Cello Health Share Discussion Threads

[glasshalfull] 19/12/2006 16:58

Good to here from you Tole.

Will be sending quite a bit of mail your way in the near future!


Kind regards,
GHF

[tole] 19/12/2006 16:39

Hi GHF - Suprise indeed ;)

Always liked this little company and been following it a while now - as you say trading statement should confirm what we know (last statement was on the 11/1 so expect circa the same time.)

Chart seems to be confirming a longer term symetrical triangle/contracting wedge. And looking for a break to target 160p.


free stock charts from www.advfn.com


Be great to see a nice write up in the Pub and will no doubt be in touch over the coming days.

[glasshalfull] 15/12/2006 16:10

Hi Tole,

Fancy seeing you here!
I'm in and will do a write-up for PaulypilotsPub at some point.

Undervalued and today's Director Buy reinforces my view that the company will offer up a positive trading update in January.


Kind regards,
GHF

[tole] 15/12/2006 11:19

Nice 56k buy today to add to his additional 10k he also bought back in March this year :)

15 December 2006
Cello Group plc
Director Shareholding

Cello Group plc (the "Company") has been advised that Allan Rich, a
Non-Executive Director, today acquired 56,000 ordinary shares of 10 pence in the Company ("Ordinary Share") at 120 pence per Ordinary Share. Following this
purchase, Mr Rich has a beneficial interest in 316,000 Ordinary Shares,
representing 0.92 per cent of its issued ordinary share capital.

[purple] 05/12/2006 09:05

Welsheagle, what is your views on Chemistry Communication who are another small cap media play.


They are set to produce EPS of 4p for 2007, giving a forward PE of 3.5!


Have a look at the results yourself and let me know what you think.

[welsheagle] 03/12/2006 16:49

From November's 'Company Refs', when price was 127p:-
a/ Prospective PE ratio of 10.6 (based on five broker forecasts, three recommending 'buy', one recommending 'overweight', and one recommending 'Hold').
b/ Forecast growth in eps of 20.3%.
c/ Cash flow per share of 15.6p.
d/ Net cash per share of 6.26p.
e/ Negative gearing of 4.2%.
f/ Price to sales ratio of 0.71.
g/ Turnover up from £14.7m to £52.1m in last year.
h/ Net asset value per share of 140p.

Looks undervalued

[purple] 22/11/2006 10:06

Anybody interested in the small cap marketing services should have a look at Chemistry Communications who are traded on Plus Markets. I would be interested to know peoples views as the CEO of Cello Mark Scott used to be a non-executive director of Chemistry Communications, so the directors of both companies are quite close. I would not be surprised to see Cello make a bid for Chemistry Communications. The company has had no press coverage but is producing strong profit growth.

The stock has been rated at buy:

"Chemistry Communicates pre-Christmas Cheer

PLUS traded Chemistry Communications certainly used an otherwise mundane EGM to useful effect. The company confirmed that the integration of its most recent acquisition, Worth Communications, was progressing well and that the group as a whole had continued to perform strongly during the second half of the current financial year.

Chemistry Communications floated on the market, formerly known as Ofex, in January 2001. The group is essentially a marketing agency, though Chemistry chooses to describe itself as a marketing communications group that specialises in Customer Relationship Management. Whatever way you look at it, whether its CRM or a bog standard marketing outfit, this is a company at the top of its game, representing some of the biggest companies in the World. Consistently profitable, Chemistry has delivered somewhat of a resurgence in growth in recent months, aiding a partial recovery of its share price. Though there remains much to do if it is to recapture its former mantle as one of the market's wonderstocks.

The latest revelations saw the group intimate that underlying operating profits for the second half would exceed the strong results achieved in the first half of the year. This may well reasonably imply that numbers for the full year will reveal earnings in excess of 2.75p per share. With the group comforting investors with the news that cash flows remained sufficient to meet payments associated with its current debt structure, it reassured the market that there were no plans to raise funds through the issue of new shares. With solid earnings prospects for the current year, this marketing outfit is well set for solid share price growth. At 13p, the shares trade on a prospective current year earnings multiple of under 5. This stock is cheap. Buy."

Chemistry Communications information can be found on the thread below:

[holgerl] 29/9/2006 19:28

there may be a rights issue soon. this looks like it needs more dough

any monkey can pay full whack for a company - wheres the clever bit?

[moogies] 29/9/2006 14:26

This weeks IC view re: acquisition (just incase anyone is interested!)



"This is a sensible acquisition in the fast-growing area of corporate intelligence, and follows excellent first-half results earlier this month. So, at 129p, Cellow's shares are a buy"

M.

[lord butterstock] 28/9/2006 21:03

Another one for the bin...

In it goes...

[tole] 26/9/2006 16:39

26-Sep-06 Cello Group CLL Corporate Synergy Buy 129.00p 150.00p - Reiteration

[moogies] 26/9/2006 11:22

Cello Group plc
26 September 2006



26 September 2006





CELLO ACQUIRES STRATEGY & RESEARCH CONSULTANCY SMT



Cello Group plc ("Cello", AIM: CLL), the research and data led marketing
services group, has acquired SMT Consulting Limited ("SMT"), a leading strategy
and research consultancy specialising in the fast growing market of business and
competitive intelligence. Initial consideration consists of up to £6.2 million
with further performance related consideration of up to £8.8 million.



SMT's client base includes around 20% of the FTSE 100 companies and a number of
Fortune 500 corporations in the areas of financial services, nuclear &
utilities, telecoms and FMCG. It is based in Oxford, employs approximately 35
people and also has an office in Shenzhen, China.



The initial consideration consists of up to £6.2 million of which £4.2 million
is payable in cash and the balance satisfied by the issue of 1,542,480 new
ordinary shares. In addition, there are further performance related payments
over the period to 31 December 2010. These payments are in a mixture of loan
notes and new ordinary shares at Cello's discretion, with a maximum share
element of 75%.



In order to finance the cash element of the acquisition, Cello has entered into
a new £12 million committed three year banking facility. Following the
transaction, Cello has net debt of approximately £2 million.



For the year to 30 April 2006, SMT had a turnover of £3.4 million and normalised
profits before tax of £0.8 million. Net assets at 30 April 2006 were £0.7
million including cash of £0.5 million.



Application has been made to the London Stock Exchange for the new shares to be
admitted to AIM and it is expected that admission will take place by 29
September 2006.



Kevin Steeds, Cello Group's Chairman, said:



"SMT is an exciting addition to the Cello Group, further strengthening our
upstream research and consulting offer. With its impressive client franchise in
the UK and Asia, SMT also helps accelerate the development of our international
offering."



Enquiries:


Cello Group
Kevin Steeds, Executive Chairman 020 7812 8461

College Hill
Adrian Duffield/Ben Way 020 7457 2020





Notes to Editors (www.cellogroup.co.uk)



Cello Group plc is a research and data led marketing services group that listed
on AIM in November 2004.



The Group's strategy is to create value for shareholders by building a portfolio
of companies around three specialist platforms, each operating within a
different niche of the marketing services sector: market research and planning,
brand strategy and consultancy, and direct marketing, digital and database
management.



Each of Cello's three platforms has significant organic and acquisitive growth
potential; blue chip client relationships with a history of client loyalty;
experienced, high quality management teams; and a track record of profitability.



Cello Planning and Research



* Insight Research Group - London, New York and Basel



Insight is a specialist healthcare market research business that offers a broad
range of quantitative and qualitative research based solutions. Its clients
include GlaxoSmithKline, Novartis, AstraZeneca, Shire Pharmaceuticals,
NovoNordisk, Boehringer Ingleheim, Lundbeck, Pfizer, Roche and Merck, Sharp and
Dohme. Insight recently acquired FML, a leading field force company.



* Leapfrog Research and Planning - Windsor and New York



Leapfrog is a leading consumer market research and planning consultancy offering
qualitative and quantitative research in the UK and internationally. It acts
for a number of blue chip clients including Tesco, GSK, BBC, Scottish Courage,
Toyota, AA, RHM and Wyeth.



* RS Consulting - London



RS Consulting is a quantitative market research and business consultancy. Based
in London, the company employs approx 80 people across its three subsidiaries.
Major clients include hp, Xerox, Sony, FedEx, Department of Work & Pensions,
Cisco Systems, AXA, Yell, RBS, AON and BUPA.



Cello Brand Consulting



* Leith - Edinburgh and London



Leith is the largest and most successful branding agency in Scotland. The
agency has been voted Scottish Agency of the Year for the last five years.
Leith opened a London office in 2000 which has recently been integrated with
Farm. Leith's major clients include Irn Bru, Scottish Executive, Standard Life
Bank, Standard Life, Smile, ICI, FT and Goodfellas Pizza.



* The Value Engineers - Beaconsfield



TVE is a leading strategic brand consultancy focused on four core disciplines;
branding, strategy, insight and innovation. Clients include Unilever,
Carlsberg, Diageo, Sony Ericsson, ICI, Visa, BP, T-Mobile and Britvic.



* TMI - Redditch



Formed in 1978 TMI UK employs some 60 staff and is a leading provider of
organisational development and consultancy solutions to a range of blue chip
clients including Toyota, hp, Metronet, Marks and Spencer, the Foreign and
Commonwealth Office, National Express Group and Serco Solutions.



Cello Response



* Target Group - Cheltenham and Cirencester



Target is the leading direct and database marketing consultancy specialising in
the "not-for-profit" and charity sector. The agency works for five of the top
20 charities in the UK. Target is expanding into the "grey sector" of products
and services for older people for clients such as National Trust, Saga and
Which? Limited. Target has a leading database subsidiary, Talking Numbers and a
successful print management operation, Target Direct Print.



* Navigator Responsive Advertising - Edinburgh



Navigator Responsive Advertising, Scotland's leading direct marketing agency,
provides responsive communication solutions for a wide range of clients
including HBOS Group, De Vere Resort Ownership, ScottishPower, Abbey and Remy
Martin.






This information is provided by RNS
The company news service from the London Stock Exchange
Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

[moogies] 15/9/2006 10:31

Mentioned in IC today. Says fPER = 10 with "cash, strong balance sheet and growth prospects", Cello is a BUY at 129p.

M.

[tole] 07/9/2006 10:33

Altium set a new price target of 143p up from 135p and reiterate their BUY recommendation.

[tole] 29/8/2006 13:33

I see Altium reiterating their Buy rec today with 135p target price.

[cootuk] 28/8/2006 22:22

Why?....they seem to be doing quite well and fund a lot of their acquisitions with shares.

[drbeat] 28/8/2006 19:54

fund raising needed imho

[grahamite2] 25/8/2006 13:07

A good sign (and rare on AIM) that they give a date for results - clearly there's no problem seeing how many fiddles they can get past the auditors because the results are genuinely good and they don't need to.

A pity that solid companies like this don't excite frenzies among the punters!

[tole] 18/8/2006 10:04

Not long to wait.

Cello Group plc (AIM: CLL), will announce its interim results for the six months
ended 30 June 2006 on Tuesday, 5 September 2006.

[tole] 03/8/2006 17:32

Holding firm today. Though a few sells - maybe that protected 10k will push the bid down come Monday.

[tole] 02/8/2006 16:52

Nice continuation today.

Panmure Gordon, 22-03-06, BUY, Target Price 145p.
Corporate Synergy, 19-05-06, BUY, Target Price 150p
Teather & Greenwood, 04-07-06, HOLD, No Target Available
Evolution Securities Ltd, 03-07-06, BUY, Target Price 165p.
Altium Securities26-06-06, BUY, Target Price 135p.

[tole] 01/8/2006 08:32

Bouncing from its yearly low which coincides with the previous director purchases from March..

14-03-2006 M. Bentley BUY 5,000 ORD 118.00 5,900 15,000 0.05
14-03-2006 W. David BUY 5,000 ORD 118.00 5,900 15,000 0.05
14-03-2006 A. Rich BUY 10,000 ORD 117.00 11,700 260,000 0.80
14-03-2006 M. Scott BUY 10,000 ORD 116.00 11,600 685,010 2.11
14-03-2006 K. Steeds BUY 10,000 ORD 118.00 11,800 685,010 2.11

A good entry level with results due in just a months time and the imminent initiation of a dividend too.