Cello Health Share Discussion Threads

[deadly] 17/5/2016 09:47

Vat bill bigger than expected so disappointing, but at least it's over.
Hope it can rise from here but the market is a drag on the share price

[qs99] 16/5/2016 19:47

no comments from anyone?

[qs99] 16/5/2016 07:11

BOOM in my humble opinion. VAT issue sorted, removes material uncertainty IMO so CLL can move on. be interesting what if any recovery it could get from clients against the £2.1m and at least there is tax relief as well. DYOR but IMO this should start motoring towards the broker TP now!

[qs99] 10/5/2016 21:16

anyone else like today's RNS?

[qs99] 10/5/2016 07:07

Nice AGM update IMO....let's see if market takes it the same way.....

[qs99] 05/5/2016 08:18

think xd today hence drop....great yield IMO at this price....

[qs99] 25/4/2016 13:15

Decent buy this morning nudged price....

[qs99] 19/4/2016 15:06

Nearly there!

[qs99] 18/4/2016 20:56

So edging back up again....ex div in next few weeks as well....let's hope it can crack on through a quid....

[qs99] 04/4/2016 16:04

But what are those costs and are they normal practice to be excluded vis-a-vis peer group? VAT issue IMO is the biggie to get out of the way....nice to see some buyers returning post latest VAT update and share price start to recover again IMO

[guildedge] 26/3/2016 14:59

hxxp://www.growthcompany.co.uk/news/2511131/cello-looking-for-the-right-notes.thtml

Seems a pretty fair appraisal of the situation.

'The other issue which weighs against a rerating is the amount of exceptional items in the income statement. There is a VAT dispute which has yet to be settled. But even if we exclude the provisions related to that genuine ‘one-off’; issue, other charges reduce £10 million of ‘adjusted̵7; pre-tax profit to just £6.1 million. It was a similar story the year before, when an ‘adjusted̵7; £9.4 million fell to £5.9 million after accounting for the extra costs.
For the rerating to happen, we need to see these exceptionals fall away and the growth rate step up. This latter is possible with the investments in the US, the restructuring in Signal and the emergence of Pulsar. But the market will want to see more evidence first.'

[qs99] 23/3/2016 20:05

Haha, no chance, get VAT issue sorted and off we go IMO....just need uncertainty out of way IMO, been dragging on shares far too long

[she-ra] 23/3/2016 19:52

QS99 - Maybe you should switch to Huntsworth?

[deadly] 23/3/2016 17:33

That broker note from Peel Hunt was well timed!

All forecasts thrown out of the window now. But maybe the reaction is overdone?

[guildedge] 22/3/2016 14:53

hxxp://www.ennismorefunds.com/documents/OEIC/Newsletters/2016/NL%20OEIC%20Feb%2016.pdf

'This
leads us to expect a return of over fifty percent from the share between now and the end of 2017.'

Worth a read.

[starpukka] 19/3/2016 18:28

I've been in and out of CLL for a few years too now. As market cap is about 7/8 times PBT- and they've started 2016 well too apparently- don't we agree that CLL should break 100 comfortably and keep on motoring for a bit yet? And/or get taken over ? Good luck all holders.

[qs99] 18/3/2016 10:44

chugging along nicely, hopefully roadshow by management next week will drum up some material insti support.

[qs99] 17/3/2016 17:15

Not quite, but at least one of us is making money.....oh no that is me....haha

[qs99] 17/3/2016 08:07

Will it break a quid today?!

[qs99] 17/3/2016 07:51

Hehe cheers!

[red_shed2000] 17/3/2016 07:44

Good results...been in and out of these for 2 years and unfortunately currently out. I will watch with interest, if they drop a little I might buy but if they go up very good luck...especially to QS99 who talks to himself!!.

GLA

[alchemy30] 17/3/2016 07:24

Definitely a quiet board :-)

[qs99] 17/3/2016 07:09

well I like the results but then I am speaking to myself anyway!

net debt down to £4m that is material.....10% increase in divi also meaningful and decent start to trading year. IMO this will get taken out in due course.....happy to continue to hold....

[qs99] 11/3/2016 16:07

well i'm in for next week anyway

[qs99] 11/3/2016 15:54

blimey, bit of a spike near COP....bodes well IMO/DYOR