Welcome to the first episode of The Private Investor’s Podcast. The podcast where keen stock pickers, Mark Atkinson, and Maynard Paton talk about managing their share portfolios.
Mark began buying shares in 1984, and Maynard started in 1993. In this episode we cover UK small-cap cover Photo-Me and the investment potential of passport photos and self-service washing machines.
0:00 to 0:51 Introduction and % return of each other's portfolio for 2022.
0:52 to 5:09 What does Photo-ME do and how does it make money (Mark has been buying).
5:10 to 9:25 Is self-service laundry a winning revenue stream for Photo-ME?
9:26 to 12:15 Is fruit juice and pizza vending the winning formula for Photo-ME?
12:16 to 13:50 The financials of Photo-Me?
13:51 to 19:00 The CEO, Serge Crasnianski, recently bought £20,000,000 worth of shares. What does he know?
19:01 to 19:50 Is it a red flag that there is no CFO on the board?
19:51 to 20:23 Trading statement, revenue and expected revenue.
20:24 to 22:50 Is Mark still bullish, would he buy more after this deep dive into Photo-ME?
22:51 to 23:25 How big of a position has Mark already taken in Photo-Me?
23:26 to 25:35 Would Maynard now buy Photo-Me after this deep dive?
25:36 to 25:51 Wrap up.
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Maynard & Mark
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.