Share Name Share Symbol Market Type Share ISIN Share Description
Photo-me International Plc LSE:PHTM London Ordinary Share GB0008481250 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.60 1.84% 88.40 88.40 88.60 91.00 87.20 88.70 139,282 09:43:52
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 228.1 42.6 8.3 10.7 334

Photo-me Share Discussion Threads

Showing 11251 to 11275 of 11500 messages
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DateSubjectAuthorDiscuss
03/4/2019
13:58
It's a fair comment. And as Tobacco shows (ok it's not technology) a managed volume decline can be highly profitable. On ID, I'm surprised governments allow mobile phone generated pics, but that's a different debate.
essentialinvestor
03/4/2019
13:55
I think most investors have been expecting the ID side to erode for the last 5 years EI but it keeps throwing off cash. In the 9 years as a holder I've rarely seen a booth being used but they must be very popular somewhere. As you say, PHTM is being innovative with the booths now offering a banking service so it's not all about photos. However this Brexit nonsense can't be helping their negotiations with european governments (eg Dutch government re driving licences) so I don't expect a breakthrough there. Nobody here seems able to help explain what the B2B machines issue is all about so I'll write to IR to see if they can shed some light.
gleach23
03/4/2019
13:44
The b2c laundry side is interesting. I provided a long post on my user experience a few years back. The key to the valuation is how quickly profitability may erorde on the ID side, V the longer term potential from laundry. To be fair to PHTM, this is a highly innovative company.
essentialinvestor
03/4/2019
13:35
Thanks for that post kmreid...it's good to have some substance to a bearish view. I can't see them sustaining the dividend @ 10% so imo there is potential for some share price weakness if a reduction is announced with the Final results on 9th July and income seekers exit. The accompanying outlook will be interesting and could add to that weakness. That said, I remain a holder as I think it remains good long term value at this level and may add after results depending on the outlook. Looks like 75p is support for the moment.
gleach23
03/4/2019
13:30
I'm with @EI - better a lost profit than a loss. Tempted by PHTM, but I want to see either trade turn up, or some end to it turning down. Photo booths seem so...2005.
spectoacc
03/4/2019
13:25
If you want to talk about Spire, I worked on the BUPA sale to Cinvin in 2007. My point on Spire Healthcare was they should have accepted the Mediclinic offer, which I mentioned at the time of the bid, a bid valued at £1.2 billion. The current Spire market cap, under £550 million.
essentialinvestor
03/4/2019
13:14
justiceforthemany3 Apr '19 - 14:11 - 8218 of 8218 0 0 0 You missed on Spire didn't you? 99p to 140p in <3 months. PHTM has net cash, P/E sub-10, with most of the earnings with 80% profit earned outside the UK. The CEO holds 85M shares. Dan David NED holds 46M shares. Dan David has been dead for years. It's the Dan David Foundation that holds the shares. He passed away in 2011.
essentialinvestor
03/4/2019
13:11
You missed on Spire didn't you? 99p to 140p in <3 months. PHTM has net cash, P/E sub-10, with most of the earnings with 80% profit earned outside the UK. The CEO holds 85M shares. Dan David NED holds 46M shares.
justiceforthemany
03/4/2019
13:01
Generally cautious as we are 10 years in to a bull market. If I think risk/reward looks reasonable as recently with ULVR or RB. then will buy. I also trade small amounts of SKG. As I no longer work, preservation of capital is more important than 20/30 years ago when my risk tolerance was much higher. My caution on PHTM has been more than justified, the share price is Down more than 50% from highs. Let's see what they have to say at the FY. Luck with your holding.
essentialinvestor
03/4/2019
12:52
You are seemingly very negative and over-cautious on almost every stock and have been for rather a long time - I wonder do you actually hold any shares in any company?! You may want to change your alias from 'investor' to 'ponderer'.
justiceforthemany
03/4/2019
12:14
I have been considering PHTM for some time. It's hard to remain objective with that fat 10% yield staring at you, but IMO there is just too much uncertainty. ATM I am asking myself these questions: Is the photobooth business model sustainable? The laundry business is growing well, but is there a limit to this growth and where is it? What about restructuring costs in Japan? What about the continued profit warnings? Is the divi sustainable? ATM, my answer to all of the above is "I don't know". Yes, they are cash rich, but given their increasing investment in r&d, they will have to fund the divi from their reserves or debt to sustain it. How long can that last? I've never been one to invest in turnarounds, and I'll be sticking to that strategy and not investing here atm. Good luck to those of you braver than me.
kmreid
03/4/2019
11:15
This is the PHTM board, not a general stock discussion. There is imv a growing longer term challenge to the photo ID business from the ability to (in many cases) use a mobile phone generated photo for ID purposes. I highlighted this when the share price was in the 1.60's, not just recently. You may have a different view and see value.
essentialinvestor
03/4/2019
10:33
Are you positive about any stocks EI? Please tell us.
justiceforthemany
03/4/2019
08:03
As warnings go it's mild, and not unexpected given the outlook was couched in 3 provisos, as I previously mentioned. It's perhaps not not £42 Million to focus on, it's where will guidance be at the upcoming FY results for the year ahead.
essentialinvestor
03/4/2019
07:55
"This excludes any potential revaluation movements pertaining to the Group's investment in Max Sight Group Holdings."
capercaillie
03/4/2019
07:14
Bought a few for the divi. £42M profit with potential in the pipeline is a steal
knowing
03/4/2019
06:57
Ex-div tomorrow for 3.71p which makes it 4.4% on the interim divi alone based on last night's closing price.
gleach23
03/4/2019
06:54
It's only a c.5% warning, I think the tone of it is more concerning - no longer "2nd half weighting", now it's "..Not before end of current financial year". And - I'm sorry - but blaming Brexit?? That just sets them up for ridicule. How about thanking Brexit for tanking the £ and making the translation for foreign earnings much better?
spectoacc
03/4/2019
06:53
Profit new estimate £42 m 'at least' Clears the air on the share now as we know why there has been a steady decline in share price
retsius
03/4/2019
06:51
We’ll find out in a few minutes, but think this is already priced in. £42m+ profit, £318m capitalisation. Better than I’d feared.
techno20
03/4/2019
06:42
Yes this warning had been lined up at the Interims with the dreaded 2nd half weighting comment. I'm still confused about what these B2B machine orders actually relate to - can anyone elaborate?
gleach23
03/4/2019
06:27
Suspect it has been, based on far worse warning expected. But we will see. The profit,balance sheet and dividend seem to make it a cheap share unless steep decline expected.
new life
03/4/2019
06:15
Blaming Brexit!! You couldn't make it up.
spectoacc
03/4/2019
06:14
After that announcement.a mark down inevitable
leadersoffice
02/4/2019
15:25
£200K buy earlier today.
justiceforthemany
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