Cellcast Share Discussion Threads

[the analyst] 16/12/2008 23:58

There is a common trend running through nearly all of the online shopping programs out there - the english accent!

You could be on to something, LDM...

Would be much better if they did it through licencing the format and providing the technology for an up-front fee (i.e. a zero risk strategy), with just a small revenue share on top. Would not like to see them go for such a thing by themselves. Firstly, there are many problems for a British company to start up in the US and secondly, we know how badly Cellcast have done in attempting to operate overseas in the past...

[the analyst] 16/12/2008 23:05

Could do very well in the US, they still love the British accent over there.

Not sure if something like that would be allowed on their cable, though. I certainly didn't see anything like that on TV when I lived there

[ldmachin] 15/12/2008 13:19

21st Century Media Company,

For one with allegedly so much... you really are very bitter individual ;-)

Oh well, money can't buy love... but at least you're trying...

[the analyst] 15/12/2008 11:52

I wonder when we will get an update about Cellcast Asia? - based on the current exchange rate Cellcast's holding was worth around £3.5m and at the AGM, the Directors seemed to think it hadn't lost any value (they seemed to suggest the valuation should be going up). Of course, with the way the economy has gone of late, it's very difficult to assess.

Hopefully, we get news of funding soon...

[the analyst] 15/12/2008 11:43

Netplay have just acquired channel 48 for their bingo and roulette channel, which I would say is good news for cltv.

Netplay will be marketing the channel and so it will being more people in, looking around that area on the EPG

[21st century media company] 12/12/2008 19:29

LD Machin

You really make me cringe.

LNG - still holding over 1m average 6p - even if they take 3 years to reach 10p, that's still a terrific annual return - it's called investing, not playing with pocket money as you do.

WLW - lost about 15% - big deal - who didn't get caught on something post Aug?

GVC - bought recently at 90p and 100p - the mid price is? 100p.

I've substantial assets in the UK, France, Thailand.

You are an arrogant, deceitful, slppery toad who will soon be getting his just deserts. You know what this is. You built your own gallows.

CLTV can't make a profit, even with OFCOM favourable regulation - 5 years at it should tell you something - 3G has not & won't produce meaningful revenues required to support a higher share price - no one uses it - just a niche market - a tiny audience who get bored & move on - obvious really.

You say CLTV's output is regulated by OFCOM as if that's a guarantee - you're missing the whole point - it's those very regualations that OFCOM are sekking to change - the whole business model is at risk and could get flushed down the toilet alongside your pathetic £500 investment.

Why do you think Neil Craven has not bought any more at these cheap prices - I expect he knows a lot more about it than you & has decided against throwing good moeny after bad.

ENJOY!

[the analyst] 12/12/2008 10:39

"The Sun drops ads for premium-rate adult services

Article Type: News | Author: Alex Farber | Source: NMA magazine | Published: 11.12.08

Adult ads putting off other advertisers, it fears, while sector moves to eliminate dodgy premium rate service providers. The Sun has dropped all adult mobile content ads ahead of a move by the industry's largest aggregators to wipe out unscrupulous premium rate service (PRS) promoters. The newspaper, which distributes 3m copies a day, is a valuable channel for mobile content services. But it decided to stop running the lucrative ads for adult services last week"

[21st century media company] 08/12/2008 20:16

LDMachin

Earlier today you were pumping Sumo, now you're admitting it's loss making & has been put on the back burner. Sumo IS part of the UK business - so you have contradicted yourself already.

12m in revenues and still loss making, says it all really - same with all these types of companies - tiny margins, high costs ect: Yoomedia had revenues of 25m in 2005, market leader etc: means didly squat without a profit - no profit means DILUTION, the amount of dilution depends on the level of losses.

The fact that the UK business is not new & has been going for 5 years surely tells you something? You can't keep making excuses - the revenue is not there to support the costs of the business - simple really, lke 2 + 2 = 4.

I'll say it again - 3rd rate soft porn has a limited shelf life as the tiny core of users realise that they can get it for free online if they spend a few mins looking for it - then that's it - the audience had gone. No replacements as the country is full of Gordon's hard working families. These people do not watch smut. So once a few sad blokes wise up then it's all over, no more porn revenue.

Craven bought millions of these around 5p - back his judgement do you?

The share price never lies - a paltry 0.4p bid & less for any decent size trade - looks like I'm right & the market agreees with my assessment of CLTV.

[ldmachin] 08/12/2008 18:08

21st Century Media Company,

Sigh. Cellcast recently used the money raised from the channel sale to pay off all short-term loans. They are good debtors... they also have assets in their EPG slots (they sold one to Discovery for £1.4m) and Cellcast asia still has a value of £2m+.

If you actually have a word with the CEO like i did. You will realise there will not be a huge increase in costs... The girls/production staff are paid per night. EPG costs are fixed per channel per year. It's just a case of using the girls time as much as possible and getting the current content outputted on to as many formats as possible... freeview, 3G, etc... which will increase revenue, which will lead to increased margins.

If the ofcom decision goes Cellcasts way, this could be one that could deliver big shareholders returns in 2-3 years time. Neil Craven could do with some luck on the markets...

One to watch with interest.

[21st century media company] 08/12/2008 17:51

They owe Headstart money and have no way of paying it back, other than massive equity dilution - FACT.

I doubt Headstart will advance the company even more money - throwing good money after bad is never a good idea, particualry in these uncertain times - Headstart can tear up the agreement at any time - bit like a bank increasing the overdraft on a small business overnight by 100% - up 2 them really.

You can be certain there have been additional develpment costs involved with all those niche new projects you mentioned earlier - these will be very significant - so forget about the sumo savings swinging the company into profit - the cash burn rates for the new projects will be high.

Even if Ofcom DO rule in favour of the company, nothing has changed for the better financially - all we have is the same company with good products, costs already cut 2 the bone but with no way of increasing margins - so still a loss making company.

Ofcom won't make any difference - it just prolongs the agony.

Investing in CLTV is a rather like watching a slow moton car crash.