Photo-Me International Live Discussion

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Frankseluk6 27 Apr 2016

Asda, Sergi you have a great Business. And I for one is looking forward to booming results in a few weeks.This Asda business looks transformational, especially if it's bought at the right price. At the present we look to recover capital costs in less than 2 years. As long as that metric fits happy days for a maintained and rising divided if it doesn't fit that metric I'd say thanks but no thanks. Jmo

claude reins 07 Mar 2016

Re: fight against terror Seeing your post I am reminded thAT sMALL cOMPANY sHAREWATCH in the period mid 2008 to mid 2009 BOUGHT ONLY 2 SHARES FOR THEIR LONG TERM PORTFOLIO OF THOSE THEY HAD RECOMMENDED DURING THE YEAR - Photo Me and Topps Tiles. The former was a 10 bAGGER FOR THEM, THE LATTER NOT FAR OFF. PS sorry for the switch in and out of caps. Keep pressing the caps button by mistake!)Wish I had done the same. As with you, I am back in and have topped up since and they are now my most profitable share. Long may it last.

Yertiz 06 Mar 2016

Re: fight against terror Company seems to be going from strength to strength - I first bought Photo-Me over 10 years ago - wish I'd stuck with them for a 10x bagger performance, but unfortunately sold soon after at a small profit. There's every chance with the Asian market they could repeat history! I'm back in and will hold on now.

IOMINVESTCOM 06 Mar 2016

fight against terror SMALL CAP IDEAS: Secure ID technology upgrades to give Photo-Me booths a boost amid the fight against terrorJOHN HARRINGTON, PROACTIVE INVESTORS FOR THISISMONEY.CO.UKPUBLISHED: 14:13 GMT, 29 February 2016 | UPDATED: 14:31 GMT, 29 February 2016Read more: [link] Follow us: @MailOnline on Twitter | DailyMail on FacebookPhoto-Me's photo-booths have been part of the landscape for so long it is easy to dismiss them as old school technology.Teenagers with a few bob to fritter may no longer pile into a booth to take a group “selfie” like they did in decades gone by, but if you thought the rise of the smartphone had made the trusty photo-booth obsolete, you could not be more wrong.Last week's strong trading update from the company reminded investors that its booths – it has more than 22,000 of them worldwide – are leading edge in terms of automation and high quality facial image capture.Read more: [link] Follow us: @MailOnline on Twitter | DailyMail on FacebookThe high-tech capabilities enable the company to meet the increasing demand for more secure identification systems using technologies such as biometrics – face recognition, retinal imaging, et al – and 3D or holographic imaging.Photo-Me has a number of initiatives underway to introduce the next generation of secure ID technology into its booths and last Friday it announced the start of a major initiative in France that will see the company's booths used to electronically deliver a digitised e-photo and signature to a centralised government repository, as per the French government's requirements for driving licences.All of Photo-Me's French 7,800 photo booths will be upgraded and made capable of delivering this service as the new connected secure system is deployed nationally.Read more: [link] Follow us: @MailOnline on Twitter | DailyMail on FacebookAround 2,000 machines should be upgraded by the end of June 2016 with the rest done by the end of the year.Photo-Me finance director Gabriel Pirona told Proactive Investors that it costs the company around 200 euros to upgrade each booth, but it is a capital investment worth making to take advantage of a new market opportunity.The terrorist attacks in Paris and elsewhere have accelerated the trend for governments to introduce more secure forms of ID.'The public is more accepting of using face recognition as a way of making our public places more secure,' Pirona said.Meanwhile, in Japan, January saw the introduction of the new ‘My Number Cards’, which will see every resident in Japan get a photo ID card this year.Secure ID: Around 2,000 machines should be upgraded by the end of June 2016 with the rest done by the end of the yearSecure ID: Around 2,000 machines should be upgraded by the end of June 2016 with the rest done by the end of the yearThe move is likely to see 30 million new ID cards issued with the potential for more.Photo-Me intends to add around 1,000 new booths in the region over the next year to meet demand.Potential new markets in Asia are China and Korea, which will be serviced by leveraging the existing manufacturing base in China, the company said.The company is already trialing the system with seven booths in China, where the market is obviously enormous, though Pirona cautions that it is never easy to predict which way Chinese authorities will jump.For now, in any case, growth in Japan is enough to get the market excited, with the shares up 14 per cent this year already

alioua 02 Mar 2016

Re: Broker targets of 1.70 reached today thse are so pedestrian- they hardly mean anything - i only got into thhs one recently

IOMINVESTCOM 02 Mar 2016

Re: Broker targets of 1.70 reached today Anyone thinking about locking in profits as we approach new broker share price targets ie test target mid range of 1.80 region??26 Feb 16 Canaccord Genuity Buy 173.00 170.00 180.00 Reiterates26 Feb 16 Liberum Capital Buy 173.00 170.00 170.00 Reiterates26 Feb 16 finnCap Corporate 173.00 170.00 185.00 Retains

alioua 29 Feb 2016

Re: Video: PHTM presenting at Mello 15 F... many thanks i have worked it out

IOMINVESTCOM 28 Feb 2016

Re: Video: PHTM presenting at Mello 15 F... Hi Alious,The link does work I have just checked it. Once you have clicked on it there is another click required to start the video!ATB

alioua 27 Feb 2016

Re: Video: PHTM presenting at Mello 15 Feb 1... the link to the video does not work- do you have one that works please

RichardLY 27 Feb 2016

Re: Video: PHTM presenting at Mello 15 F... Ok I've seen where 'FOOL' F F S.

RichardLY 27 Feb 2016

Re: Video: PHTM presenting at Mello 15 Feb 1... "Pays a 5% dividend" - where did you get that from please?

IOMINVESTCOM 26 Feb 2016

Re: Video: PHTM presenting at Mello 15 Feb 1... A Superb presentation and thanks for posting. It maybe 54 minutes long but for any shareholder or potential shareholder well worth watching the entire presentation.ATB

piw 26 Feb 2016

Video: PHTM presenting at Mello 15 Feb 16 www.piworld.co.uk/videos/2016/2/26/photo-me-phtm-mello-monday-15216Gabriel Pirona, Group Finance Director outlines the Photo-Me business.22,000 photobooths worldwide. Rapidly growing in Japan, where there is a new ID card with photo supplied by Photo-Me.Expanding into laundrettes, where they make a higher margin. Roll out of 1,000 machines per annum.Japan is currently driving the photo booth business, as illustrated by the profit upgrade today, 26.2.16. This is the highest growth market.Future: 3-D pictures to provide even greater security.Strong balance sheet.Pays 5% dividend.

claude reins 26 Feb 2016

Re: PHTM, Strong Update This Morning....... Never too soon to take a profit, but I think there is a lot more in there. What a fantastic model they have. If anyone is in doubt, take time out - assuming one is a customer of Small Customer Sharewatch (and if you aren't, you should be) - to read their analysis in their Feb 16 issue where they made PHTM a main recommendation. They have strong shares in several mass markets; their technology has improved leaps and bounds and their costs per machine have fallen through the floor (how many companies can say that?); they have developed an already successful new market segment with loads of room for growth; they haven't increased their consumer prices for years (haven't needed to); their markets are growing strongly, government led because of the need for more stringent needs on personal identification etc etc. I could go on. They are making big profits and they are sharing those with investors; their directors don't need to buy more shares - they already own lots and so benefit from big divi payouts. Yes, they have a high PE of around 21, but how often do I hear that high growth companies, often in much more speculative R&D markets, justify much higher PERs than this. Don't understand it. So when Motley Fool (see below) today implies this PER is unreasonably high, sorry don't agree.Motley Fool on iii say the following, among other things'True, these companies (including PHTM, Sprue Aegis and Paysafe) aren't the most exciting (my insert - PHTM is to me! I get excited by rising profits and high divis in settled markets with unit consumer prices at only a few euros, pounds or yen), but all are profitable and boast plenty of net cash on the balance sheet so aren't beholden to banks should the economy and trading conditions take a turn for the worse.However, this isn't the case currently, especially where Photo-Me is concerned. This morning the company released news that the strong trading that the company had witnessed in Japan as the My Number programme is introduced had continued into the third quarter. It saw a better than expected performance here, coupled with the year-to-date performance of the rest of the business where the recent laundry roll-out is also producing promising results. This led management to believe that pre-tax profits for the full year would be in excess of £40m. However, if trading in Japan continues to be this strong, this figure would again need to be upgraded.Current forecasts for the company put the shares on a rather punchy 21 times forecast earnings according to data from Stockopedia. However I suspect that this will start to recede as analysts again have to revise up their earnings target. (My insert - surprised that Finncap have only gone for a modest rise in target price from 170p (already there and beyond) to 185p. I think they could exceed these, but what do I know. DYOR. For my part, I have recently bought more - before this Trading announcement - and wished I had bought even more. My kind of company!)Motley Fool concludes with:'This bodes well for shareholders as the board revised the dividend policy recently to include a special dividend taken from excess cash over £50m on the balance sheet. Given that there's currently £66m, I'm expecting a bumper payout in November.' Me too.

IOMINVESTCOM 26 Feb 2016

Re: PHTM, Strong Update This Morning....... I have sold some which was at my highest purchase price taking advantage of breaking broker targets.Still holding the rest.

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