/20 cf 9.9m previous year +37.4%
I still don't think that TSL price is up with events and continue to add on dips. Tempting to topslice and take some profit but nothing to spend it on.... perhaps a sixteenth century suit of armour for the hall..Any suggestions as to whether to go for Augsburg or Milan?

[29palms] 15/1/2021 08:20

Patiently waiting on share price melt up.

[wilsonst1] 15/1/2021 08:18

Just bought back 20k. Sold out too early.

[sphere25] 15/1/2021 08:17

That's another big breakout in APT with the price closing up 10% at 133.

TSL to follow and breakout to a new high?

All imo
DYOR

[sogoesit] 15/1/2021 08:15

Haha, those Aussie investors do as they’re told!!

AUD 133 pops above the top of my upward trend channel.