and now the inevitable & unavoidable:
Will the bottomline be equally exciting .. even heading towards a maiden dividend ?
even remotely ?
Or instead a Big Disappointment (ie the things on fire in Jan 2020 got stubbed out somewhere between) ? ;)
Printable View
It's tracking upwards a touch in anticipation of a good result tomorrow. We'll soon see :)
Now at it's lowest price this year. Hopefully next year will be it's time to shine :)
Quarterly update next week. It needs to be good otherwise the SP will continue to slide. And I'm losing patience...
PaySauce Quarterly Market Update - Dec 2020
Still growing which is good.
Let's see if this turns around the share price
Growth looks good enough for me. Dipped my toes in. 2.5% portfolio share
PYS announced their qrtly update on the 13th.
https://www.nzx.com/announcements/370533
For the first time ever qrt on qrt recurring revenue growth was negative. Decreased 8%
Not sure if my spreadsheet will copy over but will try:
Period | Recurring Revenue | Gain from Previous Qrt
2018
Q1 $125,000
Q2 $150,000 20%
Q3 $190,000 27%
Q4 $195,000 3%
2019
Q1 $295,000 51%
Q2 $340,000 15%
Q3 $395,000 16%
Q4 $425,000 8%
2020
Q1 $450,000 6%
Q2 $520,000 16%
Q3 $569,000 9%
Q4 $526,000 -8%
Period Recurring Revenue Gain from Previous Qrt Gain from PCP FY19 Q1 $ 125,000 FY19 Q2 $ 150,000 20% FY19 Q3 $ 190,000 27% FY19 Q4 $ 195,000 3% FY20 Q1 $ 295,000 51% 136% FY20 Q2 $ 340,000 15% 127% FY20 Q3 $ 395,000 16% 108% FY20 Q4 $ 429,000 9% 120% FY21 Q1 $ 450,000 5% 53% FY21 Q2 $ 520,000 16% 53% FY21 Q3 $ 569,000 9% 44% FY21 Q4 $ 558,000 -2% 30% FY22 Q1 $ 612,000 10% 36% FY22 Q2 $ 747,000 22% 44%
With PaySauce working out of the same building at Xero in Parnell, history from the founder with SmartPay that he exited several years before founding PYS would there be a closer working relationship over time ?
With organic growth and some additional gain from the recent purchases who sees some good growth mid Jan when the quarterly comes out.
This stock looks to have a very small database of investors but I still see an upside to $1 over the next few years
Results due in a couple of weeks and given the integration of smoothpay making a small impact it will be interesting to see if there’s any updates around trading expectations.
With a small group holding this interest is low but it’s worth popping a few bucks if they keep growing subscriptions
Looking back to last years timing of 3rd quarter you’d expect this out sometime this week
Not expecting a lot of new but single digit grown in subscription and traction of their pillars would be good.
Continuous disclosure would mean if there was any significant purchases of capital raises that info would already be release
Volume at very low levels with the odd lift
Looks like its trading about 17.5x trailing four quarters revenue. Not too bad and you could be right about having a few bucks in pys.
Last 14 qrts have a CAGR of 13.6%
$20m in the bank to fund more acquisitions
Dont know much about their competitors or what makes PYS special.
Disc. Not holding
PaySauce Quarterly Market Update - Dec 2021 - NZX, New Zealand’s Exchange
Employment fintech PaySauce (NZX:PYS) is pleased to report continued strong growth for the quarter with recurring revenue up 67% year on year and 22% quarter on quarter.
Total recurring revenue includes both PaySauce processing fees and interest income as well as SmoothPay subscription revenue for the quarter from October to December 2021. The key driver of the growth was PaySauce processing fees, up 57% YoY, the third consecutive quarter of accelerated growth, following the 44% YoY and 45% YoY increases for the quarters to June and September respectively. The growth comes from consistent growth in PaySauce customer numbers (38% YoY) and increased average processing fees (17% YoY) following a price increase in the quarter.
CEO Asantha Wijeyeratne said that the careful strategic decisions made earlier in the year to adjust PaySauce’s packages and increase pricing are playing out:
“Our existing customers continue to recognise the value that PaySauce adds to their business and have supported the changes across the board.
I’m also extremely pleased to see new customer growth for PaySauce at 38% YoY, testament to the solid reputation we have in the market, built on our sustained focus on product innovation and awesome customer service.
These key factors mean we’ve exceeded 20% quarterly growth for two consecutive quarters.”
Additional tables, graphs and important footnotes are included in the attached PDF.
KEY YEAR-ON-YEAR PERFORMANCE HIGHLIGHTS FOR THE QUARTER
- PaySauce processing fee revenue up 57% YoY to $827K
- Total recurring revenue up 67% YoY to $949K
- Customers using the PaySauce platform up 38% YoY to 4,511
- Total customers (inc SmoothPay) up 80% YoY to 5,893
For more information about the quarter results to 31 December 2021, please contact investor@paysauce.com.
Pretty impressive numbers
Share price should be 20 times revenues …what’s that?
Pleasing results for a small cap company, % growth in each quarter above last years, total customers climbing so looks to be on track as an emerging grow SAAS with some good roots already in their key areas they work.
Share price just steady with very light volume, moved above the MA30 and has just pushed over the MA100 albeit it light volumes
Just starting to look into this stock as my next investment. I'm liking what I see.
Although it seems thinly traded. Has anyone estimated how much of the stock is closely held and therefore not traded?