Photo-me Share Discussion Threads

[petes5] 16/12/2016 16:02

Dont worry I have been buying and all dividends reinvesred, have held since 40p and not going anywhere. The last 3 years have been frustrating but its by far my largest holding and would just like to see a n increase to massage my deflated ego. Also hold PAYS and feel rather bruised at the moment.

[cumbrian2] 16/12/2016 15:48

Also my largest holding by some distance. Difficult to see where the downside is, at least for the next couple of years and the laundry growth was unexpected bonus. I would be amazed if there is not another special dividend again next year with cash at 68 mill. Cant see what's not to like and will get a real boost if Japan reinstate the ID cards, as they are apparently planning, at the end of Q1. Plan to be a very long term holder here

[johnv] 16/12/2016 15:29

Slight gap end of Nov now filled

[shanksaj] 16/12/2016 14:54

Pete

Ignore the doubts.

I'm just buying and buying at these prices. What is the problem if the Mr Market cannot see the attractions? This is now my biggest share by far.

[shanksaj] 16/12/2016 14:00

Droid (12 Dec '16 - 14:59 - 6918 of 6924)

Good move. For dividend plays run a slide rule over Softcat, noting their special divs, and Manx Telecom (5.22% at 199p). "Elegant Hotels Group" is out of favour maybe until Zika Virus is fully out of the way and the Brexit impact is better known. But lots of progress is being made against Zika. The div yield is 8.7% at 80.5p and to give further solid comfort the NAV per share is 155p with premium location property in Carribean.

Lastly there is Berkeley Group Holdings which at 2800p gives a dividend yield of 7.14%: Bit doubtful about this one: Berkeley insist they can weather the current storms re Brexit and changes to stamp duty on house purchases, but who knows how big the Brexit storm will finally be?

[petes5] 16/12/2016 13:48

Long term holder and I cannot work out why its hated so much. Am I missing the obvious or are the big boys still trying to reduce?

[gleach23] 12/12/2016 22:24

Yes - it's a thought I've had for 18 months though Geheimnis2. Thankfully the dividends ease the pain of the wait. Fingers crossed it's sometime soon.

[geheimnis2] 12/12/2016 20:50

Should be heading for 2 quid?

Just a thought?

[snadgey] 12/12/2016 19:41

No mention of car wash progress in interims

[droid] 12/12/2016 14:59

Just joined your gang. Looked at co many times and suddenly decided that a divi doubling every 5 years is good news for us retirees especially starting from a base of 3.7%.

[b1ggles] 12/12/2016 14:29

Here's part of what I heard last night, headed 'Blunkett: time to rethink ID cards?'.

[alphabeta4] 12/12/2016 13:47

Plus p2 of The Times today - Amber Rudd advised last week the 3m EU citizens would require some kind of ID card after Brexit.

[revoman] 12/12/2016 12:15

From a selfish PHTM share-owning perspective, I like it a lot.

[johnv] 12/12/2016 11:57

Like it or not, I think the UK is heading this way.

[b1ggles] 12/12/2016 09:05

On the BBC News last night, it looks like the idea of UK ID cards is being floated again. I can see nothing on the website this morning, but the basic principle was a compulsory passport at age 16 plus a voluntary ID card.

[eeza] 10/12/2016 20:32

Tipped in IC yesterday.

"There are some happy snaps over photo booth operator Photo-Me International (PHTM) this morning with the stock almost leading the FTSE. The shares are up 6 per cent this morning thanks to a record first half performance after sales leapt nearly a fifth to £110m. This was in large part driven by the rollout of its Revolution laundry product. Adjusted pre-tax profit was also up a fifth to £31m. The group still boasts net cash too even after buying the UK photo division of supermarket Asda. Management says its profits for the year to April 2017 will “significantly exceed” market expectations.Broker finnCap upgraded its FY17 and FY18 pre-tax profit figures by 14 per cent on the results. Buy."

[smokybenchod] 10/12/2016 20:22

'While 2D data is merely a photo, 3D data on a chip includes information such as the iris, the angle of the nose, distance between the eyes and the shape of the eyebrows.

At passport control, the chip is read and a camera compares the person's appearance to the data on the chip. This makes it more difficult for people to enter countries on fake passports or on those of others.'

I got something right for a change reference potential increase in border security regarding the 3d check use case :)

[smokybenchod] 10/12/2016 20:15

Looks like it will initially be trialed as 2d photo data initially with 3d data the longer term plan:
hxxp://www.telegraph.co.uk/business/2016/12/09/photo-booths-will-soon-able-send-passport-application/
Think 3d biometric chip data is a great idea and offers a high level of security. If governments start signing up to this, it could be very lucrative for phtm.

[alphabeta4] 10/12/2016 17:26

From what I remember of February's Mello presentation with Gabriel Pirona Photo Me were the only company able to do 3D biometrics to this degree, certainly at the time.

[revoman] 10/12/2016 14:03

The photobooth sends down biometric information as well. Rather than simply one camera facing the person giving one image, there are 8 (is it?) cameras spread around the subject, therefore supplying other biometric information for example distance between the ears and the eyes. This means that it is factual information uniquely relevant to that person sitting in the booth and cannot be replicated for someone else, ie more secure.