Cloudcall Share Discussion Threads

[duncandisorderly] 09/11/2016 07:56

I won't be buying any as I can see Seemen selling his stake entirely some time in the future,imo.

[deltrotter] 08/11/2016 09:21

Yup, I do agree on that jimbo. IF they can turn things round then this will rocket IMO.

The problem I have is that they simply have not been able to do that thus far and unless they can change then we are looking at a lame duck. Promise after promise, new strategy after new strategy ....

Definitely not one for widows and orphans. If you are going to invest in CALL I would suggest being prepared to write it off.

[jimbojet17] 08/11/2016 09:16

I agree Del, buying when the chart turns positive would be better. However, if CALL report some positive news this things is going to swing aggressively, could easily see a double in the space of a week on the right news. So if you like a little risk that's some return, if you can stomach it

[deltrotter] 08/11/2016 09:03

I won't be buying more Dusseldorf but won't be selling as I have written off my holding. If the company do turn it around then I will take that as a pleasant surprise!

The chart looks awful though, so I wouldn't recommend anyone buy yet. Why not wait to see if it can break out of the downtrend. Even if that means waiting until it got to a 100p? Ok, you may have missed the bottom, but you would be buying into an uptrend rather than a downtrend.

Just my thoughts....

[dusseldorf] 08/11/2016 08:59

There isn't much price strength, but in the next month or so I'll start buying a few I think, even if it dips lower we're not looking at long-term. Results need to improve as inferred in past statements for the sentiment to change I feel.


Dusseldorf - 17 Aug 2016 - 09:20:44 - 66 of 94 Cloudcall Group Thread - CALL
I'm sticking around as an observer. The company is making good progress, just that they've pushed growth ahead of profitability. Disappointing for holders short term, but ultimately better for the business.

I'm going to start buying a few in 3 - 6 months time (slowly) in SIPP - I'm not talking mega bucks, but if I pick some up continually over 2 - 3 years the average price will be fair. I suspect momentum in price will grow slowly and ultimately it appears to be on the right track.

FYI I don't see this falling below 40p, so somewhere between 40 - 55p is a good entry price for me.

[jimbojet17] 23/10/2016 20:20

The dips present pretty good opportunities IMO, given that there is no news. Any idea when we should expect a trading update?

[the millipede] 22/10/2016 23:45

Just very small volumes of trades by random private investors IMO. Some days they want to sell, some days they want to buy. But at these volumes the movements are fairly meaningless I think.

[jimbojet17] 21/10/2016 16:43

I would love to know what moves CALL on a day to day basis. I can't see any catalysts for recent moves down or up. Any ideas?

[visionon] 17/10/2016 14:41

that's not strictly correct.

Herald, HL, Kendal, HH and BS are all no change. Of which HL and BS are nominees holdings for the likes of us.

main buyers were IS, Miton and Livingbridge (the VCT crowd)

but I appreciate the sentiment !

although VCT crowd makes me nervous. their buying criteria is skewed by their own tax affairs, which can sometimes lead to clouding of judgement...no pun intended.

time will tell. at least we are saving seemanns 100k+ salary. his work is done it seems and we need to get customers on boarding.

[140661] 17/10/2016 09:46

The list of major shareholders has just been updated on the Company's website and shows that 75% of the shares are held by shareholders with 3% plus holdings. That is a high concentration and most of them have bought recently.

[140661] 15/10/2016 10:51

duncand, thats not entirely true,he has probably bought 150k shares over the past 3 years at prices up to £3, so he has probably invested £200k+. I spoke to one of the major institutional shareholders 2 years ago and they said that in their opinion the CEO was not capable of turning this company into a successful business. In the period since that conversation a highly credible Chairman has been appointed and the old CEO is now gone. Personally I believe the board now looks strong for a company of this size. You say that management have done a bad job and while progress has been far slower than originally hoped they will have taken turnover to over £5m in the current year, most of which is recurring and they should be profitable next year. At the current share price there is significant upside in my opinion. The strong take up by well known small cap investors in the recent placing supports that view although clearly there are still risks. I have been wrong on this tock for over two years so my views count for little but I am feeling confident we are on an upward cycle with this stock and I am happy to give them one more chance. GLAH

[dusseldorf] 14/10/2016 10:23

Anyone know what Seeman paid for the shares or where they pre-money / float

[supernumerary] 14/10/2016 10:21

140 - I think this is fairly typical wording for such an agreement:

'The Shareholders hereby undertake with the Company that all transfers or disposals of Shares by them and/or their associates made from the date of Admission will be effected through the Company’s brokers (from time to time) in accordance with such broker’s reasonable requirements so as to ensure an orderly market for the securities of the Company, provided that the Company’s brokers can obtain a price, based on a comparable settlement and at a commission rate reasonably comparable with that obtainable by other market makers and reasonably acceptable to the transferor concerned within 5 Business Days of a sale order being placed, failing which the transferor shall be free to sell through such other broker as the transferor shall decide.'

As you can see, after the first four months there really isn't a great deal of control. The company needs to use that initial lock-in period well, either to find another buyer, or to produce results so good, Seeman prefers to keep the shares.

I agree re Bullhorn.

[140661] 14/10/2016 10:04

I disagree, its just a sensible condition to agree that for the next 10 months Seeman cannot sell any shares without the company's consent. If they had not obtained this agreement, people would have been worried that he might sell, now we know he cannot. If the Company has not moved on significantly in that time frame we are all in trouble. However, the last announcement regarding Bullhorn was very positive (best ever quarter with Bullhorn) and now a full time senior former Bullhorn man in our camp and the new non exec who has great experience in recruitment, the stars are aligning.

[deltrotter] 14/10/2016 09:55

Yeah, I thought the same thing.

[supernumerary] 14/10/2016 09:53

That stuff on the orderly market agreement implies Seeman wants to get out completely. With 8% of the company, that could be painful if he can't find institutional buyers.

[deltrotter] 14/10/2016 08:07

Agreed 140661 - he has failed to deliver and had to fall on his sword (or be pushed on to it!) at some point.

Fingers crossed from here on (as always with CALL!).

Cheers

Del

[140661] 14/10/2016 07:52

Todays board changes are good news. Mark has been a waste of money for the last 18 months and the new non exec is an excellent choice. That means the board has materially changed over the last two years and looks much stronger now. We just need a couple of announcement regarding material contracts and the share price could begin to motor. GLAH

[visionon] 05/10/2016 13:14

Dusseldorf - a guess and no more !

[dusseldorf] 05/10/2016 12:11

visionon by name, visionary by nature! - as if by magic the company confirms today. I guess the drift is precisely due to the fact people getting an effective discount by tax break on the 57.5p issue price. Those shares hit market next Wednesday, so I guess the share price will be taken to around the level by speculators/arbitrage on existing holdings etc...

[visionon] 04/10/2016 17:59

I don't think 2nd placing has been approved yet by tax authorities as SII still 17.2m.

So maybe share price drifting due to some uncertainty about approval ? that placing would bring another £1.64m.

[dusseldorf] 04/10/2016 16:16

jimbojet17 - some of my thoughts from a while back perhaps mirroring current sentiment:

Dusseldorf - 05 Aug 2016 - 08:22:47 - 42 of 94 Cloudcall Group Thread - CALL
From March fully year results, clearly more broken promises
"clearly shows us having enough cash to deliver this company to break-even without the need to raise further funds. "

"combined with confirmed expense reductions, existing cash at bank, and other expected cash inflows, is enough to deliver the Company to cash break-even without the need to raise further funds. "

timbo003 - great news for you, but really £1.7m more shares where peoples 'effective' break even is 40p for a company that effectively promised it didn't need more cash - I think I'll sit this one out.


Dusseldorf - 05 Aug 2016 - 09:02:18 - 44 of 94 Cloudcall Group Thread - CALL
jimbojet17 - not saying cash injection is not good for the business, it is very good news medium term for the business, but you just got diluted by 50% (assuming you have no uptake in placing) when the company said it didn't need more funds - I have an issue with this as a potential holder. I'll continue to watch, but the growth in ARR, which was £1m costs now 'stable' as opposed to declining costs £10-15k per month indicates break even is still some way off....'investment' to me smacks of people, which in turn means accelerated overhead costs vs. income stream, and people with VCT will be sat on profits for some time while business is loss making.

To be clear I am looking to buy at some point, just that I don't think there is any rush and may be a short term blip down as VCT holders use some form of arbitrage to consolidate position. Could be wrong, which would be good for you and bad for me if price rises as I'll be paying more.



Dusseldorf - 17 Aug 2016 - 09:20:44 - 66 of 94 Cloudcall Group Thread - CALL
I'm sticking around as an observer. The company is making good progress, just that they've pushed growth ahead of profitability. Disappointing for holders short term, but ultimately better for the business.

I'm going to start buying a few in 3 - 6 months time (slowly) in SIPP - I'm not talking mega bucks, but if I pick some up continually over 2 - 3 years the average price will be fair. I suspect momentum in price will grow slowly and ultimately it appears to be on the right track.

FYI I don't see this falling below 40p, so somewhere between 40 - 55p is a good entry price for me.

[jimbojet17] 30/9/2016 19:49

Duncan - not sure how that answers the question. How has the BOD done something specific that has made the price slide?

[duncandisorderly] 30/9/2016 18:51

Same old,same old.Bod are continually coming up with excuses year after year but still taking home a very nice wage and share options.Another typical AIM STOCK.I am soooooooooooooo fed up listening to the same old bs time and time again.