Cellcast Share Discussion Threads

[sandraabc] 26/11/2007 09:04

Level 2 just switched..excellent news today...L 2 now 3 v 1 from 2 v 2.

Can see us ending 40-60% up today..

[darcon] 26/11/2007 07:53

also well done Recto Verso for spotting that cltv was on bebo before the RNS

[the analyst] 26/11/2007 07:45

I quite often forget to look at the blurb at the bottom - seems this one contains a bit more new info - a 25% rise in traffic in Q3. This is the new blurb in full, compared to the old one below it:

"SUMO.tv is the world's first social media network to seamlessly integrate
user-generated content (UGC) into television programming, internet and mobile
services, using its proprietary technical services architecture.

SUMO.tv is the UK's leading video sharing community, accessible online at
www.sumo.tv and with its own TV channel, SKY channel 144. SUMO enjoyed a 25%
increase in online traffic in the third quarter of 2007, with over 4 million
unique users visiting the website each month. Its Alexa web ranking now exceeds
that of national UK broadcasters Five, ITV and Channel 4, and users have created
over 3,000 alternative online channels to show their content to a worldwide
audience. The opportunity to appear on the MySUMO TV show is building not only a
UK community but also attracting content submissions from a fast-growing
international audience, including viewers in Japan, Australia, Brazil and Chile.
SUMO.tv has commenced international distribution on the European IPTV platform
Zattoo, and via mobile in Australia and New Zealand through its exclusive
Australasia distributor Hyro. Further IPTV and mobile distribution agreements
are being finalised in France, South Africa and Israel, and master licence
agreements are under discussion in the USA, Brazil and Turkey.

SUMO.tv is a wholly-owned subsidiary of Cellcast plc."


Compared to the old blurb:


"Cellcast plc (AIM: CLTV) is a leading international provider of participation
television applications and interactive mobile content in the fast-growing
multi-platform digital entertainment sector. Headquartered in London, with
associated operations in Paris, Beirut, Mumbai, Hong Kong and Sao Paolo,
Cellcast's applications and programming are distributed on the Sky Digital and
Freeview platforms in the UK, and the company is partnered with broadcasters and
telecom networks in Europe, the Middle East, India, South-East Asia, China, and
South America. Cellcast plc joined the AIM market of the London Stock Exchange
in 2005.""

[the analyst] 26/11/2007 07:29

All looks very promising:

"SUMO.tv has commenced international distribution on the European IPTV platform
Zattoo, and via mobile in Australia and New Zealand through its exclusive
Australasia distributor Hyro. Further IPTV and mobile distribution agreements
are being finalised in France, South Africa and Israel, and master licence
agreements are under discussion in the USA, Brazil and Turkey"

[the analyst] 26/11/2007 07:13

Jolly good, confirmation of the bebo deal. Well done James Brown





Cellcast plc
("Cellcast" or "the Company")

SUMO.tv joins major broadcasters in content deal
with leading network site Bebo

Highlights


* Cellcast's wholly-owned subsidiary SUMO.tv in distribution deal with
Bebo.com

* SUMO.tv is among the launch channels on Bebo's Open Media platform,
alongside the BBC, ITN, Channel 4, BSkyB, Endemol, CBS, Turner, MTV, ESPN
and others

* With 40 million members, Bebo is the largest social network in the UK
and the third largest in the US

* James Brown, Group Creative and Editorial Director of SUMO.tv, says the
alliance recognises SUMO as a genuine destination for the UGC generation

* Deal is the result of SUMO.tv's strategy to extend its UK and
international reach through targeted social networking platforms


Cellcast plc (AIM: CLTV), the global interactive digital broadcaster, announces
that SUMO.tv is among the initial group of broadcasters - including BBC, ITN,
Channel 4, BSkyB, Endemol, CBS, Turner, MTV and ESPN - to distribute content to
the 40 million-strong community on the fast growing social networking site Bebo.

SUMO.tv is the world's first media network to seamlessly integrate
user-generated content (UGC) into television programming, internet and mobile
services, using its proprietary technical services architecture.

Bebo is the largest social network in the UK and the third largest in the US.
Its Open Media Platform, launched in November 2007, offers its members free
content from major broadcasters, who receive 100% of revenues from in-video
advertising.
SUMO.tv delivers a rich source of user generated content to a target audience of
15-24 year olds, who spend an average of almost 40 minutes per day on Bebo.

SUMO.tv's community web editors are taking submissions from Bebo members for
inclusion on the mySUMO television programme, which showcases user generated
content in the UK. The best of this content is featured on its own TV channel,
which broadcasts 24 hours a day.

Commenting on the Bebo deal, Andrew Wilson, CEO of Cellcast, said: "We are very
pleased to be among the first broadcasters to bring content to Bebo's unique
environment and we know its members will find new entertainment and challenges
in SUMO's exclusive online and TV channels."

James Brown, Group Creative and Editorial Director of SUMO.tv, added: "Our
alliance with Bebo reinforces the position of SUMO.tv as a genuine destination
for the UGC generation. The unique blend of content uploaded by SUMO users is
driving a fast-growing domestic and international audience across multiple
websites, television channels, and mobile platforms."

Following the launch of its content on Bebo, SUMO.tv expects to announce further
distribution deals with social networking platforms as part of its strategy to
extend its UK and international reach.

[barnsey] 25/11/2007 21:26

Cool Companies

October 17, 2007



Business Today's fourth annual listing of 10 companies that are hip and happening. What made each of them stand up and be counted? Read on.

The real-time hype
It's changing the way people interact with TV content.



Cellcast IndiaOver the last one year, at least 2 million people in India have gone to bed well after midnight. Blame Cellcast India. A wholly-owned subsidiary of Cellcast Asia Holding, the almost two-year old firm is changing the way viewers interact with the idiot box by putting interactive shows on air. Cellcast's one such show, Bid2Win, is aired on Sony at midnight every day and has generated over 22 million responses since it was launched in November 2006, says Pankaj Thakar, CEO& MD, Cellcast Asia Holdings.



So how are Cellcast's shows different from other game shows? For starters, viewers can participate realtime and also see the results get flashed instantly. Bid2Win is an interactive reverse auction that allows viewers to purchase high-value items such as LCD TVs, iPods, and home theatre systems at a nominal amount by submitting the lowest unique bid via SMS, IVR (interactive voice response), WAP (wireless application protocol), online or even through the landline.

The bids pop up on screen via a graphical interface and the lowest bid gets to win. Another of Cellcast's shows, Gold Safe, involves puzzles and quizzes and the winners are announced on a daily basis and are given prizes in both cash and kind. "We are doing totally different things for the Indian market, where we are trying to introduce new content and in some cases modifying some of the global content to suit the audience here," says Thakar, 44, who worked with HCL and a Silicon Valley start-up earlier.

Cellcast, whose parent company is owned by Canaan Partners (39 per cent), UK-based Cellcast Plc (37 per cent), and the management team (24 per cent), buys telecast slots from channels and is now negotiating with others such as Zee, Nimbus and some news channels. It is also in the process of launching a show called Sona Le Ja Re on Sahara that is similar to Gold Safe (on Zee), besides sport shows such as virtual soccer and cricket.

-Shamni Pande

[recto verso] 25/11/2007 20:35

Cellcast india has been voted one of "the cool companies" in India.



Good website, seem's to be very well managed and updated on a regular basis.

Rather than spinning off the Indian management to run a seperate co. perhaps they should have asked them to run the entire company, starting with Brazil !

Anyway, bodes well for the future in Asia.

RV

[recto verso] 24/11/2007 10:33

Sumo tv on www.bebo.com

Should drive some traffic and raise awareness.

[the analyst] 23/11/2007 20:52

Cheers Darcon

In that case, I hope we can expect the big revamp pretty soon then!

[darcon] 23/11/2007 20:42

The revamping statement has been on the site for a few months now

[the analyst] 23/11/2007 19:06

Got to say, I'm really enjoying the video marketing creatives on the sumo homepage -seem to be new ones added every day. Style is very Monty Python and some of them pretty interesting / funny

Also, good to see this appear on the site:

"We're changing!
Please excuse the mess while we are revamping SUMO.tv. We are currently revamping the site page by page, introducing hundreds of improvements and new features, making SUMO.tv a much nicer place to be! If you have any comments or suggestions on the site, please let us know at [e-mail].
SUMO.tv.. going bigger and better"


I wonder what they have in store? - "Bigger and Better"

[digger27] 23/11/2007 14:28

c1ty whispers - can you buy some more and push the bid up please?

[c1ty whispers] 23/11/2007 12:38

My buy pushed the price up 7%...........Very sensitive.Accumalate i will.


Nice thread the anaylyst......keep it up.

[the analyst] 19/11/2007 23:06

Thanks moneymaker, recto verso.

Nice to read confirmation that it is the sumo deal that is expected to bring significant value for shareholders as that is the reason I have bought in.

On the one hand I suspect the price could drop further and so could get better value for money, on the other hand, once the news is announced it could be easy to miss out on any rise - the price could go crazy in a matter of minutes and all the research into sumo etc. will have been for nothing. I am looking to buy another 500k or so, when the time is right, but the timing is pretty tricky at the moment.

Slow accumulation is probably the best way forward.

Hopefully, the sumo deal will be announced quite soon - perhaps in Jan or Feb - enough time for James Brown to have had a positve effect on prgress at sumo, but soon enough so that not much Headstart money has been used up.

My guess is that sumo will be floated (with Aky EPG slots) and James Brown will head up the new company. Hopefully, CLTV shareholders will be given a stake in the new venture and CLTV itself gets a couple of million in the process too.

[recto verso] 19/11/2007 19:53

Analyst,

Good summary and nice thread.

RV

[moneymaker6] 19/11/2007 16:49

Only that he states 'the core businesses are performing well, and that the Sumo spin-off is a key priority for mgt and if successfully executed should create significant value for Cellcast shareholders'.

. I'm assuming the use of the words spin-off suggests a totally separate Co. but there was no mention on how this would be structured. Think he said as much as he could say.

[the analyst] 19/11/2007 16:34

Cheers moneymaker

Did you get any other snippets from Mr Wilson?

[moneymaker6] 19/11/2007 16:23

ta, it doesn't take much volume to move this either way. Unfortunately, NC does not appear to be taking up any HS shares this time, hence the imbalance and fall. Mr Wilson confirmed to me that the market will not like us (Cellcast) until the Sumo deal is done. So 'the deal' could be a significant turning point imo and the share price will not be where it is today.

Have a good trip ... good work on the Header.

[the analyst] 19/11/2007 14:45

One good thing is that the £500k they raised on July 4th does seem to have lasted quite a long time (very nearly five months so far and still going). I hope this means the cash-burn rate has been greatly reduced.

It would make sense, as looking at the interims, it seems that the biggest loss-making part of the business was the Asian-side of things which is now a separate and well-funded entity and so Cellcast are no longer suffering from those ongoing losses.

The Sumo.tv was said to be costing £80k per month, but that should be less now we know revenues have doubled since May and growing at 10% per month. Additionally, once the sumo deal is in place, the ongoing losses from that will instantly disappear too.

So, hopefully, we will not have to raise much more (or any) cash from the Headstart agreement before returning to profitability.

[digger27] 19/11/2007 14:34

Headstart have been doing the same with PLW as well. As soon as there is any rise then they sell. Unlike us they are not sentiment driven and will clinically make their money anyway they can. If their selling drags the share price down then they always have some more money to offer CLTV to kickstart the vicious circle.

[the analyst] 19/11/2007 14:27

Will be interesting to see what trades are reported by the end of the day. Certainly seems to have been a lot of selling, judging by the price.

Should we expect Headstart will stop selling when it reaches the 3p that they got the latest 1.6m share for?

[topgunns] 19/11/2007 14:26

Well, hit top of trend line. Now falling back. New low on the way. Surely has to end sometime.

[moneymaker6] 19/11/2007 14:22

Headstart certainly the monkey around Cellcasts neck at the minute. Nothing stopping a predator buying Cellcast soley to acquire Sumotv. Looking very vulnerable now it would appear.

[the analyst] 19/11/2007 14:13

I guess it can go lower, there appears to be nobody wanting to mop up the shares at all.

I agree with sage, we really need news. Hopefully on the progress being made with sumo.tv spin off / venture.

For me, the best news would be that it is to be separately floated and that we, the shareholders, get shares of the new company (rather than Cellcast keep the shares). Alternatively, if Cellcast sell a stake and spin it off, it would be good to see the company get cash and hence, not have to use the Headstart loan any more.

I've started updating the header and am off abroad again for a few days, so any comments welcome and I can amend it as necessary when back.

Cheers