Cellcast Share Discussion Threads

[zoo123] 04/9/2008 06:01

Hi,


....But what about the content-licensing/distribution and the mobile availability in France, etc.



Kind regards,



MN

[ldmachin] 04/9/2008 00:24

CLTV need to sell the sumo.tv side of the business. It was a good idea, but badly executed... and now it is practically defunct. The website www.sumo.tv doesn't even get updated anymore by the editorial team.

Get is sold off, £1million will do, which is a fraction of the money cellcast have thrown at it. Getting it sold off will at least get some money back, and also remove the costs of sumo.tv from the balance sheet.

The rest of the business looks fine.

[the analyst] 03/9/2008 22:15

Vacancy: Studio Technical Moderator
Employer: Cellcast
Location: London [view map]
Duration: Permalance after training, starts asap


Cellcast UK is an expanding interactive TV company based in Central London.
We broadcast an increasingly large amount of live and pre-recorded material from our studios onto a number of channels.

Working within the Operations Department candidates would undertake daily tasks such as maintaining equipment, storage and studios, also setting up and providing live support to shows among many other tasks. Candidates will be trained as studio based operators and will help to produce, as well as technically moderate live shows.

Prior technical experience is a plus but not essential; candidates however should have a basic knowledge of broadcast equipment such as cameras, microphones vision and audio mixers and lighting as well as having good IT skills.

Candidates should posses a keen attitude and a willingness to learn. The job can encounter high pressure time sensitive situations, therefore a positive way of thinking and good people skills are a must.

Candidates should understand the heavy learning curve that the job entails and be dedicated in trying to learn and adapt to processes and changes that frequents the department and the position.

Candidates should be advised that some of our content is of an Adult Nature and that the position includes shift based work including nights and weekends.

Please send your CV via the online form.


Apply to: Matt Humphrey

Applications only via this form.


Ad created by User 338278 on 03-Sep-08. Expires: 17-Sep-08. [edit/stop this ad]

[the analyst] 02/9/2008 18:09

"Cellcast Interactive India is the pioneer in developing integrated participation content in the fast-growing Indian mobile and interactive TV market. We use traditional media like TV, News Paper & Radio for customer acquisition and new media to enable customers to pay-and-participate. We have successfully executed its unique business model in India and are experiencing rapid revenue growth. A good example is one of our product Bid2Win, which has already received 30 million responses from 2.5 million individuals in a span of 1 year.

Cellcast's content is distributed on new as well as traditional media with real-time participation enabled through SMS, IVRs, Web, WAP & 3G. With TV as mass medium and Print, Internet & Radio too used extensively, Cellcast's content has strong revenue generating capabilities. The Cellcast India has already created a strong track record in this arena. Cellcast India has rapidly growing operations in several countries like Sri Lanka, and Malaysia.
"

[the analyst] 02/9/2008 18:09

Just a few older pieces, to pass the time:



"Cellcast
In the new era of participatory entertainment, Cellcast has developed innovative strategies for integrating mobile content into the multi-channel TV environment. Cellcast's first TV series launched in mid-2006 and became a landmark in the Indian television industry. The company is a pioneer in developing integrated participation content to address the entertainment demands of India's 112 million TV households and 165 million mobile phone subscribers. Cellcast applications and programming are already building new traffic for mobile networks and generating significant revenue for broadcast partners in Europe, South America and Asia. "

[the analyst] 02/9/2008 18:06

Wonder how Canaan are getting on with the next round of funding for Cellcast Asia?

Certainly, they are continuing to invest and raise money for start-ups, which is good to see and indicates that the credit crunch is not affecting them. If anything, they seem to be investing more.

Article mentioning the previous Cellcast Canaan deal:

A spin-off deal with VC backing could take months to close. Canaan, for instance, took more than five months to ink the Cellcast deal. "One has to manage the objectives of each investor well and it takes a lot of upfront effort to make sure everyone's in sync," says Canaan managing director Alok Mittal.

[bones698] 02/9/2008 12:48

lord lmao 20p just because we finally have a blue day is a little optomistic althought having looked at the figures it isnt out of the question. lets just hope ofcom make a favourable rulling although the delays will help cltv . with that news and something positive from asia this may well rocket, just a lot of if's and buts until the news comes.still holding for a little gamble and i think i will do well out of this :)

[lord santafe] 02/9/2008 12:34

CLTV up today and I now expecting 20p long term target price if the OFCOM decision is in CLTV's favour. If not then we should demand CLTV fold up and return us at least 4p after redundancys paid etc.

[thinktank] 28/8/2008 13:34

I feel really sorry for Neil Craven and I hope he hasn't blown all of the money he made on qxl. I like to see a small PI do well and the implication from the LNG CEO that he has become yet another forced seller in these markets is a shame.

If only he'd just kept a bit of cash to one side he wouldn't be having to make these small sells to keep going. Unfortunately, the result of him selling at a loss is a complete lack of confidence in any company he has shares in. I guess one could argue this is just naivety from an amateur PI that has lucked out and he has just gone over the top in buying into any microcap he can get his hands on and is now suffering.

Makes me think though, whether small investors like this should be educated in personal finance so they don't have to keep dipping into what should be long-term investments to fund their lifestyle.

Good luck to all investors here, especially Neil. Keep your head up lad, you might find yourself in a position to buy again one day. Don't lose hope!

[thinktank] 28/8/2008 13:05

Neil Craven now selling LNG shares, as he did with CLTV a little while ago



The CEO of LNG, Richard Creed has revealed that is it because he has 'suffered' during recent times, indicating he is desperate for cash, nomatter how little

Here's the quote from him

Cliffyburger - 27 Aug'08 - 16:40 - 3721 of 3804

"On directors share issues, my acquisition coupled with Philip and Gabriel
acquiring shares demonstrates our commitment. It is regrettable that Neil
had to sell, however, the stock market has been horrendous and I am aware he
has suffered. This has not altered his commitment or support to the Company"

[lord santafe] 26/8/2008 08:45

A buy last Friday @1.2p and another buy today for 1.2p.

For 1.2p their only paying 0.5m for a company with 2.6m in cash and investments that has no debts.

If a favourable OFCOM decision then the 10p long term potential is here again. If the OFCOM decision does not go to plan, then shareholders can request a winding up of the company, and make Cellcast sell off their investments and a return of all of the cash.

Just try not to be tempted by the other bargains out there, while this company is looking so cheap. The last one for me like this was FPS, which is now suspended @0.45p, and is looking hopefull of a return in JAN 09 of at least 0.9p per share.

In this credit crunch companys full of cash and no debt are definately the way forward.

[rp3406] 19/8/2008 22:29

Yes thank you for those posts Analyst - an interesting read.

RP3406

[davidruk] 19/8/2008 21:34

Analyst

I visit this board everyday and just occasionally learn something of genuine interest.

Many thanks

Dave

[the analyst] 19/8/2008 18:46

Well, I guess there is potential for one of the huge american 'adult entertainment' businesses to get a hold of the IP, websites, the brit girls, the EPG slots etc. Even if ofcom decide the channels have to be encrypted there is big potential for a company that wants to expand their offering to the UK, through acquiring Cellcast

[the analyst] 19/8/2008 18:40

Reading that again, it sounds a bit like gloating, but I'm just trying to illustrate the point that there is potential, should the directors run the company well. I only kept hold of some of those ASC, if only I'd kept them all...

Hopefully the markets are reaching that 'value' point in the cycle again. I suspect there are more falls to go in these markets, but once the banks are completely out of their current mess, it will allow the new bull run to really begin in earnest.

It is interesting to note how many AIM companies are being bought out by directors or other predators. I see deals going through almost every day in the rns news flow, whereas six months ago there was very little activity. There is certainly a lot of value out there to be had for the patient investor that has survived with funds remaining to invest...

[zoo123] 19/8/2008 18:26

Hi,


Thanks The Analyst very very much.


"when I was first buying ASC at 5p, I didn't expect to be still holding some years later at 330p."

Very smart, that was just after the dot.com bust/post-sept/11/01 depression had finished, and almost at the exact point of the recently ended bull-run ;)

Wish I'd the money at the time.........


As for Cellcast, can you think of anyone who would buy it, for what it does, seems a pretty shallow selection of trade-buyers, and maybe some private-equity for the steady cash-flow.


I also think that there's more there, potential, that can be built on, rather than just building it up to sell on relatively quickly. The mind-set of predator and prey is quite different!



Kind regards,



MN

[the analyst] 19/8/2008 17:25

Hi MN

I did manage to speak with Neil after the AGM. A very nice chap. As you would expect, he thinks the company is extremely undervalued based on the assets and is very frustrated by the share price. The main concern for everyone at the meeting, including directors, was to get the group as a whole reaching break-even and then generating cash. The board were confident they would do this by the end of the year. They may actually have reached break-even by now. I don't know

I left the meeting far more optimistic than I was feeling when I went in, but still concerned about the effect of the ofcom decision.

The directors pointed out that there is considerable asset value in the form of Cellcast Asia, just in the same way there had been the EPG slot asset which they extracted value from before. Cellcast Asia are only company in India doing what they are doing and I have a feeling that there is quite a bit of interest in that business

Having spoken to several people more recently (including Neil Craven), I have been reassured that the directors really do have ALL shareholders interests at heart and are 100% committed to generating a return to investors in the mid-term

The goal is obviously to achieve an exit at some stage over the next two years and my guess (from what I could gather and it is just a guess) is that they would like to have the company valued at 1 x revenue plus Cellcast Asia value, + the technology. I don't know what that would be exactly, but it is well over £15m

First things first though, we need ofcom to give a fair decision, or UK revenue will (imo) fall through the floor, leaving them loss-making once again. The directors made it very clear that they do not think that the ofcom ruling will affect the business much, if at all, irrespective of which of the 'options' outlined they choose. This is where my opinion and theirs differs, but I hope they are right and I am wrong!

A market cap of £15m would equate to a share price of 20p, by the way. I don't expect to get that in my wildest dreams, but then again, when I was first buying ASC at 5p, I didn't expect to be still holding some years later at 330p. It's unlikely, imo, but these things do sometimes happen and we can but dream...

[zoo123] 19/8/2008 16:09

Thanks TA,


Ooh, would they have a public profile, or would you know any details about them/their holdings [the PI]?


Did the company/people come across as optimistic, as if they were holding something back, etc.?..........
How about, as the largest external investor, Mr. Craven's outlook/attitude?


I appreciate the intangibleness of my questions!


Thanks in advance.


Kind regards,


MN

[the analyst] 19/8/2008 12:15

Hi MN

All the board turned up, as did Neil Craven and one other private investor with a large holding

[zoo123] 19/8/2008 12:04

Hi,


The Analyst, or anyone else who attended the AGM, were there any substantial share-holders there?

Who was, from the board?



Thanks,



Kind regards,


MN

[ldmachin] 15/8/2008 10:23

michaelmouse,

Good luck pal. Plenty of other stocks out there worth investing in... If you do change your mind, as you can see from trades going through, the spread in reality is very small... not the reported 1p-1.75p.