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Share Name Share Symbol Market Type Share ISIN Share Description
Pelatro LSE:PTRO London Ordinary Share GB00BYXH8F66 ORD 2.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 67.50p 65.00p 70.00p 67.50p 66.50p 67.50p 21,438 12:01:56
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 3.1 1.1 4.8 14.1 21.96

Pelatro Share Discussion Threads

Showing 101 to 125 of 125 messages
Chat Pages: 5  4  3  2  1
DateSubjectAuthorDiscuss
16/1/2019
18:48
Thanks Westofengland
daz
16/1/2019
17:23
Of course, Rivaldo. Subesh started by explaining that he was very pleased with the takeup of new clients and that they were delighted with progress. Most of the clients want quick feedback from their telecom data analyser and Pelatro are able to do this promptly. When they go and make a presentation to a new client, they basically say here is our client list, you are most welcome to contact any of them. I said they had done an excellent job to get the invoices paid and have a solid cash positive business at 31st December. Subesh said that he would rather have 10 happy clients than 15 on the list where the execution of their business is not noteworthy. Subesh then introduced Mr Chari who has 36 years experience and was CFO of Axiata, the leading Malaysian Telecom group until December 2016. Mr Chari explained that the easy runs for Telcos is over and it is critical to have people like Pelatro who are able to get Telcos new business in a competitive market. Subesh then took the meeting through the Pelatro offering. The business appears to me to be hungry to grow in a professional, steady, way. The presentations lasted over two hours and my sense was that all of those present came away impressed.
westofengland
16/1/2019
14:10
Cheers westofengland. Can you give any further detail if you get a minute or two?
rivaldo
16/1/2019
11:07
This is very illiquid and it only takes 1 or 2 trades to move this share up or down very quickly. Thanks for the feedback westofengland.
homebrewruss
16/1/2019
11:01
I attended the presentation which was excellent. I am very happy to be a shareholder and believe this company will do us all proud.
westofengland
16/1/2019
10:26
That must have been a successful capital markets day. Shares off 8%.
paulfred1
15/1/2019
10:01
Very positive note from Finncap, with that 115p target and forecasting now historic 8.5c EPS, with 15.4c - or 11.9p - EPS for this year: Extracts: "FY 2018 revenues and profits are in line with our growth forecasts. Moreover, H2 saw improvement on the cashflow in H1, although management is committed to further work on cash collection. Overall, it was a transformational year; in August, Pelatro acquired assets from Danateq to greatly increase its geographic reach and subscriber base. It also broadened the product suite with the addition of a Loyalty Management Solution and Notification Platform, complementing Pelatro’s own Precision Marketing Solution and creating a multi-product marketing hub. Its mobile network operating customers have more than doubled from 6 to 14 with opportunities to up-sell and cross-sell across large multinational groups, including expansion in Europe. The outlook ahead is bright and we anticipate continued growth encouraged by visible revenue of $4.4m for the FY 2019 and a further c.$15m in the pipeline. We reiterate our forecasts and TP." ".Strong outlook: We are encouraged by the momentum and pipeline with visible revenue of c. $4.4m of our $10.5m forecast for FY 2019 and a c.$15m pipeline of potential business to secure. We remain very comfortable with our growth expectations given the up-selling and cross-selling potential in this market. .Deeply undervalued: The company has more than delivered on expectations during its first year on the market, yet has suffered in the correction over the past few months and now looks exceptionally cheap; a P/E multiple of under 11x these confirmed FY 2018 earnings for a company which is doubling its scale annual ly is a huge opportunity."
rivaldo
14/1/2019
11:18
finnCap today reiterates 115p target price.
mfhmfh
14/1/2019
07:59
rivaldo It is a shame the debtor information was not stated explicitly. The words used could cover a multitude of sins or be very decent.
shanklin
14/1/2019
07:38
Good year end trading update today - nicely in line, and in particular net cash has increased since the interims to $1.8m: Https://www.investegate.co.uk/pelatro-plc--ptro-/rns/trading-update/201901140700049379M/ Good revenue visibility and a large pipeline, plus a very optimistic outlook: "We are delighted with the progress made on various fronts during 2018. During the year we expanded our offering substantially whilst also increasing our revenues. We are pleased that cash collection improved significantly resulting in the second half being cash positive which is in line with our expectation to significantly reduce debtor days. We are experiencing increasing momentum which is evidenced by an expanding pipeline. On that basis, we expect 2019 to be another successful year."
rivaldo
07/12/2018
09:33
Artemis VCT issued their Annual report to 30/9 this week. They made only two new Buys during the year, and one of them was PTRO: "As outlined in our interim report Pelatro develop and sell software to help telecoms companies optimise their marketing campaigns. Progress since the IPO has, so far, been encouraging with contract wins and the acquisition of a complementary product set."
rivaldo
04/12/2018
12:49
My one concern is that their system's name, mViva, doesn't seem to be protected. If you Google it, a marketing company using that name comes up first, then Pelatro, then a US medical company. Why use a name used by others? I did put this to the 2 directors at Mello, and they expressed surprise. That concerned me even more!
caterham88
04/12/2018
09:51
Seems strange to say Riv but in SE Asia, where populations are very large - India has a population of 1.3b, 15m would be regarded as fairly small. I hadn't though compared this announcement to previous ones, so I'm sure you're probably right and that it's a reasonably sized contract
daz
04/12/2018
09:30
nice momentum of contract wins for this company IMHO. GLA.
mfhmfh
04/12/2018
09:07
"Only" 15 million subscribers :o)) It's a full RNS, so it should be reasonably material in the context of current numbers or it wouldn't have been issuable. Plus issues of confidentiality often prevent numbers being publicised. Additionally (for example) a prior contract win with a telco subsidiary with "only" 6 million subscribers was worth $1.7m. Finncap retain their 115p price target and forecasts of 8.5c for the year about to end, rising to $15.4c next year. They conclude: "Undervalued: Being new to the market and unproven, the stock suffered unduly in the recent market volatility and whilst it has seen some recovery, the current price offers a buying opportunity on a FY 2018 multiple of under 12x and under 7x FY 2019. The latter looks exceptionally cheap with so much of the business contracted almost a month before the beginning of the period."
rivaldo
04/12/2018
07:55
Contract win announced this morning but value not stated, it must be quite small in the scheme of things, NCELL only have 15m subscribers
daz
28/11/2018
10:20
Thanks, Rivaldo. I agree that Pelatro looks very solid and I was impressed that the two Officers presenting are both hungry for this business to succeed.
westofengland
28/11/2018
09:40
Having seen PTRO at Sharesoc I missed them at Mello as there were so many other good companies around. So it's good to see they were impressive once again. Their stand in the exhibition room always seemed pretty busy. I note that PTRO were also tipped in this month's Master Investor magazine as follows: Https://masterinvestor.co.uk/equities/fast-growing-small-caps-to-beat-the-autumn-blues/?utm_source=Daily+Bulletin&utm_campaign=38904a7d2c-Daily_Bulletin_20181121&utm_medium=email&utm_term=0_25eff0bb7f-38904a7d2c-34898813 "PELATRO One company which has been ticking along nicely over the past year or so, but seems to be off the radar of investors, is marketing software specialist Pelatro (LON:PTRO). The business was founded in 2013 with the objective of offering specialised software to telecoms companies (telcos) to help them develop “precision” marketing campaigns. Pelatro does this through its flagship platform mViva, which uses big data analytics and artificial intelligence to process and analyse data from phone subscribers and reveal patterns, trends and key behavioural traits. Telcos use this data to develop marketing campaigns focussed on each individual subscriber (hence the term “precision”), helping them to offer products and deals that are more relevant and personalised to them. This is important in improving customer retention rates and increasing average revenues per user in a market which is maturing and seeing high levels of customer “churn”. Pelatro claims that its clients have experienced an increase of up to 5% of annual incremental revenue per end user through the upselling of products using its services – that’s a big number when applied to millions of subscribers. After listing on AIM in December 2017, raising £3.8 million for the company at 62.5p per share, in July this year Pelatro completed a major transaction, acquiring the business and certain assets of Danateq for an initial payment of $7 million. Like Pelatro, Danateq uses data analytics to provide campaign management solutions to telcos but also offers additional complementary products. Following the acquisition, the business now offers a suite of products branded as the mViva Multichannel Marketing Hub consisting of the mViva Contextual Marketing Solution, mViva Loyalty Management Solution, mViva Intelligent Notification Manager and mViva Emergency Credit Solution. As well as providing new products to sell to its existing customers, the Danateq acquisition doubled the number of subscribers on the company’s platforms from 160 million to 325 million and the number of customers from 8 to 12. In line with its international focussed growth strategy, the deal gave Pelatro immediate entry into Central Europe and is expected to help accelerate entry into Western Europe over the next 18-24 months, to add to its existing presence in Latin America, Africa and Asia. To finance the initial consideration, £6 million was raised in a placing at 73p per share, with up to $5 million also due if profit targets are hit. The acquisition is expected to be immediately earnings enhancing. Traction with telcos While still small in size, Pelatro has grown quickly from a standing start. From 2015 to 2017 revenues grew almost tenfold to $3.15 million, with pre-tax profits soaring from just $30,000 to $1.1 million. As you can see from those figures, this is a highly profitable operation, with gross margins being around 75%. The record performance in 2017 was driven by four new customer wins for mViva during the year, with current customers now including the likes of Robi Axiata, Smart Dialog, Bahamas Telecom and Inwi. Things have got more exciting following the year end, with April seeing the company win its largest ever contract. The deal, worth $1.7 million, is with a Central Asian subsidiary of an un-named Western European telco, which has more than 6 million customers. Pelatro will implement mViva for the client and will also guide the telco in setting up a customer value management department, with the majority of fees expected to be recognised this year. This is a crucial win for the company as it has found that once it makes an initial sale into a new telco group, it finds it easier to sell mViva products to other group subsidiaries. Results for the six months to June 2018 showed a continuation of the growth trends, with revenues up by 53% at $2.38 million and pre-tax profits up by 24% at $1.2 million. More recently, in October the company announced that it has been selected by industry giant Telenor to supply its Loyalty Management Solution to the operations of Telenor globally. Danateq had already been supplying its Contextual Marketing Platform to three Telenor companies and this agreement has been expanded to include the loyalty product. Pelatro is now presenting to several of Telenor’s operating companies a view to implementing and supporting this offering. Dial in the profits Trading in Pelatro shares has been somewhat subdued since IPO, with them hitting a high of 89.5p in early January before falling to the current 69p. At that price the company is capitalised at £22.4 million. House broker FinnCap is currently looking for 15.4 cents of earnings in 2019, which at current exchange rates equates to c.12p per share. That puts the shares on a forward earnings multiple of just 5.75 times. While Pelatro is a small business, it is growing fast and, in my opinion, the current valuation looks too low. With net cash of $1.6 million as at 30th June this year, the balance sheet looks reasonably strong, although trade receivables are a concern, with the $2.68 million at the period end representing more than six months worth of historic revenues. It’s also worth noting that the company capitalises large amounts of its development expenditure, a perfectly acceptable method of accounting but one which is not as conservative as it could be. Nevertheless, FinnCap has a target price of 115p, which implies 67% upside from the current price."
rivaldo
26/11/2018
18:48
Nice to see some interests here, this is so illiquid that a bit of further buying will push it to ath, which will come to the interest of momentum buyers.
modform
26/11/2018
15:43
I was thereFirst timerImpressive . Lots to go for, at the start of the journey . The acquisition was cheapUnfortunately the monolith telecom companies take time to change but starting from a low base with a highly geared business model should, I hope, bring material improvements, but it will take timeLicence fees plus change management fees
nfs
26/11/2018
14:22
Nice buying here today, I'm assuming a good presentation from them at Mello ? Wasn't able to go but any feedback would be gratefully received. Thanks
threeputt
23/11/2018
11:10
Great to see PTRO attending Mello London next week. I saw them present at Sharesoc and was as impressed as the others above. The CEO has done it all before, and no doubt has extensive contacts at many of the rest of his previous 300 telco clients. Hopefully there will be regular news flow of new contracts coming along. The shareholder list is extremely impressive - I assume Herald simply wanted to do a little top-slicing with buyers around in a relatively illiquid stock: Subash Menon 9,684,244 29.8% Sudeesh Yezhuvath 3,309,309 10.2% Suresh Yezhuvath 2,294,613 7.05% Chelverton Asset Management Ltd. 2,054,794 6.32% Rathbone Investment Management Ltd. 1,746,956 5.37% Herald Investment Management Ltd. 1,736,986 5.34% Artemis Investment Management LLP 1,542,465 4.74% Hargreave Hale Ltd. 1,027,397 3.16% Maven Capital Partners UK LLP 1,005,479 3.09% Nicholos James Hellyer 80,000 0.25%
rivaldo
23/11/2018
10:37
I picked up some of the Herald sale this week Ram. Like you, I'm a bit puzzled why Herald are reducing, as you say, they generally hold for the long term. They are though just drip feeding shares on to the market, so it could be that they took more than they wanted in the placing in July and are just trimming a few.
daz
22/11/2018
20:31
Timbo Why are Ptro so cheap?Also did you meet evg?Any thoughts there ?
nico115
22/11/2018
18:17
Noted that HRI have reduced by 175,000 this week, at 75p. Were 1,736,986 (5.15%) now 1,561,986 (4.8%). Am a bit intrigued as Katie Potts is usually a v long term investor and not one to top slice until has some big % profits under the bonnet. HRI is an investment trust so not under any redemption pressures, and has plenty of cash, so again, no need to sell in order to invest into something else. In any case, noted.
rambutan2
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