Cellcast Share Discussion Threads

[nazrat] 29/8/2016 12:49

Well it seems like some of those irons in the fire must be getting hot as there seems to be a quiet scramble for shares of late. Anybody have any ideas ?

[davidruk] 09/8/2016 12:17

Thanks for the feedback much appreciated.

[philjeans] 09/8/2016 09:23

Still grossly undervalued against assets and earnings. We await news of the new venture in Africa which, if renewed, will bolster income and cover overheads.

There are also other irons in the fire which could prove highly lucrative in due course.

Hang on if you can - more to come IMHO

[davidruk] 05/8/2016 13:14

Has anyone got a feel for where this share is going short term. I am a longtime holder .

[lyonst5] 22/7/2016 11:49

Hi Phil, yes i spotted that this morning and added a token 100k, the numbers are somewhat a headache to calculate out but the underlying position looks very positive going foreward.

[philjeans] 22/7/2016 09:56

Gary - some interesting figures today from CSFG - a much better performance underlying the losses and a real bargain now!

[philjeans] 20/7/2016 19:26

Yes - a few nibbles - some good news leaking perchance?

[lyonst5] 20/7/2016 15:23

I see some chunky buys going through today and its the first time in a while there is some quantity to buy. Maybe a suggestion that the seller contact the broker or the company as i am sure they would find a good home for their shares.

[philjeans] 30/6/2016 07:37

AGM today - unable to attend I'm afraid.

Gary - if you go perhaps you could bring me up to date.

Positive vibes I imagine........

[philjeans] 17/6/2016 08:34

Bit of profit taking has brought this down a tad ; simply makes the investment case even stronger.

[singer8] 07/6/2016 15:03

hatey SERIAL PUMP and DUMP

[singer8] 07/6/2016 14:59

how many names are you using now annonymous2 ???????????????????????

annonymous2
sharetips6
hatetrader
34simon
55investor
27howard
29howard
21trader
tradermick
tobytime
hatetrader1

[singer8] 07/6/2016 14:58

DO NOT TRUST this poster it is HATEY

[annonymous2] 07/6/2016 14:56

I took some off the table Phil.

Not that it's not still a bargain but when I hold size I sell into strength into
stocks that swing hot and cold on less than 250k in this case.
It's a free ride now having got the first 250k at 1.38p so happy with how it's gone so far. Cannot see the dip down going too far even after a big spike because it's was heavily oversold anyway.

[philjeans] 07/6/2016 13:46

Some profit taking yesterday but I'm holding for higher prices than this!

Keep calm and carry on buying.

Why sell?

Profitable - £500k last year; no debt; cash rich with £840k; p/e 3; T/O £12m; M/C £1.8M

I spotted this in the accounts - a further hidden reserve of £2M for any future profit protection from tax - a very attractive asset for a take-over!


"At 31 December 2015, the group had estimated tax trading losses of GBP2 million (2014: GBP2.5 million) which subject to the agreement of the HM Revenue & Customs and overseas tax authorities, are available to carry forward against future profits of the same trade. No deferred tax asset has been recognised on these losses as timings of future profits are uncertain."

[singer8] 06/6/2016 15:55

hatey why did you shut you twitter account down again so we cant read it ???????


@hatetrader1's Tweets are protected.

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[philjeans] 06/6/2016 15:33

Approx 200k shares bought here today - say £5k !!

Imagine the price when the buying really starts!

[philjeans] 06/6/2016 15:21

Keep calm and carry on buying.

Why sell?

Profitable; no debt; cash rich; p/e 3; T/O £12m; M/C £1.8M


!!!

[tomboyb] 06/6/2016 15:13

15k is at 2.80p -

Unless you get sellers this will shoot past 3p -

[annonymous2] 06/6/2016 15:06

15k online max buy atm.

No signs of the spike ending but then the market cap is hardly massive. If they can consolidate falling profits

[tomboyb] 06/6/2016 15:05

Thar she blows -

100k at a premium!

Stock shortage - ( not if any sellers come out)

[tomboyb] 06/6/2016 15:00

Bid rising at 2.3p -

MMs seem to be short of a bit of stock - 50k is NMS

[tomboyb] 06/6/2016 11:47

2 x 25k at full quote -

Not much stock at these levels -

[annonymous2] 06/6/2016 10:40

Cannot buy anything below full offer 2.4p despite the wide spread.

[euclid5] 03/6/2016 15:03

From co's 2015year end results below

The core UK interactive TV business remains challenging. The continuing decline in revenue has been less sharp than in previous years as it was partially offset mid-year by a key competitor's cessation of broadcasting. But the initial uplift in revenue this drove in August and September did not prove durable into the last quarter.



At the same time, as previously announced, the group has been looking at redeploying its established skills in mobile, broadcasting and new media to address new market sectors that can provide alternate sources of revenue. Management has been especially focused on various opportunities in Africa driven primarily by the new potential for billing for interactive services offered by mobile money which is getting widespread adoption across the continent. The first of these potential opportunities was realised in an agreement to provide applications and services to a gaming operator in Kenya. Revenue is derived from a license fee levied on a per transaction basis. The local partner's marketing activity commenced in November 2015 and their initial contract runs until June 2016. Although the agreement did not contribute any significant revenue during 2015, after recovery of set up costs we expect this venture to be making a positive contribution within the initial contract term. If the contract is renewed this new activity should provide some offset to the decline of the core UK business both through a new income stream and also through absorption of some existing overhead.


On 30 May 2014, the group entered into a joint venture to invest in Euro TV SA, a company incorporated in the British Virgin Islands. Under the joint venture, the group invested £1 million for a 49% equity interest in Euro TV SA which is a joint venture between Cellcast UK Limited and the owners of the remaining 51%, being the principles of the Atlas Group of Companies, to focus on the development of a multi-platform gaming business using certain intellectual property and other proprietary rights and technologies. Following a review of strategy it was subsequently decided that resources would be better employed in alternative investment ventures and therefore the joint venture did not commence trading and was wound up on 6 March 2015 with the investment sum of £1million being recovered in full by the company.

At 31 December 2015, the group had a 35% holding in 2Giraffes LLP. 2Giraffes LLP is a large global provider of mobile internet content. This holding is treated as an investment as the group does not have any significant influence on the operations of 2Giraffes LLP. The group received £25,000 in February 2015 from 2Giraffes LLP but nevertheless deemed it more prudent to further reduce the net book value of this investment by impairing 50% of the remaining carrying value due to the uncertainty surrounding the timing of future repayments.