Photo-me Share Discussion Threads

[gleach23] 08/9/2016 18:48

Yes it's such a laggard Nap - only up around 25% since June!

[napoleon 14th] 08/9/2016 18:20

Tell you what, tho'.....
Fan as I may be of the company, these damned shares are not paying their keep.
My PF is up 40% since June 30th & it isn't thanks to PHTM which
have been as dull as ditch water for the last three goddam years!
I had to look it up on bigcharts - I'd forgotten as it's been so long
in a range of, basically, 130p to 160p.

I'll take the divi & watch the figs, but if summat don't move them
to an interesting level, I'll be gettin' oot!

[smokybenchod] 06/9/2016 20:11

Thanks eeza. I think PHTM should promote their booths for corporate hire better and start targeting weddings. Been to a couple of weddings with photobooths, neither were photome. They could easily undercut that guys company due to economies of scale in what seems to be a fast growing market judging by his 2 year order book.

[ggbarabajagal] 06/9/2016 20:09

6.5p dividend goes ex in less than a month. That is worth having iho

[eeza] 06/9/2016 19:14

PHTM mentioned in article.

[sheep_herder] 06/9/2016 11:15

Thanks johnv.

[johnv] 06/9/2016 09:24

Jap govt deceided last nov to introduce a national identity card for all 87m adults called My Number. This gave sales of £3.3m in FY16 until it was stopped by the govt because of problems processing at local govt offices. Since then the govt has put more resources and going to restart next march with a final deadline of mar19 to get everyone issued with one.
This is a hell of a whoppa and rumours that China and S.Korea could do the same. It is the sort of thing we need here in the UK.

[sheep_herder] 05/9/2016 20:28

Can anyone summarise the Japanese ID card deal. I haven't come across much info in my limited reading yet. Feel free to point me in the right direction.

[gleach23] 05/9/2016 20:01

After the Sell recommendation 11 days ago, British Bulls have now switched to a Buy recommendation today. Funny that.

[nw99] 05/9/2016 19:39

Great write up by Sharewatch really can't thank them enough

[betelgeuse1] 05/9/2016 18:36

Looks like 200p on cards here

[xxx] 05/9/2016 17:48

@eeza I thought so [post 6492] and see no reason to change that view.

[eeza] 05/9/2016 11:10

Reverse H & S ?

[johnv] 05/9/2016 10:56

Chart looking pretty good, above 200 m.a

[betelgeuse1] 05/9/2016 10:45

6p dividend to go ex on first week October
Should see buying ahead of it imho

[smokybenchod] 03/9/2016 12:59

Revoman a fair whack of that 19.3m revenue for Asda would have come through the the online business, not just physical stores.

[revoman] 03/9/2016 09:32

Another statistic. By itself, that acquisition increases PHTM's annual revenue by 10%. Gulp.

[revoman] 03/9/2016 08:30

Can someone please explain for me... For some reason I've only just looked at the figures involved in the Asda deal, despite being very long and very positive on PHTM. From the PHTM acquisition statement, "in the calendar year 2015, the Photo Division (of Asda) generated unaudited sales of circa £19.3M..." From the June 2016 end of year PHTM results, the total UK and Ireland revenue was £45.8M. How did Asda's Photo Division by itself manage to create almost half the total UK and Ireland revenue of PHTM?? It obviously bodes well that out of PHTM's £45.8M they made an operating profit of £8.0M whereas Asda made a loss of £3.4M from their £19.3M but I can't get how Asda turned over so much, and that with just 191 photo centres plus 172 self-service kiosk sites against PHTM's 12,500 "vending units"!!!

[nw99] 03/9/2016 08:16

Amazing sharewatch update and target £2 as soon as Japanese ID resumes

[tjbird] 01/9/2016 14:52

pattern of rising higher lows

[nw99] 01/9/2016 11:18

Added more here

[andygibb101] 26/8/2016 14:38

Investor chronicle tip update:

PHOTO-ME (PHTM)
What we said: Buy
When: 4 August 2016
Price: 155p
Share price change to date: +5%
Photo booth owner and operator Photo-Me
International (PHTM) has snapped up
supermarket chain Asda’s photo division.
The deal had been mooted earlier this
year while Asda considered bids, but now a
transaction between the two companies will
go ahead on 31 October. The supermarket’s
191 photo centres and 172 self-service kiosks
will now be run under a 10-year concession
and its employees will transfer to Photo-Me.
The total consideration to be paid is currently
estimated at £5.35m and is capped at a maximum
of £6m.

Photo-Me’s overseas earnings look even
more attractive in light of sterling’s recent fall
and the company has been upgrading its photo
booth estate. At 163p, with a forward dividend
yield north of 5 per cent, the shares’ 20 times
forward earnings tag remains attractive. BG
Buy

[tjbird] 26/8/2016 08:04

breakout coming lads, 300p is my target

[yf23_1] 25/8/2016 22:59

Consolidating.