Photo-me Share Discussion Threads

[pnetol] 01/7/2016 11:36

That would be very nice. I see that theYen is now 136, last reported results I think we're at approx 179.

[abarclay] 01/7/2016 11:21

160p target on chart

[celeritas] 01/7/2016 10:16

phtm isnt the problem its the general mkt. Looks like its on steroids, all over the bloody place.
Banks are going under in Italy, billions sent in to prop them up. Deutsche Bank looking scary indeed.
Safest place for me is gold.
I've added to my hgm holding of late and also aaz.

[napoleon 14th] 01/7/2016 09:34

Still cheap.

[eeza] 30/6/2016 18:28

Thx gleach.

[gleach23] 30/6/2016 16:40

4000 shares @ 145.75 on his website - I know he holds a lot more personally

[eeza] 30/6/2016 16:23

If NT has averaged down - what was his original entry?

[gleach23] 30/6/2016 16:13

Naked Trader update today -

"A warning on some business in Japan hit the shares and they were lower before I was aware. However the business is now totally undervalued and so I've taken a further stake at what I think is a cheap price. So I guess I've had to be a bad boy and broken my own rule of averaging down.

There's a huge dividend, and a special dividend and tons of cash here. I'm in for more quite happily."

[alphabeta4] 27/6/2016 10:22

This share looks a cracking hedge to me - personally I've been selling out of building/construction and then looking to hedge the rest of the portfolio with relevant FTSE shorts and exporters (or in effect here companies with revenue in foreign currencies).
Gabriel (FD) advised at Mello back in February that PHTM do not hedge their currency exposure in the markets only using their cost of sales as a partial offset.

[nw99] 27/6/2016 07:34

Passport photos indeed could be very bullish

[celeritas] 26/6/2016 14:53

Phtm is a very good defensive stock, good yield plus the weak pound going in their favour. Plus all those extra rush for passports after the brexit vote. I can see many people wanting to be EU citizens which will mean new ID.

[jimmywilson612] 26/6/2016 14:44

I invested here on Friday. Generating a lot of income from Japan was the big draw and now with the weak pound makes the prospect of growing incoming in the country that more appealing.

Avg rate used in their most recent report was 178 Yen . On Friday it was 139/140 Yen. So circa 20% extra income from Japan on static figures.

Japan seems to offer good growth without the swing in PHTM favour of the currency. Added to the fact that the company is share holder friendly and giving us the extra cash in dividend clinched it for me

[revoman] 25/6/2016 18:04

Fag packet calculation, all very conservative.

Let's only take the Revolution business. There are 100 new machines being added per month ie 1200 over the year, and these machines are turning over £1,000ish per month but let's say (conservatively) £10,000 per year. That's an extra 1,200 x £10,000 turnover. Which I make to be £12M. And the profit margin on these machines is huge as the engineers are all employed by PHTM anyway. And there'll be another 1200 machines added over the following 12 months. And another 1200 in the following 12 months, etc etc... Plus I believe all of the other businesses they run will produce higher turnover and profit this year than last (excepting minilabs of course - very small part of PHTM nowadays) because of assorted catalogued initiatives ie My Number, price increases, exchange rates, French driving licence change, new products. There are many reasons why there should be many good years ahead.

[toyin] 24/6/2016 13:28

Celeritas

If they do stay in the EU I suggest they practice using a light switch because they will be turning the lights off when other countries follow us.

All the best

[celeritas] 24/6/2016 13:03

The way sturgeon is going on we'll need a passport for Scotland.
Scottish turn out wasn't high which makes you think was she seizing her opportunity. It does make you wonder why the Scottish would vote to leave the rest of the UK but not the EU. Sturgeon with delusions of grandeur to go down as the lady that took them independent.

I expect more ID's will be needed, good for phtm as well as the drop in the pound.

[alphabeta4] 24/6/2016 12:34

dlku 24 Jun'16 - 08:40 - 6384 of 6385 0 0

goodapple
24 Jun'16 - 08:31 - 6382 of 6383 0 0

Lots of new UK Passports needed soon!

For when we emigrate dlku?

Sorry, feeling a bit fatalistic this afternoon off lack of sleep!

[sphere25] 24/6/2016 10:23

The weakening of the £ vs yen and euro could merit significant profit upgrades. It was pointed out as the main risk in the outlook statement in the results. Logically, should end up positive here today, unless you have forced sellers. Plenty of margin calls today for sure.

[dlku] 24/6/2016 08:40

goodapple
24 Jun'16 - 08:31 - 6382 of 6383 0 0

Lots of new UK Passports needed soon!


Indeed indeed

[tdog1975] 24/6/2016 08:35

Time for super tops, make hay peeps

[goodapple] 24/6/2016 08:31

Lots of new UK Passports needed soon!

[dlku] 24/6/2016 06:24

even better for Eu earnings as pound has legs taken off

[fft] 24/6/2016 05:27

Yen up 15% vs GBP. Should be very good news for earning in YEN and reporting in GBP.

[fft] 24/6/2016 04:40

GBP YEN down over 12%. Should be great for PHTM earnings !