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ESG Eservglobal Limited

5.45
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Eservglobal Limited LSE:ESG London Ordinary Share AU000000ESV3 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 5.45 5.40 5.50 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Eservglobal Share Discussion Threads

Showing 651 to 671 of 1600 messages
Chat Pages: Latest  28  27  26  25  24  23  22  21  20  19  18  17  Older
DateSubjectAuthorDiscuss
07/11/2016
07:57
good way of looking at it! hope market is not too harsh on it, let's see
qs99
07/11/2016
07:52
Trading update released, all on track albeit a little later than anticipated.

DC

daicaprice
04/11/2016
08:25
500k buy out of hours yesterday.

DC

daicaprice
04/11/2016
08:11
They should RNS new collaborations.

DC

daicaprice
19/10/2016
10:47
Looks like a couple of big sells went through earlier.

DC

daicaprice
17/10/2016
08:00
175k buy pre-open @8p helps.

DC

daicaprice
17/10/2016
07:13
Looks like it could be another blue day.

DC

daicaprice
11/10/2016
15:04
Now then,can we hold the eight bid through to the close ? Will be nice when this resistance number falls, still a kettle does not boil if you look at it..more gardening required.
bolador
11/10/2016
13:44
Looking very nice again, will be happy to break 10p by the end of the week and then await the next partnership news.

DC

daicaprice
10/10/2016
13:28
Trends in Remittances, 2016: A New Normal of Slow Growth.
hibberts
07/10/2016
12:42
“International Remittances: The fastest growing mobile money product by volume – up by 52% in 2015.
hibberts
06/10/2016
11:38
New investors might want to listen.
hibberts
04/10/2016
08:00
Well bid at 7 with no sign of recent stock offers so far..
bolador
04/10/2016
07:14
Next partnership announcement should see this break that 8p resistance with ease.

DC

daicaprice
03/10/2016
14:24
Nice £14k delayed buy gone through.

DC

daicaprice
02/10/2016
09:29
Thanks to Buffeteer,wigwammer and hibberts.
bolador
01/10/2016
09:23
Also -Buffetteer - your thoughts on valuation roughly match mine. I get to 5p on the shares per $1bn through the hub (working on 0.8% fee, 20x multiple, 641m shares). So 30p per 1% of remittance market.You would hope that with circa 25% of the card market, MasterCard will be targeting a lot more. Conoley is also on record stating hs has plans to go beyond the initial scope of remittance, to lead the shift to digital in international payments of any kind. In which case the lid is off.Is it worth MasterCard investing this much effort into driving the top line of a business where they only have 55% share? To my mind, absolutely. At volume, hs will be nigh on 100% margin. Tax a 55% share at 25-30% gets you to circa 40% net = exactly the net margin mc currently make at group level ie they can grow revenues here with zero implied dilution to group margin, despite only having 55%.
wigwammer
01/10/2016
09:05
Buffetteer is right - they have prioritised and kept the 35%. Couple of points on roll out:1) The reported strategy is to accelerate roll out across the MasterCard network over the next 2 and a half years (starting around 6 months ago). We are well into this period so should expect the newsflow to keep coming and consolidating over the next 24 months.2) it is likely further newsflow is imminent. From recent rns: "Mastercard continues to rapidly expand the reach of its remittance efforts, including the HomeSend joint venture, with coverage expected to reach more than 70 markets in 2016. These will include a number of new Mobile Money markets".. important part = a number of new markets (in 2016).3) market share can build quickly - they already have 10%+ share of inbound in 2 markets. Risk here for me remains the core - they should try to find a way to ring fence the risk (or preferably, sell it on).
wigwammer
01/10/2016
06:54
Bolador
ESG have held onto their full 35% holding definitely . They've had to contribute to on going losses . The conversion of debt to equity and fund raising was purely for ESG. As you say it seems a seller has kept a lid on the price as they keep trickling some out. Not too bothered. Most important for me is the volume of remittances through the hub to become profitable. The recent positive news flow must help.

buffetteer
30/9/2016
20:40
Buffetter, interesting post. I am not sure that ESG has held onto the full 35% share after all the recent refinancing and loan repayments. It would be nice to have it confirmed.
Still a lot of stock coming out on any rise, not all the shares placed at 4p found strong hands !But there are takers so I reckon patience will win as the business has a strong tide under it.

bolador
29/9/2016
10:12
We need to see evidence of Homesend breaking even which will confirm sales growth to €10m ( we know costs are €10m)from €3m last year .The more volume through the network which has a pretty fixed cost base should lead to rapid profitability. if they get to ,say, 1% market share ($6bn remittances)from $1bn next year planned then we would see a value of Homesend nearer €200m for Our 35% share -roughly 7-8x current value . This is entirely Possible as MasterCard have 27% of global card market and wouldn't be marketing it so strongly if it didn't feel there was such a good opportunity imho.
buffetteer
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