Photo-me Share Discussion Threads

[celeritas] 21/6/2016 16:53

Read the press today and you'd think great, then look at the share price and you'd think what the hell.

Worth mentioning is the deal with Ants, now if this took off I can see others around the world employing the same system.

As far as Japan is concerned its a case of tortoise and the hare. Steady away is always better medium to long term rather than a sprint. Japan gov admin issues should easily be resolved with what I expect a steady stream over the next 3 years rather than all done super quick.

[alphabeta4] 21/6/2016 15:54

Nurdin - Finncap reiterated 185p. Can't see any others yet.

[celeritas] 21/6/2016 15:50

As regards to Asda, nothing will be announced unless both give the say so. Asda have staff so if anything is done all should know at the same time.

Special divi of 10.6m leaves 1.8m above the 50m.
phtm have said anything above 50m will be returned.

£50m would be available to shareholders as a special dividend, provided that the business had no immediate needs for the capital, for example acquisitions or specific investments.


So it needs 1.8m for something.

[albanyvillas] 21/6/2016 15:46

Forecasts more or less unchanged at Finncap i heard - and their forecasting is baseed on the broker assuming the average interest rate in 2014 which is moronic as we all know the pound has collapsed and profits will be uplifted
Makes me think Finncap will be fired as broker soon

[pshevlin] 21/6/2016 14:20

Added some more. everytime I look at this it seems like a great buying opportunity.

[nurdin] 21/6/2016 14:11

Anyone know if the brokers have revised their forecasts for the current year? tia

[shanksaj] 21/6/2016 14:08

Shanklin, I agree. I've persuaded myself this price drop is bargain time and I've added quite a few today. Thanks, Celeritas, for the CFO interview link.

[shanklin] 21/6/2016 13:42

The interview with the CFO does a good job of addressing my point 3 above and is also very solid re the referendum. He is an excellent speaker. All IMHO.

P.S. I have added a few.

[celeritas] 21/6/2016 13:32

mine brackets out.

[celeritas] 21/6/2016 13:24

.proactiveinvestors.co.uk/companies/stocktube/5164/shareholders-will-be-happy-with-results-says-photo-me-cfo-5164.html


stick www at the front.

[shanklin] 21/6/2016 13:23

Its all very good management being upset about the share price drop but I think its a direct result of:
(1) the imminence of the Referendum
(2) Management not updating the market about Japan not having been as strong as hoped in the last two months of the year
(3) Today's RNS being rather vague in terms of the future roll-out of the Japan Id card

(3) is an area where I feel I could do with more information albeit I have not been able to find anything informative online. two of these three points are a direct result of management action/inaction.

[johnv] 21/6/2016 13:09

A PR disaster but a buying opportunity, except we could be much Lower on 24th June if Brexit happens.

[albanyvillas] 21/6/2016 12:31

If Serge Cragnisaski buys today and announced then tomorrow this will be shooting up 15 pence

[retsius] 21/6/2016 12:26

Shankin
Thanks for your query.
CFO states that 'the Japanese Government has extended its identity card to include permanent residents as well as the Japanese indigenous population which has increased potential numbers from 90million to 110 million'
As I repeat, a PR disaster on what we're very respectful figures.
R.

[retsius] 21/6/2016 12:15

I don't know what their PR dept .thinks this morning, but their previous releases misled the market into expecting more and the share price was hammered.
Surely to heavens they know to cautiously underestimate future growth so this hugely disappointing reaction does not recur.
R.

[shanklin] 21/6/2016 12:12

Did they get asked about the Japan identity card situation?

[retsius] 21/6/2016 12:11

Just listened to CFO on Pro-active investors(LSE) saying shareholders should be very happy with the results.
Excuse me, have you seen the share price this morning???
Talked a convincing summary of results but was not asked on the disastrous share price decline this morning.
E-mailed co. for comment,awaiting reply.
An RNS would be helpful.
R.

[davr0s] 21/6/2016 11:54

I've just opened initial position at 134 - long term hold for me is plan

[johnv] 21/6/2016 11:38

Should say...so much cash

[johnv] 21/6/2016 11:37

The reason the divi is too high is because they are wacking out some much cash, that they can afford to pay the divi and spend tons on R&D.