Eservglobal Share Discussion Threads

[cgp_win] 29/1/2016 06:01

Has to be some HomeSend news soon.

What's happening with the money that went into the JV recently - surely an Indian deal soon? What about MasterCard Send/Pass? What about MoneyGram progress? What about the pipeline with the "largest eMTO" (electronic Money Transfer Organisation, from a recent investor presentation)?

This thing isn't broken and the core business has has the expenses ripped out.

Just maybe we get HomeSend news and the core business makes cash this year, then eServ looks stupidly cheap.

[p1nkfish] 28/1/2016 22:10

Problem is the hold Henderson have, increased borrowings and look at the interest rate!

If they can pay it down or re-borrow at lower rates autumn 2017 to get Henderson out of the way it will help.

Homesend valuation is critical.

[hibberts] 28/1/2016 14:38

Bought back in over the last week,I could lose my shirt but the upside is to tempting.should start to get Homesend numbers soon.

[p1nkfish] 12/10/2015 15:53

35% Homesend independent valuation is intersting and might surprise to the upside.

The fact they have made it independent is good, shows they are thinking ahead.

[hibberts] 12/10/2015 12:10

If we don't go bust first, at least we will get better and more frequent updates about Homesend.

[p1nkfish] 06/10/2015 08:59

we knew they would need the cash to maintain homesend holding.

[yorkiemike] 05/10/2015 08:59

The short term funding has been secured, albeit at a price. Hopefully, the rapid growth story at Homesend will continue apace, eventually leading to adequate rewards for (somewhat diluted) existing shareholders.

[hibberts] 28/9/2015 12:17

just when you thought it couldn't any get worse they come out with this statement.

[p1nkfish] 23/9/2015 11:32

It is well positioned but we need to see the opportunity exploited and turning up on the bottom line. Cost cuts have helped, now it's volume/revenue. Not worried about a buy-out.

[cgp_win] 23/9/2015 03:50

It seems there is lots more happening behind the scenes here than MasterCard/HomeSend are talking about. The live corridors have (finally) increased significantly (40%+ in 3 months!) and there has to be large increases in flows. Are they at breakeven yet?! If they can continue to bring on partners and open corridors profitability will be brought forward.

I notice MoneyGram have opened another HomeSend channel (Tanzania), but again HomeSend won't talk about it: hxxp://www.mobilepaymentstoday.com/news/moneygram-vodacom-partner-on-mobile-money-service-in-tanzania/

HomeSend chairman did speak at this though in UK so maybe we are finally getting some more communication flow: hxxp://iamtn.blogspot.co.uk/

Also what's happening with MasterCard Send (connecting 2,400 financial institutions) following ESG's May-15 announcement?

I also suspect that the large shareholders know exactly what's going on and won't let MasterCard buy this out cheaply. They can block a sale and have been long suffering.

[hibberts] 22/9/2015 15:51

Trouble is profit from homesend is some way off.
And i bet that mastercard will buy out ESG share of Homesend before it starts to generate any meaningful amounts of cash.

[p1nkfish] 22/9/2015 15:04

Homesend sign-up growth is obvious to see with the RNS's.
Good.
If only the market cared we would be higher than today.

[hibberts] 05/8/2015 12:09

Looks like we are heading back to the lows.
I wonder when we will see some numbers from Homesend?

[p1nkfish] 21/7/2015 23:11

Good news for Homesend-Azimo today.
Give it a little more time and the share price will perk up.
Agree about buy-out potential.

[cgp_win] 06/7/2015 01:25

A few remittance players getting large valuations/bought out:
hxxp://techcrunch.com/2015/07/01/paypal-agrees-to-buy-xoom-for-890-million/

This on top of WorldRemit's and Azimo's latest raising rounds. Makes HomeSend look cheap.

[p1nkfish] 24/6/2015 08:46

smart move.

the target market is the same group that will be early smart phone adopters in emerging markets.

i hope for some decent fireworks.

[p1nkfish] 24/6/2015 08:10

201506240800030047R/

[p1nkfish] 30/5/2015 21:32

Well worth a read.

Mastercard to use Homesend in India and Homesend voted #1 in Africa.

[p1nkfish] 29/5/2015 21:28

Looks like big news to me.

[hibberts] 22/5/2015 12:39

Decided to have a dabble again want to get in ahead of the herd.

[p1nkfish] 21/5/2015 18:38

rns on link to mc send.

[hibberts] 20/5/2015 08:51

Many thanks.