The lack of candor regarding potential share loss is a bit frustrating (look at V/MA European volumes and tell me why I shouldn't be at least a bit concerned with the LSD MSV growth at... login to read the rest
good writeup. pretty stunning to see this at 4x P/E, even if it's effectively CCP SOE level management. I think that even paying a small 25% payout dividend would be quite beneficial here at this... login to read the rest
The underlying business quality for Nexi and WLN is quite similar (for better and - if you look at the respective stock price charts - for worse). I think bank channel has provided a bit of... login to read the rest
Any thoughts on the business quality / advantage of Worldline, compared with Nexi?
Our understanding is that Nexi has a really strong position in Italy because of its relationship with banks.
Does that concept apply to Worldline
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