Buy
Sell
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
  0.25 0.57% 43.75 43.75 44.95 44.40 43.00 43.05 266,396 16:29:49
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 215.4 4.1 0.3 141.1 165

Photo-me Share Discussion Threads

Showing 11501 to 11524 of 11750 messages
Chat Pages: 470  469  468  467  466  465  464  463  462  461  460  459  Older
DateSubjectAuthorDiscuss
13/12/2019
15:12
EssentialInvestor - 8476: people increasingly using mobile phones for passport pics. So the big danger for profitability is what if this spreads to other countries? Any thoughts on that?. EI - the main defence against alternative options, like mobile phones for passport pics, and the future growth potential for the photo booth sector resides in evolving integrated digital security and biometric data solutions that they can provide. It also makes sense to diversify their vending expertise within their existing network on a synergistic basis. I topped up here @90p first thing this morning after last nights election result. "Governments are increasingly seeking improved and digitalised security ID to combat fraud and territorial activity and we have continued to expand the photo ID capabilities and services available in our photobooths. In addition to traditional 2D photo identification services, we have cutting edge technologies that offer governments secure integrated solutions, including biometric data capture, secure and direct transfer of data to government servers and 3D facial image capture via our photobooths. We work closely with national institutions to fully understand government standards and security requirements. To date, our government ID security solutions have been successfully deployed in the UK, France, Switzerland, Germany, China, Japan, Georgia and the Republic of Ireland." ID information in their IR section. "The Group now has more than 12,000 photobooths (out of a total of 28,439) connected to government organisations for the secure upload of photo ID in the UK and Continental Europe and it is anticipated that this number will continue to grow as discussions with governments to deploy this technology progress." Interim Report 10/12/19
masurenguy
13/12/2019
15:03
Yup, indeed.
essentialinvestor
13/12/2019
14:48
That has been the risk for some time (hence main reason for diversification of income streams), but other countries so far have resisted allowing possible photo-shopping of selfies. Just possible that all governments might require psychometric details as ID assumes greater relevance in data protection - in which case PHTM could benefit, but agree the risk is currently quite high.
partridge1948
13/12/2019
14:12
There is one point I would make which may go some way to explain the current share price Look at the operating profit for UK/ROI, it's cratered on revenue declined in UK ID. The fixed costs mean any turnover declined is X on the P&L. This is not a result of consumer confidence issues IMV, it's people increasingly using mobile phones for passport pics. So the big danger for profitability is what if this spreads to other countries? Any thoughts on that?.
essentialinvestor
13/12/2019
13:55
Well Schroders are adding to their position
knowing
13/12/2019
13:25
Dan David Foundation (charitable organisation set up by late chairman of PHTM)has reduced this week but still holds 10.6 million shares.Perhaps this could be holding the price back. Patience needed,but I am happy to collect the divis and wait to see what happens.
partridge1948
13/12/2019
11:52
Director's buying has always been seen as a good signal. Then again, there is exception to everything.
azaman
13/12/2019
11:12
Doubled up here. No idea what will happen next, but they do seem to know what they're doing, and are putting their own money in at these levels.
stun12
13/12/2019
09:49
Lintons couldn't agree more. Stonking divi as well.
knowing
13/12/2019
08:08
Great buy I’d say now all other British stocks cruising this is stuck in reverse
linton5
13/12/2019
01:10
There is only one thing wrong with PHTM and that is its name. This company is no longer all about the booths. It's name therefore is somewhat misleading and in part at least it is responsible for some investors missing the point.
thorpematt
12/12/2019
21:10
He wouldn't have been allowed to buy before the update. That is a cool £1mm to decide to put in. Not options either, which are so easy. A vote of confidence I hope.
stun12
12/12/2019
20:30
something is at play here.
azaman
12/12/2019
19:22
I wonder why the shares price went down Today sergi bought all shares Is that not good news
2bluelynn
12/12/2019
13:29
Photo-Me, the instant-service equipment group, was notified on 11 December 2019 that Tibergest PTE LTD, an entity closely associated with Mr Serge Crasnianski, Chief Executive Officer and Deputy Chairman of Photo-Me, bought 1,160,000 ordinary shares of 0.5p each ("Ordinary Shares") at a price of 89.98 pence per Ordinary Share on 10 December 2019.
knowing
11/12/2019
08:08
Masurenguy, I agree with your view
qvg
11/12/2019
07:43
"there could be upside if Govts require psychometric details, which could possibly be designed into PHTM's booths in future?" That is almost a racing certainty for a whole variety of reasons and this should sustain the photo-booth market for years to come until, or unless, alternative options emerge !
masurenguy
11/12/2019
07:31
Paul Scott's view on Stockopedia: Photo-Me International (LON:PHTM) Share price: 90p (up 4% today, at 16:19) No. shares: 378.0m Market cap: £340.2m Interim results Photo-Me International plc (PHTM.L), the instant-service equipment group, announces its results for the six months ended 31 October 2019. We're presented with a long table of options in terms of profit. Note how IFRS 16 has complicated matters, by distorting EBITDA. So both measures are given, before and after its impact. Although IFRS 16 has had little impact on profit. I'm happy to focus on the adjusted EPS of 6.0p, up a useful 9.1% on H1 LY. Adjustments are so minor, they're not worth detailing here. H1 is the seasonally stronger half, so we cannot just double that to arrive at a full year figure, because that would be overly optimistic. Dividends are what this stock is all about. The 3.7p interim payout is held. The full year yield is 9.8% - remarkable! Outlook - note the focus on its launderette machines, which seems to be growing well; The Group remains focused on its strategy to further diversify its product offering both organically through innovation, and through smaller bolt-on acquisitions. Expansion of Laundry, particularly in new markets such as Germany, Austria and Switzerland, remains a key priority, including increasing the Group's presence in the B2B and the laundrette markets, which continue to represent a material opportunity for the Group. Looking ahead, this business area will continue to account for an increasing proportion of the Group's total revenue in the medium term. KIS Food is an important component of the Group's future growth strategy and we will continue to progress with the development and rollout of the offer in this business area. Our initial focus will remain within French supermarkets, whilst the Group looks to expand into other Pan-European geographies in the future. Whilst consumer uncertainty continues to weigh on our business in the UK, we remain confident that the Group will continue to perform well during the coming period, and in line with market expectations, in the current financial year. Valuation - the forecast for this year FY 04/2020 is 9.77p adj EPS - for a PER of 9.2 - great value for such a cash generative business. Balance sheet - looks fine to me. As noted last year at this time, it perplexes me as to why PHTM has a large cash balance of £84.8m, and bank debt of £60.2m. This seems inefficient, in terms of interest cost. Maybe there are seasonal peaks & troughs which see the cash figure drop a lot lower than on the balance sheet dates? 5defcc58c177dPHTM_net_cash.PNG My opinion - these are good figures, and full year performance is confirmed to be in line. Why is this share so cheap? In a low interest rate environment, a PER of below 10 seems a bargain. The problem, I imagine, is that the market sees risk that the traditional photo-booths might become obsolete. E.g. in the UK, the public can now take their own smartphone photos for passports, instead of using a photo-booth. Or, there could be upside if Govts require psychometric details, which could possibly be designed into PHTM's booths in future? Who knows. If you get the correct answer to this quandary, then you would be likely to either do well on this share, or avoid a dud. I don't know which it will be unfortunately, as predicting the future is difficult to do. I'm leaning towards seeing this share as a bargain, as it has various strings to its bow, not just passport photos. Stockopedia agrees, with "Super Stock" classification, and a lovely StockRank;
rcturner2
10/12/2019
18:20
the revenue's growth rate per (revolution )unit is 6%. not bad
joe moat
10/12/2019
17:31
Becoming a bit of a cash cow.
knowing
10/12/2019
17:24
Wow, £1.8m profit on £3.5m revenue for Sempa. That sounds good.
yf23_1
10/12/2019
16:54
Schroders adding; holding 13% now.
justiceforthemany
10/12/2019
13:09
Income stock for me so happy to hold on this morning results :-)
cheshire man
10/12/2019
12:20
I have been holding for years, good cash generator, progress with the laundry expansion etc. Decent divi payments wake me up a couple of times a year. May get a bounce if Boris gets his expected, comfortable majority, we will see Friday am, most people sitting on the fence until the GE result is known. GLA long term holders
ny boy
Chat Pages: 470  469  468  467  466  465  464  463  462  461  460  459  Older
ADVFN Advertorial
Your Recent History
LSE
PHTM
Photo-me
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20200804 23:49:45