Cello Health Share Discussion Threads

[qs99] 08/12/2016 14:51

and some more

[qs99] 05/12/2016 16:03

NY until next update, but nice to see continued small steps...DYOR etc,

[qs99] 02/12/2016 16:18

and some more before the weekend...sir

[qs99] 02/12/2016 13:00

up and down like a ......showing some more life today, let's hope it can keep its northwards movement this time...

[qs99] 19/10/2016 13:05

showing some life again

[qs99] 04/10/2016 12:33

hopefully any seller now out of the way....Xd in a few days, all helps, and rising share price ...

[davebowler] 28/9/2016 09:58

Finncap;
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.

[aim_trader] 27/9/2016 14:22

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:

[qs99] 20/9/2016 09:13

Nice little bowl forming...hope next leg up to start shortly! Yield getting nice IMO

[sharw] 14/9/2016 18:18

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:

[markie7] 14/9/2016 18:00

Dividend up 19%. 1m shares issued, just over 1%. Sounds ok for shareholders overall to me.

[coopstock] 14/9/2016 17:49

Sorry - poorly phrased. One fifth of a penny. To off-set a notional decline of 2-3p in your share price created by dilution.

[markie7] 14/9/2016 17:43

Interim div increased by 19% not 1 fifth of a percent!!

[coopstock] 14/9/2016 17:36

Markie7
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...

[markie7] 14/9/2016 16:49

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?

[sharw] 14/9/2016 16:17

Presentation slides now available:

[qs99] 14/9/2016 15:32

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!

[sophiegb] 14/9/2016 15:07

Proactive Investors is here:

[coopstock] 14/9/2016 14:32

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.

[qs99] 14/9/2016 13:47

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

[coopstock] 14/9/2016 09:14

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.

[qs99] 14/9/2016 07:16

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

[qs99] 14/9/2016 07:14

Intermission look good Imo..... Net debt nearly eliminated...19% increase in interim divi and indication of decent pay out ratio imo....

[qs99] 12/9/2016 15:46

results Weds I believe...

[qs99] 09/9/2016 09:37

looking forward to next week...