Cellcast Share Discussion Threads

[james t kirk] 04/2/2010 07:58

That should underpin the price very nicely. 7p on the cards for today..

[sos100] 04/2/2010 07:05

results out for Cellcast Asia

400% increase in revenues

[recto verso] 31/1/2010 13:57

Finally, after years of holding and topping-up, we are reaping rewards.

I have identified a new share that I believe will be the next Cellcast...

IFM..check it out.

[zangdook] 31/1/2010 02:07

This may have changed by the time you see it, but CLTV is number 10 in Hargreaves Lansdown's most viewed shares list - normally all big caps like the banks

[thesageofsaint] 30/1/2010 10:35

Kiop

I put 2 and 2 together yesterday and rewound some posts to find your message - thought it might have been you. CLTV has a considerable way to go. As you know, I have held for what appears to have been an age expecting this recovery. I will give you a call to discuss this and matters general.

[trixter] 29/1/2010 12:02

With CAH going so well, are they planning on new ventures/partnerships making use of their technology? Could add significant value.

[topgunns] 29/1/2010 11:59

From my numerous conservative posts you know I'm not a ramper. But I have to point out the obvious. We are going to 13 pence and more likely 20 pence ie pe 15 on 1 million earnings. Opinions?

[limits wizzkid] 29/1/2010 11:54

Shake ?

Still bidding well over mid for stock.

Online spread now 5.51-5.5p ?

[metaphysicalman] 29/1/2010 10:45

the analyst

The accounts don't make it clear, its pretty off-the-peg wording around revenue recognition... intuitively (well, to an accountant at least) they should just be recognising the payment they get from the mobile operators... it would be like a farmer saying he sells his potatoes at supermarket prices, and one of his costs is the supermarket overheads and profit margin, in reality his revenue is whatever he gets paid by the supermarket.

But anyway, I think that given the figures in the interim results, showing Cellcast India to be profitable at PBT level since about March, the breakeven level is a lot lower than 10m calls per month...and the growth rates to the end of the year seem to be in excess of those I postulated in my T M F post which you kindly linked to in the header... so making my valuation look a bit cautious. Whether they can hit 50m transactions per month - really don't know. They've grown 5-fold in a year but to grow 5-fold again is many many times trickier. I'd say it's certainly not impossible.

Regards
MetaphysicalMan

[metaphysicalman] 29/1/2010 09:03

theanalyst

I agree that the transaction numbers are fantastic. One note of caution (although I am a big bull on this share, I want to be realsitic), those prices you quote are for the customer - if it works anything like in the UK, Celllcast will get an "outpayment" from the mobile network. In the UK, this ranges from 30%-60% of the customer charge, the percentage increasing as the SMS cost goes up (i.e. a 25p SMS will pay out 8p, a £1.50 SMS pays out 90p). It is this outpayment that would get recognised as revenue, I believe, and the margin should be calculated off that.

Regards
MetaphysicalMan

[limits wizzkid] 29/1/2010 08:53

Limits remain hot.

Sell 500k 5.5p, sell 375k 5.85p, buy 50k 6.25p

[philjeans] 29/1/2010 08:29

Two million NEW customers a month!!!!

Stunning.

[sos100] 28/1/2010 16:31

nice to get something right....almost a double bagger for me now but the market cap is still only 4mill

one to tuck away for a few months (or longer)

[slm2009] 28/1/2010 16:28

Could it be someone mopping up all the stock he/they can get hold of and hence a bid for the company can happen....Just thinking loud.

[limits wizzkid] 28/1/2010 16:20

Incredible limits.

5.5p bid for 500k, 5.65p bid for 375k, 5.95p offer for 50k.

[love it] 28/1/2010 16:09

Sell at 5.55p on line they are desperate.

[limits wizzkid] 28/1/2010 14:40

Sell 650k at 5.25p, sell 375k at 5.5p, buy 100k at 5.75p

[limits wizzkid] 28/1/2010 14:09

Real spread 5.5-6p

[notaclue] 28/1/2010 14:07

This used to be my dog share holding and decided to top up at 1p after buying some a couple of years ago at around 3.3p...what a great turnaround and it looks like it's only just beginning!

[topgunns] 28/1/2010 13:52

Yeah baby Yeah. 8p is my prediction

[limits wizzkid] 28/1/2010 13:42

Check these out.

Sell 650k at 5.05p, buy 15k at 5.5p

7p+ next week

[james t kirk] 28/1/2010 13:13

And look at the growth of the business, five fold in a year..