Cellcast Share Discussion Threads

[mister md] 04/2/2010 11:39

but they only own 37.5% of it?

[trixter] 04/2/2010 11:33

lyon - the $2m CAH profit is for 6 months only...so going forward annualised profits next year will be...?

[lyonst5] 04/2/2010 11:15

If you calculate the value of CAH using a P/E ratio of 10 that is $40m and the cltv 37.5% share equals to $15m. As mentioned before though Indian shares usually trade on P/E of 20 so $30m or just under £20m value to cltv. So trading at a mighty good discount at the moment and you get all Uk operations thrown in for free. The future looks bright.

[trixter] 04/2/2010 11:02

slm - yes, but think what they could sell CLTV for if the bottom line improved? Don't they own 30% (?) and .3 x big mkt cap = ?

[slm2009] 04/2/2010 10:46

trixter....... Why share the cake when you can eat most of it by ur self......comes to mind..:-).....imho....dyor.

[trixter] 04/2/2010 10:39

slm....so it is in their gift to reduce those fees and make the bottom line look very good for CLTV?

[love it] 04/2/2010 10:22

Big seller taking profit at the MO who could blame them. Waiting game really

[slm2009] 04/2/2010 10:05

trixter : because it looks like directors pocketing some of it via companies called SMS and Tele something company which owned by boys at the top and never tells clearly why and what services they provide and charge hefty fees. I believe few well informed ppl here haev tried to find out but not much luck. Weldone to boys at CAH...imho....dyor.

[topgunns] 04/2/2010 10:01

To clarify, worth 20p at this exact moment. 50p is target for later this year/early next.

[trixter] 04/2/2010 09:45

...always did remind me of QXL.

If they can really improve margins on UK operations, there would be a huge re-rating. UK revenue is good, but why are margins so poor?

[topgunns] 04/2/2010 09:10

Wow, yup 20p a share is new short term target. I said 13p last week but 2 million profit from cellcast asia+ circa 0.5-1 million from UK operations = 2.5 million profit at PE 15= 37.5 million market cap.

Share price target 50p. Yes I said it. Let me just check those numbers again....

[love it] 04/2/2010 08:40

This just gets better and better lol

[james t kirk] 04/2/2010 08:32

Great info,

Onlien limits:

Buy 250k @ 6.7p
Sell 250k @ 6.66p

[gdasinv2] 04/2/2010 08:26

I am from India, I know they have signed contracts with Airtel india and NDTV. I bought some shares for my son today, They have a huge office in my state employing 300 peoples.

[lyonst5] 04/2/2010 08:15

nickduck, Well said i was just calculating myself along the same lines. If we were a oil company i say we have just hit a gusher.

[nickcduk] 04/2/2010 08:13

Feeling mightily aggrieved that the scum running CLTV hadn't bothered to tell us of how well the Indian operations had been performing. Those shareholders who sold out near a 1p won't be too happy either.

[metaphysicalman] 04/2/2010 08:12

Oh wow! I don't normally get so excited about a share but WOW! Blows all my estimated out of the water. I think this definitely underpins at least 20p per share, and that is definitely not ramping, that is still cautious.

theanalyst - well done on holding through all the bad terms, your 2.9% is looking like a goldmine now!

[still waiting] 04/2/2010 08:10

this looks like a gusher, well done guys.

[nickcduk] 04/2/2010 08:09

Forget 10p. Look at the metrics here. If you annualise last years second half you get 4m in profits or about 2.5m sterling. CLTV share is around 0.95m. On a strong growth trajectory and with the company saying they are heavily operationally geared you can easily see profits doubling or more this year. That would mean CLTV are on course for about 2m in profits for their share. Put a p/e of say 10 on that and you get a value of 20m or about 25p. Even if you just use last years figures and annualise it you would get 12.5p.

[kiop] 04/2/2010 08:08

Fearsome results, extrapoloate only 200% growth again over the next 6 months..Bigger uptake of mobile usage by new phone customers and in fact another 400% is very likely, thats minimum profit of £8 million.. Not bad..

[sos100] 04/2/2010 08:06

already up 33%

have a good day all!

[philjeans] 04/2/2010 08:05

My short term target of 10p doesn't seem too fanciful now!

It did at 1p!

[kiop] 04/2/2010 08:03

more like 14p

[lyonst5] 04/2/2010 08:01

Morning all, i see we have had a nice rise the past couple of weeks that i have been away and now i really think we have a licence to print money with CAH. :)