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Cello Share Discussion Threads
Showing 951 to 975 of 975 messages
|showing some life again|
|hopefully any seller now out of the way....Xd in a few days, all helps, and rising share price ...|
Price: 106.0p Target Price: 132p
Cello has an overlooked and potentially significantly undervalued asset that is now out of development phase. Cello Pulsar is a social media analytics tool that has significant points of difference to the competition. In the right hands, social media data can inform, direct and optimise marketing campaigns but to date its usage has been constrained by early-stage science and customer unfamiliarity. Competitors in this area have individually raised nearly half of Cello's market cap, emphasising Pulsar’s potential to add very material value to the share price. We initiate at Buy.|
|Cello Group CEO Mark Scott will be presenting at the Proactive One2One Forum on the evening of 6th October at the Chesterfield Mayfair Hotel. For details and registration,please click here: http://tinyurl.com/zmac6hu|
|Nice little bowl forming...hope next leg up to start shortly! Yield getting nice IMO|
|The point about the dividend is that they have declared a new policy of 40% payout. With eps for the full year forecast at 9p that would give a final payment of 2.6p and the interim/final payment ratio would be similar to previous years.
The reasons for the dividend increase are set out in this July interview:
Today's interview here:
|Dividend up 19%. 1m shares issued, just over 1%. Sounds ok for shareholders overall to me.|
|Sorry - poorly phrased. One fifth of a penny. To off-set a notional decline of 2-3p in your share price created by dilution.|
|Interim div increased by 19% not 1 fifth of a percent!!|
Can't access the recent newsfeed, but think they recently reported over a million new shares issued under performance plan (with almost a million more to be allocated as and when they choose). No problem with that, but it does equate to adding 2% to total shares in circulation - with consequent downward pressure on share price Meanwhile they've raised the interim dividend by a fifth of one percent (perhaps with a bit more to come at full year). Again, no complaints about that - but it's interesting context before everyone gets carried away by the dividend hike.
As for the VAT debacle, just go back through the various trading statements. First they were confident they had no case to answer, then that they could reach a reasonable settlement with HMRC,then that although they had to pay out to HMRC in full they fully expected to reclaim the funds from clients... Total reclaimed so far - nul points. And these clients are charities - the clue is in the name - so won't be holding my breath.
Bottom line, I like this company and very glad to have got in when I did back in the dog days of 2010. But was expecting a bit more - especially from Cello Health in America. The dollars they make will add 5-10% to their full year due to the post-Brexit pound, so I'm relatively optimistic. Not QS99 optimistic, but...|
|Coopstock, can you talk me through the maths on the block listing and your dividend point please? Also point out where the company has promised the VAT would be recovered? I can't quite see how either point works?|
|Presentation slides now available:
|thanks. personally with debt nearly eliminated IMO, this will begin to look attractive to others.....don't disagree with Coopstock as well though that "clean" figures for once would be good!|
|Proactive Investors is here: http://tinyurl.com/zasno6u|
|It's not about being harsh. You're talking about a company whose management has grown turnover but whose earnings and margin has been flat for several years. Which somehow manages to come up with new extraordinary items that depress earnings every time they report. It's irrelevant whether the VAT problem is an industry problem or not - it's cost this company x million pounds and, having promised shareholders they can recoup, there isn't a sign of them having taken back a penny. The dividend is hike fine, but doesn't come near to covering the dilution from the latest block listing. They need several periods of strong growth and no more nasty surprises. Otherwise this is heading back to 70p.|
|divi is good I agree...steady growth and new streams being developed (Pulsar, US Bio) and while not spectacular at the moment it is IMO not to be sniffed at....VAT issue is behind them and is an industry issue not specific to CLL from what I can read....so let's not be too harsh! if it doesn't do any deals, gets debt free within a year and has decent yield with smallish but good single digit growth then IMO someone will snap it up instead! DYOR etc|
|MMs struggling to know how to respond. Dividend is good, growth is hardly stellar and VAT issue continues to be an embarrassment. Nothing here to justify breakout.|
|Oops auto spell change is so annoying when doing things quickly! Interims not intermission hehe... Bit I don't like is "broadly" meet full year expectations, that may put pressure on share price ....lets see how city/institutions take that|
|Intermission look good Imo..... Net debt nearly eliminated...19% increase in interim divi and indication of decent pay out ratio imo....|
|results Weds I believe...|
|looking forward to next week...|
|good volume again in CLL this am....|
|just me an you Sharw enjoying the ride then!|
|great thanks Sharw....nice to see....like the way he just throws in "£1.50" as old previous high....not far off now!|
|A Simon T tip released at noon explains the multiple buys since then.
"Marketing a breakout
I had intended initiating coverage on Aim-traded pharmaceutical and consumer strategic marketing company Cello (CLL:105p) after the release of interim results on Wednesday, 14 September 2016, but believe it's worth jumping the gun given the probability of a chart breakout and another positive trading update".
The rest is subscriber only.