EssentialInvestor
25 Jun 2015
Re: 30% Dividend Increase Yes and 10% for the next 3 years - plus the special dividend.
Frankseluk6
25 Jun 2015
30% Dividend Increase This year!!!!!!!
EssentialInvestor
25 Jun 2015
10% Dividend Increase annually over the next 3 years.
EssentialInvestor
14 Jun 2015
Re: Results due I added before the close on Friday.
Frankseluk6
13 Jun 2015
Re: Results due I have a feeling they will surprise to the upside.The laundry business is generating cash with most of the infrastructure already in place.Site and capital costs that is it !!!!!
EssentialInvestor
12 Jun 2015
Results due Likely within the next 2 weeks imv.I continue to see PHTM as a strong Buy at these levels.The PER begins to look significantly more attractive on the '16 estimates,strip out the cash and you are now looking at about 17x forward.The significant period of SP consolidation over the past 18 months has hopefullyprovided a secure platform for the next major leg Up.All IMV only, please DYOR as always.
EssentialInvestor
11 Apr 2015
PMI move in to the laundry rentals market. Photo-Me entering the laundry rental market, received an e-mail from the marketingdepartment yesterday.Offering long term hire and service contracts.I can see hospitals, hotels and care homes as some of the prime target markets here.Another positive development imv.
EssentialInvestor
24 Mar 2015
Re: Revolution laundry review LK, it's been mentioned on another site.TBH I really do not know, PHTM have a patent on this unit.Having tested their Revolution laundry unit I was exceptionally impressed,and that was also the feedback from another couple of people using it at the same time,the wash quality is exceptional.Photo-Me - The New Revolution )
LK Hyman
24 Mar 2015
Re: Revolution laundry review Essential," laundry business rapidly increase its contribution"I'm not in this puppy but I'm looking at Xeros .... wonder if their new bead 'n cold water technology might be applicable in Photo-Me's laundry thingies?LKH on the flybridge tracking over from the Treatt board
EssentialInvestor
24 Mar 2015
Chart Breakout IMV nm
EssentialInvestor
23 Mar 2015
Re: Euro Euro continuing to strengthen, very welcome news for Photo-Me.
EssentialInvestor
19 Mar 2015
Re: Revolution laundry review Folks apologies - those figures quoted in the previous post are for increases 3rd Q Pre Tax Profitrather than revenue.Constant currency revenue was + 3%, pre tax profit increased by 12% on a currency convertedbasis and by 19% at constant currency.I was aware of this so a typo - it was the strong move forward in profitabilitythat really grabbed my attention on reading the recent TS.One of my main reasons for optimism on PHTM is the prospect of revenue growth nowbeginning to accelerate through the next few years as the laundry business rapidly increase its contribution imv - as per the examples given by PHTM on Portugal and Ireland on the Q3 numbers.
EssentialInvestor
18 Mar 2015
Re: Revolution laundry review Centre, GBP/Euro looks to be reversing somewhat over the last week.With the May 7 election GBP may begin to show some weakness.I would definitely prefer a weaker £, however looking at PHTM's recent update they stillgrew revenue at +12% allowing for the currency conversion.Revenue would have grown near +20% at constant currency, so that gives some insight to just how quickly Photo-Me is now growing - I would also expect the extra Japan profitability to helpoffset currency conversion through the remainder of 2015 IMV.
Centre Court
18 Mar 2015
Re: Revolution laundry review Agree with your view re: Revolution's financial impact long term. Meanwhile, this year's comparative results may be affected somewhat by the weakness of the Euro and Yen relative to the £. IMHO
EssentialInvestor
18 Mar 2015
Re: Go Dink - TA ?. Unfortunately I don't share the TA skills of many who post here.However even on my rudimentary understanding the length of consolidationin the PHTM SP over the last 12 months, should ensure any clear breakout of 1.50 results in significant upside from that level.From my fundamental approach it's clear why there has been this lengthy consolidation,it's a case of the multiple.The historic multiple looks high, as investors begin to focus on the next financial year,(with likely upgrades following the finals IMV) then PHTM begins to look far more attractiveon the 2016 metrics.At this stage £40 Million pre tax is the 2016 consensus - with a likely huge boost to Japan revenue from the roll out of their compulsory national ID card, there looks to be significantupside scope to those numbers.The net cash position also needs to be considered when looking at PHTM's valuation,I net that from the market cap and recalculate the PER on that basis - as always all IMV only,please DYOR.
