Cellcast Share Discussion Threads

[davidruk] 15/7/2008 13:20

It will be very dissapointing for people like me that bought at 10p if they keep us out the long term action. Very dissapointing.

[rp3406] 15/7/2008 12:50

Absolutely convinced there will be a MBO with Craven taking a position. They have consolidated the business and now have a minimal growth strategy - no need for further placings. They have undertaken a massive cost reduction exercise that has led to them making an operating loss in H1 of just £300k (discovery payment excluded). It is not unreasonable to say they will break even at operating level in H2 (see staff & premises overhead reductions). They have used the discovery payment to clear their short term debt facilities.

Why do they need the administrative and financial burden of being a public listed company anymore?

Can anyone offer an argument against this?

Has anyone experienced an MBO?

RP3406

[bones698] 15/7/2008 12:05

noticed the buying , it could possibly be shorts closing but i am just guessing, would have thought the share price would have risen otherwise. just popping that into the equation. i dont hold but the buying is making me look at this much closer.its either short closing or something is going on and looks like it may be good. good luck.

[lord santafe] 14/7/2008 14:56

massive buys again today. 3p easy by end of the week, imho.

Going to a new low is a great sign, for a mega rise. If these buys keep up then even 5p is possible.

[recto verso] 13/7/2008 19:44

Apparently the Buzz tv channel has a uk ofcom licence....So who are the Wilson's exactly ?

RV

[recto verso] 13/7/2008 17:43

MN,

Unfortunately we dont get many headlines.....

There is lots of potential with the technology and the growth of both the internet and 3G services. Cross platform would appear to be the future and Cellcast pretty well placed in the market. Lets hope the management have the right strategy in place now, or if not, that they are extremely close to doing so.

On a completely different note, I hear the new i-phone is out, although it doesnt support flash videos, which I thought was a bit poor.

RV

[zoo123] 12/7/2008 20:19

Hi,

It's worth looking at the individual comapanies to see if you see unappreciated value, where other investors don't -the secret to all good investments.

No doubt there's a few bad choices of either investment or timing, but many [of mr. cravens investments] will still have great returns if invested in around now or if they go lower in share-price.


cltv might be more of a business then the headlines might tell.......


Yours kindly,


MN

[moneymaker6] 12/7/2008 14:56

Hi the analyst. I'm not aware of any more. I believe this is him. Seems to build equity positions to gain a position onto the Board. With >20% and his credentials its a possibility here to or he could be valuable for any attempted MBO. Opinion only.
NEIL E. CRAVEN has served as our Executive Vice President, Infrastructure
Development & Bandwidth Sales since March 1998 and has seven years of experience
in the telecommunications industry. From 1995 to 1998, Mr. Craven was a member
of the management team at 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. 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.

[the analyst] 12/7/2008 14:07

Hi moneymaker, yes recent performance has not been good and that is probably an understatement looking at the charts below for LNG, BTG, LNG and CLTV.

Are there any others?

I guess that many would look at his performance and see a huge profit on one investment (QXL/TRAD) which made a fortune and then since then, just a series of very poor investment decisions. Did he just 'luck-out' initially? Does he have any investment prowess at all? It's difficult to know - he's reported to be a 'professional investor', so I would like to know what his return has been over the past three years.

One thing I have heard is that he is in communication with the CLTV board (as you would expect) and is excited about the prospects. Make of that what you will...


Bright Things (BTG)



Leisure and Gaming (LNG)



Cellcast (CLTV)



Medsea (MEA)



and then the good one:


Tradus (TRAD)

[moneymaker6] 12/7/2008 12:27

the analyst, i'd be happier with NC's increased interest 'if' you can show me one of his recent success stories. It appears he's maybe not the best stock picker in town.

[lord santafe] 11/7/2008 23:26

saddays lyed to my reply when I questioned the buy earlier today. Still I am surprised how no one took the last chance to top up their holdings on the back of such a large buy.

I know things are not clear by a long way, but this is a better punt than going to the casino to double your money.

[the analyst] 11/7/2008 17:27

Well, if he can repeat his QXL/TRAD feat, we'll all be very happy bunnies indeed...

If only, LOL!

[digger27] 11/7/2008 17:14

ta - Let's hope he knows what he is doing and it was an inspired buy.

[the analyst] 11/7/2008 16:55

No problem, had presumed the posts must have crossed.

The main thing here, is that Craven is topping up, despite the looming ofcom decision. Hopefully, this indicates how confident he is at the business plan going forward. I'm sure he knows a lot more about the state of the company than we do.

Released after hours too, so they are not trying to draw attention to it, which is interesting

[time to share] 11/7/2008 16:49

Sry the analsyt...never saw your post before i posted mine.

[the analyst] 11/7/2008 16:47

Anyway, excellent to see Neil Craven topping up!

[time to share] 11/7/2008 16:47

saddays re. post #973.

You got a great deal at £15k as you say, 10% discount, it would have cost me £16.5k+ and thats without dealing charges.
Ive held this share for a long time and read this bb often but your appearance today with 5 posts, 4 of which are ramping imte leaves me to wonder if your posts are lets say ...truthful.
If so then i will apologise, maybe its being stuck in this share that has made me wary.

[the analyst] 11/7/2008 16:45

Nice try on the claim that you bought the shares, saddays.

Your monkier suits you sir!




Cellcast Holding(s) in Company

RNS Number : 9335Y
Cellcast plc
11 July 2008

Cellcast plc
Holding in Company
Cellcast plc ("the Company") announces that on 11 July 2008 it received notification from
Neil Craven that his interest had increased to
15,287,391 Ordinary Shares in the Company, representing approximately 20.24% of the issued
Ordinary Share Capital.

[saddays] 11/7/2008 13:13

imte have 15-18p in cash and business is booming,streamlined and growth going forward.15p liquid assets.27-32p short term way overlooked and massively undervalued.not for long.

[saddays] 11/7/2008 13:10

just the drop seems overdone.been adding on I-MATE/IMTE over the last 3 weeks im hearing news is very close and mm,s are short.

[digger27] 11/7/2008 13:06

Strange how it's had no effect on the share price whereas a 50k (500 quids worth)sell plays havoc.

[the analyst] 11/7/2008 11:52

Yes, nice to see someone buying - welcome!

Any reasoning behind the buy, saddays, or just on a whim?

[saddays] 11/7/2008 10:39

profits from tan.

[lord santafe] 11/7/2008 10:37

Welcome to Cellcast and I have never seen such a large buy here, from one of us ADVFN holders.