Cello Health Share Discussion Threads

[qs99] 20/3/2020 12:23

Think with longer term client outlook and healthcare now c.80%+ of business / revenues, this business should be OK.....any thoughts anyone?

[qs99] 20/3/2020 11:08

timely post.....as if by magic.....look forward to it being back nearer £1.30....DYOR

[qs99] 20/3/2020 10:55

Given HNT buy-out does the fall make it a target? DYOR

[davebowler] 18/3/2020 08:27

Cenkos;
Cello has delivered strong FY19A results as expected, with excellent underlying growth in Cello Health and a net cash beat as a highlight. Recent restructuring activities now mean healthcare activities generate over 80% of group net revenues, where growth rates and margins are stronger. The group has good momentum going into FY20E, but the recent COVID outbreak brings uncertainty and possible disruption.

[poikka] 18/3/2020 08:18

Not much at all, so far. In the present climate, a 7.2% divi rise is welcome.

[zipstuck] 03/3/2020 12:18

As the major drug companies are being squeezed on supply chains you have to wonder how this might affect CLL

[bargainbob] 09/1/2020 21:32

Poikka glad i introduced a little Fanny to the advfn boards and it boosted the share price to heights not seen before.

Good luck reaching 150p

[poikka] 08/1/2020 18:00

And there was I thinking it was just another fanny. What's wrong with me, I can't get fanny off my mind. Bloody Bob, innit.

[f15jcm] 08/1/2020 17:33

I bought for a new position today. With the price at 140p I figured my 17,500 shares would push the price to 12y highs, which seems to have worked.

[coopstock] 08/1/2020 16:12

Looking good Billy Ray...

[bargainbob] 07/1/2020 19:18

And everyone loves a Fanny , Poikka 😂

[poikka] 07/1/2020 08:55

Not that anyone would be influenced by my posts, but I'd better just make clear, if only for the sake of my outstanding reputation with regard to investing, that my 200p target was in jest. Ya never know.

There's nothing bad on Cello's horizon, as far as I can tell, and they seem to be able to churn out the cash and make suitable acquisitions.

[davr0s] 07/1/2020 08:30

Who knows but I buy breakouts like this any day of the week. Shares that are going to go and make big gains have to break out first. No idea where price will end up but gotta be in the game to capture some of these

[bargainbob] 07/1/2020 08:28

Poikka , only jesting not sure if related . Though it was a good exposure for a few minutes on the marketing company in the documentry.
Certaintly brought the company to my notice.

[qs99] 07/1/2020 08:22

Not sure of forecasts, but top of my range at moment....great company and well let, decent yield, but how much upside from here?

[poikka] 07/1/2020 08:19

With a few more fannies we could hit 200p, funny old world.

[davr0s] 06/1/2020 19:52

It's a rogue uncrossing trade - see where it opens in the morning

[poikka] 06/1/2020 19:47

Wonder what prompted that little purchase and spike. Any clue, anybody? Maybe just a careless trade.

[rambutan2] 07/12/2019 15:42

I noticed Kabouter bought in in May, and since then have upped a couple of times and now hold 6m (5.6%). They are renowned but avoid publicity - as their website illustrates!








and as I'm at it, a link to 9% and longer term (and another well regarded hedge fund) holder:

[davebowler] 02/10/2019 10:12

Cenkos;
Disposal of Pulsar

Cello has announced the divestment of Pulsar, its social media analysis software for £4.5m. Disposal of the technology leaves Cello as a pure-play professional services business, increasingly focused on a healthcare agenda. Given Pulsar’s loss making and cash consumptive model, its removal should allow Cello Signal to generate EBIT margins of 10%+ and the wider group to achieve greater levels of FCF generation ahead.

[coopstock] 19/9/2019 15:22

Any chance they're reporting it separately because they to sell it?

[poikka] 18/9/2019 09:38

I guess that Pulsar brings insight to Signal, at least - and that's as far as I understand the value to Cello..:-/

Strong hold for me.

[poikka] 18/9/2019 08:30

Steady as she goes, apparently.

I'd like to know just what value Pulsar brings to Cello; it was once the promising star of the show, but now being separated in the accounts. Tried to get a bit more of an idea from their website today, but was so slow - probably my inet. Try again later.

Anyone got any info on Pulsar?

[gutterhead] 21/7/2019 12:31

getting good coverage on stockopedia as a solid div growth payer