VersaPay Corp

VPY-X

CVE:VPY

2.66
0.83 (45.36%)
VersaPay Corporation, commonly known as VersaPay, is a national Canadian payment processing and payment systems company with its headquarters in Toronto, Ontario, Canada.
More at Wikipedia

Analysis and Opinions about VPY-X

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 11, 2016

Great management and great Board of Directors. They just finished a raise. Doesn’t think there are any headwinds anymore. With a fully loaded balance sheet, they’ve got a great growth in their client base, having gone from zero to 42 with 17,500 payers in the last year. Just signed on an ERP Vendor news cycle, so they have 437 clients, and it is a very natural channel. Thinks they can have exponential growth this year. They don’t need any money, so there are no capital market headwinds.

Great management and great Board of Directors. They just finished a raise. Doesn’t think there are any headwinds anymore. With a fully loaded balance sheet, they’ve got a great growth in their client base, having gone from zero to 42 with 17,500 payers in the last year. Just signed on an ERP Vendor news cycle, so they have 437 clients, and it is a very natural channel. Thinks they can have exponential growth this year. They don’t need any money, so there are no capital market headwinds.

Colin Fisher
President & Portfolio Manager, Stableview Asset Management
Price
$1.060
Owned
Yes
COMMENT
COMMENT
June 20, 2014

Thinks this is going to take a little bit longer. Had a CEO change last year. The new CEO has good experience in building out the software pieces. Have built partnerships with TD Merchant Services and Century Payments (?) in the US to resell their e- wallet. That is just starting to get traction. The sales cycle is quite long, but the revenues, once they start achieving it, are recurring in nature. It will probably be a year before you start seeing real revenue momentum in the partnerships.

VersaPay Corp (VPY-X)
June 20, 2014

Thinks this is going to take a little bit longer. Had a CEO change last year. The new CEO has good experience in building out the software pieces. Have built partnerships with TD Merchant Services and Century Payments (?) in the US to resell their e- wallet. That is just starting to get traction. The sales cycle is quite long, but the revenues, once they start achieving it, are recurring in nature. It will probably be a year before you start seeing real revenue momentum in the partnerships.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.020
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 21, 2014

(A Top Pick May 27/13. Down 13.79%.) Sold his holdings, but is now back in and feels it is time to start looking at this one again. Valuation is attractive. Still likes the product and the core thesis of helping small companies pay their bills electronically. There is a big market for that. Feels there is a lot of growth to come.

VersaPay Corp (VPY-X)
April 21, 2014

(A Top Pick May 27/13. Down 13.79%.) Sold his holdings, but is now back in and feels it is time to start looking at this one again. Valuation is attractive. Still likes the product and the core thesis of helping small companies pay their bills electronically. There is a big market for that. Feels there is a lot of growth to come.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.250
Owned
Yes
BUY
BUY
February 25, 2014

Still likes the company. CEO has changed in the past year. He wanted to wait and see how execution was. Potential is still there. Still holds the debentures, but not the stock.

VersaPay Corp (VPY-X)
February 25, 2014

Still likes the company. CEO has changed in the past year. He wanted to wait and see how execution was. Potential is still there. Still holds the debentures, but not the stock.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.190
Owned
Yes
WAIT
WAIT
December 27, 2013

This was a big winner for him in prior years. Growth kind of flat lined in the past year and he has exited the bulk of his shares. Still likes the company and feels there is strategic value to it in its partnership with MasterCard (MC-N) and TD Financial. There is more competition coming into the space. Wait to see how the new CEO is going to take the business to the next level.

VersaPay Corp (VPY-X)
December 27, 2013

This was a big winner for him in prior years. Growth kind of flat lined in the past year and he has exited the bulk of his shares. Still likes the company and feels there is strategic value to it in its partnership with MasterCard (MC-N) and TD Financial. There is more competition coming into the space. Wait to see how the new CEO is going to take the business to the next level.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.350
Owned
Yes
TOP PICK
TOP PICK
May 27, 2013

You are going to start to see big deals announced out of their white labeling. On a take-over it could get from$1 to $3.

You are going to start to see big deals announced out of their white labeling. On a take-over it could get from$1 to $3.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 29, 2013

(A Top Pick Jan 27/12. Up 27.28%.)

VersaPay Corp (VPY-X)
January 29, 2013

(A Top Pick Jan 27/12. Up 27.28%.)

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.470
Owned
Unknown
BUY
BUY
December 28, 2012

MasterCard (MA-N) is going to co-brand this company’s e-wallet on their B to B side. This was a big win for them. MasterCard’s sales reps are out pushing this company’s product as well as their own. Feels that their business could double in the next 18 months.

VersaPay Corp (VPY-X)
December 28, 2012

MasterCard (MA-N) is going to co-brand this company’s e-wallet on their B to B side. This was a big win for them. MasterCard’s sales reps are out pushing this company’s product as well as their own. Feels that their business could double in the next 18 months.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.380
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 13, 2012

(Top Pick Nov 24/11, Down 16.05%) Pairs Trade with DH-T

VersaPay Corp (VPY-X)
November 13, 2012

(Top Pick Nov 24/11, Down 16.05%) Pairs Trade with DH-T

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 27, 2012

(A Top Pick Aug 30/11. Up 23.66%.)

VersaPay Corp (VPY-X)
September 27, 2012

(A Top Pick Aug 30/11. Up 23.66%.)

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.090
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 11, 2012
(A Top Pick July 25/11. Down 3.15%.) They have an E-Wallet that is specifically targeting small businesses both in Canada and the US. Recently announced a partnership with a large US payment processor that is going to White Label this company’s E-Wallet into more high transaction type of business. Feels this is a game changer. Could be a takeover target.
VersaPay Corp (VPY-X)
July 11, 2012
(A Top Pick July 25/11. Down 3.15%.) They have an E-Wallet that is specifically targeting small businesses both in Canada and the US. Recently announced a partnership with a large US payment processor that is going to White Label this company’s E-Wallet into more high transaction type of business. Feels this is a game changer. Could be a takeover target.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 15, 2012
(A Top Pick June 27/11. Up 14.29%.)
VersaPay Corp (VPY-X)
June 15, 2012
(A Top Pick June 27/11. Up 14.29%.)
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.970
Owned
Unknown
DON'T BUY
DON'T BUY
May 7, 2012
Likes the space. This is not something that excites him at this point in time. Until it turns profitable, he is not interested.
Likes the space. This is not something that excites him at this point in time. Until it turns profitable, he is not interested.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$0.960
Owned
No
PAST TOP PICK
PAST TOP PICK
April 9, 2012
(A Top Pick March 17/11. Up 9.78%.) Still likes this one. Trend towards online payment systems is going to continue.
VersaPay Corp (VPY-X)
April 9, 2012
(A Top Pick March 17/11. Up 9.78%.) Still likes this one. Trend towards online payment systems is going to continue.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.000
Owned
Yes
TOP PICK
TOP PICK
January 27, 2012
(A Top Pick March 17/11. Up 9.78%.) Provide e-wallet for online transactions. They service businesses, not consumers. Put up their 1st profitable quarter last summer/fall. They'll continue to grow in the 20%-25% range. Target of $2-$3.
VersaPay Corp (VPY-X)
January 27, 2012
(A Top Pick March 17/11. Up 9.78%.) Provide e-wallet for online transactions. They service businesses, not consumers. Put up their 1st profitable quarter last summer/fall. They'll continue to grow in the 20%-25% range. Target of $2-$3.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.140
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 29, 2011
(Top Pick Mar 17/11, Up 23%) Paypal for small companies. 90% recurring revenue. Q3 was their first profitable quarter. Each quarter should build off that.
VersaPay Corp (VPY-X)
December 29, 2011
(Top Pick Mar 17/11, Up 23%) Paypal for small companies. 90% recurring revenue. Q3 was their first profitable quarter. Each quarter should build off that.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$1.000
Owned
No
TOP PICK
TOP PICK
November 24, 2011
(A Top Pick June 27/11. Up 7.14%.) A Pairs Trade going long Versapay (VPY-X) and short Davis+Henderson (DH-T). This one is a very fast-growing business. Kind of the PayPal for small businesses.
VersaPay Corp (VPY-X)
November 24, 2011
(A Top Pick June 27/11. Up 7.14%.) A Pairs Trade going long Versapay (VPY-X) and short Davis+Henderson (DH-T). This one is a very fast-growing business. Kind of the PayPal for small businesses.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.990
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 20, 2011
(A Top Pick Dec 21/10. Up 7.32%.) A PayPal for small companies. Thinks they will turn their actual 1st net profit this quarter.
VersaPay Corp (VPY-X)
October 20, 2011
(A Top Pick Dec 21/10. Up 7.32%.) A PayPal for small companies. Thinks they will turn their actual 1st net profit this quarter.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.890
Owned
Yes
TOP PICK
TOP PICK
August 30, 2011
(A Top Pick Dec 21/10 Up 9.76%.) Fantastic growth profile, which will do well in a recessionary environment. Essentially a PayPal for small businesses. Last quarter, recurring revenues grew 24% and he expects this accelerate this quarter.
VersaPay Corp (VPY-X)
August 30, 2011
(A Top Pick Dec 21/10 Up 9.76%.) Fantastic growth profile, which will do well in a recessionary environment. Essentially a PayPal for small businesses. Last quarter, recurring revenues grew 24% and he expects this accelerate this quarter.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.930
Owned
Yes
TOP PICK
TOP PICK
July 25, 2011
Credit card processing company targeting small and large businesses. With the recent postal strike there has been an increase in their business. Should grow in the 40% range this year and even faster next year.
VersaPay Corp (VPY-X)
July 25, 2011
Credit card processing company targeting small and large businesses. With the recent postal strike there has been an increase in their business. Should grow in the 40% range this year and even faster next year.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.960
Owned
Yes
TOP PICK
TOP PICK
June 27, 2011
Credit card processing company targeting small and large businesses. Essentially provide electronic funds transfers. Very strong back end technology that connects with corporation accounting systems. Growing very fast. Currently running at about break-even. Expect revenues will re-accelerate next quarter. Trades about 1X revenue.
VersaPay Corp (VPY-X)
June 27, 2011
Credit card processing company targeting small and large businesses. Essentially provide electronic funds transfers. Very strong back end technology that connects with corporation accounting systems. Growing very fast. Currently running at about break-even. Expect revenues will re-accelerate next quarter. Trades about 1X revenue.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.840
Owned
Yes
TOP PICK
TOP PICK
May 26, 2011
(A Top Pick Dec 21/10. Down 2.43%.) Electronic funds transfers and credit card processing. One of the fastest growing names in Canada. Trading at less than 1X revenue. Expecting to have their first profitable quarter on a net profit basis in September.
(A Top Pick Dec 21/10. Down 2.43%.) Electronic funds transfers and credit card processing. One of the fastest growing names in Canada. Trading at less than 1X revenue. Expecting to have their first profitable quarter on a net profit basis in September.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.850
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
April 26, 2011
A transactional company. Their technology is excellent but they are in the early stages. Don’t put any more than some mad money in this.
VersaPay Corp (VPY-X)
April 26, 2011
A transactional company. Their technology is excellent but they are in the early stages. Don’t put any more than some mad money in this.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$0.780
Owned
No
TOP PICK
TOP PICK
March 17, 2011
(Top Pick Dec 20/10, Up 11.11) Not commodity sensitive. Company grew revenues at 70% last year. IPO was not successful so it pulled back initially.
VersaPay Corp (VPY-X)
March 17, 2011
(Top Pick Dec 20/10, Up 11.11) Not commodity sensitive. Company grew revenues at 70% last year. IPO was not successful so it pulled back initially.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 31, 2011
(A Top Pick Dec 21/10. Up 9.75%.) Electronic payment solutions for small businesses. (Essentially the Pay Pal) One of the fastest growing financial services companies in Canada. Potential of being 5 or 10 time the present size.
VersaPay Corp (VPY-X)
January 31, 2011
(A Top Pick Dec 21/10. Up 9.75%.) Electronic payment solutions for small businesses. (Essentially the Pay Pal) One of the fastest growing financial services companies in Canada. Potential of being 5 or 10 time the present size.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.920
Owned
Yes
TOP PICK
TOP PICK
December 21, 2010
Develops custom solution for small and medium businesses on a payment processing side. Also have an Electronics Fund Transfer (EFT) product. They go after distribution types of businesses to get distributors and then convert all of their customers into funds transfers as well as debit/credit card processing business. Processes $65 million monthly. Expect the stock will be re-rated over the next year. High risk.
VersaPay Corp (VPY-X)
December 21, 2010
Develops custom solution for small and medium businesses on a payment processing side. Also have an Electronics Fund Transfer (EFT) product. They go after distribution types of businesses to get distributors and then convert all of their customers into funds transfers as well as debit/credit card processing business. Processes $65 million monthly. Expect the stock will be re-rated over the next year. High risk.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.820
Owned
Yes
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