Cellcast Share Discussion Threads

[lyonst5] 01/7/2011 08:12

davydoo, Yes its myself ;-)

[davydoo] 30/6/2011 19:13

Lyonst5 is that you?

[mon28shaila] 30/6/2011 18:13

Anyone know who is Mr. Gary Lyons? Now one of the major share holder.

[davydoo] 28/6/2011 13:23

Im not an IC reader, but id be very surprised that they did a write up on such a small cap co.

[norbert colon] 28/6/2011 13:14

Does anyone have a link or the text from Investors Chronicle after CLTV issued they full year results afew weeks back - i guess they must have done a short write-up? I am not in the Uk at the moment and hence haven't had chance to read my copies. Nobby

[topgunns] 27/6/2011 12:02

almost worth a punt. i still reckon 1-2p

must be below NAV here

[davydoo] 24/6/2011 18:32

Thanks lyonst5

[lyonst5] 24/6/2011 08:24

Couple of things.

[recto verso] 15/6/2011 21:19

lyonst,

There may well be better investments than CLTV.

You have to admit that they continuously dissapoint and now they say that CAH margins are under pressure.

How do you think CAH will increase revenue and profit ? What is their strategy ?

RV

[davydoo] 15/6/2011 21:02

I bought another 100,000 today, very surprised to get the chance to buy at 2.88

[lyonst5] 15/6/2011 20:29

Recto Verso, Okay i'll best sell up and buy some of those Galleon's i guess.

[recto verso] 15/6/2011 20:18

Rubbish UK continuously disappoints and India is under pressure from competition.

Soon the 37.5% holding in CAH will be diluted.

RV

[lyonst5] 15/6/2011 20:06

Norbert Colon, I spotted your post while i was having a google of the Indian side of things, sorry if it came over as a bit of a rant. I regulary do a google sweep to see what i kind find out whats going on, currently its a mad recruitment drive . Also often noticed that people let slip what they are working on at the moment as well via Linkedin as well.


TopgunNS , well im taking a opposite view, the Uk will look to post a profit in this year. And i see CAH could be on the cusp of something huge. They can get 30-40 % profit margin if they stood still, its just that all what they are making is being ploughed back again at the moment. The commitment and drive in CAH is kind of breathtaking when compared to the UK operations. But alas we dont know how it could all end, i just look at the company a few years ago and now, its paid down its debts and seems to be digging its way out of the hole it was in. with the Uk side keeping its nose clean and maybe looking to get into other countries again with a more sober view of what they can achieve.

How could we value CLTV at the moment ? Its got thr UK side with its channels and its know how in expanding into markets like India.
Then we have our slice of CAH, which looks to be going to go huge, very soon.
with nearly 30% of CAH in the hands of it employees, i can see their motivation to get it big and fast.
So i would value it more than its market capital now.

Added 250k today.

[topgunns] 15/6/2011 15:10

Lyonist, i'm completely the opposite to you. Very downbeat about the company now. Notice that at the end of the statement, they even say that margins on the UK business are under pressure.

So UK business not growing, margins under pressure (all in the results)
Cellcast Asia-Margins falling hence need to buy and run own channels-unknown implications.

It's not a great investment story. I'm waiting for 1-2p i think before taking a punt.

[davydoo] 14/6/2011 18:49

For me as an investor here the priority is the UK business keeping profitable and cash positive, even if only very slightly, the value is in the CAH holding, amd a timely realisation of it, but i dont want CLTV to be a distressed seller.

[norbert colon] 14/6/2011 18:02

lyonst5. Sorry if I have missed the point / potential but have to confess to buying in on a bit of a whim this time last year and this is not my normal 'pick' in respect to investments (media / loss making / India etc) so am just trying to get my head around the potential that may be locked in here. How are you so informed in respect to CAH's current recruitment drive?

Its hard to get a feel for future gross profit margins etc. Anyone have any broker notes? I don't think any exist - not that i take them too seriously but can be a useful reference point.

Revenue increase means nothing without decent profits margins and keeping costs in check. On conventional valuation terms CLTV looks (IMO) to be a bit sick but for now I am holding and will continue to dig around for useful info.

[lyonst5] 13/6/2011 21:04

And how about this disapointing bit.

"The group's 37.5% owned associate company in India, Cellcast Asia Holdings ("CAH"), recorded an
impressive 83% growth in revenue."

Also worth pointing out that if you are getting this revenue growth and also that over 10 million new subscribers are added every month,maybe the tie in with advertisers is going to be inevitable. And its anybody's guess that what they are aiming for now with the huge recruitment drive and their own channels.

So,

With the Market Capital £2.5m. I would be filling my boots if i were in the managements position.....

[lyonst5] 13/6/2011 20:05

And if you get bored.

[lyonst5] 13/6/2011 20:00

"CAH seems like a disappointment."



Well yes it seems like they are sitting on their hands.

[norbert colon] 13/6/2011 19:54

RV

I would be interested in your views on CLTV given their recents results. I am a shareholder but am seriously considering whether to cut and run or in fact hold and top up if the price drifts a lot lower. Anyone you know going to the AGM on 28th June?

CAH seems like a disappointment.

[recto verso] 13/6/2011 13:42

Should get a free hand shandy more like (a monthly one), at least it will let them forget their financial worries for a few mintues lol ;)

RV

[topgunns] 03/6/2011 15:46

I think i'd be looking to buy back at 1 - 2.5p.