Cello Health Share Discussion Threads

[tole] 31/7/2006 15:41

Bid moving up L2 2v2 117-118 - not much stock about by the looks of things.

[tole] 27/7/2006 12:21

Golden chance for agency to inject Wonder into crisp brand
WILLIAM LYONS

THE Leith Agency has won a prestigious contract to create a new advertising campaign for Golden Wonder crisps.

Tayto, the Northern Ireland-based food company that bought Golden Wonder from the receivers in February, gave the Edinburgh-based agency the contract, believed to be worth £1.3m, without a pitch.

Tayto was impressed by Leith's previous work for the firm, and for Irn-Bru and Tennent's Lager.

Golden Wonder claims it is still a popular brand in Scotland, and it is understood that Tayto hopes to capitalise on that strength before embarking on any activity south of the Border. Leith's first task is to assess the brand's strengths and develop a marketing strategy.

The agency's specialist planning arm, Leithal Thinking, is already working on brand planning. David Amers, head of planning at the agency, said: "It's always pleasing to be awarded incremental work from a client on the back of previous work. We're really looking forward to working on such a famous brand as Golden Wonder and unleashing its full potential."

Leith has recently bolstered its Scottish team by poaching Claire Kinloch from Glasgow rival BD-Ntwk. Kinloch heads up Leithal Thinking, along with recently appointed directors Paul Stallard and Alan Ainsley.

Stephen Allen, marketing manager for Tayto, said: "We were really impressed with the work that the Leith Agency did for us last year on our flagship Tayto brand, and given their experience on other Scottish fabric brands such as Irn-Bru and Tennent's Lager, they were a natural choice."

Earlier this month it emerged that Leith had merged its London office with rival firm Farm Communications.

Farm, which Leith's parent company Cello Group bought for an estimated £10m, has £17m-worth of accounts and a 30-strong workforce.

Its client list, which includes Cuprinol, Paramount and Merlin Entertainments, and smile.co.uk, will help offset the recent troubles at Leith London.

This article:

[tole] 23/5/2006 13:04

Cello Group plc
23 May 2006

AGM Trading Statement

At the Annual General Meeting of Cello Group plc to be held today, Kevin Steeds,
Chairman, will make the following statement:

"Since the announcement of our preliminary results in March, the Group has
continued to make good progress, with results for the first quarter comfortably
ahead of budget. Overall trading for the financial year remains in line with
expectations with revenue visibility across all of our businesses continuing to
be strong.

"Our market research platform has enjoyed a very strong start to the year
reflecting the investments in staff and product offering made last year and is
showing excellent organic growth.

"We are committed to our strategy of building a research and data led consulting
Group around our three platforms; planning & research, brand consulting and
response. We are focused on developing businesses with secure earnings based on
the intellectual capital of high quality and experienced professionals providing
services in growing areas of customer demand.

"We continue to invest in our existing portfolio of companies to accelerate
their organic growth, including several new digital and on line initiatives. In
addition we are appraising a small number of exciting new opportunities in all
areas of our operations that will further develop our capabilities and add
shareholder value."

[saucepan] 11/4/2006 09:07

Hello to regulars on the thread. I went long on CLL today, with a view to long-term hold (December spreadbet, set to roll over).

It was a fairly dispassionate decision. I undertook a stock screen based mainly on low PEG, steadily growing EPS and turnover, and positive broker sentiments. CLL came out from this, looking good, and a bit of further research convinced me to buy.

[beaufort1] 07/4/2006 17:01

Nice bounce back today on fairly low volumes. Strange lack of interest, but still a good stock.

[grahamite2] 17/3/2006 08:22

It's in IC today - but I don't want to be away from my desk for the time it takes to get to the newsagent! I've applied for online registration and will post anything I can get.

[yorked] 17/3/2006 08:16

grahamite2 , a very good find by you, a gem! It ticks up now and we have the vertical takeoff, enjoy it!

[grahamite2] 17/3/2006 00:14

A good day, and very welcome when some of my other stocks haven't done too well.

yorked, I couldn't agree more - this makes a nice change from the classic 'jam tomorrow' AIM stock. Unfortunately most shares with real earnings are already fully priced - but it looks as though we may reasonably hope this is the exception.

[yorked] 16/3/2006 16:48

Blackrabbit, Beaufort1, it is a good day for CLL, more than double our profit! And it is early days yet.

Personally I like those companies that were profitable before listed to the market and the capital raised would enable them to expand and grow rapidly, like LEAD, ABC and CLL.

[blackrabbit] 16/3/2006 13:47

The 2 hour delayed trades are coming through now !

[yorked] 16/3/2006 12:46

Beaufort1, I am with you, it is fireworks and rockets.

[beaufort1] 16/3/2006 12:41

Thar she blows up again! Sit tight and watch the fireworks. Bought in at 114p, so feeling smug...

[tole] 16/3/2006 12:28

Nice reversal - completely missed it though :(

[yorked] 16/3/2006 12:06

The note has been there for some time and I think the broker has to revise the target.

There were a few sells in the morning, something like 1k or 2k sells for meagre £20 or £25 gains. What a pity!

[blackrabbit] 16/3/2006 12:01

Brokers note suggested 165p price target, I think

[yorked] 16/3/2006 11:54

wow, it shots up and we now see the movement, upwards and onwards!

[yorked] 15/3/2006 15:07

grahamite2, thanks for your hard work.

Haven't read the broker's note, but director buys yesterday (40k x 118p on the results day) will only help to lift the price further.

[grahamite2] 15/3/2006 14:33

Thanks chaps. I have updated the header.

A small rant: I found this stock going through Evolution's broker notes. These are now no longer available to the public, apparently on FSMA concerns. How is this serving the public interest? Who is protected?

[yorked] 15/3/2006 13:32

Every buy has been pushing the price up this morning, and CLL is still long way short of the target price although patience is definitely needed.

[beaufort1] 15/3/2006 12:26

Well grahamite2, you were absolutely right on this one. Good spot mate!
B1 :-)

[yorked] 15/3/2006 10:21

Moving up nicely.

grahamite2, could you add the 2005 results (Turnover, PBT, ect..) to the heading? Thanks!

[yorked] 15/3/2006 08:56

cootuk,
Good to see 5 directors buying yesterday, and the price is steadily moving up.

[cootuk] 15/3/2006 07:08

Directors topping up with small amounts at full price

[cootuk] 15/3/2006 01:47

re the langbar issue, I think I worded mine badly - I am under the impression that DB is pursuing a civil suit rather than the criminal suit which the SFO are pursuing, and that therefore the burden of proof is much less onerous...or something along those lines. IANAL. The important thing was to freeze assets, and PI etc can wait as Nomads aren't going anywhere.

As for Cello, I can take either route - a quick spike would allow me to get in to other things I'm looking at, otherwise it will be put on to the back burner as a steady earner. Always a temptation to chase a hot share which this isn't.

They seem to be growing quite quickly, and my only concern is the dilution effect of issuing lots more shares. - though the new options scheme encourages performance.
Basic eps and diluted eps already show the effect of their purchases last year.

Seeing as they wont pay a dividend this year I wonder if they have their eye on another purchase? Maybe something in London or the US, though the results did talk about 'organic startups' for overseas.

[grahamite2] 14/3/2006 23:30

cootuk, I hope there's been no offence on the Langbar board. None has been intended, I'm sure you know.

I think here we have the problem, do we go for a swift major upside or for solid progress. I have not totally made up my mind but certainly shan't be liquidating anything myself until Monday.