jonnydurex
06 Sep 2015
SCSW Another keep buying from scsw with lots still to come. One of the few bright lights in my current portfolio. Will be here for a while, gla. jd
MrMuskul
28 Aug 2015
How much PE is opay now?
BigRat
28 Aug 2015
Re: Good run from 223p Wonder how Mathew Earl's short position is doing now we're at 310p.
IOMINVESTCOM
27 Aug 2015
Re: CANACCORD BUY NOTE HI Willow67Plenty of examples that your right to ignore the brokers targets but then again I feel better to know the likely target as it helps to see how the share start s to re-act as it gets close.PLP example after results with new broker targets and the SP is following in the direction.GLTA
Willow67
27 Aug 2015
Re: CANACCORD BUY NOTE Ignore the brokers
claude reins
26 Aug 2015
Re: CANACCORD BUY NOTE Pretty consistent! Lets hope that Barclays have even more insight than Cannacord!
IOMINVESTCOM
26 Aug 2015
Re: CANACCORD BUY NOTE 26 Aug 15 Canaccord Genuity Buy 288.38 337.00 337.00 Reiterates05 Aug 15 Barclays Capital Overweight 288.38 450.00 450.00 Reiterates04 Aug 15 Numis Buy 288.38 450.00 450.00 Retains31 Jul 15 Barclays Capital Overweight 288.38 450.00 450.00 Reiterates15 Jul 15 Canaccord Genuity Buy 288.38 337.00 337.00 Reiterates09 Jul 15 Barclays Capital Overweight 288.38 450.00 450.00 ReiteratesNo new target price as they have had that 3.37 since 8th May06 Jul 15 Barclays Capital Overweight 288.38 450.00 450.00 Reiterates18 Jun 15 Barclays Capital Overweight 288.38 450.00 450.00 Reiterates26 May 15 Numis Buy 288.38 450.00 450.00 Retains22 May 15 Barclays Capital Overweight 288.38 - 450.00 Reiterates21 May 15 Canaccord Genuity Buy 288.38 337.00 337.00 Reiterates08 May 15 Canaccord Genuity Buy 288.38 - 337.00 Reiterates
KEEPING CALM MIKE
26 Aug 2015
Target valuation ValuationWe make no changes to forecasts and see the following factors driving a re-rating of shares. Firstly, Optimal's strong cash generation should allow debt to be quickly repaid, resulting in contraction in EV/EBITDA 2016E multiples by over two turns. Secondly. Optimal is progressing towards a move into the FTSE 250, which should broaden its investor base. Lastly, the diversification of earnings across customers, products and geographies should increase earnings resilience. Shares trade at only 9.0x 2016E EV/ EBITDA, a significant discount to the global peer group average of 11.4x. We maintain our 337p target price (FY16E 11.4x EV/EBITDA).Share performance catalystCapital Markets Day and trading update on 10 November 2015.
KEEPING CALM MIKE
26 Aug 2015
CANACCORD BUY NOTE Buy note out this morning after the results with a £3.37 target price, which I think probably also reflects the current market volatility .
Yertiz
25 Aug 2015
Re: Trading update webcast link Looking forward to some encouraging numbers here tomorrow. Inclusion into the FTSE 250 will have a marked effect on this company, rerating will be inevitable, even in this mare of a market!
BigRat
25 Aug 2015
Trading update webcast link For Wednesday 26th August[link]
IOMINVESTCOM
24 Aug 2015
Watts shells out for more Optimal Payments shares [link] shells out for more Optimal Payments sharesCitywire AA-rated mid-cap stock picker Richard Watts has upped his holding in online cash processing business Optimal Payments (OPAY) as the group received a green light on a major purchase.Watts increased his stake to 12.2% of the business worth £154.2 million at a share price of 265.8p.The shares are held in his Old Mutual UK Mid Cap fund, with a minority stake held by his Citywire AA-rated colleague Luke Kerr’s Old Mutual UK Dynamic fund.UK regulator the Financial Conduct Authority signed off on Optimal Payment’s £815 million purchase of rival Skrill Group in early august, an announcement which will promote the combined business into the FTSE 250 index.Canaccord reiterated its ‘buy’ rating following the announcement with a price target of 337p while Numis also rates it a ‘buy’ on a price target of 450p.
BigRat
21 Aug 2015
Re: Good run from 223p Didn't expect to see these at 265p but topped up from profits taken at 288p. Can't believe these are being dumped just a few days away from results. With all this negative sentiment around, can't see a better day for buying, imo.
BigRat
13 Aug 2015
Re: OPAY shorted re Chinese revenues It will end in tears.
gretel
12 Aug 2015
OPAY shorted re Chinese revenues [link]
