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18	member 12/19/24 1:48PM Re: post-Trump outlook 17
IMXI downplays this threat by pointing to U.S. to Mexico remittance growth during the previous Trump Administration. IMXI says that the comparative economic opportunities of the U.S. vs. Mexico are more important than immigration policies... login to read the rest 1 view available tags
17	member 12/10/24 5:11PM post-Trump outlook
Anyone care to opine on the impact of the incoming Trump administration on this business? Obviously, US-Mexico is their biggest corridor, and there have been threats to carry out massive deportations of anyone in this... login to read the rest view available tags
16	member 6/18/24 7:39PM Re: Cultural nuances 13
sirisaiah, Great points. I'd like to expand on them, as I think you touched on the #1 thing that investors don't understand about the retail MT business and why they think it is only a matter... login to read the rest 3 view available tags
15	member 6/17/24 4:19PM Re: Re: Re: Re: WISE and RELY 14
I don't have a strong view on Remitly, but it's clearly a (busted?) growth stock vs IMXI which is now basically a deep value stock. Continuing to compare the two without even commenting on valuation... login to read the rest 1 view available tags
13	member 6/17/24 12:35PM Cultural nuances
I did a fair amount of work on IXMI a year or two ago. tldr; I think their growth strategy is broken and has run its course - finding new productive agents in new locations... login to read the rest 4 view available tags
12	member 6/14/24 1:20PM Re: Re: Re: Re: Re: WISE and RELY 11
Yes, one reason we like this one is because they are one stock that can clearly "force the issue" with aggressive buybacks, and seem intent on doing so. There aren't that many stocks like that. I... login to read the rest 1 view available tags
11	member 6/13/24 8:01PM Re: Re: Re: Re: WISE and RELY 10
Bob Lisy has clearly done a great job with IMXI. A potential risk and a practical aspect I think are worth discussing. Trump has been saying that if he gets elected one of the first things he'll... login to read the rest view available tags
10	member 6/13/24 11:38AM Re: Re: Re: WISE and RELY 8
Sigue was one of the competitors cutting PX in attempt to juice financials for a sale. Didn't end well as business shut down. This is a massive and growing market (including retail), so it's not a... login to read the rest 1 view available tags
9	member 6/13/24 11:36AM Re: Re: Re: Re: Re: WISE and RELY 7
This fireside chat was with the new initiating analyst Monness Crespi. It was on Zoom but I'm not sure if they are publishing it. They did one with both Euronet and IMXI recently. 1 view available tags
7	member 6/13/24 6:50AM Re: Re: Re: Re: WISE and RELY 6
Interesting. Sigue was one of the larger private companies. SlackTide - I don't see the fireside chat on their website. Is a replay available? Does anyone know Madison Dearborn's strategy for MoneyGram? MGI was one we didn't... login to read the rest view available tags
5	member 6/12/24 6:50PM GenAI generated?
Why does this read like a GenAI generated report? 7 view available tags
4	member 6/12/24 6:02PM Re: Re: Re: WISE and RELY 3
CFO was just talking a little bit about this on a fireside chat today. He said the "competitive insensity" has died down and he thought the smaller players trying to sell themselves had actually hurt... login to read the rest 1 view available tags
3	member 6/12/24 5:44PM Re: Re: WISE and RELY 2
Do you know what Madison Dearborn paid for MoneyGram? MG's financials were such a mess with their constant adjustments. Also, a little while ago IMXI said that there was an unprecedented price war going on because... login to read the rest view available tags
2	member 6/12/24 5:01PM Re: WISE and RELY 1
1) US to Mexico remittances are still 80% in store vs 20% digital 2) "The way I understand it..." do you actually have any evidence of that or are you just using some kind of gut... login to read the rest 2 view available tags

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			2024	2025
Price:	21.31	EPS	0	0
Shares Out. (in M):	33	P/E	0	0
Market Cap (in $M):	696	P/FCF	0	0
Net Debt (in $M):	60	EBIT	0	0
TEV (in $M):	635	TEV/EBIT	0	0

Description

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