The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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..yet no decent increase in share price. I think the market is quite blind to Safecharge's progress, it's becoming quite undervalued.
http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/SCH/12731190.html 3% yield and growing strongly 'continued strong momentum and an excellent pipeline of new business, '
More announcements to come and finals on 10/3 and £82m cash Big customer today
Not sure this BB even works. But this partnership with Paddy Power will accelerate growth. That forward P/E just got a whole lot smaller.
There was a "sell" of 2m shares this morning at 271. I suspect that is the reporting of a mm having filled a buy order over the last few days. Which would make more sense. Interesting to see if we get a holding RNS. GLA
today as I thought the results were pretty good. Bit surprised see the share price has not reacted a little more positively. gla
SafeCharge (AIM: SCH), a leader in advanced payment technologies, today announces that it has won the Best Technology Provider award at the 8th International Gaming Awards at London's Savoy Hotel. Okay, it doesn't make them any more profitable, but it does mean that the technology is probably robust, innovative and, best of all, scalable!
Shares Magazine has named Crossrider (from the same stable as SCH) as its Star Pick for 2015, referring to a strong update on 18th Dec. and forecast growth revenue of 300%. It says a further update is expected imminently! Time to buy is probably now IMHO. GLA.
Told you! Still more to come from this. Also look out for Crossrider, which is coming soon.
Seems like this one is steadily and quietly moving in the right direction. I hope that one or two big financial services IPO's (which will most likely include a Safecharge client) will push it even more.
Noticed big jump in OPAY's share price, this morning. Checked it for any RNS's....wow...they just agreed to pay $210 million for an American company, which 2013 results where....rev: $74.4m....profits before tax $1.1m, they state it will enhance earnings. They also agreed to purchase another US company for $15m. Looks to me they vastly over paid,.....yet big rise in share price. Taking a line through both OPAY and SCH....I would say SCH share price could double to match OPAY........Note:... I bought OPAY @260p, months ago, got out @ 482p.....SCH looks vastly better.
For EBITDA of around £20mill for 2014 - read £30mill !
with an EBITDA of around £20mill for 2014, and if half of that is paid in dividends, the divi would be about 5%. In the IPO SCH wrote "It is the current intention of the Board to adopt a pay out ratio of up to half of the EBITDA of the Company in the form of a dividend. The Board intends to declare a final dividend for the financial year ended 31 December 2014 and thereafter to declare both an interim and final dividend (as appropriate)"
http://safecharge.com/company/media-center/ for info on the presentation by SCH at PCI London today at 12:10hrs
So that presumably means profit materially ahead of the £23million mentioned in Times article flagged up by Colbats on 23rd April. There have been two trading updates indicating better than expected revenues since SCH floated on AIM at the start of April.
Company sees full-year earnings materially ahead of expectations.
The Israeli technology scene has long been a happy hunting ground for deep-pocketed American companies — and, increasingly, their British peers — seeking new apps and services to plunder. In recent years, there has been a push to tempt more of those high-tech businesses to spurn Nasdaq for a London listing, ignoring the fact that the likes of BATM Advanced Communications and Emblaze joined the LSE more than a decade ago and didn’t exactly set the world alight. The new generation of Israeli businesses to tap London investors has been led by Teddy Sagi, the billionaire owner of Camden Market, who has enjoyed a turbulent but lucrative stint as the head of Playtech. The technology business has been the subject of some concern after buying out other companies owned by Mr Sagi, but investors who held on to the shares since the 2006 flotation have tripled their money. Mr Sagi hopes that lightning can strike twice. SafeCharge, his fraud-screening technology business, started trading on AIM yesterday. It had a decent debut, with the stock rising 5 per cent to 169½p, which valued the business at more than £250 million. JP Morgan Asset Management and Henderson Global Investors bought 6.25 per cent and 5 per cent, respectively. The company is tied to the betting industry, as many of its largest customers use its fraud detection software. The float comes just before the Grand National on Saturday, its biggest day of the year. SafeCharge has raised £75 million to fund expansion into Asia and North America, where it is looking for companies with local knowledge and large numbers of customers into which it can plug its technology. It is pledging to pay half of its adjusted profit, expected to be about £23 million this year, in dividends, which will please Mr Sagi, who retains a majority stake. SafeCharge is profitable, cash-generative and has a proven business model in a market that is not going to cool as long as e-commerce is rife with fraudulent activity. Buying the shares is also a punt on the colourful Mr Sagi.
This is one that could really fly. It's an area of massive potential growth. Also, it was heavily oversubscribed, so I'd expect strong demand.
Any opinion on SCH? its opening today