leperky
15 Nov 2016
Re: SP drop Apparently Trump is heavily financed by bricks and mortar casino operators and thus online gaming revenues may be in for more scrutiny....
bushwhacker
14 Nov 2016
Re: SP drop The SP drop is very strange considering the drop just as the company announced it is on track to meet its enhanced revenue estimation for the year.The only reason was the slight strengthening of the pound to the dollar, but should a few percent gain in this result in an almost 20 % fall in share price.I would treat this as a buying opportunity.
freedom-thirty5
11 Nov 2016
Re: SP drop No idea.
jim b-r
11 Nov 2016
SP drop Anyone else suspect the recent sharp SP drop in PAYS could be a buying opportunity?Or have I missed some factor related to Trump?J
KEEPING CALM MIKE
14 Oct 2016
Re: weak £ must be helping Foreign exchangeThe Group reports in US dollars. Approximately 30% of reported H1 2016 fee revenue7 is denominated in Euros, approximately 40% in US dollars and approximately 5% in British pounds (unchanged from H2 2015 pro-forma).In addition, in the first five months of FY 2016, approximately 30% of reported total costs are denominated in Euros, approximately 35% in US dollars, approximately 15% in British pounds and approximately 10% in Canadian dollars.
KEEPING CALM MIKE
14 Oct 2016
weak £ must be helping I think only 15% of transaction are in £ sterling so I guess the weak £ may be helping bottom line . K.C.M.
freedom-thirty5
07 Oct 2016
PE: apprx 9.5 market cap £2.2bn vs predicted FY earnings of £235mPE: 9.5 apprx.CHEAP![link] trading and outlook• The positive momentum in the business has continued during July 2016.• As a result of the exceptional half, the Group announces a further revenue upgrade for FY 2016 over that given on 25 May 2016. Full year revenue is expected to be in the range of $970m to $990m, against current internally compiled consensus of $960m*.• Notwithstanding continued success-based re-investment in the business, the EBITDA margin in the first half was 29.6%. The Group expects to maintain this margin in the second half. As such, adjusted EBITDA for FY 2016 is expected to be between $287m and $293m.Commenting on the results, Paysafe President and Chief Executive Officer Joel Leonoff said:"I am delighted with the Group's first half results. We have again delivered very strong growth as our increasingly diversified payments business expands further across pay-before, pay-now and pay-later products and services.I am particularly pleased with the level of cash generated during the first half. Additionally, by completing the integration of Skrill more rapidly than we initially expected, we have been able to start work on developing our next-generation data platform and global merchant onboarding capabilities earlier than anticipated.With the exceptional performance delivered in the first half, as well as continued strong trading in the early part of the second half, management and the Board are confident in the Group's prospects for the full year."
KEEPING CALM MIKE
28 Sep 2016
Re: FIRST DAY ON fTS 250 Well now 3 months after its listing on the Ftse250, Pays has risen by over 30% . Happy to ride it out, survived well from Brexit and the weakness of the ££ . K.C.M.
Simbrad
02 Jun 2016
Edison's note from today: (on Research Tree): "Paysafe Group’s AGM trading update confirms that business has been robust year to date, with Payment Processing and Digital Wallets showing particularly strong performance. Management expects to generate FY16 revenues and EBITDA ahead of market expectations. We have upgraded our forecasts to reflect stronger trading, resulting in EPS upgrades of 5.0% for FY16e and 7.7% for FY17e."
