Cellcast Share Discussion Threads

[thinktank] 25/7/2008 13:16

This looks to me like Neil Craven wanted a seat on the board and failed. Why else would directors start buying shares from him, when he was only just buying on the open market two weeks ago?

It's very hard to know whether this is good news or not. I suppose it must be, because the directors are buying, but the fact that Neil Craven is selling is a slight concern.

[thesageofsaint] 25/7/2008 12:55

It would not be the first time a small cap's price has been marched down to allow for lower priced options to be granted at an 'apparent' premium!

[thesageofsaint] 25/7/2008 12:45

I bought another 55k today at @1.3p. This takes me to nearly 1% which is a big commitment for me. At least in the near term we may have reached a nadir from which to rise. The share options are appropriately priced to incentivise and gives me more confidence that we are still a going concern.

Best wishes

The Sage

[digger27] 25/7/2008 12:42

Ello bones, welcome to one of my infamous mutts. You can have mine for 10p each so I can buy a few more ros.

[bones698] 25/7/2008 12:29

just tried buying and quoted nearer 2 p so said no, i will wait thanks. looks like it has ticked it up though for you guys :)

[the analyst] 25/7/2008 12:18

"Cellcast Director/PDMR Shareholding

RNS Number : 9044Z
Cellcast plc
25 July 2008



Cellcast plc
('Cellcast' or 'the Company')
Directors' dealings and grant of options

Cellcast plc (AIM:CLTV) has been informed today of the purchase of 1,000,000 shares by SMS
Media Limited (a company controlled by
Harkness Trading Limited, which in turn is controlled by Andrew Wilson and Bertrand Folliet,
respectively CEO and COO of the Company), at a
price of 2 pence per share. SMS Media Limited is now interested in 10,680,062 shares in the
Company, representing 14.14% of the issued
Ordinary Share Capital. The shares were acquired from Neil Craven whose interest is now
14,287,391 shares in the Company, representing
approximately 18.92% of the issued Ordinary Share Capital.
The Company also announces that it has granted 400,000 options over Ordinary Shares in
Cellcast plc to each of Julian Paul and Michael Neville under the
Company's Share Option Plan and to Emmanuelle Guicharnaud under the EMI Scheme. The
share options are being issued at an exercise price of 3 pence. The Company has also granted
1,800,000 share options at an exercise price
of 3 pence to other key technical and commercial staff. Half of the above options are
exercisable after a period of 1 year from the date of
grant and the rest 1 year later.
"

[bones698] 25/7/2008 10:59

i think the reason for the fall is indeed that big rollover from a week ago.the mms are either going to make them pay for the shares or they are going to hammer them with the 0.5p bid.makes sense to sting them either way

[bones698] 25/7/2008 10:47

digger funny where people pop up, looking at buying at some point but its the old falling knife scenario here atm.

[digger27] 25/7/2008 10:14

Iv'e read and reread the results and for the life of me cannot work out why the share price is in a tailspin. Obviously something going on in the background of which we are not aware. Really peed off as I thought I was getting a bargain when I first bought in at 10p!!!
Now haven't got the funds or inclination to buy any more which could be a good thing.

[lord santafe] 25/7/2008 10:06

Thanks for reminding me about all Cellcasts great prospects. I just love to asume it may go bust since I averaged down here at 2.325p and it is just my typical luck. Just hope that by the time I have more funds, the price will be still under 1.75p to buy. Hopefully it will get stuck on the full 1.5p offer for a few more weeks.

Although it will not be as cheap as todays price of 1.390p to buy.

[bw123] 25/7/2008 09:56

Read results again

'Group revenues from continuing operations of ?12m in a challenging consumer environment with new growth driven by expanded distribution on the internet and a 400% increase in interactive 3G mobile video traffic

Gross profit from continuing operations increased significantly from a loss of ?249,000 in 2006 to a profit of ?889,000 in 2007

Group operating costs and expenses in respect of continuing operations reduced by 18% following rigorous cost-reduction programme

Operations in India, Sri Lanka, Malaysia and South-East Asia acquired by new regional venture formed by Canaan Partners, with the group's 37.5% retained shareholding valued at ?2.6 million against an investment cost of ?700,000

SUMO.tv, the group's incubator of multi-platform technology solutions and user-generated services, now focused on B2B opportunities to enable broadcasters to rapidly integrate UGC content with existing programmes

Deployment of SUMO technology within existing operations already capturing significant new revenues opportunities arising from the growth of 3G, IPTV, enhanced broadband, video mobile and wireless broadband services

Group received ?1.4 million cash payment from Discovery Networks in channel swap on the Sky Digital satellite television platform, resulting in a ?1.1 m profit in H1 2008

Repaid all short-term debt under overdraft and factoring facilities and renegotiated terms of Headstart convertible term loan facilities during H1 2008

Positive outlook in uncertain economic conditions, with the group's 3G traffic and revenue doubling since October 2007 on the back of increased distribution across Cellcast's television output.

Reorganisation and recapitalisation of Asian businesses into Cellcast Asia Holdings

Injection of $5.25 million into Cellcast Asia Holdings, by leading private equity house, Canaan Partners providing post-money valuation of $13.5 million, valuing Cellcast's 37.5% share holding at $5.1 million against a cost of $1.4 million

SUMO.tv achieves significant growth in web traffic and TV revenues, and developing co-venture opportunities accelerating the distribution timetable'

Hardly a company about to go bust...what a buying opportunity!!!!

[lord santafe] 25/7/2008 09:53

Nice buying today, so at least we know it is probarly the lowest price now, or other to that bust, imho.

[digger27] 25/7/2008 09:13

Looks like we've been turned over, no news no volume and down she goes again!!!

[lord santafe] 24/7/2008 17:32

50K sold for just 0.75p. Are the sells from anyone who attended the AGM?.

Even if all is not so good, there is always a future chance for Cellcast that apparently has no debt and only cash, to regain lost ground.

What the market is worried about is the company gradually burning away all the cash. However a placing then would be on the cards.

[darcon] 24/7/2008 17:28

Does anyone know what resolutions were passed?

[zoo123] 24/7/2008 16:38

Hi,


So didn't anyone from here go then!?



Kind regards,


MN

[lord santafe] 24/7/2008 16:28

Must of been good news, lol

[davidruk] 24/7/2008 11:37

Is that it? AGM - All resolutions passed!!

[zoo123] 23/7/2008 19:35

Hi,

the great thing about the modern connected world is that the regulators can try for as long at they can to pretend otherwise, but ultimately they're losing control of what people want and can get.


The channels of the sort that Cellcast is currently concentrating on (which in my opinion severely fails/under-values the potential of the company and the management) have been common across europe for many years, they all seem to be cheap quality where as Cellcast's channels provide better quality and diversified revenue.


CLTV's channels/talent even get peak-time media mentions from Chris Moyles on radio1 to C4.



It's a question of ambition and diversification, + creativity!




Kind regards,


MN

[lord santafe] 23/7/2008 18:33

MMS is going through the same cycle of looking like one of the worse shares in a long time. Stuck with 2 dogs CLTV and MMS, but I have faith in the long term, that both shares are greater than 10 baggers, IMHO.

[zoo123] 23/7/2008 18:30

HI,

Is the 3way cash guy a direct employee of Cellcast, and why the heck can't he make stuff happen for the other businesses inc. Sumo.

Thanks the analyst for the, uh, analysis/data!

Any of you going to be at the company tomorrow?



Kind regards,


MN