Cellcast Share Discussion Threads

[philjeans] 03/6/2016 14:16

I read this analysis on STAR today (which I also hold)
and wondered how this might come out for CLTV.

SO, READ BELOW FOR THE BACKGROUND AND METHODOLOGY AND THEN READ HOW IT TRANSLATES FOR CLTV;


Based on the PSR valuation model STAR is massively undervalued see below:

Lats 12m Sales 5000000
Shares in Issue 134000000
Sales per Share 0.0373
Current share price 0.0325
Current STAR PSR 0.871
Typical Tech Sector PSR 15

In other words a typical tech sector PSR valuation is 17 times higher than STARS! This illustrates just how undervalued STAR is based on the PSR model.

Worth noting Warren Buffet is a keen advocate of the PSR model to establish a companies worth

--

PSR Valuation


A valuation ratio that compares a company’s stock price to its revenues. The price-to-sales ratio is an indicator of the value placed on each dollar of a company’s sales or revenues. It can be calculated either by dividing the company’s market capitalization by its total sales over a 12-month period, or on a per-share basis by dividing the stock price by sales per share for a 12-month period. Like all ratios, the price-to-sales ratio is most relevant when used to compare companies in the same sector. A low ratio may indicate possible undervaluation, while a ratio that is significantly above the average may suggest overvaluation. Abbreviated as the P/S ratio or PSR, this ratio is also known as a “sales multiple” or “revenue multiple.”


Using the same calculation, CLTV valuation comes out at even cheaper PSR OF 0.14!!

Whichever way you cut it, CLTV is stonkingly undervalued!

[tomboyb] 02/6/2016 14:05

Oh dear - Looks like free float now substantially reduced at these levels -

2.40p no stock at all -

Again unless a seller appears -

[annonymous2] 02/6/2016 14:04

450k delayed buy started the shortage, could be lyon stakebuilding more squeezing the market

[tomboyb] 02/6/2016 14:02

At 2.30p now looks like hardly any stock -

Lyons may look to buy more or others may follow

[annonymous2] 02/6/2016 13:50

Cannot buy online.

They can have some of mine but only when this hits some kind of fair value.

Say 2.5 mil market cap for starters guessing that is around 3.25p and would
still be cheap

[tomboyb] 02/6/2016 13:50

75k left at 2.30p -

Clearly stock depreciating unless a seller comes on board -

[philjeans] 02/6/2016 13:44

Miles to go yet - still adding.

[tomboyb] 02/6/2016 13:17

Yeah -

Looks like no much stock floating around -

[annonymous2] 02/6/2016 13:07

Market cap now cash v 1 years profits.

[tomboyb] 02/6/2016 13:02

Looks like this is finally moving -

Maybe Lyons is buying more -

[annonymous2] 02/6/2016 13:01

boom 2p bid and still cheap as chips.

[annonymous2] 02/6/2016 12:40

Maybe a shake earlier, after that 100k buy there is 100k max online left at 1.975p

[annonymous2] 31/5/2016 16:20

Lyonst takes on the profit takers :-))

Well I assume it's him 250, 500k now 250k

[philjeans] 31/5/2016 16:05

Agreed but they're already throwing off £450k clean cash profits per year!

On any normal basis, say P/E of 10, would make the M/C £4.5m - IT'S £1.5m!

[nazrat] 31/5/2016 14:47

I have to wonder what other ventures the company may be currently getting into ?
The Kenyian and Chinese ones my be game changers here and there could be others now being set up along the same lines. There is huge scope for a major rerating if they have a recipe to rake in the hard cash and their partners don't try pull a fast one like in the past. Then I could easily see a £10m market capital soon.
Phil, it's the forth day of rises now.

[philjeans] 31/5/2016 13:55

Third consecutive day of rises; P/E now a massive 2.5!!

[philjeans] 29/5/2016 12:22

Yes - haven't seen it tipped yet. Bound to be picked up by value hunters on these fundamentals.

I think we'll see 6p for fair value in due course.

A lot more in a RTO or if any of the investments take off.

[annonymous2] 29/5/2016 10:54

Little bit of profit taking on Friday it's had a big jump from 1.25p bid to 1.75p bid but the numbers remain and thus sub 2p is more than excellent value so maybe a slight dip on profit taking then a big push through 2p next.

[philjeans] 27/5/2016 10:52

simon - see my previous posts for all the salient points.

Seems all legit. Just unnoticed.

Only a few PIs in here since I started posting - when it's tipped, which it will be, we'll see it rocket.

BUY and HOLD for now.

[simonparker5] 27/5/2016 09:43

Yes am2 I noticed that. This could have a huge re-rating?! Even at 5p it is only on a PE of 7. I guess people just need to cotton on.

[annonymous2] 27/5/2016 09:41

simon

What happens if you strip out the cash as well !

Market waking up quickly now

[simonparker5] 27/5/2016 09:21

Is this really on a PE of 2.5 or am I missing something? If it is then it must be the cheapest stock on AIM.

[annonymous2] 27/5/2016 08:47

Cannot buy any online despite another 300k+ sale at 1.6p

[annonymous2] 27/5/2016 08:42

50k max online 1.8p despite the 300k sale 1.6p

[lyonst5] 27/5/2016 08:35

Davydoo, I have a good mind to put in a cheeky take over offer for Taihua myself and then sell off of the assets.
But here at Cellcast I think that we both can agree we will not see them to selling out on the cheap.