Wise Share Discussion Threads

[1pencil] 06/1/2022 15:18

Discretionary spend, higher rates, fuel costs, inflation (see next TU today) less travel spend.

Wise is a great company but on a mind blowing valuation, any bumps in the road are likely to knock sentiment imo.

[stutes] 06/1/2022 15:13

How can a company fall 7% to 10% based on yield hike, surely logic means more firms and people will use Wise than pay high commission to banks? Tough times mean consumers look harder to cut cost.

[stutes] 05/1/2022 12:20

hxxps://www.fnlondon.com/articles/hedge-fund-titan-paul-marshall-warns-financially-illiterate-brits-may-spell-londons-decline-20220104

Low UK daily volumes - UK Equity market is just too small compared to USA.

[henryatkin] 05/1/2022 11:53

market share is less than 1% of the £5trn a day global foreign exchange market. This means it has barely scratched the surface of this vast global marketplace.

Unlike many other technology companies, Wise actually reduced the price its customers paid in the third quarter. The cost of each transaction declined from 0.69% to 0.62%.

By comparison, other companies charge as much as 3% of each transaction to convert currencies. This is the main reason why I think Wise shares will continue to head higher in 2022. The business is providing a service that clearly appeals to customers at a low price. Compared to competitors, the firm’s prices stand out.

To the novice investor valuation looks hideously high on PER basis but on PFCF of 3.5x its one of the lowest valuations for any growth stock on the LSE - cash is king!

[eaglebeagle] 05/1/2022 07:10

Or come up with a sustainable business model that isn't going to be bypassed. Doesn't matter where you list if you don't do that.

[stutes] 05/1/2022 02:37

TPG is listing in the USA, bypassing UK LSE shows to me Wise should have done the same perhaps.

How can Wise be discounted when it is profitable? Look at Berkshire Hathaway and 40% of its equity fund is in Apple - dividend and value increase for BH.
First anniversary of W listing should be a time a time to take stock and dump London?

[stutes] 04/1/2022 16:41

Down 12p having been up - the firm is trading in a range set by the City it shows to me any io in Londonis likelyto fall fall prey to shorters, alleged over ricing. Revolut and the like should just list in USA - a market that created Alphabet, Apple, Microsoft, Tesla, SpaceX, etc., etc.

[stutes] 04/1/2022 14:51

Up 28p , now down 1p - why should W go up over 800p if the range is 695 to 777p?
Banks are up today yet competition from fintech could hurt banks?

[stutes] 04/1/2022 14:15

2022 - how will Wise with its new Chairman position Wise to the next level?

[stutes] 04/1/2022 14:15

2022 - how will Wise with its new Chairman position Wise to the next level?

[stutes] 04/1/2022 09:40

London’s Fintech Boom Opens the Door for Dirty Money

[stutes] 22/12/2021 08:10

The Times has a story about THG share price moving up on rumours of being taken private. I wonder if Wise should explore going private as well or switching to US listing?

[stutes] 19/12/2021 16:50

If investors are gilding themselves to lower returns from firms, how come they are not looking for growth firms as opposed to firms with sayc, carbon issues or fines/write downs?

[stutes] 17/12/2021 14:25

I see that another Wise director has cashed out some of their share holdings in W. I'd like to see a few directors buying shares as opposed to cashing out.

[1pencil] 17/12/2021 10:15

VP of growth selling nearly 2m pounds worth


Aggregated volume 260,000
Price GBP1,976,000

[stutes] 17/12/2021 09:32

Down 3.2%on 68k volume - shows the city wants to drive shares down to generate fees and to ride the tails of any 2022 markups?

[eaglebeagle] 17/12/2021 09:05

No buyers would be my guess. Bereft business model might have something to do with it too.

[stutes] 17/12/2021 08:40

I'm wondering how Nasdaq goes down and Wise follows but on Nasdaq marked up days Wise seems to be overlooked?

[stutes] 16/12/2021 10:56

The market seems to have pegged Wise to 700p to 780p , shows direct listing or ipos on London market seem to be discount the shares post listing? Better to buy shares sometime after isting.

[stutes] 06/12/2021 11:41

Wise down 20.6p on 154k volume - low volume generates 2% to 3% drop. City pricing for Christmas break ?

[1pencil] 06/12/2021 10:23

Made a note to go through recent accounts over the holidays.

As other posters have mentioned the service is improving all the time with new products being added, only problem (for me) is the corporate structure which remains an enigma.

[stutes] 05/12/2021 16:14

How will the banks defend their falling share of the fx market? Will they thwart fintech by going after fintech share price thus trying to reduce the ability to raise new capital?

[stutes] 03/12/2021 16:46

Well 1% movement on 5 day period, and that week it also reported H1 figures

[stutes] 03/12/2021 15:17

FT describes London Exchange as jurassic. If the Exchange isn't fit for purpose why stay and have corresponding prices?