Eservglobal Share Discussion Threads

[market master] 23/11/2016 08:47

100k buy at full ask!

[market master] 23/11/2016 08:16

Buy limits slashed not many left under 7p!

[daicaprice] 22/11/2016 10:52

Very nice, let's hope it's more than just a hunch.

DC

[market master] 22/11/2016 09:58

700k buy at full ask that's over £47k!

[market master] 17/11/2016 09:39

Another 150k delayed buy just popped up!

[market master] 17/11/2016 08:39

It's only going one way and that way is up. Can seriously see share price over 10p within weeks or much sooner if we get RNS!

[daicaprice] 16/11/2016 19:00

This is gunna blow very shortly, all sorts of games being played.

DC

[daicaprice] 16/11/2016 15:07

Hello, no trades showing for an hour plus but we tick up, hopefully a large delayed buy going to show later.

DC

[buffetteer] 16/11/2016 12:54

If they get to 5% mkt share of the global remittance market ($30bn) Esg share of profits equates to $100m per annum . That's worth at least 29x current share price. BTW MasterCard have 27% of the global card market so the 5% target is not crazy.

[market master] 16/11/2016 12:16

Someone adding in large chunks...... re-rate imminent!

[wigwammer] 16/11/2016 11:52

I see your point buffetteer.But I can see the premium being substantial. 20p+.

[buffetteer] 16/11/2016 11:40

Let's hope it is NOT MasterCard - we don't want any takeover for a few years until Homesend are making serious profits - why cash out for pennies when you can wait for pounds ?

[wigwammer] 16/11/2016 11:19

Let's hope it's MasterCard.I suspect there would be a very sizeable premium for this "unique" asset - multiples.

[daicaprice] 16/11/2016 10:27

Looks like someone building A sizeable holding.

DC

[daicaprice] 16/11/2016 10:16

Great volume this morning and all buys.

DC

[hibberts] 16/11/2016 09:54

Old news but interesting.



This is a strategy that has already played out well for HomeSend and Mastercard in countries like Kenya, where HomeSend is the largest homebound remittance provider to M-PESA—the world’s most successful P2P platform, ten years old and counting. With M-PESA, people transferring money can send it directly to the recipient’s M-PESA wallet, eliminating the need to physically go to a location and withdraw cash; exactly the outcome HomeSend is hoping to see in Ethiopia.

[daicaprice] 14/11/2016 15:19

And a spate of smaller buys ticking it up, looking primed for another tick up.

DC

[daicaprice] 14/11/2016 13:19

Nice big delayed buy showing at full, looking good.

DC

[daicaprice] 14/11/2016 11:43

A few buys this morning and the offer rising, needs a bit more volume to get it moving.

DC

[hibberts] 11/11/2016 18:05

Hi Bolador,

I don't think the core business will ever set the world alight. For me it's all about Homesend and whether that is a success or not. I'm afraid only time will tell.

[bolador] 11/11/2016 11:40

hibberts,

Do you have any comment on the recent trading update ? I must say I thought we were further along the road to profitability than the latest gap between income and expenditure shows right now.

Any useful comments most welcome.

[daicaprice] 11/11/2016 11:16

A few buys keeping it ticking over.

DC

[daicaprice] 10/11/2016 23:39

Huge buying today, all trades were buys, Very confident here.

DC

[daicaprice] 08/11/2016 15:52

Good buying volume today, a couple more trades like that should squeeze whatever stock is around.

DC

[hibberts] 08/11/2016 11:13

I was wondering if you could maybe give us an update on the B2B payment space, and the opportunity you see there. And specifically can you talk about how Zell [ph] and MasterCard Send fit into the strategy for you?

Ajay Banga

Sure. I think this whole commercial business continues to be an area of pretty good growth, and you just heard me talk a little bit about Fleet Card and WEX and virtual cards. And I gave you the examples of UBS and Credit Suisse. But what we’re basically seeing in addition to the transaction side of this is we’re seeing an adoption of some of our products, smart data, which is our reporting and reconciliation tool, as well as In-control, which is a virtual card system for commercial payments is getting kind of getting well embedded.

I’m also starting to see some increasing interest beyond the typical bank card users. Technology providers will embed commercial payment solutions into their software and their platforms and payment aggregators and verticals, such as construction, insurance. You see these guys coming into play as well. So there is series of things we’re doing in the B2B space, in the D&E space, in the SME space, that are all connected to this effort to drive our commercial efforts.

The MasterCard Send product that you just heard us talk about again, what this is, is a payment service that facilitates the delivery of funds very quickly and very securely to consumers, both domestically and internationally. If we take a single connection into this platform, you could be a business, you could be a merchant, you could be a government, and non-profit, an issuer, some other sender, and you can send money to consumers, whether they’re banked or un-banked, most importantly, whether there are domestic or overseas as well.

And that’s kind of what we are trying to do here. Because in the overseas markets, we combined with a JV that we had launched some time ago, called HomeSend, sent, not to be confused MasterCard Send. That’s just internal MasterCard confusion. I don’t want you to get confused. And HomeSend is a unique asset for cross-border payments. It kind of expands our reach to billions of bank accounts across more than 70 markets, through their phone numbers and systems. And so the combination of this ability to move money to any bank account in the U.S. through MasterCard Send, whether it’s got a Visa debit or a MasterCard debit card at the front end of the account, combined with HomeSend. which can connect to these billions of bank accounts across 70 markets using phone systems. That’s what we’re up to.