Wise Share Discussion Threads

[stutes] 08/2/2022 07:50

Will Softbank opt to list Arm on London after the treatment of Wise , Deliveroo and THG?

[stutes] 07/2/2022 14:36

I wonder if the new chairman of W has done the rounds of the City? Hopefully sounding them out about W dumping London?

[1pencil] 06/2/2022 18:06

The FTSE 100 is past its sell-by date - we've failed to get a single big tech stock to list here

[stutes] 06/2/2022 10:59

hxxps://www.thetimes.co.uk/article/5cb2581a-869b-11ec-9c9e-c5f8451b2970?shareToken=0e1df4c2062f9165d30624d72a9ce0b6

London market seems to be the wrong market for tech firms to list. MOs in UK want Arm to list, but I think all tech firms should opt for US and avoid Lond Firms that have two tier share structure are surely in the same position as USA firms who have a poison pill ?

Wise is trading above forecast yet yield curve, sale of shares by top directors have all been cited as reasons for the decline in the share price.

Should W link up with Klarna or Revolut and switch main listing to Nasdaq?

[conwyrebel] 04/2/2022 15:04

I genuinely don’t think this moves the wise share price. What moves it will be if they change their share ownership structure and if they gets some v large partnership deals.

[stutes] 04/2/2022 14:44

In next few weeks we shall see UK banks reporting figures, more importantly, how fintech is taking market share from the big banks?

[stutes] 03/2/2022 19:11

Citi missed its forecast - has the shares fallen 20%+? It also has issues over staff bonus - see below.

Citigroup CEO faces disgruntled workers, regulators’ demands in tough first year

[stutes] 03/2/2022 17:37

Paypal seems to be the new benchmark for the City to use on W. Yet , why is the City not differentiating W and P? What about P's problems from Ebay split and the too generous loyalty/customer plan? I think the City is damaging the London tech market and firms will as result opt for USA to list.

[stutes] 03/2/2022 08:54

Down 3% on 80k volume? Does it go up 3% 3% on 80k vol - on recent evidence- no?

[stutes] 02/2/2022 16:43

Paypal is down almost 24% but one of the drivers is ebay switching faster to its own platform , another is 4m customers being removed from the base.

W is growing and upgraded its forecast but the City seems anti UK tech firms?

[stutes] 01/2/2022 08:36

hxxps://www.cityam.com/downing-street-launches-charm-offensive-to-woo-klarna-into-london-listing/

After how City have treated Deliveroo, THG and Wise I think Klarna should be open to the possibility that their share price could be hit by say 40%+.

[qantas] 31/1/2022 00:16

Stutes if you want a link to work you must change first letter to a capital.

[stutes] 30/1/2022 16:52

hxxps://www.cityam.com/exclusive-uk-tech-special-the-rocky-but-unstoppable-rise-in-startup-valuations-in-data/

IMO the IBs or others might want to price but the treatment of Wuse and THG means 40% minimum discount to what the IB values the business at float.

[1pencil] 29/1/2022 14:53

Bit of commentary in Chrysalis AR released earlier in week along with THG.

[stutes] 29/1/2022 12:06

PayPal reports Q4 on 1st February , we shall see if City reacts positively to the results or continue to mark W down on macro factors yet established banks appear supported regardless of competition or cost factors?

[stutes] 28/1/2022 16:46

W down 6% on US data yet Dow, S&P and Nasdaq up ?

[stutes] 28/1/2022 14:58

If W with its fintech infrastructure is hit by 30% drop , why aren't the big banks hit for the same % to reflect their side of cash business or firece competition?

[stutes] 28/1/2022 13:47

Should W's shareholders opt to trade their shares privately, bypassing the City? If you look at Jupiter and the valuation of Klarna- why bother with London?

[stutes] 28/1/2022 08:43

38% drop from listing price of £8, London and IBs are going to find it very difficult to bring more firms to the market.

[stutes] 27/1/2022 13:16

If you consider how firms trading in line with forecast seem to be hit by a 10% drop,e.g., Doc Martens, Wise ups its forecast is hit with 10%+ drop - yet banks trading below forecast - up?

[kinwah] 25/1/2022 11:23

1pencil and eaglebeagle you are spot on. Regular users want certainty and ease of transaction. What they don't want are inconvenient extra anti-money laundering checks. As a highly valued business WISE needs to protect its reputation but I want my transfer to be accepted instantly even if it takes time for the money to reach the recipients bank account. WISE is great for small-value transfers between friends and family but there's a large part of the market that it will struggle to penetrate.

[stutes] 24/1/2022 18:26

2.3m shares or in current value terms, £14m and City knocks 7% off a £8bn cap business - but it pushed it down over 10% during today's trading hours. The only logic is panic pricing rather than valuing a business on its own merits it shows why private equity has an advantage over the City?

[stutes] 24/1/2022 15:20

hxxps://www.fool.com/investing/2022/01/23/better-buy-remitly-vs-wise/

Well the City isn't listening?