Cello Health Share Discussion Threads

[hpcg] 13/2/2013 10:26

One would think that a more dynamic world / North American economy would benefit us, so maybe investors are recognising that, but it's difficult to judge with the liquidity. I must admit I spend less time on homework with my holding here than I should.
I think we would benefit from being on the main market and away from the oilers and miners, not least because the regular dividends would sit nicely in an ISA. Yes there is extra expense, and the micro caps are barely more researched, but I think an asset light operation needs the additional regulation to be considered by quite a lot of investors.

[coopstock] 13/2/2013 09:12

Long awaited re-rating or another false dawn?

[hpcg] 28/1/2013 17:42

I should really have bought more when TW said it wasn't interesting. Classic contra indicator though not quite signalling the bottom. No nasty surprises is always good for a share which churns out decent divis. In that sense I'm more interested in dividend growth than the share price The words about healthy momentum in H2 and subsequently are very encouraging.

[deadly] 28/1/2013 17:20

A nice trading update today has got this moving at last. The takeover looks promising too.

[equitydealer007] 29/12/2012 13:09

PTCM.....expected to make a couple of mill profit next year and only has a mcap of 5mill. watch it rerate in the new year as update expected soon with massive growth

[coopstock] 14/9/2012 14:21

Still following, still believing, still buying...

[qs9] 13/9/2012 10:02

anyone still following?

[js8106455] 16/5/2012 14:00

Hey I came across this interview with Cello Group and wanted to share it with you guys.

Its worth a click:

[stegrego] 15/5/2012 12:53

Does look fairly cheap down here, although its not the best business to be in if another recession in on the cards.

Any drop towards 30p and Id be in for sure.

[coopstock] 15/5/2012 08:18

Given the recent profit warnings from Chime and Creston, Cello is doing outstandingly well. The Medergy buy looks a steal. Surely time for the market to give Mark Scott and his team some credit?

[hpcg] 16/3/2012 21:44

I've always been a bit surprised how unloved this share is given the decent divi every 6 months, low pe, decent predicability etc. At least i don't have to worry about message boards goings on. Still happy to have plenty stuck away in my sipp.

[owenski] 14/3/2012 08:48

CEO buying at 41p, over £24k's worth post results. Bit more than a token purchase.

[poikka] 10/3/2012 17:59

I thought that I was reading something of interest, then I noticed it was dated 2006....

[golla] 09/3/2012 10:20

Strongly bid.Looks cheap.

[coopstock] 27/1/2012 16:02

Expect same pattern as last year. Price will rise towards finals (which will be excellent, given the climate), they'll make an announcement about some acquisition (no doubt a good one) and the market will take fright until the new company proves itself (as happened with Medenergy). Hard to see how it can break out, as lots of Cello partners have sat on holdings and are keen to realise some cash. Still, promise of a 'material increase' in divi is a clever move by Mark Scott and reports of good trading continue to come out of Cello at the moment. Time for Martin Sorrell to pounce?

[equitydealer007] 27/1/2012 14:46

watch PTCM with no debt? could be an interesting year. HNT down, MSQ bust!, CRE down. CLL looks very solid i must say!

[markt] 24/1/2012 13:53

How does CLL pay almost 1M in interest cost....when it does have much bank debt ??!!

[coopstock] 20/12/2011 10:52

Always wary of another false dawn with Cello, but spoke to someone from there yesterday. Apparently full year numbers expected to be 'pretty good' - America/pharma going gangbusters, UK holding it own and some useful expansion in Asia. Increasingly low gearing. If it doesn't get lost in the Euro tsunami, expect a spike in the share price in New Year.

[diku] 06/11/2011 17:38

Me thinks this could get taken out by a bigger media company...

[welsheagle] 06/11/2011 17:21

From November's 'Company Refs', when price was 34p:-
a/ Prospective PE ratio of 5.10 (based on two broker forecasts, both recommending 'buy').
b/ Positive cash flow per share of 10.2p.
c/ Positive gearing of 15.1%.
d/ Price to sales ratio of 0.16.
e/ Turnover up from £14.7m to £125m in seven years.
f/ Net asset value per share of 94.4p.
g/ Two directors buying recently.
h/ Dividend yield of 4.79%

[equitydealer007] 18/10/2011 21:02

So, financial PR supremos Jonathan Clare and David Wright are back in bed together again. In the late '80s, the duo set up Citigate, which went on to become one of the Square Mile's biggest comms firms before being shrunk again over the years. Clare quit Citigate last month, and this week joins Wright's new business to recreate the old magic. Now the pair want to stick it to their former employer. One-time FT scribe Wright has just raised £2.5 million from new backers, and isn't mincing his words: "We're going to create Citigate Mk II," he tells City Spy. "There's a lot of unhappy people in the old bits of Citigate all over the world. They've asked me to start the business up again and that's what we're going to do." Expect poaching on a large scale soon, then.

Wright's not short of cheek. He's called his holding company Porta - Latin for gate - and the trading names of the new firms will be Newgate and Newgate Threadneedle...

* The Newgate Threadneedle bit comes from last week's takeover of AIM specialist PR outfit Threadneedle. Wright was advised on the deal by another City chap striking out on his own - former Seymour Pierce MD Richard Feigen, whose new shop Hub Capital Partners opened earlier this year. By the way, much of the dissatisfaction among PR execs is the way they do all the work while top-brass partners make all the money. Wright's not daft. He is offering 49% of Newgate shares to staff. "They won't have to pay anything for them, I'll just give it to them. I'd rather have a smaller bit of a bigger cake. You get greedy and you lose people." Now, how's that for getting your message across? Rival firms beware.

[equitydealer007] 18/10/2011 20:46

Anyone know whom David Wright at Porta Communications Plc is going after next? I pretty sure not here as too big for him, but suggestions welcome as to whom else it might be as he has just got Threadneedle Communications....and he is taking staff and key players from his old firm Citgate!!!

Is there a list of other PR firm anywhere, mainly ones under 10mil Market cap?

[coopstock] 04/10/2011 11:07

Paul Walton's pension - not as interesting as I thought