Letters by company
EML Payments Ltd
5 letters discussing EML. Everything written about it on this site is on its ticker page.
- Forager Funds Management Annual Report June 2026 Forager argues that the AI capital-spending boom has become a sector-specific bubble while neglected software and value businesses offer better prospective value. The firm sold Fiserv after its turnaround failed, exited richly valued Comfort Systems and Zegona, added to selected Japanese software holdings, and retained conviction in operating progress at companies including Cuscal and IDP Education. 2026 financial year 5038 $209MAMA $151MBVS $1B
- Forager Funds Management Monthly Report | November 2024 The Forager Australian Shares Fund cited Catapult’s accelerating recurring revenue, positive free cash flow and expanding margins as support for continued growth. EML Payments’ strategy update eased market concerns, while Praemium, Aroa Biosurgery and Tyro Payments supported the investment theses; Camplify reported weak trading across several markets. November 2024 CAT $779MEML $85M
- Forager Funds Management Monthly Report | August 2024 The Forager Australian Shares Fund discussed improving operating momentum at Praemium, EML and hipages after their latest results. Praemium is expected to benefit from pricing and cost discipline, EML must clarify its strategic direction, and hipages is converting higher revenue per user into free cash flow. August 2024 EML $85MHPG $72MPPS $198M
- Forager Funds Management Monthly Report April 2026 Forager Australian Shares Fund deployed cash amid volatility, reducing its cash position as smaller industrials lagged while resources and technology rallied. Cuscal’s Paymark acquisition was viewed as a logical, accretive use of capital, while EML Payments cut expectations and Hipages and Aroa reported favourable operating updates. April 2026 CCL $772M
- Forager Funds Management Monthly Report | February 2025 Forager Australian Shares Fund cited favourable results at Bravura, Nanosonics, EML Payments, Ooh Media and Motorcycle Holdings, while Camplify and Verbrec missed prior guidance. The fund viewed MIXI's cash bid for PointsBet as a credible fallback but expected competing interest for its technology platform, customer base and Canadian operations. February 2025 PBH $174M
