Today was the day the market finally realized the following:
- EML is now a diversified global payments company in multiple geographies and verticals which helps buffer short term headwinds in parts of the business.
- the management has proven to be sensible with the PFS deal restructure
- 60%+ of revenues are now from GPR
- MasterCard are taking EML into new countries (NZ) in order to launch new programs !! this is a huge vote of confidence.
- balance sheet is bullet proof and the company is throwing off a lot of free cash.
- Breakage is now proven to be quite a handy cash cow of the business in times of reduced profits.
- Covid19 is accelerating takeup of EML Mobile solutions
- VANs takeup should accelerate
- gift card division has rebounded nicely in May (only down 53%) compared to some forecasting zero. all this while malls in North America are closed!
- Acquisitions opportunities will emerge next year.
Stuff this stock in your bottom drawer and don't open until 2022
Today was the day the market finally realized the following:-...
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Last
95.0¢ |
Change
0.020(2.15%) |
Mkt cap ! $356.3M | |||
| Open | High | Low | Value | Volume |
| 93.0¢ | 98.0¢ | 93.0¢ | $1.318M | 1.384M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 43573 | 94.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 95.5¢ | 12846 | 2 |
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| Last trade - 16.10pm 01/07/2024 (20 minute delay) ? |
| EML (ASX) Chart |