Pelatro Share Discussion Threads

[petewy] 01/2/2019 18:24

for me it's be patient.

[mikeh30] 01/2/2019 12:59

I wouldn't say no trades. It's tightly held with minimal free float and looks woefully undervalued

[rivaldo] 01/2/2019 12:44

Perhaps a larger trade or three will be reported late by those crafty MMS Daz....

[daz] 01/2/2019 12:06

Moving on next to no trades today, I don't understand the price action on this share

[mikeh30] 30/1/2019 15:43

liked the fact the results improved and that incorporated/included the listing costs/fees. Most company's have a stinker for their first results because of listing costs. When they annualise on those figures with improved customer numbers the results will "exceed market expectations"

[daz] 30/1/2019 15:28

Very true, I was hoping to buy more under 70p but there seemed to be nothing available.

[modform] 30/1/2019 15:10

About time, so illiquid you can only build a decent position when there are sellers around

[rivaldo] 30/1/2019 15:08

Good to see a recovery taking hold.

[mikeh30] 29/1/2019 18:59

https://www.piworld.co.uk/2018/11/15/pelatro-ptro-sharesoc-presentation-november-2018/Worth a watch

[mikeh30] 28/1/2019 17:29

Looks interesting. Took some

[daz] 24/1/2019 13:09

Some big trades have gone through today, it looks like a stake has been sold on, so hopefully the overhang is being cleared.

[basem1] 18/1/2019 19:32

Looks like it's coming down to the 65p mid price as chart support, that's been one reason I haven't bought after seeing this flagged over the Xmas period. Looking good and I'll pick some up next week.

[rivaldo] 18/1/2019 09:26

Cheers Westofengland. Hopefully any institutional investors attending are gearing up to make their Buy decisions over the next month or so as PTRO are getting better and better value (i.e cheaper!) at present :o))

[daz] 16/1/2019 18:48

Thanks Westofengland

[westofengland] 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.

[rivaldo] 16/1/2019 14:10

Cheers westofengland. Can you give any further detail if you get a minute or two?

[homebrewruss] 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.

[westofengland] 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.

[paulfred1] 16/1/2019 10:26

That must have been a successful capital markets day. Shares off 8%.

[rivaldo] 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."

[mfhmfh] 14/1/2019 11:18

finnCap today reiterates 115p target price.

[shanklin] 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.

[rivaldo] 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:



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."

[caterham88] 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!