Earthport Share Discussion Threads

[isaready] 12/12/2016 10:54

Jam, could u post content, it's only visible i think unless u pay?

[chadders] 12/12/2016 09:17

Agreed culford, this is material and a possible turning point in sentiment.

Isa she's keeping her head down because there are a load of questions she still hasn't answered.

[culford] 12/12/2016 08:39

this could be material today. the company went live with BoAML and we will find out soon the impact on volumes. i suspect we will get a trading update and announcement in early january. BoAML capable of increasing their sales by a multiple.....

[isaready] 06/12/2016 11:19

Looks good

[isaready] 29/11/2016 16:42

Looks like RSI etc trends have caught up, so onwards and upwards.

[chadders] 23/11/2016 15:26

Isa, I think culford has said it all. Only news releases between now and the new year are likely to be new client announcements. Possibly an update on the fraud case but I doubt it.

Once it reaches break even it will fly. Management performance incentives kick in at between 45p and 70p next year and they're unlikely to be missed in my opinion. 12 months ago this was 45p just based on future potential, once profitability is reached it'll see similar if not higher levels.

[isaready] 23/11/2016 12:29

Hello Culford,

Yes there has been growth and this should continue, now they have a decent client base and are becoming an integral party of money movement. They key point for me is the market they have gone after, after meaning the backend services, corporate markets rather than the consumer markets. This is huge.

Now they are gaining some serious traction in the banks, India, I can only hope this does turn into some serious volume.

It does not bother me if the value of the transaction falls, after all, if the process of managing these transactions has been automated, thus increase on staffing and costs is lower and does not increase 100% with the increase in demand, then the increase in transaction revenue will increase the margin.

Time will tell, there have been broken promises, but hopefully, they are playing it cool, playing it strong, remain focused and target the right clients who are looking to deliver some serious transactional volume into the business, albeit at a lower cost.

Even business like Easyjet and these other big boys who move money could one day be clients, but one assumes these types of operations sit with the actual banks, so they would eventually use earthport through the banks.

[culford] 23/11/2016 11:18

Last year there was a trading update on 25th January for 1/2 year to December. We are in phase of rapid growth of transactions and declining value per transaction as the volumes of key clients continue to drive growth. We know that in Q1 to end September volumes up 91% and revenues up 34% (from final results a month ago). Unless BoA has gone live expect more of the same - IF BoA has gone live could be increase on that. Break even by end June 2017 so confirmation of that in trading update key to continued re rating. Shares yet to recover from Fx loss but in their business clients do not seem to have been effected. My view is that shares should recover to at least 40p in 2017.

[isaready] 23/11/2016 10:12

Chads, what's your view on update in revenue and interims. Culford, any views?

[isaready] 22/11/2016 15:38

looks like the Santander projects with earthport and ripple is going well. News yesterday on EPOs site. It also seems many of the banks are leaving some alternative blockchain forum to do their own thing. The Santander project seems to have gained some recognition.


hxxp://www.earthport.com/insights/dlt-action-want-evidence/

[delightfulstocks] 21/11/2016 13:31

Chadders, it's looking better and seemingly, revenue will increase from here. Great news.

[isaready] 21/11/2016 13:20

This means one thing, increase in revenue no doubt.

[isaready] 21/11/2016 12:12

Is this not premium content, I.e viewable if you are a paid subscriber.

[chadders] 21/11/2016 08:25

Rolling out nicely. Bodes well for the future. One step closer to the tipping point of profitability.

[isaready] 18/11/2016 16:17

Hmm who much stock did they collect at 18p, not much in my view.

Maker, she is a sulky thing.

[makercreator] 18/11/2016 13:31

SilkStag,

I asked you some questions, fair ones I think.

Would you care to respond to them, it will simply clarify your logic and view points.

Thanks
MakerCreator

[isaready] 17/11/2016 09:17

SilkStag, Yawn Yawn

Chadders, like you say he won't answer anything from anyone.