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50	member 7/23/14 8:42PM RE: MSJ and other thoughts 45
Chuplin (and all), A bit late to the game here (I guess for the better) but outside of the concerns voiced on this thread, the primary remaining concern I have is the potential for "funny numbers"... login to read the rest view available tags
47	member 7/23/14 4:41PM RE: RE: estimate of EZPW earnings hit from Payday 46
sag, the Consumer loan fees and interest includes all types of consumer loans that are within the Financial Services segment, so in addition to the payday loans (referred to as single-payment consumer loans) that line... login to read the rest view available tags
46	member 7/23/14 2:22PM RE: estimate of EZPW earnings hit from Payday 36
Slacktide, can you reconcile your $64mm of annualized gross revenue from payday to the $260mm of annual "consumer loan fees an interest" on the income statement? appreciated view available tags
41	member 7/20/14 11:56AM RE: Mr. Cohen fires CEO and 2 board members 40
Chuplin, what are your thoughts on the firing of the executive team? I know the press release states that the advisory agreement will not be reinstated but it seems disconcerting that only two months after the... login to read the rest view available tags
40	member 7/18/14 8:12PM Mr. Cohen fires CEO and 2 board members
http://finance.yahoo.com/news/voting-shareholder-ezcorp-announces-leadership-203500220.html AUSTIN, Texas, July 18, 2014 /PRNewswire/ -- The Voting Shareholder of EZCORP, Inc. (EZPW), a leading provider of easy cash solutions for consumers, today announced, effective immediately, the appointment of Lachlan P. Given as a director... login to read the rest view available tags
27	member 2/07/14 2:13PM Insider buying
Chuplin - pretty good insider buying since earnings.... I bet your thesis plays out just fine. CEO bot $147,683 worth, now owns 295,456 shares CFO bot $11,180 worth, now owns 242,861 shares Cuyler view available tags
22	member 1/16/14 4:52PM RE: RE: RE: Some Q's 21
I believe there exists signifigant barriers. Selling into the govt into the US is a bear, imagine mexico. Plus I think the addition to the BOD recently was to make sure that those political relationships... login to read the rest view available tags
13	member 4/16/13 6:18PM RE: current thoughts? 12
sorry for the slight delay. on a family vaca so don't have any of my notes with me. But fundamentally nothing has changed for me here. my irr are a little lower with lower sss,... login to read the rest view available tags
12	member 4/15/13 1:09PM current thoughts? 11
hi chuplin, would you mind sharing your current thoughts? seems attractive at these levels. how are you thinking about: gold exposure, sss declines in the US, expense increases, go cash acquisition and anything else you find particularly view available tags
9	member 11/15/12 3:04PM Questions 8
Thanks for the idea. Looks like a good chance to buy a high return business at a cheap valuation. I would be interested in hearing your thoughts on the following questions: 1. What do you think of... login to read the rest view available tags
7	member 11/13/12 12:47PM madison park
the company has never returned a dollar to shareholders. they pay $7.2MM/yr (probably going to be $8.4MM next year) to a controlling shareholder who has a 6% economic interest in the company (basically a 14% view available tags
5	member 11/09/12 12:51PM RE: loan rates and regulation 4
Its been the perpetual risk to this space for the last 15-20 years, but I don't see it as really credible. for a few reasons. 1) Prime Credit borroweres in the credit card space have rates... login to read the rest view available tags
4	member 11/09/12 9:05AM loan rates and regulation
isnt the regulatory risk here that the "borrow" piece of their business takes a significant haircut in terms of a cap on rates that can be charged? In other words, regulators may "keep them alive"... login to read the rest view available tags
2	member 11/08/12 5:33PM RE: Deep in the heart of Texas 1
It seems like some cities in both Dallas and San Antonio are trying to regulate activities products etc. It doesn't sound the like the company is too worried about it. It is driving some smaller... login to read the rest view available tags
1	member 11/08/12 5:13PM Deep in the heart of Texas
Chuplin, Thanks for the writeup. At one point in time, good old EZ was the largest inception-to-date contributor to profitability for my fund. This thing always overshoots on the downside, and if you have the stones... login to read the rest view available tags

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			2018	2019
Price:	68.04	EPS	5.10	5.50
Shares Out. (in M):	196	P/E	13	16
Market Cap (in $M):	14,680	P/FCF	0	0
Net Debt (in $M):	11,131	EBIT	1,750	1,800
TEV (in $M):	26,750	TEV/EBIT	16	16

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