Member Info for threeputt

So Paysafe received their offer today (and of course I am not in there) Us next ?

what's that saying ? the market can stay irrational longer than you can stay solvent ?

I thought so too, tried to buy some more near the bottom this morning for a trade but they wouldn't have it, too many anyway

"in-line with expectations" though, and according to this link that would give a very healthy 12.5% dividend, always been highly cash generative too so a special dividend can't be ruled out either http://www.digitallook.com/equity/NAHL_GROUP

I see Robbie Burns has added recently, "So I also have Paysafe (PAYS) and Safecharge (SCH), I assumed at some stage they would get bid for and the bidding wars might be underway, tThe chances of PAYS and SCH getting bid for sooner than later are now much higher and have bought more of both Pays and SCH, SCH in particular might go for a very decent price as it looks the cheapest of the three" The other one of the three is WPAY

nonetheless it would be worthwhile to try and gauge the reasons for their interest here. Carillion was based on potential false accounting and unprofitable/very low margin contracts, PETS don't have the same danger areas so what's the interest ? Interestingly I was in my local store today, there were plenty of customers in there, I had to queue at the till and the veterinary corner was busy (I was curious to find out why all the dogs were barking at each other !)

I was hoping the mms or sellers would think this was associated with the 'other' share that's been tanking recently, a cheap buy in would have been appreciated here

I didn't think I was going to get the chance to buy back the ones I sold at 128 either but managed to get them back a shade under 122 very gratefully, they weren't part of my core holding though

I like it but then I am biased. I think the market will too. Looks a good value acquisition to me, I particularly like this element: "BEST has a long track record of achieving strong growth rates, with revenue increasing by 12% per annum since 2014 and profit before tax by 18% per annum over the same period. Its unaudited revenue for the year ended 5 April 2017 was £10.5m, producing an EBITDA of £2.3m and profit before tax of £2.1m. It is a highly cash generative business, achieving 104% cash conversion in 2016 and has maintained attractive EBIT margins of c.20%, in line with the PTSG group average. The unaudited net assets at 5 April 2017 were £3.2m" So, highly cash generative and bought on a p/e of x7 albeit with a further £6m over the next 3 years when no doubt growth will offset this. The placing will allow cash to be maintained on the balance sheet and facillitate continued dividend payments and possible further acquisitions I like it

sure, but spread it around a few shares surely ? don't stick it all on black (and NEVER on a spike)

£15k on an Aimer, are you nuts !?

try moneyam, it's free and gives up to the minute trades, I like it

well done, but needs some trust rebuilt now I fear. Wonder if Woodford will buy even more, yet another of his recent poor picks

not in but have been watching, that was my initial thought too that there could be contagion to other contracts, my guess is that they knew they were not providing enough for this in the accounts and they were hoping the customer wouldnt spot it early, been in a similar scenario in a previous job so have an idea how this works. The alternative is that they are being up front with the customer

well I hope they include an open offer for suffering shareholders, are you listening Jan ?

sorta what I've been thinking too

with biggies I tend to go with 'if it's dropped big then it will drop further so I should wait until it's settled'. Often seems to play out that way, when I think there's no way a share can drop further it nearly always does, pfc is a prime example of how many bought in too early. and Dominos you are finding out is another. Interestingly I recently bought into DPP which is Dominos in Poland after their placing, it's a risk but quite a few decent ii's in there and if they can duplicate what Dominos have done elsewhere then there should be good times ahead. If you can hold long term here PETS will bounce hard eventually imo, and that's how I am playing it

http://www.investegate.co.uk/halosource-inc--hal-/rns/completion-of-fundraising/201706200700035349I/

lack of moneyam trades showing makes this a leave for me. Next bus please....

mms must be listening to me lol, now -15%