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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 726 to 745 of 850 messages
Chat Pages: 34  33  32  31  30  29  28  27  26  25  24  23  Older
DateSubjectAuthorDiscuss
28/9/2021
13:35
A bit of a mixed bag for me.
They burnt just over $1m in cash in the half, mainly due to capitalised development costs as Rivaldo mentions above, so the placing was partly to shore up the balance sheet.
Also, trade receivables remain uncomfortably high at $3.72m despite the move to recurring revenue.

Revenue growth of around 50% and a pipeline of $18m are very encouraging and they hope to sign a few more customers before the end of the year, which would set them up for a good 2022, so I'd hope the current revenue forecast for 2022 of $9m gets beaten.

daz
28/9/2021
09:21
Good summary Rivaldo. Certainly taking time! Nice to see what looks like a 415k buy just go through @ 41.5p
gleach23
28/9/2021
06:40
I rather like today's interims. It seems to me that with recurring revenues now up to 70%, and $1.61m EBITDA, the company's turnaround is taking shape nicely.

There is $1.39m of capitalised development expenditure, so one could argue that the EBITDA figure is a little bit of a mirage. But PTRO are investing large sums in the mobile advertising space etc which from the narrative might not take long to pay dividends.

This is now a £17m m/cap which is well funded going forward and with decent, and increasing, revenue visibility. The CEO has done this all before, and whilst it's taken longer (much longer!) than hoped, these could be the first stirrings....

rivaldo
22/9/2021
07:34
I picked up a few more yesterday, the interims are due next week and I think there is a good chance they will announce further revenue gains, which would mean they have exceeded the forecast for this year
daz
06/9/2021
12:09
I'm another continuing to hold. At a loss but looking to better things for 2022 and some share price recovery ahead of that - if/when the advertising venture starts to show life, even without material 2021 revenue. I find it hard to disagree with ST's recent comment that I noted as "Cenkos’ 2022 Rev estimate of $8m starting to look far too conservative - already $16m contracts in pipeline."
hew
06/9/2021
11:25
Crispfin - Sensible strategy imo. I similarly limit an opening position in such shares to ~2% of the portfolio.
boadicea
06/9/2021
10:03
A bit underwhelmed by the trading update and still have an open question on management but I feel that at £18m market cap, there is an acceptable risk/reward profile here.

They have real revenues, and if they can get any real traction on either the core product or the advertising product, I can’t believe they won’t create value in excess of that £18m figure.

I have this as an option sized position - low single digit % of the portfolio. No intention to add at present, but no intention to sell either.

crispfin
06/9/2021
10:03
When you buy someting like this you are buying the future growth. It may be fine but looks very lumpy to me and not a steady play up and to the right. Buying what is already in the bag is a concern.

The run ups have been to lower highs too.
Will watch.

p1nkfish
06/9/2021
09:35
Well, the year end is December so there are a few months to win more orders. The guidance for this year excludes anything from mobile advertising, but the brokers think there is a possibility for some. The trading update was optimistic on
mobile advertising space. Cenkos postulate revenues of $25m within a few years of which half could come from mobile advertising at a 33% margin.

That looks to me to be growth. If you think there is no growth, why hold?

I think there will be growth as above and am a firm holder. I might even buy a few more.

sidam
06/9/2021
07:14
Agreed, nothing new signed the way it reads so where will growth come from in a supposed growth stock and how to justify a growth rating?
p1nkfish
06/9/2021
06:59
Yes, on 4 June they stated that the "total value of contracts in hand and representing 2021 revenue is approximately $7.0 million", today that "secured contracts for additional modules from existing customers ......... gives the Directors full confidence in meeting its revenue target for the year, with current visibility standing at approximately $7.2m”. This would suggest to me that they haven’t signed any new contracts (certainly not with new customers) in the last 3 months, at least not ones with revenue expected in 2021. So, whilst they are on track for the year, which is obviously good news, they don’t currently appear to be forging ahead.

I hold,
TOC

theoldcodger
06/9/2021
06:50
The last announcement on contracts said that contracted revenue for this year was 7.0m, and that management were confident of meeting target. So it was mentioned.
sidam
06/9/2021
06:23
Not totally convinced by the TU and wording as if the extra revenue was needed to meet the FY target. I don't remember that being mentioned before. Would have expected that to be icing on the cake not a necessity?
p1nkfish
26/8/2021
09:09
Break 42p, & 50p on the cards shortly thereafter:


free stock charts from uk.advfn.com

skyship
26/8/2021
08:27
Just 1k shares available to buy currently. Good to see on the back of the recent tick up. Plenty of demand evident on the Bid. Historically has been known to rally strongly off 40p. Here's hoping for more of the same.
gleach23
23/8/2021
15:47
No, but maybe a contract or two is the least we can expect!
bookbroker
23/8/2021
14:25
Half-year report due end of September. Unlikely to be further updates before then.
cordwainer
23/8/2021
10:14
An update will not occur a day too soon, the market simply does not believe the management, and if you believe Day and the FD., then it looks a damning indictment of British oversight. Day was supposed to be a big hitter at Arden Partners, so he should know better than most.
bookbroker
04/8/2021
07:36
Took a very small loss and exited on Monday. Management credibility is an issue here for me.
masurenguy
02/8/2021
11:03
If there's demand for extra shares someone will take advantage to fill it.
Really down to PI's to be more picky.
If you walk through town with your wallet on show expect someone to try and lift it.
Same as it ever was.

p1nkfish
Chat Pages: 34  33  32  31  30  29  28  27  26  25  24  23  Older
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