Cellcast Share Discussion Threads

[burgerbarwomen] 04/6/2010 10:03

Topgun

The share price spiked pre results on CAH specualtion.

Now the cats out the bag... BOD intend selling down CAH to fund UK opps and overseas... the dream of 20p/40p is now history.

Have the BOD ever made a sustainable profit from UK/overseas? No!

The BOD will now use CAH as a cash cow, milking shareholders dry.

I wish you luck with your investment.

[topgunns] 04/6/2010 09:55

The share price spiked directly before results and is now back where it started.

Speculation on results. Hmmm? Maybe? Obviously? Case closed.

And as for saying "I will not allow". You are NOT the police.

Essentially, as you state yourself, you don't get my point.

[lyonst5] 04/6/2010 09:54

Also on the win win theme.


"The success of Cellcast's Indian venture evidences the inherent value of our
model and technology. As a result we have been approached to license our
technology and formats within a number of other international markets which we
are considering on a case by case basis provided such ventures require minimal
investment and can be managed within our current resources."

[lyonst5] 04/6/2010 09:52

At £3.5m market cap, it would'nt suprise me if CAH don't buy us out and get their 37% back and get themselfs into the UK market and not forgetting also CME.

[mister md] 04/6/2010 09:52

would've preferred them to increase stake in India rather than decrease it - especially as mobile subscriber growth still continiung there.

sold half my holding yesterday, hanging on to the rest, but not expecting any big moves in the shareprice in the coming months...

[davydoo] 04/6/2010 09:52

I agree lyonst5, nothing has changed, except a chance to pick up more shares at a slightly lower level than last week, so i did just that this morning.

[burgerbarwomen] 04/6/2010 09:50

I don't see your point? So what?

The share price sank by 31% at one point yesterday so maybe the market agrees with me?

It ain't going bust coz they can use CAH as cash cow for years but.....

I will not allow you or others to claim the UK opps are profitable when they clearly are not...

They don't expect UK opps to produce meaningful cash flow this year...

[topgunns] 04/6/2010 09:36

Burger,

At the risk of sounding like a broken record.......

Share price has multiplied by 10. The market agrees with me, not you.

[topgunns] 04/6/2010 09:14

So lets go through it. Company can't go bust. We wanted to know how they would monetise CAH stake and they told us. UK operations profitable. CAH expanding well.

And the problem is?????

[watchout2] 04/6/2010 09:13

I could not see the argument about using Cah funds for investment elsewhere !

That removes the need for constant placings and dilution like most other aim
penny stocks are rife at !

[lyonst5] 04/6/2010 09:12

I see we had some people throwing their toys out of the pram yesterday. So i hope now the dust has settled a little. I am very surprised at the response to the results ? If you go over last years results and the trading update it all seems to be falling into place, with the UK side of things turning profitable after the large investments. We know CAH is very profitable but because they did'nt include any figures so it did'nt get our pulses racing as expected.
As to the possible selling down some/all of our CAH stake, i would of thought we could command a good price for it. So i don't see any problems with the results. I am a little dismayed at the reaction though.
In my book nothing as changed, it looks like a win win situation to me and more than happy to hold and add more if there is anymore sillyness in the share price

[the analyst] 04/6/2010 00:22

Looking at yesterday's statement, the most prominent thing to leap out the page to most of us was the proposal to sell down the CAH stake. Of course, it spooked the market and caused the share price to fall.

If they do decide to sell some of their CAH stake, the thing that really matters is the price they get and how many shares they decide to sell. I'm sure most holders would be happy if they sold 7.5% for a couple of million to pay off the debt, get some cash in the bank and still retain a 30% holding going forward.

Whether they do anything that would be to the benefit of all shareholders, though, is up for question, given the history. They 'could' just sell CAH on the cheap to friends and family, if they wanted to...

What I do find interesting, is the fact they decided to mention the fact they might sell down their CAH stake at all. Obviously, they knew what effect that would have on sentiment and what effect it would have on the share price.

So, if you are sceptical of the Directors then you have to ask why they put that paragraph into the results

From a personal perspective, I remember the time when the shares were at rock bottom. One of the Directors told me that things were going badly, recession was hitting customers, blah blah blah. Presumably to get me to sell-up?

As it happens, instead of selling when I was told how bad things were, I decided they were lying and topped-up. The shares went up 10-fold and results did not indicate they had been hit badly by the recession at all. Go figure!

CR is correct (imo) when he says not to believe a word that the Directors say, but sometimes that can create opportunities to buy as well as reasons to sell

There is a lot in the results for both sceptics and bulls, imo, but only time will tell...

[the analyst] 03/6/2010 20:04

To be fair CR, when you complain about being slagged off, those posters were not regulars here, not long-term holders, but rather they were the guys that follow you around from thread to thread. You seem to attract them wherever you appear

Prior to your arrival in December the share had not really been ramped-up. Much of the upward movements in share price was down to kiop quietly accumulating. As far as I'm aware, the latest rise might have been down to him buying too.

Your 'followers' did not seem to account for any of the price movements, imo

With regard to the Directors, holders here had been criticising them (and the accounting policies) for a long time before you arrived - you really said nothing new that holders had not already discussed. You probably hadn't read the thread, so didn't realise, but you were simply agreeing with views already stated by the majority

That said, despite the Directors and their history, there is one piece information out there that could give some optimism for the company (and share price). I'm not commenting on it here, because it would single someone out and I don't want to do that. But let's see what happens on that one...

[watchout2] 03/6/2010 20:03

Bought Npe at 149.8p, sold at 169.3p, bought back at 138p and 142p, two
lots because they closed the limits to small amounts.

Should make a healthy turn tomorrow, maybe even enough to buy back Cltv
twice over.

Cltv remains a bargain CR, i dont play your games and turn deramper in
stocks i used to hold and like, remember the old Cltv thread, you were
ramping these to death at 70p+, you have some arrogance to return to
these threads attacking me, my tip here made 150% on some and 50% on the
last lot.

Your tip lost 90%+

Get out of that one !

[cockneyrebel] 03/6/2010 19:25

LoL - you were still on your pushbike when NPE news came out HateTrader, if you'd posted your buy on the NPE thread I might have belived you lol. Still, try to look good even when you're a disaster zone!

Topgun - I've only been here to warn others of HateTraders larks. He'll spend his days running about from thread to thread calling anyone else that trades all sorts of names yet he's at it himself all the time. Others are pump and dumpers, he's honest Dave, writing the wrongs of ADVFN.

I don't care about him trading, he can do what he likes but to spend his days calling everyone else 'pump and dumpers' when that's how he trades every share is just laughable.

Good luck with you CLTV - I posted my opinion here weeks ago and despite getting the slagging from HateTrader I've been proved right. All the dreamer numbers here about what punters were going to get from India was nonsense, the cash is all going to prop up the UK business.

Any contrary view on any of these threads and it's an instant slagging from those that don't want to even contemplete they might have got it wrong - good luck but most could have saved themselves a wadge by just considering what I was saying 'might be correct' a few weeks ago.

Cr

[clocktower] 03/6/2010 17:08

If and when there are any profits I expect the Mike Neville and the board will find a way to ensure stockholders are not the ones to enjoy the benefits.

The rampers have walked off with huge profits and I guess will now run it south and sell short.

[watchout2] 03/6/2010 17:07

CR.

Made a killing trading Npe with the Cltv money.

lol

Do your best son, i could not give a monkeys, i'll take you and all
your pump and dump squad on, that is why you ban me from your thread
because you dont want me to expose you as a serial pump and dumper (Sty)

[burgerbarwomen] 03/6/2010 17:04

Topgun

I don't think the story is intact... your CAH investment will be sold down by CLTV to fund UK opps

The management clearly don't think existing uk opps will produce enough free cash H2, hence the CAH statement.

In my opinion the story has changed......

[cockneyrebel] 03/6/2010 16:42

LoL - HateTrader this am:

"watchout2 - 3 Jun'10 - 07:55 - 2985 of 3016


If "positive" means profitable then it's a great turnaround.

Throw Cah in for free and you have a bargain.

Guess the mm's just see the overall loss, good times ahead.

Ooops - he's sold !

Mr Clean lolol!

CR

[topgunns] 03/6/2010 16:32

We have closed at the bottom end of the recent trading range. A tiny bit below where we were last week. Who knows what happens share price wise now.

The story is intact however and I continue to hold.