Share Name Share Symbol Market Type Share ISIN Share Description
Photo-Me International 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
  +1.00p +0.91% 111.00p 110.80p 111.00p 112.40p 109.60p 110.40p 395,413 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 229.8 50.2 10.6 10.4 418.46

Photo-Me Share Discussion Threads

Showing 11051 to 11074 of 11075 messages
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DateSubjectAuthorDiscuss
18/7/2018
11:01
Tick tock, let’s see if we can take out yesterday’s 114.00p high, then aim for 121p+ this month.
ny boy
17/7/2018
11:08
Plenty to of buyers nibbling away here
ny boy
16/7/2018
11:41
Once Serge retires, then the predators will strike, it’s a very attractive business to take out, nice one to buy / add around 100p imho dyor as usual.
ny boy
16/7/2018
09:00
Takeovers of cash generative companies is usually the most sensible approach. You can see how you are getting your money back. I see no reason why a private equity company will not have some interest.If you take the company private, your idea of profits completely changes, from giving the best picture to the worst. Thus reducing the tax.PhotoMe is very difficult to takeover because of the holdings. But if Serge decided to retire and sell, there would be a number of companies/private equity firms that would be interested. Who wouldn't if you are producing profits of £44m and very cash generative without the dividend. The future of photobooths is unknown, but so too is the future of smartphones.
jch18
15/7/2018
16:48
We have been able to use photos from our devices since 2015-16. This news is what caused the drop in share price in feb 16. Its not new.2018: 'Our identification business continues to perform well'. It's cash generative, Excellent returns on capital over 10yrs,Strong balance sheet, Growing revenues, Pays a dividend,Ceo has huge holding.Obviously there's still risks And thats why we are where we are but It's these type of businesses that do recover.
unnavailable
15/7/2018
16:23
From IC some months ago: " Bears may point to people taking their own photos via mobile phones as heralding the demise of the photobooth long term. For example, the UK Home Office has already started to allow certain types of photos from mobiles for passport applications. The good news for Photo-Me is that it has proved very difficult for individuals to provide ‘compliantR17; pictures, while the shift towards biometric security equipment rather than mere image capture plays to its technological R&D strengths. " PHTM has gone through a number of transitions over the years especially with respect to its photograph offering. Quite usual to have an over-reaction on negative news. As for a takeover/takeout? By whom? Someone else in photobooths - cannot see it. For the laundry business - Alliance Laundry LLC - possible, but they have significant debt issues, but do have a presence in Spain and Belgium. What would they do with Photobooths? KKR or other breakup firm. Again possible; but a number of problems with finding buyers for the components. DYOR
vinceelliott
15/7/2018
16:06
I can't see that move backwards now the progression to self-take and submit is done, Snadgey.
pireric
15/7/2018
15:18
One hole in using a photo generated on your own device is that it can be doctored. If the whole idea of a photo is to show true likeness then this is a major flaw in my opinion. I don't believe (happy to be proven wrong) other European countries allow citizens to use a photo from their own device. If the move is towards greater security in ID then 3D/holographic ID may be the way forward. Try doing that on your mobile phone. Photome already have the technology to do this. We shall see. The company are still stating photo ID is holding its own in Europe (not UK or Japan). All the best
snadgey
15/7/2018
14:24
Well I have just changed my opinion on the photo business as I have just renewed my passport by using a photo taken by a colleague on my phone! Most importantly it was convenient, the fact that it cost nothing was just the icing on the cake! It appears that I would still need a signed hard copy for a new application but if we see the renewal market gradually disappear that is a huge hole in the business model. I have no idea whether you can do it yourself in other markets but clearly that has to be the general market direction. The laundry business is pretty secure but I would imagine that the photo business will go into a gradual slow structural decline.
salpara111
14/7/2018
10:01
I'm not sure why you see these being "taken out" NY Boy, I can't think of anyone who would be especially interested in buying a company whose only expansion is in laundry. The photo booth business is surely in danger from technology and the internet and can't have a stellar future in my opinion. They don't seem to have much else going for them apart from a dividend yield which must come under threat at some point. I'm not trying to be negative, just not sure where the optimism comes from?
warranty
13/7/2018
13:03
shauney, yes a small top up around that level and sub 150p but bought 10’s of thousands 101-106p traded a few chunks too but the core holding is increased at a decent average, these are mainly being held for a decent divi and long term capital growth. I see these being taken out by a predator north of 200p imho
ny boy
13/7/2018
10:20
You bargain hunting in the 180s with respect NYB. For me the time to look again will be after the ex divi and trading update.
shauney2
13/7/2018
08:44
Bargain hunters, some see it, others don’t Onwards & upwards, in your own time Sir!
ny boy
12/7/2018
15:47
Nice £200K buy this morning. 5 largest trades today all buys.
justiceforthemany
12/7/2018
14:51
If we only invested in that which we are certain will still exist in 20 years time, it would be an extremely small playing field.20 years time is quite a horizon. Who knows if photo booths will still be around then, but will people still require photographic id?. I think so. Will people still want to take and print photos?. I think so. If PHTM can assist with this in a way that gives the customer a good experience, they will use the service. And they're already developing the booths to work with governments for various services and have mentioned about banking/financial products becoming available. So maybe they will exist but just in the way in you might imagine.
unnavailable
12/7/2018
13:58
All good, I buy when there is blood on the streets, they are not just about photo booths ffs! Auto laundromat business is big and expanding rapidly etc Huge cash generative business, me say cheap at 100p! Dyor as usual
ny boy
12/7/2018
12:34
In 20 years time they might well have something else in the automated sphere churning out cash for investors. Who knows?
keyno
12/7/2018
12:22
Well, the idea of 'it's only photo booths' is that in 20 years time, will they still exist? I don't think so.
jimmywilson612
12/7/2018
12:11
Double buys to sells ratio yet share price down. Institution's loading up and remember Serge and the board are holding tens of millions of shares here. Huge holdings.
justiceforthemany
12/7/2018
11:04
Huge manipulated drop this morning to 99p on low volume. 120p to 99p in 48hrs lol! Madness. Double bottom formed.
justiceforthemany
12/7/2018
10:56
I don't get the 'it's only photo booths' argument. For me, I don't care what it is. Whether it's semiconductors or shoe laces. If it's highly cash generative, high returns on capital employed and people are buying or using the product, who cares what it is.I do get the dividend risk, though. But I wonder if that explains this reaction or if I'm completely missing something else.Aside from systematic risks... Late cycle, Brexit, trade wars, etc, etc, etc, etc.
unnavailable
12/7/2018
10:55
Yes I imagine so. £1 is clearly important. I would t be surprised if they drop them below briefly to shake people out
john09
12/7/2018
10:50
John09 Only just started looking at these but don't you think that most of that is the reason they have fallen from 190p to close to 100p.
gerdmuller
12/7/2018
09:48
Bearish The dividend is at risk is certainly one point. Barely covered by earnings Secondly, cash reduction was a bit of a surprise Finally , well it’s photo kiosks and laundry machines let’s be honest . I always thought the valuation was getting ahead of itself at three quarters of a billion quid!
john09
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