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CALL Cloudcall Group Plc

79.50
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Cloudcall Group Plc LSE:CALL London Ordinary Share GB00B4XS5145 ORD 20P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 79.50 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Cloudcall Share Discussion Threads

Showing 526 to 547 of 1225 messages
Chat Pages: Latest  25  24  23  22  21  20  19  18  17  16  15  14  Older
DateSubjectAuthorDiscuss
13/1/2017
11:56
Brucie - have you read the Salesforce app exchange reviews of CALL?
jimbojet17
13/1/2017
10:46
A crucial nuance of a SaaS business - revenue is not the most important metric, ARR is, due to when a SaaS business actually gets to recognise this ARR as revenue. For example, deals sold in the last 2 months of 2016 may not have translated to any revenue in the FY if implementation took 2 months, revenue would only start being recognised in Jan.
jimbojet17
13/1/2017
10:14
sp. holding over the 200, but market remains diffident, as do I, somewhat. Does anyone on this bb. actually use the software and service that this co. sells? So far reviews have not been that favourable, though I believe that Paul Scott said some time ago that he rated it.
brucie5
13/1/2017
07:20
Millipede, spot on in your assessment. If you read the update carefully what Cleaver is pointing to is a very strong second half performance which will come through this year. Any sales booked by the business between Sept and Dec will impact this year not last year and the tone of the update suggests they had a very good final quarter. Don't forget they raised the new funding in Aug, I will continue to buy at these levels, seems rude not too!
thoseintheknow
12/1/2017
22:59
Please unpick the following....

We have previously discussed on this thread that the key metrics here are (1) Annualised recurring revenue, (2) Churn and (3) Cash balance.

ARR was given in the 2015 end of year results as £4.65m. It has gone up by 63% since so ARR now should be 4.65 x 1.63 = £7.57m.

Churn going down and cash over £3m.

I am always looking for reasons to be disappointed but this actually seems pretty good to me.

Thoughts?

the millipede
11/1/2017
19:47
It's called a discussion forum.....
People are allowed to post....

Only have paper short....
...micro cap IT stocks are risky for real shorts....spikes...or offer from a competitor or a deal with say IBM !etc etc

smithie6
11/1/2017
12:04
Smithie - what's your interest in CALL? Are you short? Or just throwing mud?
jimbojet17
11/1/2017
11:44
Btw
Paul Scott put Vislink and Snoozebox as buys...I put them as sells

One of us was shown over time to be right ;-)

smithie6
10/1/2017
20:47
Amen! As Cramer says, "I don't care where a stock has come from, I care where it's going!"
jimbojet17
10/1/2017
20:24
Been gradually building a position here and pleased with today's announcement. Growth company investor recently produced a positive note on the company and P. Scott has also commented favourably on today's update (see below). Happy to hold for the medium term as I like the board's experience, solid institutional support and more than enough cash to reach cash-flow break-even.


"Trading update - the update today reads very well, hence the 20% rise in share price today. Although it's important to remember that this is still a loss-making, cash-burning company, and has a track record of disappointing against forecasts, and repeated fundraisings (not always executed well).

Key points (this related to the year ended 31 Dec 2016);

Revenues up c.50% vs prior year

Recurring revenue up 63%

Loss will be in line with expectations (no figure given!) - I think this is likely to be something like £3.5m, but don't have any forecasts to hand.

Bullhorn & other CRM relationships are now key to sales effort, and it seems to be working.

Customer churn has reduced & customer service levels improved.

Good visibility for 2017.

Cash of £3.2m (but doesn't mention the £0.9m loan, so I make that net cash of £2.3m)

My opinion - if this was a newly floated company, without a history of disappointment, then I think (in current market conditions) there would be considerable appetite for these shares. So there is the potential here for a dramatic improvement in market sentiment, once the stale bulls have been cleared out, and providing the figures keep moving strongly in the right direction.

Cash burn is clearly still a problem though. So it's maybe too early to get wildly excited about this share. The revised strategy of concentrating on a few key CRM partners is a great improvement, and that's reflected in high margins, strong top line growth, and low churn.

If sufficient scale is reached, then this business would transform into something highly profitable. However, there's a long way to go, in terms of growth, to get to that point.
My approach is to ignore the past, and assess it fresh, as of today. On that basis, I feel risk:reward is improving. Good growth, and adequate (for now) cash, means that this time next year it should be not far from breakeven. As long as the strong top line growth continues, then I'm happy to hold. If top line growth dropped to say 20%, then I'd exit stage left.

Investors love high margin software companies with high recurring revenues & low churn. That's the perfect combination. CloudCall has exactly those characteristics, but the key missing link is that there just aren't enough customers (yet)!

On balance, I'm happy to run with it. None of the above alters the indisputable fact that this has been a very disappointing share to date. However, based on a strong update today, if you look at it freshly, I think there's a fairly good chance that the upside could be pretty good."

thoseintheknow
10/1/2017
17:38
Interesting move today, though I seem to understand the chart better than the underlying business case. To me, it read, 'Wait and see where the sp, settles, then be ready to buy.'

Would be grateful if anyone could pass on what P. Scott is saying?

Or better still, Paul, could you summarise your view here? I notice you've been a buyer back in December.

brucie5
10/1/2017
14:35
.."clueless"...well paper trade sell is already ...'in the money'

But who knows...logic and a share price of a microcap...often little connection...(as Vislink, Globo, Fitbug, Mobile streams all proved, but for them ..reality did arrive over time)

smithie6
10/1/2017
11:57
"Clueless"

Me ?


@fulltimeinvest

My track record is outstanding and better than, for example, Paul Scott.
And documented via tweets & website....which had detailed analysis on a number of shares..(including Globo as an avoid from 35p on way up due to rubbery accounts. 1.5-2 yrs later. Bust)..all correct/proven.

Some other star calls.
- Vislink. 2 website sell. From 50p & 60p....was 10p down at 60p !....went to 12p !!

- Fitbug

- Mobile streams. 70p sell. Now 4p.

- €: $ sell call at 1.39:1....1.05 now. Massive for currency

Etc etc

Website (free hosted) may now be blank due to inactivity...since no one wanted to subscribe.

---

2017 pick..up 50%
CLTV
Still not too late to buy ;-)

---

Or DCI....more to come imho

smithie6
10/1/2017
11:30
Jimbo
...if CAC is high then the company has no working business model imho !!

~3.6M loss in 2016 (2x H1)

Cash raise at low price since no money.

'If' has to keep losing money and keep raising money ....because...to get more customers costs it a fortune !!....then no one imo will invest....

Investors 99% of time want cos. to generate cash and for growth to be self funded from profits....or via bank borrowings supported by profit generation...or share issues at always higher prices

CALL fails these reqts.

----

& the whole future of the co. seems to be being pinned on just 1 re-seller in USA...!!!
Just 1 !!

imho if the co. had a good product then it would sell....& not just via 1 re-seller...& imo wld not lose 3.6M/yr x yrs after listing & x +z yrs after first starting up.

smithie6
10/1/2017
11:24
Jimbo/Michealmouse

Can you post a brief buy summary for CALL ?

I've given numbers for why I reckon its an avoid. (3.6M/yr loss on 4.9M turnover; H1 to H2 growth of 13%. ie. DISASTER imho)..if you reckon I dont see the business model...
Let's see your arguments and reasons why you think its a buy.
If I'm wrong I'll admit it.

smithie6
10/1/2017
11:17
Smithie610 Jan '17 - 10:10 - 168 of 173 0 0
Michael
..'many investors dont get the business model'

What ?

- repeated failure to achieve promises
- repeated cash raises
- repeated dilution
- repeated failure to even breakeven after yrs !!

xxxxxxx

I am sure that Michael will reply, in due course.

lukead
10/1/2017
10:58
M the mouse, mind how you walk in those tight trousers, you know, never say never, get wise and it may help you through this troubled time that you are experiencing, just now.

ps Calling me a toll, that's rich coming from one of Advfn's most well known trolls.

lukead
10/1/2017
10:24
Could be oregano - that's why I said that new investors may look at this differently to me!
deltrotter
10/1/2017
10:21
This is a different beast with Peter Simmonds behind the wheel.
oregano
10/1/2017
10:17
Smithie6 - I was alluding to my history of being a shareholder of CALL and not to trust a word you read in the RNS without looking behind it at the actual figures/growth.

Cheers

Del

deltrotter
10/1/2017
10:10
Michael
..'many investors dont get the business model'

What ?

- repeated failure to achieve promises
- repeated cash raises
- repeated dilution
- repeated failure to even breakeven after yrs !!

smithie6
10/1/2017
10:03
Jimbo

Saas

Disagree.
CALL for example uses agents to obtain clients....so imho it should not have significant client acquisition costs...

Turnover of 4.9M....after how many years of operation ..including before it arrived on AIM...

Not enough for a listed co. imo. due to the fixed costs.

The project has been a failure imo & I dont see any indication of any change.
H1 2.3M
H2 2.6M

0.3/2.3...low growth imo
13%

H1 loss 1.8M.....needs MASSIVE GROWTH....& its not there

2016 has biggish growth wrt 2015.. (any one off reason phps ??)

But it looks to me that growth has stalled/crashed.

The numbers appear an absolute disaster....unless I am missing something massive...I dont think so.

smithie6
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