eMerchants (AU.EML): We hosted management recently in our office before taking them to see a bunch of Fund managers
James Nicolaou
Baillieu Holst Ltd
eMerchants (AU.EML): We hosted management recently in our office before taking them to see a bunch of Fund managers. After reviewing their 1H15 result, it is clear that the numbers only reflect a small contribution from contracts signed to date. As we go into 2H15, we will get a full period of contribution from SFUK and the build-up of a number of the Wagering and Consumer Lending contracts signed in recent months. We now look to EML signing contracts in other industry segments such as Salary Packaging and Insurance to further frank the product. We have a BUY recommendation & $1.25 P.T (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
James' personality exhibits a strong passion for the share market, born out of his hard working and loyal nature which compliments his outstanding commitment to client service and an unmatched level of enthusiasm. James has been working @ Baillieu Holst for 8+ yrs servicing some of the worlds biggest and best institutions, HNW/Professional investors, Family offices with equity investments, portfolio construction, trading strategy's, quantitative screening for stock selection & IPO's just to name a few. Specializing in industrial focused companies/businesses, typically upwards of $20m Mkt cap- $800m mkt cap; James genuinely enjoys building lasting relationships with his clients and the level of repeat and referral business he receives is a testament to this. Feel free to contact me if you would like to inquire further about me or my services.
jnicolaou@baillieuholst.com.au
James Nicolaou
Institutional Research Sales & Trading
Baillieu Holst Ltd
James' personality exhibits a strong passion for the share market, born out of his hard working and loyal nature which compliments his outstanding commitment to client service and an unmatched level of enthusiasm. James has been working @ Baillieu...
Expertise
No areas of expertise
James Nicolaou
Institutional Research Sales & Trading
Baillieu Holst Ltd
James' personality exhibits a strong passion for the share market, born out of his hard working and loyal nature which compliments his outstanding commitment to client service and an unmatched level of enthusiasm. James has been working @ Baillieu...
Expertise
No areas of expertise
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
Bizarre: The $11m microcap sitting on a $21m cash pile
Livewire Markets
Fixed Income
Why every fixed income portfolio needs a FI-RV allocation
Antarctica Asset Management