Eservglobal Share Discussion Threads

[gerihatrick] 10/5/2019 10:35

Next Thursday at Mello....2 presentations....one in am and one in pm.

[brucie5] 26/4/2019 16:19

Tick up today. Finger in the breeze?

[gerihatrick] 24/4/2019 10:45

and I think they are due back at Mello next month

[johnv] 24/4/2019 10:38

A few more bored PIs selling up today

[cryptotrade] 28/3/2019 13:53

Looks like this is a classic illiquid jam tomorrow stock. Like they say, show me the numbers. Let's see the traction then it's a screaming buy.

[mgbt] 19/3/2019 22:53

Dear CEOShows us the numbers not fluffy RNS

[mgbt] 19/3/2019 08:49

HpcgLike most things, MC will use many players to test the market and see what works. At the moment it's 30odd% holding. But it's 30% of little unless it grows. There are many players competing. One will ask why use home send at esg instead of TransferWise or worldremit or many others. The key is what market are they targeting. If it's unique enough and a segment no one is going after, great, it will grow grow grow.

[mgbt] 19/3/2019 08:44

Fair enough. I personally don't understand why ESG had to try and pump up a story through and RNS saying they note the purchase of transfast.Yeah so what. Transfast is not Homesend. Transfast is much bigger. Does Transfast not have their own banking network?Homesend does not. The most important thing to pay attention to is the numbers showing they, homesend are gaining serious traction. Until that happens MC will do nothing. They have many providers using their service. It's a question which one will do better to warrant the purchase. Only time will tell but there is only fluff at the moment and no real numbers. The latest RNS is classic pump.

[graham1ty] 19/3/2019 08:27

New FinnCap research out commenting on the M&A activity in the sector.

Still has target price of 20p and a belief in the inevitability of MC taking out ESGs share of Homesend

[davidosh] 18/3/2019 19:04

I have personally de-risked somewhat but do still have a holding.

[mgbt] 18/3/2019 17:12

daviddosh you still in.

[davidosh] 18/3/2019 14:03

Just to let you all know that ESG will be presenting at the Mello2019 event on one of the two days either Thursday 16th or Friday 17th May.



They will almost certainly be doing two presentations so one in the morning and one afternoon.

More info and tickets here... If you use the code ADVFN30 you will be able to receive a 30% discount off the ticket price

[hpcg] 14/3/2019 13:56

I've been back in since the end of last week. Assuming that Homesend is functional technology, and that appears to be the case, then it would seem there is value. The JV structure means this will not be enormous value, but still a good return, at least from these levels. The risk reward is not great, but sufficient.

[blusteradjuster] 14/3/2019 08:03

It’s probably Chimers (see BGO and BOKU).

That troll is best filtered.

[graham1ty] 14/3/2019 07:55

Ct filtered

[jatin724] 14/3/2019 07:46

ct filtered

[jatin724] 14/3/2019 07:46

ct filtered

[cryptotrade] 13/3/2019 21:46

I'm interested in the figures too John. That's the point. We talk about volumes yet it's like a secret. Normally if there is fluff there is not a lot. Numbers speak louder than dreamers. Let's see.

[johnv] 13/3/2019 20:03

Having been here for the last 15 months, when will we see some figures for homesend? I assume Mastercard will release some figures but when.

[celeritas] 13/3/2019 17:55

Remittance is a huge business.
I forget how many have plugged into HomeSend and how many are still plugging into Homesend.
In my opinion, we will see more and more digital money transfer services enter this market because they have and are working with leaders in this space, for example, Azimo’s work with Homesend and joint venture of Mastercard and eServGlobal, in order to enable instant money transfers to mPesa.
Azimo were at over $1 billion in annualized sending volume last year, a tiny tiny slice of the mkt.

In 2018, the global Digital Remittance market size was 1540 million US$ and it is expected to reach 8590 million US$ by the end of 2025, with a CAGR of 24.0% during 2019-2025.

[celeritas] 13/3/2019 17:02

Why B2B is the place 2B
Mastercard also believes Vocalink gives it a leg up on the competition by giving it the most comprehensive B2B (business-to-business) payment offerings. Both Mastercard and Visa have recently turned their attention to the B2B space, as a potentially huge, relatively untapped, area of growth. Hund-Mejean estimated the payment volume in the space could be as much as $124 trillion, of which "only" about $20 trillion or so is negotiated at the point-of-sale.

In the conference call, after highlighting the many complications and inefficiencies in the B2B market as it exists today, Banga said Mastercard's cross-border capabilities combined with Vocalink's domestic ACH capabilities, gives the company a unique edge and skill set that allows him to approach potential clients with confidence, saying:

That's where Mastercard Send and HomeSend on the one hand combined with Vocalink on the other is, to me, the killer app. So today I can go to the bank and go there and say I can meet your B2B needs. You want them through ACH and direct debit, talk to me. You want them through virtual cards, talk to me. You want them through commercial cards, talk to me. You want them through any aspect, I can help you. And I can help you Mr. Bank, and Mr. Medium and Small Merchant by making life easier for you, quicker for you, more efficient, easier to reconcile and streamline. That is our B2B strategy.