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Share Name Share Symbol Market Type Share ISIN Share Description
Cello Health Plc LSE:CLL London Ordinary Share GB00B0310763 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 113.00 112.00 114.00 113.00 113.00 113.00 4,043 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 166.8 7.1 -0.9 - 121

Cello Health Share Discussion Threads

Showing 1076 to 1100 of 1100 messages
Chat Pages: 44  43  42  41  40  39  38  37  36  35  34  33  Older
DateSubjectAuthorDiscuss
20/5/2020
08:39
Cenkos- Navigating positively through disruptions Cello’s AGM statement should reassure that FY20 trading to date remains robust, underpinned by “solid” growth in net revenue in Q1/20. While Q2/20 saw certain early disruption, overall progress has been made to maintain revenues alongside effective cost controls, thus a creditable H1/20E result is expected. The 23% fall in the shares since February’s highs, appears to overly discount for the actual reality of this disruption.  Despite some disruption in Q2/20, the Cello Health division continues to perform:  Q1/20: Cello Health delivered “strong” overall net revenue and profit growth over Q1/20, benefitting from ISS’s acquisition in August 2019. On a LFL basis, excluding ISS, organic growth has been described as “good”, continuing recent momentum.  Q2/20: Commentary on trading post the COVID-19 outbreak suggests of continued progress, with new win rates being maintained, leading to a continuation of the typical six month visibility to bookings going into H2/20. This comes despite some disruption in activities requiring physical proximity (healthcare conventions, expert focus groups etc), which are being digitally delivered or have been put on hold.  Some COVID-19 benefits: New projects have arisen as result of the pandemic, with Cello Connect, the digital and creative marketing capability transferred from Signal, delivering COVID-19 related public health campaigns, while newly acquired ISS is also benefitting from new US regulatory drug approvals and FDA fillings.  Signal expected to be more impacted, but it’s far less material this year: Cello Signal generated only 16% of net revenue in Q1/20 following Connect’s transfer at the start of the year. Over Q2/20 and beyond, trading is unsurprisingly expected to be challenged by COVID-19, given certain clients are engaged in troubled sectors (eg travel, leisure), thus some delays and cancellations are expected. As such, cost control measures have, and continue to be undertaken, where necessary.  Balance sheet remains strong: Today’s update confirms Cello maintains a “solid” net cash position. This comes despite a seasonal working capital outflow in Q1/20 and is inclusive of a £0.7m payment for the final earn-out payment on Defined Health and FY19A’s £1.1m final dividend. The implies positive cash generation to date this year.  Valuation: Prior to the COVID-19 outbreak, Cello traded at a forward P/E of 16.0x in late February, a multiple we feel is merited. If Cello were to deliver a FY20E result largely consistent with FY19A, a price today of 151p p/s (+32% upside) would be fair.
davebowler
07/4/2020
17:40
Reduced dividend commitment, but a commitment at least. Read more in our daily updates on the impact of the coronavirus on Cello and other stocks we follow here: hxxps://www.investorschampion.com/channel/blog/coronavirus-impact-7-april-dividend-commitments-including-a-reliable-10-yie
investorschampion
07/4/2020
13:41
You're right there, Coopstock.
poikka
07/4/2020
12:37
Cutting the dividend just one week after announcing the award of all those new share options for senior directors. All in this together - I don't think so. Pretty poor.
coopstock
07/4/2020
11:15
Cenkos; Cello’s trading momentum continued over Q1/20E with signs of further organic progress and maintenance of a strong balance sheet. The impact of measures to combat Covid-19 is creating some disruption for certain clients and their activities, but the majority of existing project work remains intact with new bookings continuing to come in. Contingencies are being exercised to limit any impact on profitability and cash flow. Given the degree of uncertainty over the level of disruption, we are withdrawing forecasts and putting our recommendation Under Review.
davebowler
07/4/2020
08:41
I suppose that the idea of cutting the divi so soon after announcing it, is designed to demonstrate solidarity with those taking a pay cut. The saving, even if it is (hopefully) temporary, would be some £2m. 1. It sounds like a noble gesture - 'we're all in this together'. 2. As the situation hasn't really changed, nor has the outlook, since the results, it looks odd. They could have just not increased the divi at the results. 3. Companies cutting divis without very good reason are removing cash from the economy when it's really going to be needed, and there are many people who rely on divis for their sole, or nearly sole, income. A wrong decision, therefore, in my book.
poikka
06/4/2020
18:08
(Alliance News) - Access Intelligence PLC on Monday reported a widened loss for financial 2019 on increased expenses but assured that the first quarter of financial 2020 has been encouraging. The stock was trading 3.0% higher at 51.00 pence each on Monday afternoon in London. For the year to the end of November, the PR, communications and marketing software firm recorded revenue of GBP13.4 million, a 51% rise from GBP8.9 million reported the year prior with recurring revenue accounting for 97% of revenue realised. However, pretax loss widened to GBP2.9 million from GBP1.7 million. Gross margin was 75% from 70% the year prior. Recurring administrative expenses increased to GBP9.2 million from GBP6.2 million and the company recorded non-recurring administrative expenses of GBP1.8 million. In October, GBP3.3 million was raised through the placing of 6.3 million shares at 52p each. Access Intelligence did not propose a dividend payout, unchanged from the year prior. Looking ahead, the company said it has seen increased demand for Vuelio stakeholder monitoring, media management and Pulsar's online audience analysis amid the Covid-19 outbreak. It added that it has implemented measures to reduce financial risk and has responded fast and proactively to secure business and open new opportunities during the period of disruption. "2019 was another year of strong growth for Access Intelligence. Our commitment to growth was evidenced by the acquisition of Pulsar and further product enhancements to the Vuelio and ResponseSource platforms, said Non-Executive Chair Christopher Satterthwaite. Vuelio provides monitoring, insight, engagement and evaluation tools for social media, while ResponseSource is a media database provider. Access Intelligence bought social media analytics software business Pulsar from Cello Health in October. "Pulsar is a particularly exciting addition because it strengthens our technology, data and research capabilities while opening US and global opportunities. It adds further breadth to the Access Intelligence portfolio and customer base providing resilience as we navigate the immediate uncertainty bought by Covid-19," he added.
poikka
23/3/2020
09:02
Any vague return to normality and given HNT purchase recently, IMO this will get bought out if it stays at this price. DYOR
qs99
20/3/2020
18:46
Agree - also resilience will be helped by focus on US, which even with the muppet in charge will weather the storm better than most.
coopstock
20/3/2020
12:23
Think with longer term client outlook and healthcare now c.80%+ of business / revenues, this business should be OK.....any thoughts anyone?
qs99
20/3/2020
11:08
timely post.....as if by magic.....look forward to it being back nearer £1.30....DYOR
qs99
20/3/2020
10:55
Given HNT buy-out does the fall make it a target? DYOR
qs99
18/3/2020
08:27
Cenkos; Cello has delivered strong FY19A results as expected, with excellent underlying growth in Cello Health and a net cash beat as a highlight. Recent restructuring activities now mean healthcare activities generate over 80% of group net revenues, where growth rates and margins are stronger. The group has good momentum going into FY20E, but the recent COVID outbreak brings uncertainty and possible disruption.
davebowler
18/3/2020
08:18
Not much at all, so far. In the present climate, a 7.2% divi rise is welcome.
poikka
03/3/2020
12:18
As the major drug companies are being squeezed on supply chains you have to wonder how this might affect CLL
zipstuck
09/1/2020
21:32
Poikka glad i introduced a little Fanny to the advfn boards and it boosted the share price to heights not seen before. Good luck reaching 150p
bargainbob
08/1/2020
18:00
And there was I thinking it was just another fanny. What's wrong with me, I can't get fanny off my mind. Bloody Bob, innit.
poikka
08/1/2020
17:33
I bought for a new position today. With the price at 140p I figured my 17,500 shares would push the price to 12y highs, which seems to have worked.
f15jcm
08/1/2020
16:12
Looking good Billy Ray...
coopstock
07/1/2020
19:18
And everyone loves a Fanny , Poikka 😂
bargainbob
07/1/2020
08:55
Not that anyone would be influenced by my posts, but I'd better just make clear, if only for the sake of my outstanding reputation with regard to investing, that my 200p target was in jest. Ya never know. There's nothing bad on Cello's horizon, as far as I can tell, and they seem to be able to churn out the cash and make suitable acquisitions.
poikka
07/1/2020
08:30
Who knows but I buy breakouts like this any day of the week. Shares that are going to go and make big gains have to break out first. No idea where price will end up but gotta be in the game to capture some of these
davr0s
07/1/2020
08:28
Poikka , only jesting not sure if related . Though it was a good exposure for a few minutes on the marketing company in the documentry. Certaintly brought the company to my notice.
bargainbob
07/1/2020
08:22
Not sure of forecasts, but top of my range at moment....great company and well let, decent yield, but how much upside from here?
qs99
07/1/2020
08:19
With a few more fannies we could hit 200p, funny old world.
poikka
Chat Pages: 44  43  42  41  40  39  38  37  36  35  34  33  Older
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