||ORD NPV (DI)
||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Eservglobal Di Share Discussion Threads
Showing 601 to 623 of 625 messages
|Finncap upgrades ESG to 10p.
|Up 14.3% on the ASX overnight and the chart is breaking out,lets hope we follow in the UK.|
The company issues stock at 4p and a few days later the share price is 8p. So I would have thought at least we will have a rest here. As hibberts has pointed out we are due some details on valuation for Homesend next month which might clear the view.As to the core business I think this will be a surprise on the upside on the basis of the number of bullish news items we have had these last few months and the committment of those involved in the rescue. Hendersons would not have kept this company going without a big long term gain in mind. But some new analyised numbers would be nice.|
|Ah, sorry, I see you ask about value of core? Hmmmm.. Not so sure. Above zero?!I think the remaining net debt is around £2m, and we can at least give it that value, I suspect it is worth substantially more (I do not consider the net debt in the previous post).|
|Yes bolador, moving up nicely.Previous peak was 60p back in Feb 2014, but on an apples to apples we've seen the nosh double over that period, so perhaps 30p is now a better comparable.Should we look to previous peaks? To my mind, yes. Because homesend is now more than 2 years further down the road to becoming a commercial entity. Value has been added over that period.That would give esg a market cap of £200m, valuing homesend at circa £600m. Probably the right ball park given inferior businesses (imo) such as Transferwise have an implied valuation of $1bn+.It is possible that the Conoley share purchase gave the green light to others close to the business to make purchases. Any thoughts?|
Well there is 7p in the rear view mirror and to think the offer of stock at 4p a few days ago was not fully taken up on the first pass !
Do you have any thoughts as to the value of the core business.|
|On the up again.|
|Today Paysafe has had a cracking set of results Homesend gets a mention.
Remittance: In February 2016, an international
money transfer collaboration was announced
with payment and money transfer hub HomeSend.
As part of that partnership, new corridors
were opened involving mobile network operators
and bank payment receive options for Paysafe
digital wallet person-to-person remittance
services in six new countries. This allows
customers to easily send funds to more places
across the globe. The funds arrive fast and
in local currency.
-- During the second half, the Group expects
to launch new wallet and remittance payment
services for both Skrill and NETELLER in more
countries in Europe, Africa, Asia and Latin
|A lot of chart upside if price continues to break here with no obvious nearby resistance.
free stock charts from uk.advfn.com|
|Up on the ASX overnight so we seem to be lagging behind in the UK,the aussies normally get wind of any news before us.|
John Conoley confidence building etc.
The chart shows a long period of base building, after 6p that may have come to an end. Perhaps the big rise today will bring the stock to a wider audience, it is enough of a percentage to light up some filters.|
I agree john Conoley seems to know his stuff lets look forward to an exciting H2.|
Re John Cnonley. Yes, and paying nearly fifty per cent above the recent share issue ! This is looking very good now with no more worries about liquidity. Grown ups in charge here now I think.|
|Looks like John Conoley and his wife are buying again.
Roll on september we can look forward to a Homesend update which includes its latest valuation.|
|Homesend could be used for this.
|"you don't know how many of these I have"Never claimed otherwise.But you are definitely the poster who was encouraging people to think negatively at the lows this year (just before it doubled).Hope that helps.|
|Hibberts -I agree homesend is the key element to the story, and prior to the cash raise is the only element I valued.But it is quite possible that with limited incremental investment the sunk capital in the core can also be bought back to life. It wasn't long ago the core itself was a growing, high gm% unit in its own right.So yes - the negative is our individual ownership of hs has been diluted, but at the same time perhaps we can look to give the core business a value somewhere above zero going forward. Incidentally, I recently read that Transferwise now has an implied valuation above $1bn, a business roughly comparable to hs. That's well over 5 times the implied valuation of hs here, arguably a far higher quality business.|
|wigwammer - let me re-word it - you don't know how many of these I have.
You don't have a clue chap.
|Ultimately they are unlikely to be together in my opinion.
There might be another funding round to pay the debt back but I think more likely sale of Homesend stake or split and float off the core with cash raised to payback outstanding liability.
Interesting there is now no penalty to early payback so might be action before end of the loan term. Was previously a penalty. Now lender has such a high % they might influence the payback timescale. They are currently getting 1% per month. Well stitched up as they now also own 10% of Homesend via close to 30% of ESG that themselves own 1/3rd of Homesend. Neat.|