Photo-me Share Discussion Threads

[ny boy] 13/11/2017 09:55

Steady & ready for this big breakout, we have been above 175p for a while, so far so good, looking at 200p end of year target

[snadgey] 13/11/2017 09:29

IMO as we currently need passports to enter Europe I can't see much changing there once we are out. Possibly increases the (remote?) chance of UK ID cards which would boost photo demand.

[martindjzz] 10/11/2017 13:47

For a longer term perspective, is anybody aware of any research that has been done into how Brexit might change the pattern of UK demand for passport photos? That could really help PHTM.L

[superadams] 10/11/2017 13:02

Swift, funny but I haven't seen anyone using the booth at my local Tesco either.

[swiftascent] 10/11/2017 10:39

I've noticed the price lift at my local supermarket. No idea how price sensitive they are. Never seen anyone using the booth! For a 20% price hike sales volume could dip 16.67% before total sales £ would be affected. Anyone got any idea about how much the variable cost or operating margin of these machines is?

[ny boy] 10/11/2017 10:07

Morning all, nice divi hit my account this morning, now let’s have some capital growth, no rush but still nice to see a decent breakout from 175p support

[snadgey] 10/11/2017 09:41

Just out of interest, I noticed our local phtm photo booths are now priced at £6 for passport photos. I know they mentioned this price increase in London, but wondering whether this is now being rolled out wider across the UK? This is a 20% price increase. Be interesting to see whether this compensates for the "softening" in the UK market or contribute to it!!

Also, no mention recently of how the carwash trial is going with Karcher. Anyone any news on this? I suspect the initial capital outlay for these may be prohibitive considering the alternatives.

We still have the potential for the restart of My Number in Japan next year and beyond.

The EV/EBITDA is now down to 9 - the lowest it's been for years. A share price of £1.90 would bring this back to nearer par value.

All the best.

[brucie5] 10/11/2017 09:22

This just needs to crack 1.80 and it will be away. I can't see it resisting much longer.

[2bluelynn] 08/11/2017 17:46

The reinvestment Of divis on Friday might push this over 1.80 let's see

[ny boy] 08/11/2017 14:15

Steady as she goes, staying above 175p support line, sooner or later we’ll get a move higher this year. Divi payout on Friday,to provide some continuing comfort.

[tdog1975] 07/11/2017 13:49

Easy sellers still here, means bargains if ur quick

[slogsweep] 02/11/2017 10:14

Seems there is a big seller at 180 who is unloading stock when ever price strengthens hope it wont be too long before they are done.

[swiftascent] 01/11/2017 08:40

Is this finally going to pick up it's petticoats and ruuuuuun? Been thinking about how that sales figure growth announcement at AGM though lower than last year is difficult to compare as is masked by currency moves. Would be better on constant basis. Also, for years they've had profits going up on flat turnover whilst they implemented newer kit, and eliminated unprofitable bits. Good to see top line growth too.If they manage EPS growth circa 20% like last time that puts EPS this year at 11.1 ish pence. PE has been around 18 for some time so at that level share price would be £2.00. More operating momentum (and there's lots of pipeline stuff going on) might see a tick up in PE rating to lift it higher.

[swiftascent] 31/10/2017 21:51

Never saw that finish coming when I had a look this morning.

[ny boy] 31/10/2017 16:20

Nice bear trap this morning, managed to squeeze a few more into the long term portfolio

[davr0s] 30/10/2017 18:53

Fairly normal price action. Possibly big buy order filled late afternoon looking at the trades?

[werewolfie] 30/10/2017 18:35

Any opinions on today's share price drop? I think it's a general Stock market thing

[ny boy] 30/10/2017 08:13

Looking good guys, breakout underway, will we see 200p this quarter?

[ny boy] 27/10/2017 15:25

Gaining a bit more traction, looking for a higher close!

[ny boy] 27/10/2017 12:38

Notice they are quietly mugging some traders, each time they drop the bid, onwards we go!

[ny boy] 27/10/2017 12:28

Clearly attempting the start of a breakout, good technicals so far, just one to tuck away, attractive divi too.

[mfhmfh] 27/10/2017 09:29

re: growth from the Shares Magazine article from the photo ID/biometric data part of the business:

Germany is 'completely de-centralised' so will take longer to grow presence there but potentially a big market.

[petes5] 27/10/2017 01:15

Big write up in shares magazine as well.

[henchard] 26/10/2017 19:45

Per

Forecast earnings/dividends
2018: 9.97p/8.43p
2019: 10.4p/8.98p
2020: 10.9p/9.40p

Another bullish article:

Another company I rate as an attractive buy, despite it appearing pricey at first sight, is Photo-Me International (LSE: PHTM), which released a trading update ahead of its AGM today ...

It looks like earnings growth is about to slow after five years of very strong rises. Over-cautious forecasts or anything in it?