This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsOpenpay Group(OPY)株式概要Openpay Group Ltd offers embedded finance payment solutions in Australia, New Zealand, and internationally. 詳細OPY ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性0/6配当金0/6リスク分析過去1年間で株主の希薄化は大幅に進んだ マイナスの株主資本 過去5年間で収益は年間43.6%減少しました。 株式の流動性は非常に低い +2 さらなるリスクすべてのリスクチェックを見るOPY Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$0.20該当なし内在価値ディスカウントEst. Revenue$PastFuture-85m137m2016201920222025202620282031Revenue AU$136.6mEarnings AU$27.5mAdvancedSet Fair ValueView all narrativesOpenpay Group Ltd 競合他社WisrSymbol: ASX:WZRMarket cap: AU$37.0mHarmoneySymbol: ASX:HMYMarket cap: AU$81.2mMoneyMeSymbol: ASX:MMEMarket cap: AU$68.3mPlenti GroupSymbol: ASX:PLTMarket cap: AU$149.4m価格と性能株価の高値、安値、推移の概要Openpay Group過去の株価現在の株価AU$0.2052週高値AU$0.5552週安値AU$0.12ベータ3.211ヶ月の変化0%3ヶ月変化-7.14%1年変化-42.65%3年間の変化-80.88%5年間の変化n/aIPOからの変化-85.28%最新ニュースお知らせ • Jul 12OP Fiduciary Pty Ltd acquired OpyPro SaaS business of Openpay Group Ltd for AUD 10 million.OP Fiduciary Pty Ltd acquired OpyPro SaaS business of Openpay Group Ltd for AUD 10 million on July 10, 2023. The consideration is payable as a reduction against the secured debt owing to OP Fiduciary. As part of the sale, six employees will transfer to the acquirer who will continue to operate the business as a going concern.OP Fiduciary Pty Ltd completed the acquisition of OpyPro SaaS business of Openpay Group Ltd on July 10, 2023.お知らせ • Feb 06Openpay Group Ltd. Announces Resignation of Yaniv Meydan as Non-Executive DirectorOpenpay Group Ltd. announced that Yaniv Meydan has tendered his resignation as non-executive director, effective 4 February 2023.Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Chairman of the Board Patrick Tuttle was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 14Openpay Group Ltd, Annual General Meeting, Nov 15, 2022Openpay Group Ltd, Annual General Meeting, Nov 15, 2022, at 11:01 AUS Eastern Standard Time. Location: at Level 5, 126 Phillip Street Sydney New South Wales Australia Agenda: To consider Adoption of Remuneration Report; to consider Re-election of Yaniv Meydan as Director; to consider Approval of Future Issue of Securities; to consider Ratification of Prior Issue of SPP Shares; to consider Adoption of Equity Incentive Plan; Insertion of Takeover Approval Provisions; to consider Amendment to Constitution; and to consider other matters, if any.Reported Earnings • Oct 02Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.62 loss per share (further deteriorated from AU$0.56 loss in FY 2021). Revenue: AU$34.2m (up 30% from FY 2021). Net loss: AU$82.5m (loss widened 31% from FY 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 123%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Finance industry in Australia.Major Estimate Revision • Sep 05Consensus revenue estimates fall by 38%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from AU$62.1m to AU$38.4m. Forecast losses increased from -AU$0.15 to -AU$0.17 per share. Consumer Finance industry in Australia expected to see average net income growth of 1.0% next year. Consensus price target of AU$0.68 unchanged from last update. Share price rose 25% to AU$0.23 over the past week.最新情報をもっと見るRecent updatesお知らせ • Jul 12OP Fiduciary Pty Ltd acquired OpyPro SaaS business of Openpay Group Ltd for AUD 10 million.OP Fiduciary Pty Ltd acquired OpyPro SaaS business of Openpay Group Ltd for AUD 10 million on July 10, 2023. The consideration is payable as a reduction against the secured debt owing to OP Fiduciary. As part of the sale, six employees will transfer to the acquirer who will continue to operate the business as a going concern.OP Fiduciary Pty Ltd completed the acquisition of OpyPro SaaS business of Openpay Group Ltd on July 10, 2023.お知らせ • Feb 06Openpay Group Ltd. Announces Resignation of Yaniv Meydan as Non-Executive DirectorOpenpay Group Ltd. announced that Yaniv Meydan has tendered his resignation as non-executive director, effective 4 February 2023.Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Chairman of the Board Patrick Tuttle was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 14Openpay Group Ltd, Annual General Meeting, Nov 15, 2022Openpay Group Ltd, Annual General Meeting, Nov 15, 2022, at 11:01 AUS Eastern Standard Time. Location: at Level 5, 126 Phillip Street Sydney New South Wales Australia Agenda: To consider Adoption of Remuneration Report; to consider Re-election of Yaniv Meydan as Director; to consider Approval of Future Issue of Securities; to consider Ratification of Prior Issue of SPP Shares; to consider Adoption of Equity Incentive Plan; Insertion of Takeover Approval Provisions; to consider Amendment to Constitution; and to consider other matters, if any.Reported Earnings • Oct 02Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.62 loss per share (further deteriorated from AU$0.56 loss in FY 2021). Revenue: AU$34.2m (up 30% from FY 2021). Net loss: AU$82.5m (loss widened 31% from FY 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 123%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Finance industry in Australia.Major Estimate Revision • Sep 05Consensus revenue estimates fall by 38%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from AU$62.1m to AU$38.4m. Forecast losses increased from -AU$0.15 to -AU$0.17 per share. Consumer Finance industry in Australia expected to see average net income growth of 1.0% next year. Consensus price target of AU$0.68 unchanged from last update. Share price rose 25% to AU$0.23 over the past week.Reported Earnings • Aug 31Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.62 loss per share (down from AU$0.56 loss in FY 2021). Revenue: AU$34.2m (up 32% from FY 2021). Net loss: AU$82.5m (loss widened 31% from FY 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 123%. Over the next year, revenue is forecast to grow 53%, compared to a 30% growth forecast for the Consumer Finance industry in Australia.お知らせ • Aug 30Openpay Group Ltd to Report Fiscal Year 2022 Final Results on Sep 30, 2022Openpay Group Ltd announced that they will report fiscal year 2022 final results on Sep 30, 2022お知らせ • Aug 27Openpay Group Ltd to Report Fiscal Year 2022 Results on Aug 30, 2022Openpay Group Ltd announced that they will report fiscal year 2022 results on Aug 30, 2022お知らせ • Aug 17+ 1 more updateOpenpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 18.25 million.Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 18.25 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 26,839,735 Price\Range: AUD 0.24 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 49,201,930 Price\Range: AUD 0.24 Transaction Features: Subsequent Direct ListingMajor Estimate Revision • Jun 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -AU$0.42 to -AU$0.28 per share. Revenue forecast steady at AU$34.5m. Consumer Finance industry in Australia expected to see average net income growth of 13% next year. Consensus price target of AU$0.68 unchanged from last update. Share price fell 4.3% to AU$0.23 over the past week.分析記事 • May 18Need To Know: The Consensus Just Cut Its Openpay Group Ltd (ASX:OPY) Estimates For 2022The analysts covering Openpay Group Ltd ( ASX:OPY ) delivered a dose of negativity to shareholders today, by making a...Major Estimate Revision • May 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from AU$42.8m to AU$34.5m. EPS estimate reaffirmed at -AU$0.42 per share. Consumer Finance industry in Australia expected to see average net income growth of 13% next year. Consensus price target down from AU$0.80 to AU$0.68. Share price was steady at AU$0.31 over the past week.お知らせ • May 17Openpay Group Ltd Announces Chief Financial Officer ChangesOpenpay Group Ltd. announced that Chief Financial Officer Mr. Jussi Nunes has resigned from the role and will leave the Company at the end of May. Mr. Nunes will be replaced as CFO by an internal candidate Mr. Oliver Josem, who is second-in-command to the CFO. Mr. Josem will be Openpay's CFO, and also CFO for the Openpay ANZ region. This planned change is consistent with the Company's localised strategy, dedicating a CFO to each market in which it operates.Price Target Changed • Apr 27Price target decreased to AU$0.80Down from AU$2.03, the current price target is an average from 2 analysts. New target price is 158% above last closing price of AU$0.31. Stock is down 85% over the past year. The company is forecast to post a net loss per share of AU$0.42 next year compared to a net loss per share of AU$0.56 last year.Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Yaniv Meydan is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 05Openpay Group Ltd to Report Q3, 2022 Results on Apr 28, 2022Openpay Group Ltd announced that they will report Q3, 2022 results on Apr 28, 2022Major Estimate Revision • Mar 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from AU$52.4m to AU$42.8m. EPS estimate increased from -AU$0.46 to -AU$0.42 per share. Consumer Finance industry in Australia expected to see average net income growth of 11% next year. Consensus price target down from AU$2.03 to AU$0.80. Share price rose 2.8% to AU$0.36 over the past week.Reported Earnings • Feb 25First half 2022 earnings: EPS exceeds analyst expectationsFirst half 2022 results: AU$0.32 loss per share (down from AU$0.24 loss in 1H 2021). Revenue: AU$15.0m (up 12% from 1H 2021). Net loss: AU$42.0m (loss widened 65% from 1H 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Over the next year, revenue is forecast to grow 169%, compared to a 54% growth forecast for the industry in Australia.Breakeven Date Change • Feb 25No longer forecast to breakevenThe 2 analysts covering Openpay Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$1.40m in 2024. New consensus forecast suggests the company will make a loss of AU$9.00m in 2024.お知らせ • Feb 21Openpay Group Ltd to Report First Half, 2022 Results on Feb 24, 2022Openpay Group Ltd announced that they will report first half, 2022 results on Feb 24, 2022Price Target Changed • Oct 30Price target decreased to AU$3.15Down from AU$3.40, the current price target is an average from 2 analysts. New target price is 142% above last closing price of AU$1.30. Stock is down 51% over the past year. The company is forecast to post a net loss per share of AU$0.42 next year compared to a net loss per share of AU$0.56 last year.Reported Earnings • Aug 26Full year 2021 earnings released: AU$0.56 loss per share (vs AU$0.52 loss in FY 2020)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$26.3m (up 46% from FY 2020). Net loss: AU$63.1m (loss widened 78% from FY 2020).Major Estimate Revision • Jul 29Consensus revenue estimates fall to AU$26.3mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from AU$29.6m to AU$26.3m. Forecast losses increased from -AU$0.44 to -AU$0.48 per share. Consumer Finance industry in Australia expected to see average net income growth of 15% next year. Consensus price target down from AU$3.65 to AU$3.40. Share price fell 11% to AU$1.20 over the past week.Breakeven Date Change • Jul 29Forecast to breakeven in 2024The 2 analysts covering Openpay Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$9.20m in 2024. Average annual earnings growth of 48% is required to achieve expected profit on schedule.Recent Insider Transactions • Jul 01CEO, MD & Director recently bought AU$99k worth of stockOn the 23rd of June, Michael Eidel bought around 65k shares on-market at roughly AU$1.52 per share. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of AU$332k worth in shares.Price Target Changed • Jun 23Price target increased to AU$3.65Up from AU$3.40, the current price target is an average from 2 analysts. New target price is 143% above last closing price of AU$1.50. Stock is down 40% over the past year.お知らせ • Jun 23Openpay Group Ltd (ASX:OPY) entered into a highly material and transformational binding agreement to acquire Payment Assist Ltd from Neil Jeffery, Colin Ellard and others for £28.5 million.Openpay Group Ltd (ASX:OPY) entered into a highly material and transformational binding agreement to acquire Payment Assist Ltd from Neil Jeffery, Colin Ellard and others for £28.5 million on June 22, 2021. The consideration includes upfront payment of £11.5 million, comprising £8.2 million cash (subject to certain adjustments) and £3.3 million in Openpay Group Ltd scrip payable at completion. Earnout of £17 million will be payable in 2 tranches; Tranche 1 of up to £5.5 million, subject to satisfaction of certain key performance indicators for the financial years of Payment Assist ended December 31, 2021 (FY2021) and December 31, 2022 (FY2022); Tranche 2 of up to £5.5 million, subject to satisfaction of certain key performance indicators for the financial year of Payment Assist ended December 31, 2023 (FY2023). In addition, outperformance earn-out consideration of up to £6 million will be payable, subject to satisfaction of certain ‘outperformance’ key performance indicators for FY2021, FY2022 and FY2023. 60% of the earn-out consideration shall be payable in cash and 40% shall be payable in Openpay Group Ltd scrip (subject to receipt of shareholder approval which must occur within three months of determination of each relevant earn out consideration amount). Openpay Group Ltd may also elect (at its discretion) to pay the earn-out consideration entirely in cash. The earn-out consideration is contingent upon performance of Payment Assist’s business measured against total transaction value (TTV), net transaction margin and profit before tax. Subject to at least 80% of the KPIs for an earn out period being satisfied, the vendors shall be entitled to a pro rata share of the earn-out consideration in respect of that earn-out period, equal to the proportion of the KPIs that have been satisfied. The cash component of the upfront consideration and the earn-out consideration (to the extent paid) will be funded from Openpay Group Ltd’s available capital. The issue of the scrip component of the earn-out consideration is subject to receipt of shareholder approval, which will be sought following the end of the relevant earn out period if required. Upon closing, Payment Assist will become a wholly owned subsidiary of Openpay Group Ltd. Neil Jeffery and Colin Ellard, will enter into new service agreements with effect from completion, and all vendors have agreed to provide restrictive covenants for a three-year period following completion in respect of the UK, Ireland and Australia regions. Upon payment of the second tranche earn out consideration, this restrictive covenant shall be extended for a further 6 months. Openpay Group Ltd will retain the Payment Assist brand, with the business having a large established base of active customers and an excellent rating on Trustpilot. For the year ended December 2020, Payment Assist Ltd had revenues of £6 million. The acquisition is conditional upon certain conditions precedent, including the UK Financial Conduct Authority approving the acquisition. Openpay Group Ltd expects to complete the transaction during 1H FY2022. The transaction grows the UK business substantially – on a CY20 basis, pro-forma combined UK entity would have recorded almost triple UK TTV – moving from £43.6 million to £121.7 million ; and UK revenue would have more than tripled, from £2.4 million to £8.4 million, with very strong transaction margins. It also materially elevates Openpay Group Ltd’s global commercial profile: on a CY20 basis, the combined pro-forma group entity would have increased TTV by 52%, moving from $273.5 million to $416.8 million and group revenue would have increased by 47.4%, from $23.2 million to $34.2 million. Deloitte & Touche Corporate Finance UK Limited acted as financial advisor, whereas Osborne Clarke LLP and Clayton Utz acted as legal advisors to Openpay Group Ltd. Gateley Plc acted as financial advisor, however Logie Smith Lanyon acted as legal advisor to Payment Assist Ltd.お知らせ • May 19Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 37.512011 million.Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 37.512011 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 18,478,823 Price\Range: AUD 2.03 Discount Per Security: AUD 0.086275 Transaction Features: Subsequent Direct Listingお知らせ • May 08Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 8.7 million.Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 8.7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 4,285,714 Price\Range: AUD 2.03 Discount Per Security: AUD 0.076125分析記事 • May 01Analysts Just Shaved Their Openpay Group Ltd (ASX:OPY) Forecasts DramaticallyMarket forces rained on the parade of Openpay Group Ltd ( ASX:OPY ) shareholders today, when the analysts downgraded...Major Estimate Revision • May 01Consensus revenue estimates fall to AU$28.8mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from AU$32.8m to AU$28.8m. Forecast losses increased from -AU$0.29 to -AU$0.41 per share. Consumer Finance industry in Australia expected to see average net income growth of 22% next year. Consensus price target down from AU$4.77 to AU$4.20. Share price was steady at AU$2.05 over the past week.Price Target Changed • Apr 30Price target decreased to AU$3.70Down from AU$4.25, the current price target is an average from 2 analysts. New target price is 80% above last closing price of AU$2.05. Stock is up 101% over the past year.お知らせ • Mar 15Openpay Group Ltd Enters into the Hospital Segment Via a Partnership with St John of God Health CareOpenpay Group Ltd. announce that it has entered into the hospital segment via a partnership with St John of God Health Care, and that the partnership with 1st Group is moving to full scale, following strong initial performance. Openpay is the first BNPL to enter into the hospital segment of the Healthcare vertical via a partnership with St John of God Health Care, one of Australia's Catholic providers of healthcare services, with hospitals in Victoria, New South Wales and Western Australia. A six-month initial launch has now commenced at three St John of God Health Care hospitals, allowing patients to spread their hospital costs for elective surgery procedures across plans ranging from two to 12 months. The hospitals participating in the initial launch are St John of God Murdoch and Mt Lawley Hospitals in Perth and St John of God Berwick Hospital in south-east Melbourne. At the conclusion of the trial, both parties will decide if a full rollout should proceed. Following excellent results generated for all parties during an initial launch period, where Openpay plans were made available at more than 60 participating dental and allied health practices, the partnership will now move to full scale, three months ahead of schedule. As part of the next phase, Openpay and 1st Group will offer plans to thousands more healthcare practices across the Openpay and 1st Group networks. In addition, the integration will be extended into 1st Group's veterinary platform, PetYeti.Reported Earnings • Mar 02First half 2021 earnings released: AU$0.24 loss per share (vs AU$0.38 loss in 1H 2020)The company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: AU$13.4m (up 63% from 1H 2020). Net loss: AU$25.5m (loss widened 60% from 1H 2020).Analyst Estimate Surprise Post Earnings • Feb 27Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.5%. Earnings per share (EPS) exceeded analyst estimates by 47%. Over the next year, revenue is forecast to grow 79%, compared to a 109% growth forecast for the Consumer Finance industry in Australia.お知らせ • Feb 24Openpay Group Ltd to Report First Half, 2021 Results on Feb 26, 2021Openpay Group Ltd announced that they will report first half, 2021 results on Feb 26, 2021お知らせ • Feb 23Openpay Group Ltd Signs A Partnership Agreement with Ford Motor Company of Australia LimitedOpenpay Group Ltd. announced that it has signed a partnership agreement with Ford Motor Company of Australia Limited (Ford Australia), a subsidiary of the global Ford Motor Company, which designs, engineers, and imports award-winning and iconic cars, SUVs and trucks. Under the partnership, Ford Australia will offer the Openpay Buy Now, Pay Later (BNPL) solution to its dealership network across Australia to support customer car servicing needs (repairs, parts, and accessories). Openpay can now be introduced and available to Ford Australia customers at every point on the customer journey via booking engines, online and instore visibility. The agreement with Ford Australia is a major milestone in addition to Openpay's exclusive partnership with Pentana Solutions Pty Ltd, the leading provider of Dealer Management Software (DMS) in Australia, which went live in February 2021. Roughly 2,500 new car franchise dealerships across Australia or 60% of Australia's new car franchise dealerships such as Eagers Automotive, Inchcape, and Peter Warren use Pentana's eraPower DMS which gives dealerships a seamless platform to manage their entire operations. Openpay will continue to focus on further partnerships with leading OEMs, distributors, and importers in the automotive sector to further entrench itself as a market leading Buy Now, Pay Later provider in the Automotive vertical.分析記事 • Feb 22How Much Are Openpay Group Ltd (ASX:OPY) Insiders Spending On Buying Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly...お知らせ • Feb 17Openpay Group Ltd Launches Partnership with Leading Australian Retailer, OfficeworksOpenpay Group Ltd. announced that t it has launched a partnership with Australian office supplies, furniture, technology and student supplies retailer Officeworks. Under the partnership, Openpay's `Buy now. Pay smarter.' plans will be rolled out across Officeworks online and in-store Australia-wide in February and March, respectively. The deal underlines Openpay's mission to provide customers with a smart budgeting tool for life's important purchases, such as school supplies, office needs and technology, above and beyond already providing its customers with a smarter way to pay for their health, automotive, home improvement, education and memberships needs. The Officeworks partnership adds to Openpay's robust portfolio of Merchant agreements with major Australian brands recently signed and live including: ASX-listed online retail giant, Kogan.com, Surfstitch Group, Dick Smith and furniture and homewares group, Matt Blatt.Is New 90 Day High Low • Jan 27New 90-day high: AU$2.90The company is up 5.0% from its price of AU$2.77 on 29 October 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Finance industry, which is up 23% over the same period.お知らせ • Jan 22Openpay Group Ltd to Report Q2, 2021 Results on Jan 28, 2021Openpay Group Ltd announced that they will report Q2, 2021 results on Jan 28, 2021分析記事 • Jan 18Do Insiders Own Lots Of Shares In Openpay Group Ltd (ASX:OPY)?The big shareholder groups in Openpay Group Ltd ( ASX:OPY ) have power over the company. Large companies usually have...お知らせ • Dec 17Openpay Group Ltd Announces Executive ChangesOpenpay announced the appointment of its US executive team, led by Brian Shniderman, a 32-year veteran in the payments and fintech advisory industry. Mr. Shniderman will become Openpay US' CEO and Openpay's Global Chief Strategy Officer. He joins from Deloitte, where he founded and grew the firm's globally top-ranked Payments practice. He successfully helped the C-suite of large global companies implement high-visibility, complex payments, fintech and banking strategies, mergers and acquisitions, operations, and technology initiatives. Also joining the US executive leadership team is Gary Stein, who will become Openpay US' Chief Product and Compliance Officer, and Troy Carrothers, who will serve as a Corporate Advisor. Gary Stein brings nearly 30 years of financial services experience to Openpay US, including the last 9 as the Consumer Financial Protection Bureau's (CFPB's) Deputy Assistant Director for Consumer Credit, Payments, and Deposits. At the CFPB, Mr. Stein developed the Bureau's markets-shaping vision for both faster payments and consumer data sharing. He also oversaw the Bureau's Small Dollar & Instalment Lending Markets team. Earlier in his career, Mr. Stein served as a senior banker and financial services consultant. Mr. Carrothers is a financial services and retail leader with more than 25 years of experience across credit cards, payment acceptance, and customer services.分析記事 • Dec 14Did You Miss Openpay Group's (ASX:OPY) 68% Share Price Gain?Openpay Group Ltd ( ASX:OPY ) shareholders might be concerned after seeing the share price drop 26% in the last...Is New 90 Day High Low • Dec 04New 90-day low: AU$2.55The company is down 26% from its price of AU$3.44 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Finance industry, which is up 1.0% over the same period.お知らせ • Nov 18Openpay Group Ltd Provides Update on Major PartnershipsOpenpay Group Ltd. provided that it has secured major partnerships with major Australian retailer Kogan.com Ltd. and BigCommerce Holdings Inc. Openpay has secured a significant merchant win in Australia with major retailer Kogan, including its brands Dick Smith and Matt Blatt, adding to Openpay's robust portfolio of Merchant agreements with major Australian brands recently signed and live including: Surfstitch Group, Intersport, Connor, Tarocash, YD., Rockwear, Hip Kids, Cult Cosmetica and Sportman's Warehouse. Significant merchant wins signed in Automotive were Smith Group and Crick's Maroochydore. In Home Improvement, major wins were BBQs Galore and Cheap as Chips. In Health, It won and activated exclusive partnership with VBreathe and signed Merchant agreements with Habitat Pet Supplies and Petstock Vet. Openpay has also secured a major channel partnership with BigCommerce Holdings Inc., with the deal carrying a revenue share component. The agreement will see Openpay's `Buy now. Pay smarter.' solution fully integrated into BigCommerce's eCommerce marketplace across both Australia and the UK and delivers on Openpay's strategy of entering into strategic partnerships for scale. It provides Openpay with significant merchant acquisition leverage and growth potential at low cost, by enabling immediate access to BigCommerce's more than 5,000 existing trading merchants across both markets. Openpay has been selected to be part of Austrade's High Growth Export Services program. The engagement will leverage Austrade's global network to grow share in existing markets and be instrumental in evaluating and accelerating entry into new markets overseas. Under the program, Austrade will help with both Openpay's BNPL solution as well as its B2B offering, Openpay for Business.Recent Insider Transactions • Nov 07CEO, MD & Director recently bought AU$117k worth of stockOn the 5th of November, Michael Eidel bought around 43k shares on-market at roughly AU$2.73 per share. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of AU$165k worth in shares.Is New 90 Day High Low • Oct 28New 90-day low: AU$2.73The company is down 21% from its price of AU$3.46 on 30 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Finance industry, which is flat over the same period.お知らせ • Aug 13Openpay Group Ltd to Report Fiscal Year 2020 Results on Aug 31, 2020Openpay Group Ltd announced that they will report fiscal year 2020 results on Aug 31, 2020お知らせ • Jul 10Openpay Group Ltd to Report Q4, 2020 Results on Jul 15, 2020Openpay Group Ltd announced that they will report Q4, 2020 results on Jul 15, 2020株主還元OPYAU Consumer FinanceAU 市場7D0%-4.0%0.08%1Y-42.6%1.0%3.1%株主還元を見る業界別リターン: OPY過去 1 年間で1 % の収益を上げたAustralian Consumer Finance業界を下回りました。リターン対市場: OPYは、過去 1 年間で3.1 % のリターンを上げたAustralian市場を下回りました。価格変動Is OPY's price volatile compared to industry and market?OPY volatilityOPY Average Weekly Movementn/aConsumer Finance Industry Average Movement5.3%Market Average Movement10.4%10% most volatile stocks in AU Market17.6%10% least volatile stocks in AU Market4.3%安定した株価: OPY 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 過去 1 年間のOPYのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO(最高経営責任者ウェブサイト2013143Ed Buntingwww.openpay.com.auもっと見るOpenpay Group Ltd 基礎のまとめOpenpay Group の収益と売上を時価総額と比較するとどうか。OPY 基礎統計学時価総額AU$45.45m収益(TTM)-AU$82.46m売上高(TTM)AU$34.25m1.3xP/Sレシオ-0.6xPER(株価収益率OPY は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計OPY 損益計算書(TTM)収益AU$34.25m売上原価AU$47.37m売上総利益-AU$13.12mその他の費用AU$69.34m収益-AU$82.46m直近の収益報告Jun 30, 2022次回決算日該当なし一株当たり利益(EPS)-0.35グロス・マージン-38.31%純利益率-240.77%有利子負債/自己資本比率-555.4%OPY の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2023/04/30 06:25終値2023/01/31 00:00収益2022/06/30年間収益2022/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Openpay Group Ltd これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Benn SkenderCanaccord GenuityDanny YounisShaw and Partners Limited
お知らせ • Jul 12OP Fiduciary Pty Ltd acquired OpyPro SaaS business of Openpay Group Ltd for AUD 10 million.OP Fiduciary Pty Ltd acquired OpyPro SaaS business of Openpay Group Ltd for AUD 10 million on July 10, 2023. The consideration is payable as a reduction against the secured debt owing to OP Fiduciary. As part of the sale, six employees will transfer to the acquirer who will continue to operate the business as a going concern.OP Fiduciary Pty Ltd completed the acquisition of OpyPro SaaS business of Openpay Group Ltd on July 10, 2023.
お知らせ • Feb 06Openpay Group Ltd. Announces Resignation of Yaniv Meydan as Non-Executive DirectorOpenpay Group Ltd. announced that Yaniv Meydan has tendered his resignation as non-executive director, effective 4 February 2023.
Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Chairman of the Board Patrick Tuttle was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 14Openpay Group Ltd, Annual General Meeting, Nov 15, 2022Openpay Group Ltd, Annual General Meeting, Nov 15, 2022, at 11:01 AUS Eastern Standard Time. Location: at Level 5, 126 Phillip Street Sydney New South Wales Australia Agenda: To consider Adoption of Remuneration Report; to consider Re-election of Yaniv Meydan as Director; to consider Approval of Future Issue of Securities; to consider Ratification of Prior Issue of SPP Shares; to consider Adoption of Equity Incentive Plan; Insertion of Takeover Approval Provisions; to consider Amendment to Constitution; and to consider other matters, if any.
Reported Earnings • Oct 02Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.62 loss per share (further deteriorated from AU$0.56 loss in FY 2021). Revenue: AU$34.2m (up 30% from FY 2021). Net loss: AU$82.5m (loss widened 31% from FY 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 123%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Finance industry in Australia.
Major Estimate Revision • Sep 05Consensus revenue estimates fall by 38%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from AU$62.1m to AU$38.4m. Forecast losses increased from -AU$0.15 to -AU$0.17 per share. Consumer Finance industry in Australia expected to see average net income growth of 1.0% next year. Consensus price target of AU$0.68 unchanged from last update. Share price rose 25% to AU$0.23 over the past week.
お知らせ • Jul 12OP Fiduciary Pty Ltd acquired OpyPro SaaS business of Openpay Group Ltd for AUD 10 million.OP Fiduciary Pty Ltd acquired OpyPro SaaS business of Openpay Group Ltd for AUD 10 million on July 10, 2023. The consideration is payable as a reduction against the secured debt owing to OP Fiduciary. As part of the sale, six employees will transfer to the acquirer who will continue to operate the business as a going concern.OP Fiduciary Pty Ltd completed the acquisition of OpyPro SaaS business of Openpay Group Ltd on July 10, 2023.
お知らせ • Feb 06Openpay Group Ltd. Announces Resignation of Yaniv Meydan as Non-Executive DirectorOpenpay Group Ltd. announced that Yaniv Meydan has tendered his resignation as non-executive director, effective 4 February 2023.
Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Chairman of the Board Patrick Tuttle was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 14Openpay Group Ltd, Annual General Meeting, Nov 15, 2022Openpay Group Ltd, Annual General Meeting, Nov 15, 2022, at 11:01 AUS Eastern Standard Time. Location: at Level 5, 126 Phillip Street Sydney New South Wales Australia Agenda: To consider Adoption of Remuneration Report; to consider Re-election of Yaniv Meydan as Director; to consider Approval of Future Issue of Securities; to consider Ratification of Prior Issue of SPP Shares; to consider Adoption of Equity Incentive Plan; Insertion of Takeover Approval Provisions; to consider Amendment to Constitution; and to consider other matters, if any.
Reported Earnings • Oct 02Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.62 loss per share (further deteriorated from AU$0.56 loss in FY 2021). Revenue: AU$34.2m (up 30% from FY 2021). Net loss: AU$82.5m (loss widened 31% from FY 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 123%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Finance industry in Australia.
Major Estimate Revision • Sep 05Consensus revenue estimates fall by 38%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from AU$62.1m to AU$38.4m. Forecast losses increased from -AU$0.15 to -AU$0.17 per share. Consumer Finance industry in Australia expected to see average net income growth of 1.0% next year. Consensus price target of AU$0.68 unchanged from last update. Share price rose 25% to AU$0.23 over the past week.
Reported Earnings • Aug 31Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.62 loss per share (down from AU$0.56 loss in FY 2021). Revenue: AU$34.2m (up 32% from FY 2021). Net loss: AU$82.5m (loss widened 31% from FY 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 123%. Over the next year, revenue is forecast to grow 53%, compared to a 30% growth forecast for the Consumer Finance industry in Australia.
お知らせ • Aug 30Openpay Group Ltd to Report Fiscal Year 2022 Final Results on Sep 30, 2022Openpay Group Ltd announced that they will report fiscal year 2022 final results on Sep 30, 2022
お知らせ • Aug 27Openpay Group Ltd to Report Fiscal Year 2022 Results on Aug 30, 2022Openpay Group Ltd announced that they will report fiscal year 2022 results on Aug 30, 2022
お知らせ • Aug 17+ 1 more updateOpenpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 18.25 million.Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 18.25 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 26,839,735 Price\Range: AUD 0.24 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 49,201,930 Price\Range: AUD 0.24 Transaction Features: Subsequent Direct Listing
Major Estimate Revision • Jun 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -AU$0.42 to -AU$0.28 per share. Revenue forecast steady at AU$34.5m. Consumer Finance industry in Australia expected to see average net income growth of 13% next year. Consensus price target of AU$0.68 unchanged from last update. Share price fell 4.3% to AU$0.23 over the past week.
分析記事 • May 18Need To Know: The Consensus Just Cut Its Openpay Group Ltd (ASX:OPY) Estimates For 2022The analysts covering Openpay Group Ltd ( ASX:OPY ) delivered a dose of negativity to shareholders today, by making a...
Major Estimate Revision • May 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from AU$42.8m to AU$34.5m. EPS estimate reaffirmed at -AU$0.42 per share. Consumer Finance industry in Australia expected to see average net income growth of 13% next year. Consensus price target down from AU$0.80 to AU$0.68. Share price was steady at AU$0.31 over the past week.
お知らせ • May 17Openpay Group Ltd Announces Chief Financial Officer ChangesOpenpay Group Ltd. announced that Chief Financial Officer Mr. Jussi Nunes has resigned from the role and will leave the Company at the end of May. Mr. Nunes will be replaced as CFO by an internal candidate Mr. Oliver Josem, who is second-in-command to the CFO. Mr. Josem will be Openpay's CFO, and also CFO for the Openpay ANZ region. This planned change is consistent with the Company's localised strategy, dedicating a CFO to each market in which it operates.
Price Target Changed • Apr 27Price target decreased to AU$0.80Down from AU$2.03, the current price target is an average from 2 analysts. New target price is 158% above last closing price of AU$0.31. Stock is down 85% over the past year. The company is forecast to post a net loss per share of AU$0.42 next year compared to a net loss per share of AU$0.56 last year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Yaniv Meydan is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 05Openpay Group Ltd to Report Q3, 2022 Results on Apr 28, 2022Openpay Group Ltd announced that they will report Q3, 2022 results on Apr 28, 2022
Major Estimate Revision • Mar 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from AU$52.4m to AU$42.8m. EPS estimate increased from -AU$0.46 to -AU$0.42 per share. Consumer Finance industry in Australia expected to see average net income growth of 11% next year. Consensus price target down from AU$2.03 to AU$0.80. Share price rose 2.8% to AU$0.36 over the past week.
Reported Earnings • Feb 25First half 2022 earnings: EPS exceeds analyst expectationsFirst half 2022 results: AU$0.32 loss per share (down from AU$0.24 loss in 1H 2021). Revenue: AU$15.0m (up 12% from 1H 2021). Net loss: AU$42.0m (loss widened 65% from 1H 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Over the next year, revenue is forecast to grow 169%, compared to a 54% growth forecast for the industry in Australia.
Breakeven Date Change • Feb 25No longer forecast to breakevenThe 2 analysts covering Openpay Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$1.40m in 2024. New consensus forecast suggests the company will make a loss of AU$9.00m in 2024.
お知らせ • Feb 21Openpay Group Ltd to Report First Half, 2022 Results on Feb 24, 2022Openpay Group Ltd announced that they will report first half, 2022 results on Feb 24, 2022
Price Target Changed • Oct 30Price target decreased to AU$3.15Down from AU$3.40, the current price target is an average from 2 analysts. New target price is 142% above last closing price of AU$1.30. Stock is down 51% over the past year. The company is forecast to post a net loss per share of AU$0.42 next year compared to a net loss per share of AU$0.56 last year.
Reported Earnings • Aug 26Full year 2021 earnings released: AU$0.56 loss per share (vs AU$0.52 loss in FY 2020)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$26.3m (up 46% from FY 2020). Net loss: AU$63.1m (loss widened 78% from FY 2020).
Major Estimate Revision • Jul 29Consensus revenue estimates fall to AU$26.3mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from AU$29.6m to AU$26.3m. Forecast losses increased from -AU$0.44 to -AU$0.48 per share. Consumer Finance industry in Australia expected to see average net income growth of 15% next year. Consensus price target down from AU$3.65 to AU$3.40. Share price fell 11% to AU$1.20 over the past week.
Breakeven Date Change • Jul 29Forecast to breakeven in 2024The 2 analysts covering Openpay Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$9.20m in 2024. Average annual earnings growth of 48% is required to achieve expected profit on schedule.
Recent Insider Transactions • Jul 01CEO, MD & Director recently bought AU$99k worth of stockOn the 23rd of June, Michael Eidel bought around 65k shares on-market at roughly AU$1.52 per share. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of AU$332k worth in shares.
Price Target Changed • Jun 23Price target increased to AU$3.65Up from AU$3.40, the current price target is an average from 2 analysts. New target price is 143% above last closing price of AU$1.50. Stock is down 40% over the past year.
お知らせ • Jun 23Openpay Group Ltd (ASX:OPY) entered into a highly material and transformational binding agreement to acquire Payment Assist Ltd from Neil Jeffery, Colin Ellard and others for £28.5 million.Openpay Group Ltd (ASX:OPY) entered into a highly material and transformational binding agreement to acquire Payment Assist Ltd from Neil Jeffery, Colin Ellard and others for £28.5 million on June 22, 2021. The consideration includes upfront payment of £11.5 million, comprising £8.2 million cash (subject to certain adjustments) and £3.3 million in Openpay Group Ltd scrip payable at completion. Earnout of £17 million will be payable in 2 tranches; Tranche 1 of up to £5.5 million, subject to satisfaction of certain key performance indicators for the financial years of Payment Assist ended December 31, 2021 (FY2021) and December 31, 2022 (FY2022); Tranche 2 of up to £5.5 million, subject to satisfaction of certain key performance indicators for the financial year of Payment Assist ended December 31, 2023 (FY2023). In addition, outperformance earn-out consideration of up to £6 million will be payable, subject to satisfaction of certain ‘outperformance’ key performance indicators for FY2021, FY2022 and FY2023. 60% of the earn-out consideration shall be payable in cash and 40% shall be payable in Openpay Group Ltd scrip (subject to receipt of shareholder approval which must occur within three months of determination of each relevant earn out consideration amount). Openpay Group Ltd may also elect (at its discretion) to pay the earn-out consideration entirely in cash. The earn-out consideration is contingent upon performance of Payment Assist’s business measured against total transaction value (TTV), net transaction margin and profit before tax. Subject to at least 80% of the KPIs for an earn out period being satisfied, the vendors shall be entitled to a pro rata share of the earn-out consideration in respect of that earn-out period, equal to the proportion of the KPIs that have been satisfied. The cash component of the upfront consideration and the earn-out consideration (to the extent paid) will be funded from Openpay Group Ltd’s available capital. The issue of the scrip component of the earn-out consideration is subject to receipt of shareholder approval, which will be sought following the end of the relevant earn out period if required. Upon closing, Payment Assist will become a wholly owned subsidiary of Openpay Group Ltd. Neil Jeffery and Colin Ellard, will enter into new service agreements with effect from completion, and all vendors have agreed to provide restrictive covenants for a three-year period following completion in respect of the UK, Ireland and Australia regions. Upon payment of the second tranche earn out consideration, this restrictive covenant shall be extended for a further 6 months. Openpay Group Ltd will retain the Payment Assist brand, with the business having a large established base of active customers and an excellent rating on Trustpilot. For the year ended December 2020, Payment Assist Ltd had revenues of £6 million. The acquisition is conditional upon certain conditions precedent, including the UK Financial Conduct Authority approving the acquisition. Openpay Group Ltd expects to complete the transaction during 1H FY2022. The transaction grows the UK business substantially – on a CY20 basis, pro-forma combined UK entity would have recorded almost triple UK TTV – moving from £43.6 million to £121.7 million ; and UK revenue would have more than tripled, from £2.4 million to £8.4 million, with very strong transaction margins. It also materially elevates Openpay Group Ltd’s global commercial profile: on a CY20 basis, the combined pro-forma group entity would have increased TTV by 52%, moving from $273.5 million to $416.8 million and group revenue would have increased by 47.4%, from $23.2 million to $34.2 million. Deloitte & Touche Corporate Finance UK Limited acted as financial advisor, whereas Osborne Clarke LLP and Clayton Utz acted as legal advisors to Openpay Group Ltd. Gateley Plc acted as financial advisor, however Logie Smith Lanyon acted as legal advisor to Payment Assist Ltd.
お知らせ • May 19Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 37.512011 million.Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 37.512011 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 18,478,823 Price\Range: AUD 2.03 Discount Per Security: AUD 0.086275 Transaction Features: Subsequent Direct Listing
お知らせ • May 08Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 8.7 million.Openpay Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 8.7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 4,285,714 Price\Range: AUD 2.03 Discount Per Security: AUD 0.076125
分析記事 • May 01Analysts Just Shaved Their Openpay Group Ltd (ASX:OPY) Forecasts DramaticallyMarket forces rained on the parade of Openpay Group Ltd ( ASX:OPY ) shareholders today, when the analysts downgraded...
Major Estimate Revision • May 01Consensus revenue estimates fall to AU$28.8mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from AU$32.8m to AU$28.8m. Forecast losses increased from -AU$0.29 to -AU$0.41 per share. Consumer Finance industry in Australia expected to see average net income growth of 22% next year. Consensus price target down from AU$4.77 to AU$4.20. Share price was steady at AU$2.05 over the past week.
Price Target Changed • Apr 30Price target decreased to AU$3.70Down from AU$4.25, the current price target is an average from 2 analysts. New target price is 80% above last closing price of AU$2.05. Stock is up 101% over the past year.
お知らせ • Mar 15Openpay Group Ltd Enters into the Hospital Segment Via a Partnership with St John of God Health CareOpenpay Group Ltd. announce that it has entered into the hospital segment via a partnership with St John of God Health Care, and that the partnership with 1st Group is moving to full scale, following strong initial performance. Openpay is the first BNPL to enter into the hospital segment of the Healthcare vertical via a partnership with St John of God Health Care, one of Australia's Catholic providers of healthcare services, with hospitals in Victoria, New South Wales and Western Australia. A six-month initial launch has now commenced at three St John of God Health Care hospitals, allowing patients to spread their hospital costs for elective surgery procedures across plans ranging from two to 12 months. The hospitals participating in the initial launch are St John of God Murdoch and Mt Lawley Hospitals in Perth and St John of God Berwick Hospital in south-east Melbourne. At the conclusion of the trial, both parties will decide if a full rollout should proceed. Following excellent results generated for all parties during an initial launch period, where Openpay plans were made available at more than 60 participating dental and allied health practices, the partnership will now move to full scale, three months ahead of schedule. As part of the next phase, Openpay and 1st Group will offer plans to thousands more healthcare practices across the Openpay and 1st Group networks. In addition, the integration will be extended into 1st Group's veterinary platform, PetYeti.
Reported Earnings • Mar 02First half 2021 earnings released: AU$0.24 loss per share (vs AU$0.38 loss in 1H 2020)The company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: AU$13.4m (up 63% from 1H 2020). Net loss: AU$25.5m (loss widened 60% from 1H 2020).
Analyst Estimate Surprise Post Earnings • Feb 27Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.5%. Earnings per share (EPS) exceeded analyst estimates by 47%. Over the next year, revenue is forecast to grow 79%, compared to a 109% growth forecast for the Consumer Finance industry in Australia.
お知らせ • Feb 24Openpay Group Ltd to Report First Half, 2021 Results on Feb 26, 2021Openpay Group Ltd announced that they will report first half, 2021 results on Feb 26, 2021
お知らせ • Feb 23Openpay Group Ltd Signs A Partnership Agreement with Ford Motor Company of Australia LimitedOpenpay Group Ltd. announced that it has signed a partnership agreement with Ford Motor Company of Australia Limited (Ford Australia), a subsidiary of the global Ford Motor Company, which designs, engineers, and imports award-winning and iconic cars, SUVs and trucks. Under the partnership, Ford Australia will offer the Openpay Buy Now, Pay Later (BNPL) solution to its dealership network across Australia to support customer car servicing needs (repairs, parts, and accessories). Openpay can now be introduced and available to Ford Australia customers at every point on the customer journey via booking engines, online and instore visibility. The agreement with Ford Australia is a major milestone in addition to Openpay's exclusive partnership with Pentana Solutions Pty Ltd, the leading provider of Dealer Management Software (DMS) in Australia, which went live in February 2021. Roughly 2,500 new car franchise dealerships across Australia or 60% of Australia's new car franchise dealerships such as Eagers Automotive, Inchcape, and Peter Warren use Pentana's eraPower DMS which gives dealerships a seamless platform to manage their entire operations. Openpay will continue to focus on further partnerships with leading OEMs, distributors, and importers in the automotive sector to further entrench itself as a market leading Buy Now, Pay Later provider in the Automotive vertical.
分析記事 • Feb 22How Much Are Openpay Group Ltd (ASX:OPY) Insiders Spending On Buying Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly...
お知らせ • Feb 17Openpay Group Ltd Launches Partnership with Leading Australian Retailer, OfficeworksOpenpay Group Ltd. announced that t it has launched a partnership with Australian office supplies, furniture, technology and student supplies retailer Officeworks. Under the partnership, Openpay's `Buy now. Pay smarter.' plans will be rolled out across Officeworks online and in-store Australia-wide in February and March, respectively. The deal underlines Openpay's mission to provide customers with a smart budgeting tool for life's important purchases, such as school supplies, office needs and technology, above and beyond already providing its customers with a smarter way to pay for their health, automotive, home improvement, education and memberships needs. The Officeworks partnership adds to Openpay's robust portfolio of Merchant agreements with major Australian brands recently signed and live including: ASX-listed online retail giant, Kogan.com, Surfstitch Group, Dick Smith and furniture and homewares group, Matt Blatt.
Is New 90 Day High Low • Jan 27New 90-day high: AU$2.90The company is up 5.0% from its price of AU$2.77 on 29 October 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Finance industry, which is up 23% over the same period.
お知らせ • Jan 22Openpay Group Ltd to Report Q2, 2021 Results on Jan 28, 2021Openpay Group Ltd announced that they will report Q2, 2021 results on Jan 28, 2021
分析記事 • Jan 18Do Insiders Own Lots Of Shares In Openpay Group Ltd (ASX:OPY)?The big shareholder groups in Openpay Group Ltd ( ASX:OPY ) have power over the company. Large companies usually have...
お知らせ • Dec 17Openpay Group Ltd Announces Executive ChangesOpenpay announced the appointment of its US executive team, led by Brian Shniderman, a 32-year veteran in the payments and fintech advisory industry. Mr. Shniderman will become Openpay US' CEO and Openpay's Global Chief Strategy Officer. He joins from Deloitte, where he founded and grew the firm's globally top-ranked Payments practice. He successfully helped the C-suite of large global companies implement high-visibility, complex payments, fintech and banking strategies, mergers and acquisitions, operations, and technology initiatives. Also joining the US executive leadership team is Gary Stein, who will become Openpay US' Chief Product and Compliance Officer, and Troy Carrothers, who will serve as a Corporate Advisor. Gary Stein brings nearly 30 years of financial services experience to Openpay US, including the last 9 as the Consumer Financial Protection Bureau's (CFPB's) Deputy Assistant Director for Consumer Credit, Payments, and Deposits. At the CFPB, Mr. Stein developed the Bureau's markets-shaping vision for both faster payments and consumer data sharing. He also oversaw the Bureau's Small Dollar & Instalment Lending Markets team. Earlier in his career, Mr. Stein served as a senior banker and financial services consultant. Mr. Carrothers is a financial services and retail leader with more than 25 years of experience across credit cards, payment acceptance, and customer services.
分析記事 • Dec 14Did You Miss Openpay Group's (ASX:OPY) 68% Share Price Gain?Openpay Group Ltd ( ASX:OPY ) shareholders might be concerned after seeing the share price drop 26% in the last...
Is New 90 Day High Low • Dec 04New 90-day low: AU$2.55The company is down 26% from its price of AU$3.44 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Finance industry, which is up 1.0% over the same period.
お知らせ • Nov 18Openpay Group Ltd Provides Update on Major PartnershipsOpenpay Group Ltd. provided that it has secured major partnerships with major Australian retailer Kogan.com Ltd. and BigCommerce Holdings Inc. Openpay has secured a significant merchant win in Australia with major retailer Kogan, including its brands Dick Smith and Matt Blatt, adding to Openpay's robust portfolio of Merchant agreements with major Australian brands recently signed and live including: Surfstitch Group, Intersport, Connor, Tarocash, YD., Rockwear, Hip Kids, Cult Cosmetica and Sportman's Warehouse. Significant merchant wins signed in Automotive were Smith Group and Crick's Maroochydore. In Home Improvement, major wins were BBQs Galore and Cheap as Chips. In Health, It won and activated exclusive partnership with VBreathe and signed Merchant agreements with Habitat Pet Supplies and Petstock Vet. Openpay has also secured a major channel partnership with BigCommerce Holdings Inc., with the deal carrying a revenue share component. The agreement will see Openpay's `Buy now. Pay smarter.' solution fully integrated into BigCommerce's eCommerce marketplace across both Australia and the UK and delivers on Openpay's strategy of entering into strategic partnerships for scale. It provides Openpay with significant merchant acquisition leverage and growth potential at low cost, by enabling immediate access to BigCommerce's more than 5,000 existing trading merchants across both markets. Openpay has been selected to be part of Austrade's High Growth Export Services program. The engagement will leverage Austrade's global network to grow share in existing markets and be instrumental in evaluating and accelerating entry into new markets overseas. Under the program, Austrade will help with both Openpay's BNPL solution as well as its B2B offering, Openpay for Business.
Recent Insider Transactions • Nov 07CEO, MD & Director recently bought AU$117k worth of stockOn the 5th of November, Michael Eidel bought around 43k shares on-market at roughly AU$2.73 per share. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of AU$165k worth in shares.
Is New 90 Day High Low • Oct 28New 90-day low: AU$2.73The company is down 21% from its price of AU$3.46 on 30 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Finance industry, which is flat over the same period.
お知らせ • Aug 13Openpay Group Ltd to Report Fiscal Year 2020 Results on Aug 31, 2020Openpay Group Ltd announced that they will report fiscal year 2020 results on Aug 31, 2020
お知らせ • Jul 10Openpay Group Ltd to Report Q4, 2020 Results on Jul 15, 2020Openpay Group Ltd announced that they will report Q4, 2020 results on Jul 15, 2020