Photo-Me International - Live Discussion

claude reins 26 Feb 2016

Re: PHTM, Strong Update This Morning....... Interesting to see that the share price has fallen back this morning. I would have expected it to go on, especially in the relatively strong market conditions at the moment....but who know why these things happen? Maybe some profit taking? Looking forward to the bumper divis in Nov, as no doubt are the directors who have a very strong shareholding - and Schroders of course..

IOMINVESTCOM 26 Feb 2016

Re: Broker targets of 1.70 reached today Increased to 1.85 today26 Feb 16 finnCap Corporate 167.63 170.00 185.00 Retains

oldjoe1 26 Feb 2016

Re: PHTM, Strong Update This Morning...... Photo-Me's profits soar as Japanese ID business boomsShare081 26 Feb 2016Upgrade of booths is France is also underway to meet new driving licence requirementsPhoto-Me's profits soar as Japanese ID business boomsPhoto-Me is going like a train in JapanStrong trading in Japan (LONHTM) and from its new automated laundries being rolled out in Europe sent profits at Photo-Me jumping by 90% its latest quarter.Japan is introducing new photo-ID cards and growth was driven by a strong start to the "My Number" programme.Overall, third quarter turnover was 11% higher with profits increased by 90%, compared to the same period last year.Profits for the year to April will now be in excess of £40mln and if the Japanese business continues its strong performance in the final quarter, the eventual outturn will exceed this, added Photo-Me.In addition, Photo-Me has started to upgrade its 22,000 photo booths to include next generation security measures such as biometrics and 3D.France will see the first of the new booths as its French subsidiary Photomaton has received approval from ANTS (France’s National Agency of Secure Documents) for a digitised e-photo and signature that is compliant with a new format of driving licence.The new licence incorporates holographic design and a machine readable zone (with the document sent from the sent from the photobooths via a secure server.Photo-Me has 7,800 photobooths in France and these will be upgraded and connected to a new secure to deployed nationally starting with Paris and the Ile-de-France.Approximately 2,000 machines should be upgraded by the end of June 2016, with the roll-out completed by the end of the year.Work is also underway in Germany, Switzerland and China.Serge Crasnianski, chief executive, said: "The overall performance of the business continues to be very good and we are obviously pleased that the ‘My Number’ programme in Japan has got off to such a strong start.“We have already begun to work with a number of Governments to deliver improved ID capture incorporating biometry and are very excited to be announcing this major new initiative in France".SharePhilip Whiterow..... proactiveinvestors.co.uk

oldjoe1 26 Feb 2016

PHTM, Strong Update This Morning...... Chart and RNS........[link]

IOMINVESTCOM 25 Feb 2016

Broker targets of 1.70 reached today Good to see 1.70 reached which is all broker targets.Interesting if we see further target upgrades arrive.26 Jan 16 Canaccord Genuity Buy 168.38 - 170.00 Initiates/Starts08 Jan 16 finnCap Corporate 168.38 170.00 170.00 Retains10 Dec 15 Liberum Capital Buy 168.38 - 170.00 Reiterates

claude reins 17 Feb 2016

Anyone go to the Mello meeting? This was flashed up by paul Scott on his Small Caps review, though saying they were a large company. He was promoting his mate'as sessions - I attended one some time ago, a 2 day event in Derby, and wished I had invested in several cimpanies endorsed/presented there. Should have been interesting.

IOMINVESTCOM 12 Feb 2016

Topped up on a few more nm

claude reins 09 Feb 2016

Re: Western Management Overseas reduces its ... Furthwer strong earnings in euros and yen so benefit form wekening ot the £, and also may be strong enough to get into FTSE 250 at next or next but one revision, with trackers buying into the shares from then.

claude reins 09 Feb 2016

Western Management Overseas reduces its stake Last week, in its News reports, WMO reduced its stake in the company in 2 successive tranches from 14% to 11% to 5%. It would appear from company information that WMO is a subsidiary of PHTM or closely related to PHTM so maybe reducing the stake, but dont know at this stage who has picked it up. On the website, it shows the breakdown of shareholdings. There were 27 holders with more than 1m shares and they represented over 89% of the shares, so these reductions do not represent transformational change. Interesting though......Further in the 2015 company report, the following shareholdings were declaredSerge Crasnianski (also the founder and the driver - my comment taken from this month's Small Company Sharewatch's recommendation)(director) 79,783,450 21.38 *Direct/indirect Schroder Investment Management Limited 67,244,074 18.02 IndirectWestern Management Overseas Limited 65,963,267 17.67 DirectDan David Foundation 45,579,318 12.21 DirectPhilippe Wahl, a former director of the Company, has declared aninterest in the shares registered in the name of Western Management Overseas Ltd..... so maybe he has sold down his shares. No doubt we will find out in due course. As I say, the SP is holding up well, and no wonder if you read the Small Company Sharewatch recommendation, as I say in this month's edition out last Saturday. In better market times the SP would have jumped, but a rerating and a significant jump in divi is very much on the cards. Trading statement expected end Feb.

II Editor 12 Jan 2016

NEW ARTICLE: Stockwatch: High yield improves 'buy' case "Is LSEHTMhoto-Me entering another purple patch of growth? Investors with long memories will recall fabulous rallies before accounting controversies hit the company and smartphones put the future of photobooths in question. Photo-Me fought ..."[link]

oldjoe1 08 Jan 2016

Re: PHTM, Liberum Note......... PHTM PHOTO ME........cracking trading update today. [link] trading in Japan in this period was well ahead of the Group's expectations. Whilst to date we have only seen an impact on trading in November and December, if a similar level of trading in Japan were to continue in the remaining four months of the financial year then, ceteris paribus, Photo-Me would expect to report results materially ahead of current market expectations."[link] Comment LIBERUMPHTM LN) New ID cards driving 90% growth in Japanese sales in Nov/Dec. Japan c£35m of annualised revenue. PHTM Y/E April 16. 6 months of this super-normal growth could add £10m (20% upgrade) to EBITDA. Also that will all get paid out in dividend ie 2/3% additional yield on top of current c6% yield. Company will review forecasts when they see the trend continuing

oldjoe1 08 Jan 2016

PHTM, Liberum Note......... Liberumhoto-Me has announced therefore that trading in Japan in both November and December 2015 showed a very significant uplift over November and December 2014, with takings approximately 90% higher than the previous year. Consequently, trading in Japan in this period was well ahead of the Group's expectations. They also comment that if a similar level of trading in Japan were to continue in the remaining four months of the financial year (Financial Year April) then the Company would expect to report results materially ahead of current market expectations.To put this in context we estimate Japan accounts for c£35m of annualised revenue. Six months of this super-normal growth (50%-100% year-on-year growth each month) could add £10-15m to revenues. Given that this is largely a “cash based” business model we would expect this to largely flow through the P&L into profits. That would imply a c20% upgrade to our current EBITDA forecast for FY16. There could also be a similar positive impact in FY17 although it is difficult to forecast the timing of the take-up of the cards. PHTM also has a clear policy to pay-out excess cash in dividend so an additional £10-£15m of profit/cash would imply a further 2/3% yield on top of the current c6% yield. Buy.

oldjoe1 08 Jan 2016

PHTM........JAPAN UPLIFT........ Photo-Me sees “very significant” uplift in JapanShare 093 08 Jan 2016Trading is being boosted by the introduction of new photo ID cards in Japan, which every resident must have.Photo-Me sees “very significant” uplift in JapanFinancial results will be materially ahead of market expectations, if this level of trading continuesPicture booth operator Photo-Me (LONHTM) has told investors of a “very significant” uplift in trading of its Japanese business during November and December.The performance has seen takings about 90% higher than at the same point in the previous year, the company said. Such a performance was ahead of Phot-Me’s expectations, it said.The company added that if similar levels of trading continue for the remaining four months of the financial year then it would expect its financial results to be materially ahead of current market expectations.It comes after the introduction of new photo ID cards in Japan, which are required for all residents from this year onwards.Mark Paddon, analyst at City broker finnCap, in a note said: “At this early stage, only one week into launch, it is difficult to predict the full-year outcome for Japan and our forecasts remain unchanged at present.“However, a further update is scheduled for late February when more information will be available on the trading profile of Japan and at which point we hope to be in a position to reassess forecasts.”“Clearly the positive trading combined with the high profit conversion rate associated with the incremental revenues as a result of the programme would imply upwards momentum to forecasts in due course.”The company told investors it will update the market in more detail in its next trading update, which is currently scheduled for late February.Share

oldjoe1 08 Jan 2016

PHTM........Broker Update. Photo-Me International PLC PHTM finnCap Corporate 149.00 149.00 - - Retains

oldjoe1 08 Jan 2016

PHTM, Trading Ahead....... REG – Photo – Me Intnl. – Trading Update08-01-2016 070For best results when printing this announcement, please click on the linkbelow:[link] Number : 2162LPhoto-Me International PLC08 January 2016 8th January 2016 Photo-Me International plc ("Photo-Me" or the "Group" Update on Japanese trading As Photo-Me outlined in its half-year results announcement on 10th December2015, the medium-term outlook for its Japanese business is good as a result ofthe introduction of new My Number Cards (with facial photo) for every residentin Japan from 2016. These cards are to be used primarily for tax and socialsecurity purposes. Photo-Me can confirm that trading in Japan in both November and December 2015showed a very significant uplift over November and December 2014, with takingsapproximately 90% higher than the previous year. Consequently, trading inJapan in this period was well ahead of the Group's expectations. Whilst to date we have only seen an impact on trading in November andDecember, if a similar level of trading in Japan were to continue in theremaining four months of the financial year then, ceteris paribus, Photo-Mewould expect to report results materially ahead of current marketexpectations. Photo-Me will update the market in more detail in its trading update currentlyscheduled for late February 2016. Enquiries: Photo-Me International 01372 453 399 Gabriel Pirona Media/Investors IR Focus

Photo-Me International Live Discussion

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