Calculus Vct Share Discussion Threads

[jeffian] 23/2/2005 00:54

I beg to differ from my friend Orange 1 but this is not about customers, bids, live installations, orders or any such thing, it's about cash (and the same goes for any other company). It's got to start generating cash to cover its overheads, stay in business, make a profit one day and pay us a divi. It only survives because it went to investors last year and raised fresh 'working capital' (that's actually revenue to cover overheads in the real world) at 40p/share and unless it starts paying its own way soon from sales it is going to find it hard to keep going back and re-filling the coffers. I don't know what they told the institutions at the last placing, but I bet they won't believe it next time. I fear we're drinking in the Last Chance Saloon.

Regards, Ian

[chessman2] 22/2/2005 19:41

CLC has been threatening to go to 70p+ for some 2 or 3 years now. However, somehow they have never quite managed to get the software sold and delivered and the share price moving.

One day I expect they will be taken out by a USA competitor - I am waiting in hope. In the meantime all new buyers should be aware that even a small amount of buying will shift the price quite rapidly as I believe the marketmakers are not holding much stock.

[orange1] 22/2/2005 17:25

Should have added that if there is no improvement on 8,7 and 21 the price could well go down further!

[orange1] 22/2/2005 15:32

I see it as a chance to partake in the CLC lottery.

As I said above, you start with the following numbers: 8, 7 and 21 (representing respectively the number of live installations, orders received and open bids).

You are now looking to improve on those numbers. The first figure is likely to be 9 or 10. No excitement there. For the percentage increase in the second figure (orders received) you are likely to get a corresponding percentage increase in the share price. An increase in the third figure works in the same way save that you have to apply a 50-75% discount to the corresponding share price percentage increase.

It's as simple as that! Roll up! Roll up!

[jeffian] 22/2/2005 14:59

LOL! What do you think, O1?!

(sorry, shuffleman. If you look back up this thread you will see we're becoming a bit disenchanted with 'promise unfulfilled'. Unless you want to take a punt on the unknown, I would be inclined to wait until the results coming soon and see what the company has to say for itself).

Regards, Ian

[chessman2] 18/2/2005 20:12

I'm afraid that I am also with you guys!! I am only a "CLC smarter investor" as I am also in TIG and NSB.

If only I could get a hit rate of 7 or 8 out of 10!! Nonetheless I have hopes of this coming good eventually, after all I believe Techinvest are also still with us .

[jeffian] 18/2/2005 17:38

O1,

"the CLC smarter investor"? That could be a contradiction in terms! Any road up, smart or not, I suspect it's just you'n'me.

Interesting post. The only thing worrying me is that it singularly fails to mention my No.1 key investment criteria. £!

Regards, Ian

[orange1] 18/2/2005 11:22

With the CLC full year results due to be announced in the near future, the CLC smarter investor will want to be equipped beforehand with all necessary facts and figures so as to be in a position to make those necessary informed split second decisions in the minutes after the results are announced.

So here to help us all are a few of the relevant facts and figures:

The great white hope of CLC is CV4.
In August 2003 a date firmly imprinted on Ian's mind, the date of the most recent fundraising, CLC had 7 CV4 customers (6 live, 1 signed) and 15 open orders.

In November 2003, they had 8 CV4 customers and 16 open bids.

In March 2004, they had 10 CV4 customers (7 live, 3 installing).

By June 2004, the figure had risen to 13.

By September 2004, it had risen again to 15 (8 live: 7 US, 1 UK - these were the 6 live identified in 8/03 plus the new orders identified in 9/03 and 11/03 which had since gone live) with 7 orders (6 US, 1 Aus) (already announced in 2/04, 6/04 and 8/04). The figure for open bids had risen to 21.

So how many are now live, how many new orders have been received and how many open bids are there? How far above respectively 8, 7 and 21 have we gone? These are the key questions to get answers to as your finger hovers over the buy (or sell) button. Exciting or what?

[jeffian] 10/2/2005 19:21

Nope. That hasn't worked.

[jeffian] 10/2/2005 15:44

This share only appears to have two modes:- 'boring' and 'depressing'. Unfortunately, we appear to be in latter mode recently.

As I've stuck it this far, will hang on for the results but, unless there's a nice surprise on the upside, I think I've had enough of this. Can you cheer me up, O1?

Regards, Ian

[orange1] 20/1/2005 08:17

Ian

It's all going swimmingly well at CLC:

1. There hasn't been an end of year profit warning.
2. Over the past few weeks the buys have outweighed the sells.
3. Er, that's it.

Chin up!

O1

[shirishg] 20/1/2005 03:02

Post removed by ADVFN

[chessman2] 19/1/2005 23:08

I am also still waiting for the big contracts to appear!!

[jeffian] 19/1/2005 22:52

You still there O1? Remind me while we're holding this, would you!

8-)

Regards, Ian

[jeffian] 25/11/2004 09:41

The recent excitement didn't last long, did it, O1? Oh well, at least I haven't got to re-line the budgie's cage for a while then.

Regards, Ian

[jeffian] 10/11/2004 13:41

I remember you making it; I don't remember taking it, 01! I doubt WOC's going anywhere until evidence of further progress at the next results, but nice to see CLC rsing from the ashes at last.

Regards, Ian

[orange1] 09/11/2004 21:57

>Ian
Still speaking to your broker? ;-)
Could you kindly remind him of our little wager? It was: CLC at 24p to have outperformed WOC at 215p by the end of the year - bag of WOC tea to the winner.
O1

[the shuffle man] 27/10/2004 15:59

Gone very quiet here does anyone know when we can expect some news on the rumours that have been floating around.

[orange1] 19/10/2004 08:50

Ian
I've heard the whispers too .... something on the lines of WOC being on the shortlist to supply the entire NHS with tea :-)
Isn't that what your broker was meant to tell you?!
O1

[richjp] 18/10/2004 18:33

chessman,

I tend to agree. Techinvest feels that there is going to be significant consolidation in the software business, although they have not mentioned CLC specifically in that respect.

The company does get involved in pretty large deals so I think just a couple of new orders could get the share price moving.

[chessman2] 18/10/2004 16:40

This is another one of my long term holds !!

Do remember that it only requires a relatively small buy [ 50,000 ] to move the price and this appears to have happened today.

I am convinced that CLC will come good [ maybe £1 ] and that it will happen in the next 6/12 months. In fact I believe they will be taken out by an USA competitor [ just like Merant were ].

I also believe that several new contracts are already in the bag and are soon to be announced.

[orange1] 18/10/2004 14:10

Ian
I just hope that the budgies haven't made too much a mess of your certificates!
Regards
O1