Eservglobal Share Discussion Threads

[painter] 18/10/2014 07:19

Jumped 50% in 2 days in Australia

[p1nkfish] 17/10/2014 19:28

What hapened at close?

[ade45] 17/10/2014 14:27

Best not to say much, attracts the wrong sort

[hibberts] 17/10/2014 13:39

Fear not once the homesend hub gets into full swing there will be plenty of comment.

[painter] 17/10/2014 08:07

Looks like a few have viewed it already?

[painter] 17/10/2014 06:59

Thank you hibberts

[hibberts] 16/10/2014 10:12

Upcoming webcast: Insight into HomeSend
15 October 2014

eServGlobal (AIM:ESG & ASX:ESV), the provider of end-to-end mobile financial services to emerging markets, will host a webcast regarding the international payment hub, HomeSend, on Tuesday 21 October at 1.30pm BST.

HomeSend is a joint venture of MasterCard, eServGlobal and BICS. The webcast will provide an insight into the overall HomeSend business. The webcast will be presented by:

Paolo Montessori, CEO & Managing Director, eServGlobal
Michael Fiore, SVP & Group Head, Personal Payments |Emerging Payments at MasterCard
Stephen Doyle, CEO, HomeSend

To access the webcast please use the link which will be available on this page on the day of the webcast.
The webcast will be recorded and accessible from this page following the broadcast.

[hibberts] 09/10/2014 20:39

M-Pesa building momentum.

[cgp_win] 06/10/2014 06:27

She-ra - I'm not an insider, but I do talk to lots of brokers on trading desk and that was the rumour...turned out to be true this time.

CFO still has 650k shares so he didn't dump them all.

Agree this doesn't look good, but how can you get a loan if you have nothing to borrow against? If he needed the money to settle on something and didn't have access to assets to secure a loan instead then this could make sense, but agree it doesn't look good (but we don't know his personal circumstances). I wonder if other insiders will buy stock at these levels?

[hibberts] 04/10/2014 09:10

Mastercard talking about Homesend.

Slide 32. 1hr 16min
Slide 41. 1hr 28min 20 sec.

...

[ade45] 03/10/2014 18:01

Clearly the CFO doesn't think the share price is about to double, and he has watched the share price halve from the peak with many other techs so Mrs CFO is probably not happy they didn't cash in earlier. Doubt there is any more to it but who knows

[p1nkfish] 03/10/2014 17:18

This "personal reasons" thing is a cover all.
Means jack.

CFO is in the know and see the forward look and, if any use at all, knows how to borrow at a rate << growth rate of the business if he chooses too. Unless he can't and the growth rate of the business is only slighter better than, or less than, the bank rate he can get.

Something doesn't add up.

The RNS is also less than ideal. Better not to comment than draw attention to the fact that the CFO thinks it better to sell the company stock than borrow.

Perhaps he's looking for another job?

[she-ra] 03/10/2014 17:02

I agree p1nkfish.If I knew the company and share price was going places I would have borrowed or remortgaged something.

It seems cgp_win is an insider and seems to be leaking market sensitive information before it is released.

[p1nkfish] 03/10/2014 14:31

A thought - is the company saying the CFO couldn't borrow what he needed at an interest rate < the expected rate of share price appreciation in ESG?

Will the expected share price appreciation be that low?
Really ?

Not a good sign.

[p1nkfish] 03/10/2014 10:56

Chart looks awful too. Run up to resistance on the downtrend then what? Wait until through resistance imho. Then worth a buy.

[p1nkfish] 02/10/2014 09:07

Where did you hear that?

[cgp_win] 02/10/2014 04:59

Heavily oversold now. FD sold due to personal circumstances I heard

[p1nkfish] 01/10/2014 10:49

Noticed that. Thinks he's just running on unexercised options now?
Worried? - perhaps.

Doesn't look like the action of a man expecting to be there much longer or one believing there is a big carrot waiting for him in the shares.

Usually take such action to mean to get out of the way and let it settle.

[she-ra] 30/9/2014 22:40

FD just sold a shed load of ESG shares - just under 50% of his shareholding. Should we be very worried?

[p1nkfish] 01/9/2014 08:05

Too early to be sure of the knock-on effects.
The landscape is changing rapidly and the exact winners not clear. Certainly Homesend is worthy of some investment to hedge bets.

[cgp_win] 01/9/2014 07:36

What do you think this will do for HomeSend's (eServeGlobal's) chances of getting a greater share of the international remittance market?



Surely MasterCard saw this coming and realise if people in the developed world have a mobile wallet in their pockets it's easier to transfer to their family's/friend's mobile wallet in the developed world through HomeSend!

WAKE UP WESTERN UNION, your days are numbered come join the HomeSend hub like MoneyGram/XpressMoney have.

[painter] 28/8/2014 17:13

looks like your septic cousins are waking up to this

[cgp_win] 25/8/2014 05:48

she-ra: I like the chat, thanks. Remember if MasterCard start marketing this thing hard (expect by the end of this year) then it's very feasible that HomeSend will capture 5% of the market in 3 years easily (maybe 10% given how quickly mobile wallet/mobile money deployments are occurring now). That's: 5% * $525bn (remittance market) * 35% (ESV's share of the HomeSend JV) * 1.5% (NPAT margin) = $137m NPAT !!!! Even at 1% market share in 3 years we have 28m NPAT - see how quickly profits can result here.

Set up a google alert for "mobile money" and see how fast the space is growing. HomeSend is in an amazing position to capture/disrupt flows. To be fair to the market, we really haven't seen much from MasterCard/HomeSend so it could be perceived that nothing is going to happen....let's see when communication begins this year and in the mean time, what the flows have been from MoneyGram, World Remit and XpressMoney marketing (I wish they would start communicating HomeSend monthly flows!).