Australian (ASX) Stock Market Forum

EPY - ePay Asia

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all i can think of about the lack of attention in aussie media is that its business isn't here.. and that's part of the problem, check liek recent ones like GPO, where they have flagged intention to do more with China and already have done work with China..

maybe they are right after all, they are going into China as a perception thingo, and than people will give them the premium it deserves...? perverse logic, ie. based on expectation someting big will happen.. as everything is big in China..

well it would be interesting to see the year close with this stock and see how they fair and what they say to the market.. about strategies for 07...

i would prefer they stitch some more distribution deals with Indonesia.. they are quiet on this front.. all the trading seems to be now around 40 to 41 !! narrow..
 
over 450,000 shares traded to day in the uk,around 350,000 where buys,we recoverd and had a strong finish to the day,we feel very positive in the uk to epy's short and longterm status,we rate this a strong buy..,so whats stoppin ya!!! GET IN!! :O)
 
another good day here inthe uk,up nearly 10%

cchartho1.png
 
EPY strong buying pressure !

somebody is accumulating, willing to pay more for the stock.. hopefully sellers can hold tight..
 
runlikehell,can you post the trades page from australia TIA,another good day in the uk... by the way..up around 5%
 
i was just wondering,if you lot had anything left in the tank for today...we need another 5/8% at least..in blighty.. :O)
 
Following on from my previous analysis of EPY

To recap.

Net earnings for 6 months of $3.43m after paying Euronet their 40% share. Before Euronet,its $4.9m (which is even after tax!), so this is quite a cashcow..

Especially if they can do the same in Indonesia..

They noted they make up 20% of all pre paid sold in Malaysia in the report...

With Indonesia a population of some over 200m and Malaysia only 20m, we can start to understand what's going on.. its 10 times the size of Malaysia..

If Malaysia makes up 80% of revenue thus far for EPY, say 80% of 3.43, ie. $2.74m for 6 months or $5.1m for 12 months (let's say after 3 years of gestation in Indonesia).. with similar 20% of pre paid sold in Indonesia by EPY, than the figures could become fairly astronomical.. we times by 10 because Malaysia is 1/10 the size of Indonesia..

So $5.1m * 10 equals $51m (assuming similar taxation exempt status).

You can understand why they want to be part of the bigger game that is China!
 
posted uk bb

Anyone listned to this???????

E-pay Asia Limited
06 September 2006


COMPANY ANNOUNCEMENTS
Australian Stock Exchange and AIM, London Stock Exchange

6 September 2006


Audio Broadcast - EPY 2006 Interim Results

Investor can listen to EPY's audio broadcast titled "2006 Interim Results" at:

http://www.brr.com.au/event/EPY/1842/14508/wmp/55cifnsfwh

To listen, simply click on the Windows Media Player, QuickTime or MP3 icon.
Additionally, the presentation can be accessed at www.boardroomradio.com where
it will also be archived for future on-demand listening.

Yours sincerely,

Jonathan Soon
Director and Company Secretary

e-pay Asia Limited
E: jonathan@e-payasia.com
T: +61416168816
 
E-PAY ASIA

We have recently published a note on e-pay Asia summarising recent changes
in the company. We are quite impressed by the number of new partners the
company is managing to sign up – there is definite progress being made. Also,
the favourable tax status of the Malaysian activities has been confirmed. This is important for immediate and short term earnings. By the time this status comes up for renewal again the company will be generating a much greater proportion of its revenue from other countries in the region. This is the most direct way possible for investors to participate in the rapid spread of mobile telephony in the Asian region. Call for a copy of our new research note.

http://www.hardmanandco.com/Research/monthly/Monthly_Sept_06.pdf
 
I still think e-pay can be a great long term holder. The potential organic growth is just massive. We are paying a bit of a premium, but e-pays markets are growing at well over 20% per year.....

I'd like to think in 3 years time we will have doubled our money on this one.
 
stockpanther said:
I still think e-pay can be a great long term holder. The potential organic growth is just massive. We are paying a bit of a premium, but e-pays markets are growing at well over 20% per year.....

I'd like to think in 3 years time we will have doubled our money on this one.
Click to expand...

I don't mean to throw cold water on your hopes, guys, but just reading this thread, the posts seem to be based on a lot of hope and little evidence.
"I'd like to think in 3 years time we will have doubled our money on this one"!!!!
Well, yes, I guess we would all like to think that about every stock we buy.
But why exactly do you think this is going anywhere?
The chart shows no progress in the last year.
Compare this with, e.g. any of the big banks, Woolworths, etc or any number of other blue chips, and tell me why you would stuff about with something like this?
Wouldn't you be better off with a fewer number of some excellent blue chip company with a consistent record of growth and a reliable dividend yield and 100% franking, than risking your money like this?

I don't mean to be critical. I'm just puzzled as to why you'd risk money on some nothing of a stock like this when you could buy something which would provide you with a guaranteed return.

Julia
 
Gday julia,

firstly i dont own this stock but ive looked at it alot fa and ta.once people get to know this stock a bit better it wont double in 3yrs i believe it can be a 10 bagger at least.im just sitting on the sidelines until the volumes come.if thats 1yr or 2 im in no rush.

when you say put your money in the banks etc for a guaranteed return I wouldnt be so confident about a guaranteed return with the banks over the next few years.I would be very suprised if they make new highs in the next 3years.bull markets dont last forever you have to pick your stocks carefully and not just the bluechips and expect them too rise.banks are in for a much tougher time in the next few years.

just keep your eye on epy you might be suprised might not be the next week,month but when it goes it will go.thats one of the biggest stage 1's u will come cross.You should really read the announcements and look at the financials of EPY and not just have a quick glance at the chart.Charts only tell the past not the future.ive got a feeling holders of this stock might have the last laugh.must agree though i think they are in abit early.lol

good luck
 
Julia said:
I don't mean to be critical. I'm just puzzled as to why you'd risk money on some nothing of a stock like this when you could buy something which would provide you with a guaranteed return.

Julia
Click to expand...

Their increased revenues and expansion over the past 5 years should be enough evidence to put your mind at rest. See link below. They also had another increase in revenue for the quarter in 2006. They are now making profits.

http://www.e-payasia.com/about_keyfacts.html

I think they have great potential. You also invest in a stock such as epay-asia for faster gains. More risk can give you greater gains. I also believe in their technology of mobile phone top ups via ATM's. Very clever in my mind.

PS. I dont hold. I just think they have potential.
 
Julia...my apologies for not providing rationale in my post, I struggle to find time to post all my reasons on various forums, but over the next couple of days i will attempt to find some time to address some points.

I urge you to look at the growth characteristics of e-pay's markets (on average growing at over 20%/year for next 4 years), it's success in malaysia (and to a lesser extent indonesia) which can be replicated in exactly the same fasion in other markets and the nature of its business model.

This company is profitable, it has a proven track record of growth. It's market cap is currently about 84 million, (i think its closer to 110 million when fully diluted) which is quite high, but the company will turn in at least a $6.5million profit this year....for the growth characteristics and past success this isn't an unreasonable premium by any stretch.

That's all I have time for, for now.
 
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