||ORD NPV (DI)
||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Eservglobal Di Share Discussion Threads
Showing 576 to 598 of 600 messages
|Nice little award.
Very helpful indeed, many thanks.It is the size of the numbers that is so interesting and so difficult to value for now but I enjoyed your analysis.|
|Thanks bolador. I suspect 7p is conservative in the extreme.1.5% of $6bn (1% of remittance market) = $90m turnover for hs.35% of $90m = $31m or circa £20m.MasterCard earn circa 40% net margins on whole business, so if this product is typical (perhaps a big if), it would imply £8m net profit per percent of market taken for esg.Put this on 20x = £160m (circa 50p per share) per percent of the market hs takes.I suspect given the apparent quality of the product, verified by the backing of MasterCard, that they can significantly exceed 1% of the market. The 7p is a red herring imo - the more telling valuation anchor is where the market has valued esg historically (multiples higher). The numbers involved are very large and I don't think it will take much further news flow to get the market excited again.|
Yes, and in todays update from ESG there is an implied upwards revision of the carry value of Homesend in September. There was an estimate of the Homesend value to ESG from a broker late last year of 7p ps. Much has changed this year and with ESG mkt cap at GBP13.29 m(5p ps)in total there is a lot of upside it seems. Its just so hard to escape from guesswork at this stage but it is coming good fast. I would guess that a year will see the share price double with Homesend 10 or 12p ps. If the core business becomes cash flow positive then even better for the share price as debt worries fade.
For now this is a sleeper, but not for long I think.|
|Strange and reassuring how little interest there is here:"HomeSend continues to make strong progress. The advent of several strategic milestones will be instrumental in moving HomeSend beyond its original role as a facilitator of remittance to emerging markets, to now lead the shift to digital in global international payments of any kind. Our confidence in this position is affirmed through delivered capabilities such as MasterCard Send, end-point bank account termination and digital wallet payouts. We are looking forward to seeing progress over the next few months."|
Mastercard send now live.
This could be interesting.
eServGlobal's CTO, James Hume, has recently joined the Board of HomeSend. James has been involved in HomeSend from its earliest inception. His in-depth technical and market knowledge will be immensely valuable to the Board, and James is already working on additional projects shared between HomeSend and eServGlobal.|
|Well, got some stock at 4.98. Am suprised at the lack of interest.|
|HomeSend's partners are getting funding which will result in more remittance flows for HomeSend/eServ.
First World Remit last year:
and now Azimo (HomeSend/eServ did a deal with Azimo in Jul-15):
Remittance startup Azimo raises $15M from Viber owner, e-commerce giant Rakuten.
Surely we should have some HomeSend news soon.... News from MasterCard Pass, MoneyGram, eMTO negotiation, recent HomeSend capital injection update due soon.|
|RNS New contract|
|Thank-you. Just waiting right now to see the stock offered at 5 p, if so will be tempted to buy more.|
|HomeSend takes 1.5% commission of each transaction.
eServGlobal will receive 35% of HomeSend profits.|
Could you explain the connection between mpesa and esg in terms of revenue share. Thanks.|
|Vodafone M-Pesa reaches 25 million customers milestone
|Read Edison's note on ESERVGLOBAL, out this morning, by visiting hxxps://www.research-tree.com/company/AU000000ESV3
"eServGlobal has brought recent negotiations for a major PayMobile contract to a successful conclusion, signing a five-year contract worth €6m. This supports current year revenue guidance and potentially marks the start of a recovery in the company’s fortunes..."|
|I expect a constant flow of good news from Homesend over the coming months which will make the market wake up to the potential of the company.|
|I agree bolador, the pieces are falling into place, and it is bizarre that the company trades on a fraction of its historic market cap despite homesend getting closer and closer to making an impact.ESG currently reminds me of a late stage biotech, which has passed the regulatory hurdles and is about to launch. The only difference here is that the market is (currently) not pricing in the potential.|
|Yes, stock holding a small rise, there must be profit takers about. However the story has changed now, this is not a dying company. There is not a chance that ESG would have got a Belgian banking licence unless Master Card thought it worthwhile lending their support. And now the orders will keep coming. Exciting times.|
|A few more contracts like that and things will look a lot brighter.|
|News for you today, hibberts !|
|MasterCard and Western Union boost Bangladesh’s mobile money transfers.
MasterCard is providing the real-time, back-end solution via its MasterCard Send Platform.
|From last June.
In India, MasterCard to Use HomeSend for Remittance Services
|Insider info fueled the rise then.|