Cellcast Share Discussion Threads

[recto verso] 11/11/2009 16:25

I agree 21 smithy, I also hold a long term view.

I have been a shareholder for years, not days.

[21simthy] 11/11/2009 14:35

RV.

If things as TA suggested have changed that means CLTV will make a lot
more turnover and profits then they have to issue a rns to notify of
a change in trading ?

Thats why i dont want to be out if/when/hopefully that rns hits !

[recto verso] 11/11/2009 08:51

Finally decided to place my cash into MDC, don't want to put all my eggs in the same basket and MDC seem to be turning around nicely.

Got a feeling that the share price may drop back a bit here over the next couple of weeks, if no news comes from the company. If this is the case I will buy more, until then lets hope the company keep up the good progress.

[recto verso] 10/11/2009 19:59

Yep, well done.

Surely they have to close the spread soon ?

[21simthy] 10/11/2009 19:31

RV.

Have i done something wrong ?

I said i would buy more if the price fell, the offer price to buy opened
at 3.25p and closed at 3.5p, that is what you call up or higher :-))

[recto verso] 10/11/2009 18:47

Thanks lyonst, i see analyst has already placed the link above.

.

[lyonst5] 10/11/2009 18:37

On plus today.

10/11/2009 14:08:47 3.50 7,142 NB 249.97
10/11/2009 12:52:30 3.20 50,000 O 1,600.00
10/11/2009 12:52:28 3.20 75,000 O 2,400.00
10/11/2009 12:52:25 3.20 75,000 O 2,400.00
10/11/2009 11:40:25 3.25 250,000 NB 8,125.00
10/11/2009 09:31:12 3.25 50,000 N 1,625.00
10/11/2009 09:29:46 3.24 12,000 O 388.80

[trixter] 10/11/2009 18:35

lots of trades on PLUS...

[recto verso] 10/11/2009 18:35

No trades today 21smithy, so where are your buys ?

Naughty MMs indeed lol.

Personally I can see the share price coming back to 2.5p.

[21simthy] 09/11/2009 20:08

I must be in a rush then recto, added another 50k today.

They are certainly trying to manipulate the price sideways at
best, i've not seen online limits as good as those and i've checked
a lot in my time here but i'm thinky medium term here, like the
potential that TA has shown and will sit on my hands.

Will only add more if if the offer drops, but as i've bought about
9 times now at 3.25p i think that price is good value if anybody
else fancies a try at those naughty market makers :-))

[recto verso] 09/11/2009 17:42

No i did not buy, i'm in no rush and want a good price.

If cellcast dont release news, then it is highly likely that the share price will slip back a little, as the MMs try to shake you out.

Ontheotherhand, if the share price goes up, great !!! I have enough shares to benefit.

Happy to have some cash on the side lines at present.

[love it] 09/11/2009 16:00

Recto I take it you did not buy?

[lyonst5] 09/11/2009 15:54

I think they maybe a little undervalued at the current share price

[love it] 09/11/2009 15:34

had to limit order 25k lol got them nms 50k will pick more up when funds free.


you can sell 1.5 million on line at 3.13p whats going on with the 15k max buy limit ?

[21simthy] 09/11/2009 09:45

I dont like them especially when they drop their prices on all buys when
they are short, fair enough if they have a seller but not the case here.

I did expect wins to drop their prices when i bought 50k on Friday, there's
a person behind their prices and he obviously has moods too so he must have
thought lets play a game and drop the price, problem for them is i'm not a
seller and if nobody else is they will have to reverse in a major way.

You can actually sell 1.5 million online at 3.05p or 500k at 3.13p.

I'm sure that's enough to tell everybody the bad position the mm's have !

[lyonst5] 09/11/2009 08:25

21simthy, You'r pulling the tigers tail i see , the mm's must love you.

[21simthy] 09/11/2009 08:23

Picked up another 25k.

Quite incredible online limits on a 2.75-3.25p spread :-))

3.13p bid for 500k v 3.25p offer 10k.

Phone buys are 50k nms.

[love it] 08/11/2009 20:02

R V you had better be quick as there are a few that want stock. Me included. Topped up with 100k aver the last few days.


Dont post but buying

[recto verso] 08/11/2009 19:04

With recent progress on TV channels etc and India, share price of 6-7p should come in the short term.

NEGATIVE ISSUE : this comment is more for high management :

They really need to get new competent management in to run the websites, bring in new ideas and functionality to take the internet offerings to the next level. The websites are currently good but could be a heckof a lot better and bring in serious cash.

The guys in charge of running the sumo tv website totally fu*ked it up, for me the sumo concept failed for this reason alone. There is no point in creating great technology and ideas if the final product that faces the customer is total cr*p.

High managment need to bring in new talent and ideas to push the web offering, the current guys are okay but havent got what it takes to really fulfil the huge potential. What qualifications do the guys runnign the site have ?

I think I will send Andrew an email to voice my concerns.

That said, I will be buying more tomorrow, since at the moment the websites are merely an added bonus to the tv offerings. Obviously they could be the main product !

RV

[21simthy] 06/11/2009 22:03

lol

Last 5 trades including my 3 x 25k's !

Trade Date Time Price Volume Type Consid.
06/11/2009 16:14:58 3.25 25,000 NB 812.50
06/11/2009 15:50:28 3.25 25,000 NB 812.50
06/11/2009 15:21:55 3.25 25,000 NB 812.50
06/11/2009 15:11:37 3.25 25,000 NB 812.50
06/11/2009 15:11:34 3.25 25,000 NB 812.50

[21simthy] 06/11/2009 16:45

And you know why the market maker dropped the bid ?

Because they dont like it when you buy on multiple accounts at
the same time.

I bought 2 x 25k at the same time and wins dropped the bid instantly,
mm's are one greedy breed, that's their way of punishing you for
"trying to get one over them" by buying at the same time but for
different people, i also bought another 25k later on and would have
bought more had i not got drenched walking the dog so missed the close
but will buy more on Monday morning but settle for 75k more today.

The mm's have a extremely short book, they were bidding over the
mid price for size.

[lyonst5] 06/11/2009 16:17

Must be some big buy(s) to be filled, online limits 10k buy and able to sell 500k.

[recto verso] 06/11/2009 12:27

Just picked up a few more and will continue to do so whenever possible.

Glad I have continued to average down over the last year or so.

Company is extremely well placed in the participation tv and porn markets. The web sites (functionality and offerings) are certainly improving and should attract more users.

Observation : Do you think the flux of the "more popular" girls leaving Cellcast of late has anything to do with Cellcast trying to sign them on "exclusive contracts", or simply the competition poaching ?

If the later, I would guess that the competition are paying very good money and if so, hopefully won't be around for too long.

The best part is that Cellcast continue to run the "more popular" girls web sites, even if they ae working on competitors channels. Obviously there is no shortage of good looking girls and cellcast would appear to be trying to recruit them directly (via ads on websites).

As others have said, Cellcast are in by far the strongest position as far as number of TV channels are concerned (Freeview 4 channels Vs Rivls 1 channel).

I'm hoping for 5p by year end.

Buy on the rise.

RV

[the analyst] 05/11/2009 22:32

So, in summary:

- The Sky channels can remain as they stand and they alone should see us trade at a small profit

- We now have Freeview on top of that, which could add £1m to the bottom line

- We have the Freesat channels being introduced before year-end, which again, will just add to the profits. Any thoughts on how much profit they will bring in?

- Then we also have the new ventures, like iPhone Apps, new websites, the advertising drive we are seeing for the web channels etc...

- Plus, we have Cellcast Asia on top of that, which has recently moved into profitability. The Chairman told me he wants to exit in 2010 and is hoping it will make 'millions'. I don't know if that opinion still stands true, but it's another possible windfall to take into consideration

How all this will affect the share price and over what time scale we see a re-valuation is anybodies guess.

We know there are still risks, but things are looking much, much better. Even for those that invested at much higher prices...

Good luck everyone!

[the analyst] 05/11/2009 22:11

So, the tricky question - with all these developments, what can we expect the share price to do?

Well, in the short-term, I think it's really difficult to determine. The company are obviously reluctant to release the news to the public until they have been through the documents with a fine-toothed comb. Even then, they may not release anything unless they absolutely have to...

The question is, will people see what is happening and invest now, or will we have to wait until figures start to come through. Do investors need to see it all in black and white in the accounts document before investing? How long until the price gets back to a more satisfactory 12p+ level? (remember, that would still only represent a market cap of £9m)

If we have to wait for the accounting figures, then we are looking at September 2010. By the end of this year we will have the 'full house' of channels up and running (that is, Sky, Freeview and Fresat) - So, it will be the period from Jan 1st to June 31st where we will first see the recent progress fully reflected in terms of profitability and cash generation. Those results will most likely be released in September 2010

It's hard to know how and when the market will finally react....