Photo-me Share Discussion Threads

[napoleon 14th] 09/12/2016 08:20

I expect 12p eps for FY.
Clearly, the choice is either a special divi or to speed up laundry opperations.
I would favour the latter if it's not overdone.

Dare one hope the share price will go over 200p?

[toyin] 09/12/2016 08:19

Sheep hearder

Please see below.

All the best

The Group took the decision this year to slow down the roll-out of the European photobooth estate in order to focus on upgrading its photobooths both in terms of payment systems as well as new digital security features, particularly in France. In February 2016, the Group announced that it had obtained the first agreement with ANTS (National Agency of Secure Documents in France) to allow the delivery of a digitised e-photo and e-signature for the purposes of driving licence applications enabling these documents to be sent from Photo-Me's booths via a secure server. The Group has invested in the upgrade of all its 7,800 units in France.

[masurenguy] 09/12/2016 08:06

Should be a sharp rise once the stock is out of auction.

[retsius] 09/12/2016 08:05

Sheep herder
Point taken,but let's just enjoy these figures for now!
R.

[sheep_herder] 09/12/2016 07:56

Not sure I'm that impressed. Take out the currency movements and they've only grown 4% and the photobooth business contacted by 1%. Hardly stellar growth. After the FY results, how are they going to sell 2017 numbers at only 4% compared to 20%?

[opodio] 09/12/2016 07:31

Finncap upgrade FY17E and FY18E PBT by 14% respectively. price target increases from 185p to 215p.

[jozo] 09/12/2016 07:29

Stonking results - struggling to see any negatives. Clearly a Brexit winner!

You never can tell, but would have thought this should spark a respectable rise!

Of the top of my head full year expectations were for eps 8.2 - These should be smashed eps 10+ at least

cash hord of 68m equivelant to 27p per share.

stripping out cash in bank using 127p and 10eps for full year = 12.7 PE for this year

Way too cheap especially with significant divi.

Should be interesting to see what happens today and over next week or so as brokers upgrade figures.

jozo

[revoman] 09/12/2016 07:28

Solid. Not the 6p I'd suggested but 5.84p will do fine.

[petes5] 09/12/2016 07:25

Expect to be well ahead full year and are not including anything from the Japan id scheme which should restart sometime 2017. This is better than i expected, however what will happen at 8am is anyones guess.

[retsius] 09/12/2016 07:21

Excellent results at first glance.SP must rise after this!
R.

[shauney2] 09/12/2016 07:16

Not too shaby at all at first glance.Truly is a cash cow.

[nw99] 09/12/2016 07:04

The Group's performance for the first half was ahead of the Board expectations and the Board therefore now expects the Group's profits will significantly exceed current market expectations for the financial period ending 30 April 2017. The Board continues to be optimistic about the Group's future prospects."

[shanksaj] 08/12/2016 21:52

Thanks Sheep herder

[sheep_herder] 08/12/2016 21:49

SHANKSAJ - they've said they're 14% ahead of last year's pre tax which was 25.8m with 4.98p EPS.

[shanksaj] 08/12/2016 21:26

Not sure where you guys are getting 6p eps for 6 months from. But, anyhow, the ordinary dividend for the whole of this year will be 5.86p plus 20% which is 7.03p with a 6 monthly dividend of 3p.

[napoleon 14th] 08/12/2016 13:59

Bid target? For an income fund.....

[pnetol] 08/12/2016 07:42

Personally I'm delighted and surprised to see the RNS about The increased shareholding, that bodes very well for us going forward, let's hope that the recent supply is drying up and that we are headed back toward the 12 month highs. GLA

[revoman] 08/12/2016 06:48

Doubtful, but never say never. Not sure who'd buy it. They're building a highly successful laundry business which could be sellable except part of the success is down to the relationships PHTM have with the supermarkets etc so that's not necessarily easily sold. Better they simply make buckets of cash and hand that back to shareholders.

[gswredland] 08/12/2016 06:40

'Is Phtm a bid target?'Discuss

[gleach23] 07/12/2016 23:19

Since August that's entirely possible or it could be a mix. Doesn't necessarily mean another large seller has 'appeared on the scene'.

I'm taking this RNS as positive news.

[eeza] 07/12/2016 19:49

3.5mill ??

[gleach23] 07/12/2016 19:08

Do you know that for sure?

Schroders has only moved from 13.843% to 14.155% since the previous Holdings RNS. Could they not have been hoovering up Retail shares over the past couple of months?