Scancell founder says the company is ready to commercialise novel medicines to counteract cancer. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
at a very high level. I reckon on the current trajectory clearpay (UK) clearly gaining traction. Not hard to see how an argument can be made that it would be approx 10-20% (call it 15%) of total APT business value. Given they just spent AUD39b on APT-reckon the TSL residual stake should be worth approx 600m (or the 6.5% ex staff options approx 400m). Looking at 2pound per share approx.
Uk was the star performer but results for clearpay now include a smidgon from EU so not as clear going forward in the APT results - that were. All yes on TSL results now
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02402192-3A571916?access_token=83ff96335c2d45a094df02a206a39ff4
excellent results, clear pay increasing customer base from 1.6m to 2.1m and revenue/profits soaring,...clearpay share of AP and value to TSL just increased massively....I would expect an IC news release soon with a 100p+ valuation on quick look, certainly closer to a quid plus than current price ;-)
Ignore me, for some reason the posts about the buyout of afterpay werent showing
God I hope so
Care to elaborate, is there some news I am missing Agricore?
On the 14th July I pondered: - could clearpay be an acquisition target? The legislative change means it’s not just a case of setting up shop
BOOM! Am looking forward to the market open
CNBC stating they expect AP to open up over A$120+ today....TSL should follow it up ....
Afterpay FY21 Trading Update
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02402192-3A571916?access_token=83ff96335c2d45a094df02a206a39ff4
Joint Investor Presentation - Square and Afterpay
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02402374-3A571923?access_token=83ff96335c2d45a094df02a206a39ff4
https://twitter.com/surprised_trade/status/1421967293614104578
Square will buy Australia’s Afterpay for about $29 billion in an all-stock deal as the U.S. fintech firm looks to leverage the burgeoning popularity of buy now, pay later credit options.
Afterpay shareholders will get 0.375 shares of Square class A stock for every share they own, implying a price of about A$126.21 per share based on Square’s Friday close, the companies said.
The offer is a more than 30% premium to Afterpay’s last close
The deal will create an online payments powerhouse and help accelerate Afterpay’s growth in the key United States market as well as globally, the companies said on Monday.
Afterpay has been the bellwether of the niche online payments sector which burst into the mainstream last year as more people chose to pay in installments for everyday items during the pandemic.
“Square and Afterpay have a shared purpose ... Together, we can better connect our Cash App and Seller ecosystems to deliver even more compelling products and services for merchants and consumers,” Square chief executive Jack Dorsey said.
great spot too 29palms ....
Square to buy Australian giant Afterpay in a $29 billion all-stock deal
https://www.cnbc.com/2021/08/01/square-to-buy-australias-afterpay-in-29-billion-all-stock-deal.html
Latest report available free from London Stock Exchange dated 27th July 21, via analysis tab, at top of the page .
No registration or subscription to read reports ,free download in pdf format.
Normally updated weekly.
Others available for other UK stocks,exceptions new IPO's not available for several months.
agreed - I used the little dip to top up
58p support held very well
Lovely bounce back and plenty of headroom for further upside
Late 50s hit
Stochastic oversold
RSI dropping into oversold
Currently sat at strong support level. If 58 doesn't hold then 53-55 next level down.
First target above 68p at the 200ema
I reckon it will drop to the late 50s this week before going up back to the 70/80s. I've got ammo ready to hit the buy button when it goes to 50. Can't see this dip lasting long - just a temporary dip,nothing has changed in terms of the business
Only you can decide when to buy. Late sell tonight suggests more weakness to me tomorrow.....somewhere in the 50's would be very fair price to buy. I would just buy in bits and add in stages. Inflation is raging which may be good for the company but so is the delta covid variant which is not.
My take on this is:
- Clearpay has some usps - the 5 star trust pilot rating for one. Look it up - there’s a real buzz behind people’s feedback from what I read
- could clearpay be an acquisition target? The legislative change means it’s not just a case of setting up shop
- price competition? Apple is famous for its high margins and they are in partnership with Goldman sachs I think. Neither will be doing this for a low price. Nor PayPal.
- e-commerce vendors are the ones who choose a pay later provider so it won’t be driven by the number of Apple customers per se
- first mover - I expect there’s a degree of entrenchment where you don’t move provider unless there’s a clear benefit to doing so
Great point to buy in - as the fear factor is overblown in my opinion
Thanks for link lampedusa, reassuring read. Although competition increasing, seems to be plenty of space left for growth and hopefully this is overselling on fear. I’m not brave enough to buy more but will continue to hold. Good luck all
Is this the right time to buy in? Thanks
I read a rumour about this a few days ago and sold some TSL at 74p. I think this is very bad news myself although it may not impact too much on the huge market....I just see the added competition as very dangerous. Will Amazon do likewise?
I see TSL back to the 50's myself in these poor mkts for small caps. I would not want to be out of TSL entirely though.
Apple entering the market. Caused slide in Australian holding co.