Cellcast Share Discussion Threads

[digger27] 08/1/2008 16:26

Cheers analyst - just had a ferret about round the back of the sofa and found 20p so am unable to clear the overhang.

[amotoor] 08/1/2008 15:57

Digger earlier MM were offering 100k @ 3.6p. So looks like still more down side to come. IMHO.

Amo

[the analyst] 08/1/2008 15:57

Of 75m shares in issue, it looks like about 61m are held by major shareholders, which is about 80%. I know of another 3m that are tightly held by private investors in for the long-term, bringing that up to 85% of the issued shares in the hands of major holders.

I doesn't leave many in free float, which means the shares will move a lot on small selling. I also think there is still quite a hefty overhang, which means buying doesn't have the same upward effect as selling has on pushing the share downwards. If that is the case, then once that overhang is cleared I suspect we will see a different picture altogether

I imagine that Headstart still have a few to sell and I also wonder whether Hoodless sell at any opportunity too (typical of Hoodless) - if that's the case, then there could be over 6m shares that need to be cleared. Anyone got a spare £250k to mop them up?



Major ShareholdersShares in issue: 75.5m

Mr Neil Craven 12,749,927
SMS Media Ltd 9,680,062
Atlas Group of Companies Ltd 8,645,635
Harkness Trading Ltd(dup A & B) 6,687,500
Hoodless Brennan & Partners 5,556,260
Andrew Karl Wilson 5,147,997
Bertrand Pierre Folliet 5,147,997
mTouche Technology Berhad 4,500,000
Other Directors
Julian Braithwaite Paul 1,250,000
Emmanuelle Erna Guicharnaud 982,403
Michael Patrick Neville 625,000

[digger27] 08/1/2008 15:10

I dunno, £4.5k's worth of sells and they drop the share price by 6%. Never seems to work on the buy side though.

[barnsey] 08/1/2008 11:23

The Emperor now on tv in China,heres hoping it does well.


Click on emperor to start.

[the analyst] 08/1/2008 00:21

Will put those 'proven applications' into the header. Cheers.

Unfortunately, I saw that just too late for inclusion into my share competition entry on the MF paulypilot board. Oh well...

[barnsey] 07/1/2008 23:07

Confident Cellcast are way in front of the pack.


As the world's largest developer of participation TV formats and the most prolific producer of live interactive pay-to-play programming, Cellcast serves both the B2B and B2C entertainment sectors.

In a market being transformed by new media technologies, we address the needs of broadcasters, content providers and telecommunications carriers, and at the same time directly distribute applications and programming to consumers across the spectrum of delivery platforms.

We work with industry partners and clients to integrate interactive formats and applications with existing content to create participatory programming, and help develop customized solutions for media ventures facing a fragmenting multi-channel environment. Broadcast partners in Europe, the Middle East and Asia have benefited substantially in incremental revenue from our telephony-based pay-to-play and pay-to-participate programming.
Cellcast's proven applications include:

Interactive Talk Shows
Lounge Living »
ONPP »
Talk Sport Radio »

Interactive Entertainment
Super Star »

Interactive Dating and Chat
Text 2 Date »

Interactive Shopping and Auctions
Bid 2 Win »
Mounaksa »
Star TV »


The Group's specific and proprietary expertise in the creation and distribution of interactive programming originated with the rapid growth of our business in the United Kingdom, one of the world№s most competitive digital TV marketplaces. Our interactive programming can generate up to 300% greater yield than spot advertising in the same time slot, with the services able to derive revenue from both editorial and allotted advertising time.
Interactive pay-to-play programming has likewise proven to generate significantly higher returns than average tele-shopping revenue derived from similar time slots.

A particular focus is so-called 'conversational content', a compelling cost-efficient format that is an emerging multi-billion dollar market segment. Live TV programs such as multiplayer games of skill and chance, dating, sports and music talkback, feature chat and picture messaging that allow audiences to express their views and share ideas and experiences in the same way that 'talkback radio' has empowered listeners and created a new high-growth media sector.

With our considerable expertise in the mobile entertainment environment, we continue to develop innovative user-generated content formats that meet consumer's demands to be able participate 24/7 across television and mobile devices.

[the analyst] 07/1/2008 22:47

How can we be sure about Brazil making a come-back barnsey?

What if a competitor took the business whilst Cellcast were trying to sort themselves out? - Is that possible, or do Cellcast have an agreement in place to start again where they left off?

[barnsey] 07/1/2008 22:43

You can be sure Brazil will come back with so much at stake there and a very
responsive market, interesting to see how fast USA is growing and i like this
fact.
Below from ALEXA today


United States18.0% Brazil15.5% Germany3.8% Czech Republic3.0% Poland2.8%

[barnsey] 07/1/2008 22:10

Thanks analyst, keep up the good work.

The more you research the more you are amazed at what Cellcast is doing all
around the world,a leader in its field for sure, bring on some profits.

[the analyst] 07/1/2008 22:02

Cheers barnsey, I'll put those into the header

[barnsey] 07/1/2008 21:57

Below some of the Cellcast india on air shows.














And all for 4.25p per share.

[spurberry] 07/1/2008 20:55

2prsimo i agree, just i think i along with others may have been to hopeful to see this double within a couple of months, could happen still

[2prsimo] 07/1/2008 20:51

This is a recovery stock. It may take several months to see the real benefits. I believe they are building a company and positioning it for a decent future. Director purchases and the recent appointments are good indications of this. Some decent numbers in the coming weeks will generate the required interest. Then comes the snowball.

[spurberry] 07/1/2008 20:39

hope we see 10p soon but may take longer than we hope, just a feeing and not really based on anything. hope i am wrong

[flashheart] 07/1/2008 20:11

I would so love to have enough spare to double up on this at the moment. Seem to be pre-occupied with small gold explorers at the mo though.

[the analyst] 07/1/2008 18:25

More great finds, cheers!

Just updated the header with the China Tvibe stuff and also put in the recruitment of Bizarre editor, Alex Godfrey as controller of sumo.tv

Any more bits and pieces of news that should go into the header that I've missed?

[barnsey] 07/1/2008 17:16

Chinese version of Big Brother, go Cellcast.

[james t kirk] 07/1/2008 16:21

Another hectic day of trades in Cellcast so I'll recap for those of you that couldnt keep up.

Buys and Sells were evenly balanced with zero buys and zero sells - phew I need a beer after all that activity!

[james t kirk] 07/1/2008 07:47

Some great posts over the weekend, the more I look at this company, the more confident I am that this will move upwards soon and sharply. It's so illiquid that a few buys or sells has an effect as we saw last week on a couple of small sells.

Hopefully we may get a new year trading update some time soon, to help us towards 10p and beyond..

[2prsimo] 06/1/2008 09:31

I like the bit about a degree in Computer Engineering. Bit of a smart cookie our Neil.

[recto verso] 06/1/2008 08:42

Great find analyst.

So the man does indeed have a good understanding of the telecoms industry and I dare say some very good contacts.

[the analyst] 06/1/2008 01:05

And this:

"Neil Emmet Craven served as Executive Vice President, Infrastructure Development & Bandwidth Sales of Carrier1 International (ADR) since March 1998 until 2003. Mr. Craven was a Partner of Azemos Partner AG from October 2004 to December 2006. He served as a Managing Director of Carrier1 International GmbH, the Swiss subsidiary of Carrier1 International S.A from January 2002 to February 2003. He has seven years of experience in the telecommunications industry. Mr. Craven was also responsible for the pan-European broadband business and for capital expenditure across the group. In 2003, he moved into fund management and from late 2004 to the end of 2006, he was a Partner in a Swiss-based asset management and corporate finance boutique where he was responsible for establishing and managing a hedge fund focused on special situations and small cap equities. Mr. Craven has many years experience at senior management levels in telecommunications and fund management. From 1995 to 1998, Mr. Craven served as a Member of the management team of Unisource Carrier Services, initially responsible for Corporate Strategy and Planning and later serving as Vice President of Business Development. Prior to joining Unisource Carrier Services, Mr. Craven was employed by Siemens AG in Germany, where he worked on various international infrastructure projects. He has been Non-Executive Director of Medsea Estates Group PLC, since December 1, 2007. Mr. Craven has an Honors degree in Computer Engineering from Trinity College, Dublin and a Master of Business Administration degree from the Rotterdam School of Management. He is a citizen of Ireland."