Cello Health Share Discussion Threads

[santangello] 09/3/2011 16:47

Looks that way ed.......

Cannot wait for them too..........

[edcrane] 09/3/2011 14:34

run into results just starting? Numbers due 15 March

[santangello] 21/2/2011 21:31

CLL for me dnfa, but CRE are a credible consideration after them. I would perhaps invest 75%/25% accordingly.

60p for CLL will look ridiculous soon......imho.

[interceptor2] 21/2/2011 19:28

PE for CLL is 8.1, both companies have recently had very strong trading updates, such a strong sector imo.

I put CRE on my watchlist after the last update.

[dnfa1975] 21/2/2011 19:19

which to buy - cello (PE 10) or creston (Pe 5)?

[interceptor2] 21/2/2011 18:55

Yes looking forward to CLL results, even after an 80% increase since last May. They are still only on a forward per of 8 which is based on very stingy forecasts imo.

The reason I say stingy is that after a very bullish ahead of expectation and net debt lower than expected, for the trading statement in January. Altium moved forecasts up with PBIT from £6.1m to £6.3m and EPS from 7.2p to 7.3p.

£6.71m and 8.0p looks like a sensible upgrade to me.

We will just have to wait and find out.

Regards ic2........

[owenski] 21/2/2011 16:40

CLL soon to fire up again hopefully.

[interceptor2] 13/2/2011 22:30

Hybridan small cap view 25th Jan.

AIM listed marketing group has announced strong profit growth backed by good cash conversion. The board expects that the full year headline pre tax profits will be ahead of expectations and net debt will be better than expected at less than £9m. The group's market research and consulting business experienced a strong second half with robust like for like revenue growth. Operating profits are expected to have risen by more than 20 percent. This is reflected by continuing strong spending patterns, a growing international blue chip client base (due to significant gains in their blue chip client wins in 2010, the group intend to expand its US West Coast office more aggressively in 2011) and improving operating margins. Performance has been particularly strong in the pharmaceutical and health related client sector which now constitute the primary area of the group's research and consulting activity. The group is carrying a forward healthy pipeline of activity into 2011, a good investment.

[santangello] 09/2/2011 18:27

Nice wave of buying today, and more than justified.....bouncing nicely of its base, and now ready for the next comfortable leg to 75p?

Results Tuesday, 15 March.......so time to beat the T+20 traders and top up over the next week or so......just like I did today (swore I already had MORE than enough lol).

Exciting times ahead.

[santangello] 01/2/2011 17:25

See the traders have nearly all gone.....

Time to snaffle more before the excellent results are unveiled in a few weeks time.....

[coopstock] 27/1/2011 10:23

Mark Scott is going round telling anyone who'll listen that the numbers are 'stellar', so could be something beyond even revised expectations.If it's anywhere near £7m then, given reduced debt, short term upside should put this over 100p. Another pointer is that since the share price started to recover there has been very little selling by Cello people, most of whom hold between 100k-1m. They're expecting the good news to continue. I'd like to see a nice little acquisition to bolster the US pharma story - would bring the institutions and the likes of WPP sniffing around the stock. Personally I'm amazed that they've ridden out the freeze on government spending, which made up a large part of their 'Tangential' business.

[santangello] 26/1/2011 23:24

I personally believe a MBO is on the cards if these remain this cheap compared to their earnings, intentions and continued success.

It has been muted that the Directors are brassed off with the lowly rating the company has, compared to its peers............hence a possible attempt to unlock the value with a MBO at these levels.

well worth watching and following...............at least until after results in March.

[interceptor2] 26/1/2011 22:11

I was thinking that the recent trading statement issued by CLL reminded me of a statement by EDD which I once held. The statement was released 22 January 2009, and said profits to exceed expectations, expenditure lower than expected so higher net cash. Similar in tone to CLLs statement.



EDD increased 5p to 43p or 13% on day of trading statement and reached 160p by December 2009 or 320%.

CLL increased 8p to 59p or 16% on day of trading statement, could we see a repeat of EDDs increase by year. +320% = 214p ? I wouldn't rule it out.



Interesting to compare the two links.

Regards ic2.........

[santangello] 20/1/2011 19:11

Next stop 70p........and that is conservative in my opinion.

The odd buy today even showing as a sell, the run has started up to results in March.

[glasshalfull] 19/1/2011 17:45

Well done to the Cello Group. Excellent statement.

ic2 - Also looking forward to EMR
Santa - Also looking forward to STF

Regards
GHF

[stegrego] 19/1/2011 12:39

HB

Cello (CLL, 59p, £36.23m) The insight and marketing group has updated on trading to December 2010 which was stronger than market expectations – resulting in increased profits and cash generation that will see net debt at less than £9m. Results have been driven by the market and research business with good performance from the pharmaceutical and healthcare markets that also command strong margins. Tangible is benefitting from the still developing web-based social media research and communications activities. Early trading in the New Year is in-line with management expectations. We are raising our target price to 70p, reflecting a 10x PER for 2011, possibly less as forecasts increase. A continued BUY (Julian Tolley)

[interceptor2] 19/1/2011 08:53

Great trading statement, CLL should move well from here.

[interceptor2] 18/1/2011 08:21

Santo - might be worth you looking at EMR they have a trading update due 31 Jan, which could be very interesting. I think they could follow the rise of STAF last year which I missed out on.

Check the EMR thread for some good write ups from some respected posters.

Regards ic2

[santangello] 17/1/2011 17:11

I agree, and added twice today.

I am very much looking forward to the statement ic2

[interceptor2] 05/1/2011 14:04

Broken through 50p resistance now, so have made a small top up into strength. Even though I have a full holding here, I'm trying a new strategy of always adding if charts give a buy signal. But will still keep my price targets the same until the next statement.

Regards........

[interceptor2] 05/1/2011 12:25

49.5p now, so very close to breaking through 50p resistance, on the back of decent volume.

Should be significant imo.

Regards........

[interceptor2] 05/1/2011 10:02

Chart starting to look promising now, with the base resistance of 48p passed this morning. With just the last major resistance of 50p left now.

Trading update due soon, last year was 19th January.

Regards........

[santangello] 30/12/2010 19:04

Buyers sneaking in...........T/u not far away now.

MBO too perhaps?

Mr. 25k acquirer is still around.........(adding for a reason of course).

[santangello] 21/12/2010 21:36

Trading update due in mid Jan.

Shrewd buyers getting in before hand ????