Eservglobal Share Discussion Threads

[she-ra] 22/8/2014 13:40

cgp_win - I get what you are saying. Maybe I lack vision but I don't see this company making profits of £5 million in the next 3 years.

I suppose the fall in share price of Monitise doesn't help either.

[p1nkfish] 21/8/2014 10:30

moni has been under tbe cosh.
the whole money transfer area is out of favour at the mo.
it will come back.

[cgp_win] 21/8/2014 07:39

Core business flagged 20% growth yoy, most of the Zain business wins haven't flown through yet due to high start up costs (born last year). You can't look at p/e for a business that has just turned profitable. Agree that 20x pe in the long term is more sensible, but this is steady state in a few years. Look at some of the IT companies p/e that just turned profitable (eg: IPP-AU/IPP-ASX, the p/e forecast is 400x +). Last year when the company was not profitable the p/e was n/a so it can't just jump from n/a to 20x with an emerging profit profile, you need to look at a longer term profit growth path.

[she-ra] 20/8/2014 16:41

cgp_win - Can you explain how the price factors in the core business? I don't even think the price justifies the whole business. It seems to be on a pe of 90. Which is completely ridiculous. A pe of 20 would be much more reasonable.

[hibberts] 20/8/2014 11:32

Market makers fishing for stock.

[cgp_win] 20/8/2014 09:41

The price now factors in the cor business only, nothing in the price for HomeSend. Amazing. Sentiment is way too negative on this one!

PS: What's MM fishing?

[painter] 20/8/2014 08:12

MM's fishing?

[p1nkfish] 14/8/2014 11:56

Pure sentiment.

[cgp_win] 14/8/2014 08:45

How can this stock be back at pre-mastercard deal levels? The outlook on mobile money and eServe's core business has improved and the team have done a great job!!! Seems like some forced sellers or broker games have driven the price down to me. Very cheap down here, market factoring in almost nothing from MasterCard/HomeSend.

[hibberts] 11/8/2014 18:05

Mobile award

[mashy1] 11/8/2014 12:37

short video of eserv CEO - there's a bit about the homesend JV about 1/2 way through:

hxxp://www.fmp-tv.co.uk/companies/eservglobal

[hibberts] 11/8/2014 12:14

Another useful deal.

[oshy92] 29/7/2014 14:15

TV interview with eServGlobal CEO Paolo Montessori

[p1nkfish] 03/7/2014 20:00

Interesting piece of volume action today, about 1.4M shares.
This could should some legs.
Interesting new chairman with some telco experience.
Wait & see.

[painter] 30/6/2014 13:40

Bit disappointing results look ok?

[ratel274] 12/6/2014 09:04

This RNS is not yet showing above:

[p1nkfish] 02/6/2014 07:17

Trading update reads well and with the cash in the bank from jv activity. Move up?

[p1nkfish] 27/5/2014 09:00

run to 50p possibly on cards?

[p1nkfish] 20/4/2014 18:30

may well be.

[wizard2020] 16/4/2014 10:24

2m sold early?

[p1nkfish] 11/4/2014 01:34

Those two transactions early took my eye. Looking back it's been a fair while since similar has happened and they were on the buy side. Motley Fool tip down under too.

[cgp_win] 11/4/2014 01:18

Seems like MasterCard have started pushing this - flows to start soon:
www.homesend.com

Also they are the back end for the MTN and Bharti Airtel agreement:
hxxp://www.iol.co.za/business/companies/mtn-bharti-allow-cash-flow-across-borders-1.1673134

The story only builds from here.

[p1nkfish] 10/4/2014 14:30

The 2x big buys at 50p lead me to believe this will break thriugh its triple top and run on convincingly.
Any thoughts?

[p1nkfish] 10/4/2014 13:51

future looks good for these but triple top if you go back long enough. stellar news or performance needed to break through for next leg up. might just happen.