Cello Health Share Discussion Threads

[qs99] 16/2/2018 12:33

tipped somewhere?

[qs99] 16/2/2018 11:39

OK, nice retrace!

[qs99] 30/1/2018 15:03

any views on recent drop?

[qs99] 30/1/2018 12:41

graph not looking too clever?

[qs99] 09/11/2017 10:02

bit of a trace back going on here, any clues?

[davebowler] 18/7/2017 11:31

FinnCap;
Cello has announced the acquisition of Advantage Healthcare Inc. for an initial consideration of $1.5m cash. Deferred consideration of up to $3.0m will also be paid dependent on financial performance to June 2021. Advantage (founded 20 years ago) provides critical analysis and insights in biopharmaceuticals supporting new products and business development. It will complement Cello Health's existing capabilities in consulting, market research and science-based communications and will add further depth to it's ability to work from the early stages of drug development and across the life cycle. Advantage reported sales of $4.5m in 2016 and operating profit of $0.3m. We will reassess our forecasts with tomorrows trading statement and note that given our forecast of £5m net cash at December 2017 there is scope for further bolt-ons that strengthen the offering and growth prospects.

[qs99] 03/7/2017 10:04

and now rebounding firmly it would seem....DYOR

[mike-green] 07/6/2017 07:20

Agreed, I believe there is some portfolio balancing occurring to reduce exposure to surprise outcomes in the forthcoming election.

[qs99] 06/6/2017 10:12

not surprised to see some material profit taking...

[qs99] 04/5/2017 12:10

check out the web-site, may have that on it....looks like profit taking, well done all who have ridden the wave, froth coming off now placing, await next deals IMO...I'll monitor now and work out next entry position, hoping it may be below £1.20 but buyers may return before then....GLA

[bb123] 27/3/2017 13:31

Please can you help
Who are the major share holders?
Thanks bb123

[lampran] 22/3/2017 11:56

hxxps://www.research-tree.com/blogs/news/cello-group-profits-ahead-of-expectations

[qs99] 09/2/2017 16:26

great strength, hope a few have been following this, c.15% up in a week...

[qs99] 08/2/2017 09:52

Continued good moves....a great story really IMO given fund raise, more than required, implying more deals (+use of debt) in future, tech focus in new broker notes, share price already 10%+ above placing price as well received....more to come IMO as reckon from this share price rise, there are a few who are buying into story....DYOR and gla

[qs99] 08/2/2017 08:22

STILL in demand it would appear. latest broker notes have all been very positive, interesting to see one is talking about CLL being a tech play as well now with its capabilities....

[qs99] 06/2/2017 12:32

OK if a tech=backed model, what p/e or EV/EBITDA ratio will the market ascribe to CLL? Presume much higher than now, hence the re-rate? DYOR

[qs99] 06/2/2017 12:24

thanks for that. also decent yield IMO

[davebowler] 06/2/2017 12:06

FinnCap;
Post the placing, Cello has net cash and, with an acquisition, has signalled its intent to invest for growth now that the VAT issue is firmly behind it. We continue to believe Pulsar, its social media tool, is in the share price for free, but also increasingly that Cello has developed a widening range of technologies that are performing well and support good profit growth potential. Cello is moving away from an ‘hours utilised and billed' type model towards a technology-backed model, a more valuable proposition.

[zipstuck] 01/2/2017 11:39

The oversubscribed placing underpins the share price and there is all to play for in 2017

[qs99] 01/2/2017 09:27

well that was unexpected but a nice surprise....any thoughts on this very quiet board?

[davebowler] 19/1/2017 09:36

Price: 100.0p Target Price: 132.0p

finncap.com



Cello has confirmed the Group delivered an encouraging trading performance in 2016 and 2017 begins with good momentum from existing and new clients. Most importantly for our buy case, there has been an ‘excellent performance’ from Cello’s growing suite of software-enabled products. We make no changes to our forecasts and continue to believe the share price significantly undervalues the technologies Cello has developed, most notably Pulsar its social media analytics tool which we believe is in the price for free.

[qs99] 04/1/2017 08:08

looks like some NY demand again, ticking up on the open

[qs99] 21/12/2016 12:05

bit of demand again...