Earthportwww.earthport.com TICKER: EPO EXCHANGE: L
Earthport is a global payments company specialising in international payments for small businesses, corporate clients and banks. The company operates on a pay-per-transaction basis, and enables its customers to collect payments worldwide through a specialised automated payments method. The services provided are based upon their unique system - epClearing - which offers white-label cross-border monetary services to banks and corporate clients across a variety of platforms. Earthport operates in over 60 countries dealing with more than 20 currencies, offering a system which simplifies and streamlines the transaction process, allowing for a better, lower cost service to its customers.
- Earthport "across the chasm”
- Evidence of strong and accelerating transaction growth, with significant progress in the US
- Driving a large and unique opportunity in a fast growing sector
- High operating leverage in overhauled technology platform
- Priced on history, not the present or future
Foreign buyers gorging on UK stocks
Document can be downloaded here: UK plc â€˜going for a songâ€™
Being a shareholder in a company that receives a juicy takeover offer is a marvellous feeling. Something that many fortunate investors have experienced over the past 3 years. Thanks to a spate of M&A bids by deep pocketed overseas buyers â€“ partly triggered by the June 2016 Brexit result, which sent the Â£ tumbling and adversely affected the FTSE.
Consequently today, given this trend is unlikely to end anytime soon, weâ€™ve highlighted 30 possible acquisition ideas in the attached research paper. Spilt equally between large and smallcap stocks â€“ covering a broad selection of industries.
Whatâ€™s more we believe most of these businesses are underpinned by strong fundamentals and substantial upside in the event of predatory interest.
According to Factset Mergerstat/BVR, the average bid premium paid for such deals between 2004-14 was 30% â€“ with the figure trending upwards since the global financial crisis.
Happy investing. Published 27th August 2019