Cdialogues Share Discussion Threads

[firtashia] 28/5/2015 21:43

Positive article in Shares Magazine today

[neillp] 01/5/2015 12:07

AimZine/Investors Champion published an article on CDialogues - You have to register - it's free - to read the full article.

[aishah] 21/4/2015 09:29

Yep! Not on many radars yet

[drdre] 21/4/2015 09:28

Bought in here today on the strength of the results and future growth. Quiet BB also a good sign, as pointed out :) GL all.

[firtashia] 21/4/2015 09:24

Super results, but still cheap, and a silent BB. What is not to like?

[greasynut] 10/2/2015 10:49

Thanks, that's a useful article.
It doesn't appear to have generated any interest so far though, the price continues to drift down.
I suspect that the founders will want to address the free float % at a rather higher price.

[biggest bill] 10/2/2015 09:26

There's an interesting write-up in This is Money. The link is:
hxxp://www.thisismoney.co.uk/money/investing/article-2945967/SMALL-CAP-SHARE-IDEAS-Mobile-marketing-firm-CDialogues-set-profits-grow-10-fold.html

[biggest bill] 20/1/2015 14:40

The trading update looks very promising.

I see that Mirabaud Securities has raised their target price to 343p [hxxp://www.proactiveinvestors.co.uk/companies/news/76409/cdialogues-shares-up-13-after-trading-update-broker-mirabaud-raises-its-price-target-76409.html].
According to the broker note, the company has now diversified into Oman, Jordan and Lebanon.

I think the target price is far too conservative given the growth rate and the very modest pe ratio for 2015 of less than 6.

[biggest bill] 05/12/2014 16:21

Ok, who bought 9 shares at 262p? Do you know something I don't?

Seriously, this is the quietest bulletin board for a company that I own shares in. What we really need is a trading update to liven things up.

[bahiflyer] 01/10/2014 12:11

I get that point Adam, however Ive looked at it from their point of view.

Until 3 months ago they were a private company, George and Pale could do exactly what they wanted with the company if so desied without any public scrutiny.

Why go the IPO route which would have entailed taking time away from daily affairs to construct an IPO document. Their accounts have to be far more detailed and open, you have to take on brokers/PR people etc.

In the last 18 months they've generated Eur 2.5M after tax profit, they could easily have satisfied themselves financially without a listing. They dont pay themselves exhorbitant wages if you look at the Eur160K wages bill which covers them, admin and sales people plus software writers.

Obviously a listing give a certain pofile and credibilty if used correctly when conducting business, I dont really see them going through all that just for personal gain when they clearly didn't need to.

They've stated their intent is to grow the business internally as opposed to buying growth which I think is where they differ from INTQ and probably why they left to start up themselves. That probably means a placing for an acquisition wont happen just yet but who knows if the right opportunity comes along. They dont need to raise cash otherwise, thats for sure. Not at the rate its currently being generated.

As they now have a market for their own shares maybe a director sell is next best way to improve liquidity, but that can be looked on sceptically.

Either way im not too bothered ill be holding for a while at least, besides as im ex Navy I couldn't miss the chance to buy into a company called CDOG.

All the best

[bahiflyer] 30/9/2014 13:30

Adam
Not quite sure what part of the co founders share holding makes you nervous. Is it the illiquidity or the fact that it gives them complete control?

Personally I dont have a problem with these guys, they left INTQ pre IPO to set up their own company, its their baby. They obviosly saw a business opportunity in a different geographical area to INTQ and operating similarly but at a slight tangent to them.

Obviously its early days yet but for a business that only started in 2011 they appear in pretty good shape. Not too different to SYQ in some respects.

Good luck either way
Steve

[adamb1978] 26/9/2014 13:20

Just noticed these guys. the numbers obviously look great on pretty much whatever measure you pick....however the fact that 90% of the shares are owned by two individuals (and members of the management team) really puts me off. Can anyone persude me that I'm being too cautious?!?

[aishah] 15/9/2014 08:59

CDialogues plc (AIM: CDOG), the provider of mobile marketing solutions to Mobile Network Operators ("MNOs"), is pleased to announce its unaudited interim results for the six months ended 30 June 2014.

Financial highlights

-- Revenues up 106% to EUR4.05m (1H 2013: EUR1.96m)

o Subscription revenues accounted for 79% of total revenues (1H 2013: 80%)

-- EBITDA up 104% to EUR1.44m (1H 2013: EUR0.70m)
-- Profit before tax up 111% to EUR1.29m (1H 2013: EUR0.61m)
-- Earnings per share up 114% to EUR0.227(1H 2013: EUR0.106)

-- Free cash flow (excluding one-off items relating to AIM listing) at EUR 0.47m (1H 2013: EUR0.51m)

-- Net cash as of 30 June 2014 of EUR1.75m (FY 2013: EUR0.64m)

Operational highlights

-- Successful admission to trading on AIM on 27 June 2014

-- Four new campaigns launched during May, July and August, significantly diversifying revenues

-- As a result, the Company currently operates large scale mobile marketing campaigns for six MNOs across three countries in the Middle East

-- The total mobile subscriber base is now 31 million customers (31 March 2014: 15 million)

George Karakovounis, Vice Chairman and CFO, commented: "The first half of the current year, has been a very busy period for CDialogues. The Company completed its AIM listing, delivered strong financial results with significant growth in both revenue and profitability, while with the recent campaign launches continued to diversify its revenue sources. We look forward to building on the profitable performance achieved in the first half of the year"

Techinvest new buy rec. in the latest issue.

[sportbilly1976] 11/9/2014 15:38

Share holders:


No.

Name of significant shareholder

Number of Ordinary Shares held

% of total issued Share Capital

1 Palaiologos Spanos 2,750,000 44.1
2 Georgios Karakovounis 2,750,000 44.1
3 City Financial Investment Company Limited 212,000 3.4


so 523.8k available for everybody else!!

no wonder buying is tricky

[bahiflyer] 10/9/2014 22:41

Next Monday for results day, that should start getting CDOG noticed. Not even Proactive have covered these yet.
An excellent looking growth company in its infancy yet already making good profits and with net cash.
Also the co founders have an excellent pedigree in their field.

[mikeja] 12/8/2014 17:06

Not surprising share turnover is small,only 10% free float.

[biggest bill] 11/8/2014 17:18

Virtually nobody knows this company exists; that's why it's so lowly rated. The turnover in the shares since it floated has been almost non-existent; most days have seen no share trades at all. I expect this to change after the results next month. The forecast for this year already looks too low given the positive trading update last month.

[firtashia] 11/8/2014 11:49

Just bought in here today. I notice the Greek sounding names of the CEO and CFO - is this a foreign company on AIM? Just looking for reasons why it appears to be so lowly rated given the existing and potential growth.

[biggest bill] 08/8/2014 16:47

I bought a few shares before the results next month which I think are going to be pretty good. If the company makes its forecasts, the shares won't be at this level for long. It was a bit of a struggle buying the shares; the market makers seem to be very short. You can sell without any trouble but all of my buy orders had to go through the market makers. I see that someone else was buying today as well. I would like some more shares but I'll see what happens next week.

[b1ggles] 08/8/2014 16:35

Interesting (not that I'm the first post, but the share price on no news).

What happened there?