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Share Name Share Symbol Market Type Share ISIN Share Description
Pelatro Plc 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
  0.00 0.0% 5.75 5.50 6.00 5.75 5.75 5.75 26,361 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 7.3 -0.7 -2.1 - 3

Pelatro Share Discussion Threads

Showing 501 to 524 of 850 messages
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DateSubjectAuthorDiscuss
16/10/2020
08:40
exactly - print edition coming out today. IC subscribers reading right now and more will read over the weekend so hopefully another rise on Monday.

Subash Menon's brother bought 1m shares at 47p in the placing in August.

mfhmfh
16/10/2020
07:26
Why's that mfhmfh? Certainly a bit of buying this morning. Another tip, or does ST's buy rec get repeated in today's IC print edition?
rivaldo
15/10/2020
17:20
Past 50p tomorrow?
mfhmfh
14/10/2020
15:14
Good to have seemingly got a foothold at the next rung up in the 44-46 area after the ST tip.

After those 2x21.7k buys just now there is just 1k available to buy again. Hopefully readying for the next rung.

gleach23
12/10/2020
12:36
Thanks for copying ST's tip here speny. Perhaps now back to 55p-60p for starters, then re-rating further assuming news flow is as hoped.
rivaldo
12/10/2020
12:12
ST actually tipped it back at the end of June, and just provided an update today. His comments are available to online subscribers on a Monday at 12pm and then on a Friday to those that subscribe to the printed version.

Personally I had this on my watchlist since his first highlight at the end of June, and bought in a few days before the Half Year Report at the 35p mark.

I guess a good part of why this has dropped was due to somewhat unexpected placing, especially as earlier in the year Subash Menon said the company was pretty well funded at that time.

Providing they can continue growing revenues and profits, this could prove to be a good investment at around these levels.

speny
12/10/2020
11:43
Oh...and there it is posted in full lol. Thanks speny - not sure you should be doing that although the full article does sometimes appear in full to non-subscribers.
gleach23
12/10/2020
11:42
Not a subscriber but I have an alert set up every Monday @ 11.55 to look out for any hint of his midday tip but can't find it today.

I'm wondering if it's something to do with the poster who placed the whole Kromek article within minutes of him releasing it last week (which I know you're aware of rivaldo). I was delighted to read it but I can't imagine ST was too impressed!

gleach23
12/10/2020
11:39
Simon Thompson todays update in IC

Time to dial back into Pelatro

The modest rating of Aim-traded Pelatro (PTRO:41.5p), a company that makes its money by providing telecoms operators with precision marketing software, is completely at odds with the guidance given by the directors at the half-year results.

Pelatro uses 'big data' analytics to reveal patterns, trends, associations and behavioural traits of subscribers. In turn, this insight enables telecom operators to monetise their data, boost average revenue per user and increase their share of subscriber spend. Adopting a more customer-centric approach to marketing also reduces churn rates.

In the first half, underlying cash profit would have been flat at $0.8m (£0.6m) excluding an adjustment of $0.15m on deferred consideration liability. Revenue was 16 per cent lower at $2.3m, but this reflected the non-recurrence of $0.25m-worth of consulting work and was a robust result given Covid-19-related delays to new contracts. More importantly, the current order book supports revenue of $5m for the full year, but this excludes a newly signed five-year contract worth $1.5m.

Moreover, managing director Subash Menon points out that $4m of the 2020 pipeline of $8m is from existing telco customers for various new modules and products, such as cross-selling opportunities where Pelatro is the only contender. These projects have a high probability of being signed off. Mr Menon also adds that “their businesses, while impacted to some extent due to Covid-19, are quite resilient due to the higher level of usage of data by their consumers. Most have moved online as have educational institutions and a variety of other activities. This has resulted in considerable increase in data consumption [by both individuals and enterprises], leading to higher revenue from data products offered by telcos”. This dynamic can only be positive for converting Pelatro’s total bid pipeline of $15m over the next 12 months.

At the same time, the board’s strategic move to generate a higher level of recurring licence fee income is improving the quality of Pelatro’s revenue stream. In the first half, about 82 per cent of software and managed service revenue was repeat business. A £2.1m placing over the summer is being used to strengthen the sales team and fund working capital for the managed services operation. In turn, this is enabling the company to tender for larger contracts.

House broker Cenkos is maintaining forecasts that point towards 2020 revenue increasing by 10 per cent to $7.4m to deliver flat cash profit of $3m (£2.3m). Deduct forecast year-end net cash of $3.4m (£2.6m) from Pelatro’s market capitalisation of £15.5m, and its enterprise valuation equates to less than six times cash profit. That’s hardly an exacting rating for a company boasting a bumper bid pipeline and one that now processes data for 19 telecom operator clients around the world with more than 800m subscribers.

After I last suggested buying the shares at 50.5p the price subsequently rallied by almost 50 per cent to 73.75p before succumbing to profit taking (‘Six small-cap buys’, 22 June 2020). I feel that a similar rally could be on the cards, making this a repeat buying opportunity. Buy.

speny
12/10/2020
11:34
Love that Simon Thompson :o)) Anyone got the text as subscriber only?

That should more than get rid of any seller. There will always be a few in for a short-term turn (note the 9,696 share buyer who was in and out in 18 minutes!), but hopefully most of those buying will realise that the upside here from these levels could be considerable.

rivaldo
12/10/2020
11:06
Can only imagine Simon Thompson has just tipped, as it's a flurry of buys at midday on a Monday
gleach23
12/10/2020
07:44
Nice intra-day swing early on today, and a nice bunch of early trades - can't see a specific reason, but good to see.
rivaldo
08/10/2020
21:28
Bit of a rude reminder with that 50k sell @ 39p that our seller may not be finished just yet. The available limit to buy has increased but only to 25k, not the 75k of last week - will continue to monitor.
gleach23
08/10/2020
13:10
Thanks mfhmfh...a useful summary.

Noteworthy that he talks about a compressed company valuation due to the switch to a SAAS revenue model considering the video was in July with the share price in the mid 50s.

gleach23
08/10/2020
12:39
https://www.youtube.com/watch?v=2n2GTC5XqIg
mfhmfh
06/10/2020
22:28
Cheers gleach, sounds promising....
rivaldo
06/10/2020
15:32
Yes it was good to see the buying prevail today. By the close there was just 10k available to buy online. Hopefully this continues in the coming days so that we can scramble back above 40p and go from there...
gleach23
06/10/2020
10:04
Good to see a small buy just now at 38.4p - nicely above the 38p full offer price. EDIT - and a succession of other buys including a 35k which may have cleared an overhang.
rivaldo
05/10/2020
09:50
Hi rivaldo...it had been 75k for weeks. This morning it's 25k although I can only sell 5k max. Given the 'on track' message from last week's Interims I'm happy to be patient in the hope that this is the level at which there is sufficient buying interest to exhaust the seller. Trades such as the 20k @ 35p are encouraging in that respect.
gleach23
05/10/2020
08:08
Up on 52,000 shares bought already today - gleach, hopefully that chunk which was available online has been cleared now.
rivaldo
02/10/2020
14:32
A good 59.8k chunk offloaded by the seller this afternoon @ 34p.

Still 55k available to buy though so it seems there is more to come yet. Hoping that this is the level at which the seller can eventually be cleared.

gleach23
29/9/2020
10:28
Cenkos say Buy today and see current share price levels as a buying opportunity:

Here's their intro and conclusion:

"Good visibility into H2E

Given that Pelatro has visibility of over $5m of revenue for FY20E, we are leaving our forecasts unchanged following the interim results. The pipeline is strong and we are cognisant that the mix of business signed in H2E will have a proportionate impact on reported performance this year. Pelatro is trading at the lower end of its 12-month price range which creates a buying opportunity."

"Forecasts unchanged.

A new contract has been signed with an existing customer worth $1.5m over 5 years. Our forecasts are unchanged as we see this building better visibility into H2E. Pelatro's revenue performance is historically weighted to H2 and we see this proportion becoming more pronounced in FY20E at 69% (vs59% in FY19A). Pelatro's visible revenue of $5m for FY20E amounts to 68% of our revenue forecast and is stated before the positive impact from this new contract.

Strong pipeline.

The total pipeline of opportunities stands at $15m over the next 12-months, of which $8m is identified to fall into FY20E. $4m of the FY20E pipeline is with existing customers with an identified need, subject to sign-off, and is therefore of high probability of conversion. The delivery profile of newly won business will determine reported revenues but the direction of travel for the business is firmly upwards. On FY20E EV/sales of only 2.3x we are Buyers."

rivaldo
29/9/2020
08:08
I agree, no unexpected bad news.

I'm also reassured that Suresh Yezhuvath bought 1 million shares at 47p earlier this year in the placing.

He must be confident we'll at least meet full year expectations.

IMHO.

mfhmfh
29/9/2020
07:23
Good to see all pretty much as expected and nothing which warrants the recent drop in share price Clearly a seller to clear so hopefully we'll see some volume on the back of this announcement.
gleach23
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