Share Name Share Symbol Market Type Share ISIN Share Description
Photo-me International Plc LSE:PHTM London Ordinary Share GB0008481250 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.30 -0.33% 91.60 90.50 91.60 92.00 91.60 92.00 67,212 09:47:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 228.1 42.6 8.3 11.1 346

Photo-me Share Discussion Threads

Showing 11476 to 11498 of 11500 messages
Chat Pages: 460  459  458  457  456  455  454  453  452  451  450  449  Older
DateSubjectAuthorDiscuss
12/11/2019
08:45
Snadgey good summary - whats not to like. have held these for 16 years and added on dips, not sold many as divis (remember the old specials) have returned virtually all my cash and now have a cracking tax free income stream (via ISA) which exceeds my pension. they are my third most profitable investments after AHT and BOO, love 'em to bits
slogsweep
05/11/2019
09:42
I agree. This could be a value trap as the IC recently commented with their sell recommendation. But I think not. The company is still generating increasing amounts of cash - compare cashflow per share with EPS to see that the important "cash is king" figure is being maintained and increasing despite current headwinds. That cash is being deployed into areas which generate higher levels of cash than the core photobooths - laundry (over 50% margins) and fresh juice (est 37% margin). Laundry is currently picking up the slack from drop in photobooths numbers. Although many are critical of the move into fruit juice and "food" sector, this seems to me to be a good fit with what they do. The market appears large, and as they state, there is little competition. Japan appears back on an even keel and again growing despite the My Number failing to move forward. Even photobooths appear to be back in growth mode here. They state the B2B side of laundry is improving slowly and is expected to be in profit. Still can't understand why they entered this market but hey! FWIW Fincap upped their earnings estimates on the acquisition of Sempa, "in line" statement should refer to earnings growth resuming, and, more importantly, dividend at least maintained. All the best
snadgey
05/11/2019
08:47
I have bought back in again today having held this for a profit in the past. It is a very solid business with good numbers. The PE is around 10, most of the profits are returned as a dividend and there is net cash on the balance sheet. There is the good chance of future growth, and the share price does not reflect this.
rcturner2
29/10/2019
10:19
Pretty good overview of the TS highlighting a lot of potential growth markets. Https://www.sharecast.com/news/news-and-announcements/photo-me-confident-despite-struggles-in-uk-market--7095314.html
knowing
29/10/2019
08:52
Re post #8429 "I recently renewed my 10 year driving licence. You can now do this online and they allow you to quote your UK passport number so the government takes the image from your passport photo and puts it onto your driving licence. A sign of a further drop in demand for UK photo booths." It is not quite as simple as that. While that might apply to transferring photo-images that they already hold for another ID requirement such as driving license renewal, the initial capture is now containing more biometric data, which the booths are set up to obtain and that gives them an edge over other alternative options. Consequently there is still growth in this market, both in the UK and elsewhere. In addition to traditional 2D photo identification services, we have cutting edge technologies that offer governments secure integrated solutions, including biometric data capture, secure and direct transfer of data to government servers and 3D facial image capture via our photobooths. We work closely with national institutions to fully understand government standards and security requirements. To date, our government ID security solutions have been successfully deployed in the United Kingdom, France, Switzerland, Germany, China, Japan, Georgia and the Republic of Ireland. PHTM website
masurenguy
29/10/2019
08:34
Totally agree about the infrastructure that can service. And that's why diversifying into the juice vending market isn't a strange idea for Photo-Me, they have the ability to service those extra machines for little extra cost. But equally that means that selling off parts of the business (say, laundry) isn't so easy as they wouldn't sell off a part of the service side with, say, the laundry business.
revoman
29/10/2019
08:33
Lets not forget the outstanding yield that we receive,,,,,,not to be sniffed at in these rocky times :-)
cheshire man
29/10/2019
08:21
And maintain 12,000 laundermats This is a division which can be switched into any mobile service model. It's a very valuable element to its portfolio and with the growth of self serve and automats this could be the driver for a bid
ch1ck
29/10/2019
08:18
Someone loves the stock it's powering up today.I think the name will change in time but not just yetThe board impressed me with their decision to trial the vending machines and analyse the figures before committing resources and cash.Let's not underestimate the power of having an infrastructure that can service
ch1ck
28/10/2019
13:55
As a holder of this share for a number of years my once notable paper profit is now a notable paper loss. I still have conviction in the share by looking to laundry and fruit/food for the areas of growth. From personal experience in the last month I can relate 2 things about the changing tide of PHTM: - I recently renewed my 10 year driving licence. You can now do this online and they allow you to quote your UK passport number so the government takes the image from your passport photo and puts it onto your driving licence. A sign of a further drop in demand for UK photo booths. - on a more positive note, in the last month I've seen the Photo Me laundry units installed at my local Morrisons in East Yorkshire. (I've not seen any in use yet but then again I don't walk past it that often.)
wildshot
28/10/2019
13:32
The unfortunate aspect to the diversification is that it is in an industry that is not considered a growth industry and therefore the market perceives that the shares trade on the low PER ratings that other companies in that industry trade on
prokartace
28/10/2019
12:36
Is PHTM attempting to diversify in to too many areas?. B2C laundry looks compelling, B2B far less so, why are they in that segment?. Then came fresh juices and the latest idea, food. This requires excellent execution in multiple areas.
essentialinvestor
28/10/2019
12:19
Good point gleach Looks a decent buy at these levels
astralvision
28/10/2019
11:47
Thanks for that gleach23. Can't see the reason for the sell off in that case. It was loved more however when it had a cash pile of £50m and looked to give anything over and above that cash amount out in a special dividend.
tradingsun1
28/10/2019
10:24
tradingsun1 - to add some context to your comments, those same results also mentioned - "The Group remains highly cash generative, with GBP63.9 million of cash generated from operations in the period (2018: GBP61.0 million). This continues to support the ongoing investment in innovation and its future growth." The £16m cash was after having invested £36m in the business.
gleach23
28/10/2019
09:37
I'd be interested to see how much net cash we still have at PHTM. Last results showed a marked drop from £26m down to £16m.
tradingsun1
28/10/2019
09:05
Overall revenue is still growing and so, it matters not, where it comes form
azaman
28/10/2019
09:04
It looks to me like the board is ahead of the game and foresaw the intro of smart phone pictures being accepted and switched to vending. A smart move but it has not ditched this entirely. I. Can see an export of machines from the UK to other countries and then a reduction of this business to key sites.The details will be in the figures
ch1ck
28/10/2019
08:50
They don't give how much the UK identification market declined by, although One can make a stab at it as they give the overall id decline and the slight growth excluding UK id.Think it would have been more transparent to say UK id declined by 10% or whatever the figure is.Perhaps a reason for the share price fall.
astralvision
28/10/2019
08:44
We can read the news you dont need to republish it here! Sound update.Cannot imagine where the share price would have gone with a poor update!!!
prokartace
28/10/2019
07:35
“and the UK Government's decision to allow for photos taken on a smart device or camera at home to be used for passport photo identification.̶1; Do not ignore this
john09
28/10/2019
07:32
Curious to see UK not would appear now to be new best practice on photo ids
shanklin
28/10/2019
07:10
Solid update ! Trading Update Photo-Me (PHTM.L), the instant-service equipment group, announces the following trading update covering the period from 1 May 2019 to 30 September 2019. The Group has continued to make strategic and operational progress in line with its strategy to diversify its range of products and services, driven by the expansion of its laundry business and the acquisition of SEMPA Sarl ("Sempa"), as announced in April 2019. In the period to 30 September 2019, overall Group trading has been in line with expectations, underpinned by continued growth in Continental Europe and Asia, led by the Laundry business, despite trading in the Identification division in the UK remaining challenging. This has been due to continued uncertainty around the UK's European Union exit negotiations, leading to lower consumer activity, and the UK Government's decision to allow for photos taken on a smart device or camera at home to be used for passport photo identification. Identification Excluding the UK, the Group's Identification revenue was stable (+0.2%) year-on-year, driven by continued solid performance in France and Japan. Total reported Identification revenue in the period to 30 September declined by 3.8%, reflecting the decrease in activity in the UK photobooth market. In total, the Group now has more than 12,000 photobooths connected to government organisations for the secure upload of photo ID in the UK and Continental Europe, and it is anticipated that this number will continue to grow as discussions with governments to deploy this technology progress. Laundry The expansion of Laundry operations remains a key driver of growth for the Group and further good progress has been made during the period, with revenue growth of 23% in the period to 30 September. The rollout of Revolution machines in key geographies (UK, Ireland, Portugal and Spain), has continued at an average rate of 50 machines per month. The Group has also continued to build its laundry presence in newer markets such as Germany, Austria and Switzerland. In the UK, there has been an improving trend in B2B activity, albeit this is at an early stage of recovery and is expected to report growth for the full year. As anticipated, year-on-year, the Laundry business has continued to contribute an increasing proportion of the Group's revenue and profits. Kiosks The Kiosk business has continued to perform as expected, with the majority of operations in France. Capex on the Kiosk business has been restricted to premium sites as we focus on delivering growth in the Laundry business. Food Following the acquisition of Sempa, which marked the Group's entry to the fresh fruit and vegetable juice market, the Group has formed a new segment, called "Food". Going forward, this segment will be a significant part of the Group's future growth strategy, alongside Identification and Laundry. In the financial year to date, this business has performed in line with expectations. Photo-Me's intention is to become the global leader in the distribution of self-service fresh fruit juice machines, and its strategy to achieve this is two-fold, aimed at the B2B and B2C markets. In the B2B market, the Group sells self-service juice machines to organisations such as restaurant, hotels, supermarkets, offices and small businesses. The majority of machines are sold under lease finance contracts, with approximately 70% of these lease agreements renewing every 12-months on average. For the B2C market, the Group sells fruit juice drinks direct to consumers via self-service juice vending machines, in locations such as railway stations. In September, Photo-Me acquired 150 juice vending machines from L'Orangerie de Paris, enabling the Group to run a larger scale trial to test the market prior to deploying vending machines across other geographies. These machines will be refilled and maintained by Photo-Me's existing network of field engineers. In the B2C market, the Group is initially offering fresh orange juice, though the intention is to extend the product range over time. The development of machines for apple juice and pineapple juice is underway and these are expected to be rolled out in FY2021. Competition within the self-service juice market is relatively limited and, by leveraging the Group's existing network of field engineers, the Board believes this market presents a significant growth opportunity for the Group in the medium to long term. Looking forward While consumer uncertainty continues to weigh on our business in the UK, we remain confident that overall the Group will continue to perform well, and in line with market expectations in the current financial year. The Group expects to announce its Interim Results for the six months ended 31 October 2019 on Tuesday 10 December 2019.
masurenguy
Chat Pages: 460  459  458  457  456  455  454  453  452  451  450  449  Older
Your Recent History
LSE
PHTM
Photo-me
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20191119 10:10:36