Eservglobal Share Discussion Threads

[hibberts] 02/10/2017 12:46

Go to 60.37 mins in the webcast.

It looks like Homesend is going to be a major part of the movement of money in their eco system, going forward they are talking trillions of dollars this is turning out much bigger than I could have ever imagined and the market hasn't got a clew.

[hibberts] 02/10/2017 09:36

.Mastercard Audio webcast.

Worth a listen.

[cheshire man] 02/10/2017 08:06

Looking very promising here with FinnCap upping it's TP to 18p this morning :-)

[wigwammer] 02/10/2017 07:50

"Annual volumes from currently identified opportunities against these agreements are expected by eServGlobal to be in the region of US$3-5 billion in the medium term."Conservatively assuming 0.5% transaction fee on this volume, at near 100% incremental margin, equates to $20m profit at the mid point. With a 35% stake, eserv will be getting $7m pa, or circa £5.1m.Put this on 20x, given anticipated growth, and you are already getting to £100m+ valuation for eserv's stake in Homesend, or 15p+ per share.At 7-8p, it appears well undervalued.

[wigwammer] 02/10/2017 07:42

Great news.MasterCard is a strong partner. Please check recent share price performance.Looks as though they will be one of the winners in the fintech space.

[hibberts] 02/10/2017 07:28

A couple of good wins for Homesend.

[wigwammer] 10/9/2017 21:26

The President of Operations and Technology at Mastercard refers to Homesend, paragraphs toward the end. It appears to be an integral and growing part of their offer. https://www.google.co.uk/amp/www.pymnts.com/mastercard/2017/mastercards-new-president-of-operations-and-technology-ed-mclaughlin-on-payments-third-wave-contextual-commerce/amp/

[wigwammer] 04/9/2017 11:27

Mastercard are evidently keen to market the MC Send product. This was released last week.https://m.youtube.com/watch?v=Ro4rVcynhsAInternational payment appears an integral part of the offer.

[wigwammer] 21/8/2017 17:11

So commentators believe MC Send is a threat to Bitcoin.It probably is.The technology driving the international component of that service should be valued at significantly more than the circa £100m currently ascribed to Homesend.

[hibberts] 21/8/2017 14:05

Good to see Bitcoin rattled and I think Mastercard will have something to say about
them saying that Mastercard send is a day late and dollar short.

[hibberts] 08/8/2017 10:03

Mastercard send and Allianz.

[hibberts] 03/8/2017 19:32

The new eserv web site looks good.

[hibberts] 25/7/2017 11:47

I have followed John Conoley into PTY looks a good turn around story.

[wigwammer] 12/7/2017 11:51

My guess is the punter who sold prior to the results is now buying back at the price he sold at.Waste of time and has created unnecessary volatility.

[hibberts] 10/7/2017 11:07

New update.

[hibberts] 05/7/2017 19:57

Mastercard send.

[hibberts] 05/7/2017 07:21

Up 20% overnight on the ASX looks like news is on its way.

[hibberts] 03/7/2017 11:26

Taken from last weeks update.

Homesend is experiencing a sales expansion which it expects to become more significant across the
remainder of 2017. HomeSend has now signed agreements with several banks and is supporting
further bank agreements through Mastercard Send. Based on the events of the first half of this
financial year, the eServGlobal Board expects the value of this investment to significantly increase
over the remainder of the financial year.

Well not long to wait to see if the board are all talk.

Every time I here Aim company directors give it the big one it never happens.

[hibberts] 01/7/2017 15:49

Hi WW

Lets hope you are right.

See link below Stephen Doyle senior vice president at Mastercard send.

[wigwammer] 01/7/2017 10:18

Hibberts - I think page 8 of the presentation is particularly interesting.1) total costs expected to fall to e15m next year. Again, significantly reducing the hurdle to profitability.2) they show profitability assuming central and plc costs are taken out - looks as though they are preparing to sell it on.

[wigwammer] 01/7/2017 00:22

An example of pinkfish advice, when the shares were below 2p.Best ignored."p1nkfish - 14 Feb 2016 - 20:13 - 494 of 754 - 0when the picture changes so does my thesis for holding.Look at the debt levels back then vs now.Look at the interest payable back then vs now.Look at the security on Homesend back then vs now."

[wigwammer] 01/7/2017 00:17

"I don't live my life or trades on line"You chose to post here. Anyone who has followed your advice "on line" would have lost money.So either what you say on line bears no resemblance to what you do in reality, or you are sitting on substantial losses.

[p1nkfish] 30/6/2017 19:50

Ww I don't live my life or trades on line.
Good luck if you do!
Esg has been good to me but I'm not coming back.

[bolador] 30/6/2017 17:17

Hello hibberts,

I had a guess that you had sold out or at least reduced your interest because your helpful posts that so regularly appeared vanished ! I think that was around the last time the shares had one of their trips to eight pence.

The trouble with USA business is that they take no prisoners and if Homesend turned out not set up quite the way that the masters wanted then, as you suggest, things would be rearranged I have no doubt.It is a worry. As to the rest of the business it is the perfect example of jam tomorrow and I agree it should be sold for what they can get.

I hope that Mastercard will mop up the shares that they do not own in Homesend with a bid for ESG once the core business is adequately quarterised, for sure no senior management time would willingly be spent on it.

Alternatively a bid may only appear, if at all, once the core business has guzzled all the cash and ESG is on its knees again. Its a difficult one !