KEEPING CALM MIKE
24 Jul 2015
Re: TSE250 coming! Rock and roll , keep a mid term view
Willow67
24 Jul 2015
TSE250 coming! C'mon, hands up who added in the 220's recently......me, BigRat, Ali of Doom......big chef, where were you fella!????
onewayticket
21 Jul 2015
Couple of Upcoming dates Should hear about the Skrill acquisition soonThen it should be the turn of the Interims on 26/8[link] due dili.
Ali of Doom
16 Jul 2015
Re: Overnight Looking like we broken the downward trend?
onewayticket
10 Jul 2015
Overnight Things seemingly looking a whole lot better for a solution on the Greek front.
Willow67
09 Jul 2015
Re: Obvious I also topped up, at 227
Ali of Doom
09 Jul 2015
Re: Obvious right close the book on this and don't look at it again for a year or s
Ali of Doom
09 Jul 2015
Re: Obvious Thinking you might be right looking at all the info. I;ve decide on investing half amount would plan to play it safe - gone in for 10K at 225. On balance less downside than up. Only worry is that people out there know something we don't about this up coming skrill thing.
BullSpread
09 Jul 2015
Re: gap Nice bounceupside is very decent from these levels GL,B
Ali of Doom
08 Jul 2015
Obvious All, it seems obvious to me that the decline is related to overall FTSE market decline. This is a volatile share and if FTSE falls it will fall.Also I wont buy this until I see upward trend again, don't try to catch a falling knife - I may miss out on a bit of profit but there will be plenty left when it gets back on track.so in summary I am looking for FTSE stabilise and move back up, this share stabilise and move back up.Then I am back in
BullSpread
08 Jul 2015
gap looks like the gap from friday will be closed.I expect a bit of a bounce from the 2.20 level...... but lets seein general agree with Barclays on this one... drop in sp due to speculation on Skrill deal which is yet to close, concentration to gaming, & perhaps some Greek exposure (although minimal).Will pick up some at this level. keeping plenty of dry powder in case it heads lower.
onewayticket
06 Jul 2015
Scoop I think if I remember correctly from my childhood this used to be yellow digger in Bob the Builder.It also I think is a fair reflection of what is now being done with OPAY shares, notably scooped up by somebody.On Friday all were told everything is on track and that the company will meeting expectations yet the market wants to steal a few more.Own due diligence.
Jay K2
05 Jul 2015
new Edison broker note on OPAY 
courtesy of Rivaldo over on the busy advfn bb about OPAY[link] Edison note - this summary says it all:[link] has confirmed that trading in H115 was strong and in line with expectations. Depending on the timing of regulatory approvals, the Skrill acquisition is likely to complete at end July/early August. On our illustrative estimates for the combined Optimal/Skrill business, the stock is trading on a FY16e P/E of only 10.7x, at a significant discount to its peer group. We would expect this discount to start to close on completion of the deal and as Optimal moves to a main market listing, and ultimately FTSE 250 inclusion"~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~
Jay K2
03 Jul 2015
Broker upgrades: Canaccord reiterate"Buy" Broker upgrades.....Canaccord reiterate "Buy"~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~After a 21% decline in the share price over the last month alone, Optimal Paymentsprovided an update that we believe may address some negative speculation in themarket. The update addresses three key share price catalysts: First, Optimal stated that trading in H1 2014 remains strong and in line with market expectations. We believe this should address concerns that Optimal’s largest client might drive disappointment.Second, Optimal stated that the completion of the Skrill acquisition is due to take placeshortly after the receipt of FCA approval, which is expected no later than 30 July. Seeingthat the acquisition remains on track should give investors confidence that Optimal’s earnings should benefit from acquisition synergies over the coming quarters, in our view.Finally, Optimal detailed its continued progress towards a move to the LSE Main Market.Therefore, investors should continue to expect Optimal’s inclusion in the FTSE 250 and we believe, potentially, a rerating of the shares.We reiterate our BUY recommendation.Shares now trade at a deep discount to peers.Optimal trades at 7.8x EV/ 2016E EBITDA on our estimates compared to 13.8x forSafecharge and 13.5x for Wirecard on consensus estimates. Optimal plans to announce H1 2015 results on 26 August and host a Capital Markets Day in November 2015.~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~
Jay K2
03 Jul 2015
Broker upgrades.....Barclays "Overweight" Broker upgrades.....Barclays "Overweight"~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~Optimal Payments has released a 1H15 trading update confirming that trading to the end of June remained strong and in line with market expectations. No other new information is included, but the statement goes on to confirm the anticipated timing around the Skrill deal being set to close following FCA approval, which is expected by the end of July, and that the move to the Main Market will follow. Optimal also confirms that it will host a capital markets event in November. Our anticipation for 1H15 is for c. 30% growth, driven by the Meritus/GMA acquisition of the prior year. Within our numbers, we also take account of the tough comparative from the World Cup last year and the weaker EUR having an impact on the Neteller business.The stock has dropped by almost 20% in the last 10 days and 35% since its peak following the Skrill announcement. Whilst the weakness after the deal was explainable as investors sold the rights, there seems very little rationale behind the recent move and appears purely to be driven by speculation. We believe there are concerns over its Greek exposure, which we estimate is 4-5% of revenues. Whilst these revenues might see some disruption if Greece would exit, it is unlikely to be significant in a group context. After Greece, the focus moved to the Main Listing and when no prospectus was filed by June 30, investors worried that the listing was delayed. Yesterday this developed into investors asking whether the deal might be delayed or perhaps even off.We see the above apparent reasons for Optimal’s weakness as pure speculation and, with today’s trading update, OPAY wants to set the record straight. The trading update in itself added very limited information and was clearly written to emphasise that the current time line for the closure of Skrill is on track and that the move to Main and FTSE 250 will follow after this closure. Optimal is trading at 10x our FY16E EPS and we reiterate Overweight.~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~
