Author Topic: EBIX - Ebix Inc  (Read 277554 times)

estoybien

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Re: EBIX - Ebix Inc
« Reply #890 on: April 12, 2019, 11:05:23 AM »
Why start a new thread?

I started to reply on that thread but the website said something like, this thread hasnít been active for a long time, consider starting a new thread. So I did.


Jurgis

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Re: EBIX - Ebix Inc
« Reply #891 on: April 12, 2019, 11:34:37 AM »
Why start a new thread?

I started to reply on that thread but the website said something like, this thread hasnít been active for a long time, consider starting a new thread. So I did.

That website comment should be ignored.

Hopefully Sanjeev will merge the threads.
"Before you can be rich, you must be poor." - Nef Anyo
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estoybien

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Re: EBIX - Ebix Inc
« Reply #892 on: April 15, 2019, 02:18:20 PM »
I'm long Yatra, and perhaps you are alluding to this in your post but the Yatra acquisition bid is wild.  See for example here: https://twitter.com/AndrewRangeley/status/1105125484554260481

I have no real opinion on Ebix other than this is kind of sketchy and probably will sell EBIX stock if Yatra is bought out with shares.

You were long prior to the Ebix bid? That's a nice premium to reap :)

cameronfen

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Re: EBIX - Ebix Inc
« Reply #893 on: April 15, 2019, 02:28:11 PM »
I'm long Yatra, and perhaps you are alluding to this in your post but the Yatra acquisition bid is wild.  See for example here: https://twitter.com/AndrewRangeley/status/1105125484554260481

I have no real opinion on Ebix other than this is kind of sketchy and probably will sell EBIX stock if Yatra is bought out with shares.

You were long prior to the Ebix bid? That's a nice premium to reap :)

yes sold a bit when it went up to 520 but not enough...

estoybien

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Re: EBIX - Ebix Inc
« Reply #894 on: August 08, 2019, 11:07:49 AM »
Any thoughts on Ebix's earnings release and conference call today?

estoybien

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Re: EBIX - Ebix Inc
« Reply #895 on: August 08, 2019, 11:09:07 AM »
Anyone on this thread gotten back into following Ebix? A lot has happened since last post here. Wondering if anyone has thoughtful comments, esp in light of earnings release and conference call today.

estoybien

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Re: EBIX - Ebix Inc
« Reply #896 on: October 16, 2019, 08:28:36 AM »
Ebix ER can't come soon enough. Need some data to know what to make of short thesis.

estoybien

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Re: EBIX - Ebix Inc
« Reply #897 on: November 14, 2019, 10:13:09 AM »
Ebix is really crapping the bed.

Weizman acquisition a real dog. More generally, revenues from acquisitions not keeping pace with CEO expectations/aspirations.
EbixCash killing margins to chase eyeballs/customers with marketing spend, the need for which was denied previously and now likely will continue (if not accelerate) indefinitely.
$25mil advance looks suspiciously timed to pad Q3 numbers, cost unknown.
Debt servicing and covenants seem troubling, but again not enough transparency.

Some positives, including continued growth and imminent launch of BSE joint venture, but future still very uncertain. Too many speculative promises re synergies/cross-selling in India and renewed growth in legacy business. Especially given CEO's spotty record delivering on promises in a timely manner. EbixCash IPO is a pipe dream if its overall strategy doesn't work as hyped. CEO bet the company...