Pelatro Share Discussion Threads

[bookbroker] 04/5/2021 06:16

Another building block put in place for future increase in recurring revenue streams.

[rivaldo] 04/5/2021 06:15

Excellent news re PTRO's entering into a much expanded Framework Agreement with "a large Asian telco group with about 230 million subscribers".

Not only substantially more ($500.000 per annum) revenue in future years, but lots more highly valued recurring income and also a very positive validation of PTRO's services and their quality:



"We will be able to sell many new products and services to them during this period and Change Requests, which have been repeating in nature, will become recurring revenues."

[mfhmfh] 27/4/2021 07:38

I'm happy with Evil Knievil buying 300,000 shares at 60p. Next resistance at 70p followed by resistance at 80p.

[rivaldo] 26/4/2021 14:48

Cheers - good to see EK buying in heavily here.

Here's a direct link:



"Nobody knows what the advertising revenue will be but on a three-year view $15m p.a. is posited as possible. If so the profits thereby generated will be massive – perhaps as much as $10m p.a. This contrasts with the current capitalisation of PTRO of c. $28m at a share price of 53p. TNAV is perhaps a few million USD.

The managers have been successful before and I therefore think it is wise to back them now.

I bought 300,000 shares at 60p last week but quite accept that the price can retreat a bit. If so, I do not mind since this stock is for the patient. (If PTRO fails there will be very little left.) I do not know what the target price should be but by end June, say, it should be smartly higher and on a three-year view we can get anywhere."

[chris moja] 26/4/2021 11:40

Excellent write up from this guy on PTRO;

hxxps://masterinvestor.co.uk/evil-diaries/evil-knievil-taking-the-plunge-with-pelatro/

[mfhmfh] 26/4/2021 07:50

24.46k, 90k, 29.3k, 60k, 35.55k buys printed from 22.04.21 on LSE website

[p1nkfish] 23/4/2021 09:56

ARC technicals look poor.
Probably takes some time to show some proper mojo.

[boadicea] 23/4/2021 09:12

Having taken significant position in PTRO since the end of last year as one of three three stocks with perceived recovery potential I am delighted with current progress which has further to go (imho.)
Yesterday, a second of those three, SWG, also began to perform which only leaves ARC as the third leg of a possible hat trick. It's strong balance sheet augurs well.

[mfhmfh] 22/4/2021 08:58

still cheap IMHO - looking for 70p soon.

[toptomcat] 22/4/2021 07:46

Very pleased with my 40p entry point on Monday

[davidspringbank] 21/4/2021 15:39

GBX 53.98p Day Change +4.98|10.16%.

[rivaldo] 21/4/2021 14:37

Agreed sidam, that was the figure which jumped out at me too.

And there may be small revenues from it as soon as this year, building up next year.

I thought the presentation was good, and straightforward as to issue such as how the pandemic had affected new client opportunities and benefited current client relationships and income. The debating points about why recurring income fell last year and capitalised expenses were addressed.

Most importantly, the CEO was VERY confident about achieving forecast revenues for this and next year.

[sidam] 21/4/2021 14:12

If the possible levels of revenues from advertising in 2024 ($15m mentioned in presentation)are anywhere near reality, this stock is a must have.

[rivaldo] 21/4/2021 11:01

A reminder that there's an InvestorMeet presentation at 2.00 today:

[mfhmfh] 20/4/2021 14:27

I agree.

CEO Subash Menon's brother, Suresh Yezhuvath, subscribed for 1,000,0000 shares, i.e. £470,000 in the placing.

only 3p above this placing price at the moment.

[paleje] 20/4/2021 14:12

Still cheap at 50p only a bit higher than last August's placing price 47p which attracted serious insider investment. See what he's got to say tomorrow.

[mfhmfh] 20/4/2021 09:45

70p end of this week hopefully

[pugugly] 20/4/2021 09:36

Marker at 47/50 up 9p 22% on ST - inv Chronic comment

[estienne] 20/4/2021 09:28

This is what ST wrote, "Based on Cenkos’ current year cash profit estimate of $2.9m – the $0.2m forecast operating loss is stated after a non-cash $3.1m depreciation and amortisation charge – Pelatro’s enterprise valuation to cash profit multiple of 6.5 times is hardly excessive for a company that should be cash-flow neutral this year, reversing a $2.3m outflow in 2020. Pelatro is also lowly rated on a multiple of 3.5 times ARR to enterprise valuation – software companies operating Software-as-a-Service models are generally rated on between eight to 10 times their ARR.

As the directors convert more contracts in their $16m pipeline into ARR, and revenue starts to be earned from the mobile advertising space, I expect Pelatro’s profits to scale up rapidly and the shares to make a concerted move towards my 100p fair value target to value the equity at £37m, or 10 times 2022 forecast cash profit of $3.5m.

From a technical perspective, a chart break-out above the October 2020 high (48p) would confirm that the base formation is complete to clear the path for a rally to the June 2020 high of 73p"

[sphere25] 20/4/2021 08:37

Just the 30% pop higher with the ST effect then.

Hmmmm...

...

...

...

Oh go on then, I'm sure we'll take it! :-)

Abit of a delay but it has played out. Well done if you caught this one.

Long termers must surely be pushing for this company to get out there more and present and try and attract the investors. Surely if you're making these bullish noises, particularly relative to what appears to be a low valuation then it makes even more sense.


All imo
DYOR

[masurenguy] 20/4/2021 07:37

😊 About time this found some support - it has just drifted on the tide for the past 18 months !

[rivaldo] 20/4/2021 07:23

Apparently ST's article has a 100p price target based on 10 x forecast cash profit in 2022 of USD3.5M:

"profits to scale up rapidly and the shares to make a concerted move towards my 100p fair value target"

[rivaldo] 20/4/2021 06:22

Great spot, cheers.....here's the link (I assume it was posted last night):



"Profit from big data analytics

Simon Thompson highlights a small-cap software company that is using artificial intelligence to create a valuable recurring income stream
April 19, 2021

Annual recurring revenue increases 35 per cent year on year.
Cash collection rates improve.
Move into mobile advertising space.

Aim-traded Pelatro (PTRO:40p), a company that makes its money by providing 19 large telecoms operators with precision marketing software, has been making huge strides in transitioning from a lumpy licence fee model to one based on annual recurring revenue (ARR).

Pelatro uses 'big data' analytics (artificial intelligence, machine learning and other analytical techniques) to reveal patterns, trends, associations and behavioural traits of telecom 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.

etc"

[mfhmfh] 20/4/2021 04:10

Very positive by ST in IC.

[p1nkfish] 19/4/2021 18:39

Added today too. Fingers crossed.