Photo-me Share Discussion Threads

[mammyoko] 30/5/2018 08:14

Dividend not covered by FCF. Net cash declining. Ref to maintain dividend policy not dividend. Expect a cut

[ny boy] 30/5/2018 08:11

ali47fish... only important if you are a short term holder, over a few years I doubt important, few problems in Japan to deal with but a dec3nt cash generative business. I expect to see Serge Crasnianski has acquired another couple million shares at these levels. You can see these being snapped up by a bigger conglomerate over the next year or so , Serge is 75 now. Well happy with the opportunity to tuck some more away, patience required with most investments GL

[gleach23] 30/5/2018 07:50

Well done harry the haddock - you called this correctly last week. Whilst he couldn't do much about the disappointing performance in Japan, I can't help feeling that Mr Pirona's recently ended tenure as CFO suffered from overconfidence and his successor must feel he was delivered a hospital pass. Hopefully we'll revert to a culture of under promise and over deliver going forward.

[fft] 30/5/2018 07:44

If investors think the dividend will be maintained, then this is now a high yield stock in a situation where interest rates are low, and, indeed, with the Italy crisis, will probably not go up for quite a while.Laundry looks like it's doing well, but maybe an eye or 2 has been taken off the ball elsewhere as the numbers should be better than this. Mainly Japan, as research by the company should have flagged up the competitive pressures a while ago, and the Japanese id card postponement has been known about for a while.

[silverfern] 30/5/2018 07:28

Some people are so easily spooked- did sellers work out how much £44m profit means at 107p per share!?

[tdog1975] 30/5/2018 07:21

Wow - like a kid in the sweet shop - buying like crazy

[ali47fish] 30/5/2018 07:18

NY boy why can you explain if the negatives are not important

[ny boy] 30/5/2018 07:17

Tks mr market sub 110p, lock those away for 5-10 yrs, decent yield as long as they keep paying the divi, plenty of cash in the bank, will be a minor chart blip in 5-10 yrs.

[ny boy] 30/5/2018 07:08

That’s just silly doubling up here.

[unnavailable] 30/5/2018 07:07

Wow. Never expected it to fall that much

[unnavailable] 30/5/2018 06:41

^ yeah definitely

[pireric] 30/5/2018 06:37

Might be a small underlying miss to 2018 numbers as well as doubt many analysts would have put in the Maxsight gain.

[eastbourne1982] 30/5/2018 06:37

DavR0s, You generally seem to tell people you have sold when a profit warning arrives. Not very useful is it.

[eastbourne1982] 30/5/2018 06:35

These will sink first thing, down 15 - 25% is my guess.

[davr0s] 30/5/2018 06:35

I sold a while back when trend broke - amazing how many shares do this before the PW arrives

[unnavailable] 30/5/2018 06:26

It's a profit warning. 2019 Profit before tax to be below market expectations. Also includes that dreaded 'broadly' word.I don't expect the market to take it well. Especially given the global situation.

[ny boy] 30/5/2018 06:19

You would think that is why we had the drop from 190 to 150, investors were banking profits but any lower and I would be adding some more as holding for 5-10 years

[tallprawn] 30/5/2018 06:13

Current trading ok - I doubt the market is going to like the revised outlook for the next financial year though.

[jarega85] 30/5/2018 06:11

Trading update is out. Seems Japan has been a challenge but the laundry side continues to do well with what seems to be further good acquisitions

[tradermel] 29/5/2018 10:21

Vey glad I sold out late last year, time to research this again to see if this ones share price trajectory will change.

[podgyted] 29/5/2018 10:02

Only seen positive broker comments - topping up. Financial calander still gives a MAY 18 Trading update - so we'll know tomorrow or day after.

[ny boy] 29/5/2018 09:36

Why the drop from 190p, seems daft to me, anyone seen a negative broker comments etc? Seemed like a good opp to buy more, so I have, I guess wait for the results for clues

[ny boy] 25/5/2018 12:26

Probably lol Looking forward to the update, solid earnings expected, one hopes and some positive news flow contracts etc

[shauney2] 25/5/2018 11:33

NY boy.I think you will have to notify here soon lol. Trading update next week.

[ny boy] 25/5/2018 10:01

Added another 5000 showing as a sell ffs lol!