Cerillion Share Discussion Threads

[hpcg] 05/12/2017 13:13

For Stockopedia subscribers interview with management conducted by Graham Neary here:

[hpcg] 05/12/2017 12:32

Nice and quiet hear, which is a goodish sign. Nice contract win with a new customer, which in turn should help with other new customers. Also ripe for some publicity and attention. At the current rating it isn't too rich for investors whom are put off by growth multiples. Ditto those that have to have a dividend, though I have to say I'm not quite sure why they pay one.

Important things: revenue growth, recurring revenue, cash conversion (greater than EPS), margin expansion (which is what should happen to a software business), free cash generative but never the less still investing, under priced for growth.

[robow] 28/11/2017 12:59

Anyone attending the Shares/AJ Bell presentation this evening?

[steve3sandal] 27/11/2017 17:13

I sold out ahead of the results. No new contract/customer news disappointed me and felt nicely ahead would not be good enough. However, on a quick look results seem OK though I am surprised by the extent of the pop this morning. Solid dividend but the customer base appears to be quite concentrated and the confident outlook isn’t supported by hard news. Sidelines for me at the moment. Must add that I am often wrong.

[5oletrader] 27/11/2017 10:23

Any views here?

[larva] 27/5/2017 20:49

directors couldnt get out fast enough


seem to be dumping at the earlierst opportunity

[steve3sandal] 26/5/2017 12:17

Another highish flyer where the owners are selling down to meet institutional demand. Couple of thoughts to myself. 120p was a deep discount so not sure how keen the institutions were. Perhaps another example of topping values? On the other hand recent results and perhaps a confident outlook to 2018 reflect confidence that the company will be able to deliver another placing opportunity down the line. They can't do that if they let new shareholders down from here.
About time for a another news item I hope.

[oregano] 24/3/2017 10:25

i sold half my holding at the highs as it had run along way and this is a very H2 weighted stock. Something like 1/3rds 2/3rds, for which there is no logical explanation. i suspect that might spook some new comers at the higher levels.

[runthejoules] 24/3/2017 10:03

Thanks guys - can't afford level 2. SHould have sold out a while ago but stayed in on the positive news. Just usual low-volume weak holder Friday drama I suppse then - if I'd got more cash I'd top up myself, surprised it hasn't bounced already. Damn, now it's back down 8.4% again - can someone tell the sellers Cerillion is about saving users money, and should therefore be counter-cyclical??

[robow] 24/3/2017 09:33

its low volume -just stops being hit I would guess

[steve3sandal] 24/3/2017 09:30

Nothing, small trades at a much lower band, not even profit taking by a large holder. I made a small top up myself. Of course I know nothing but I would be surprised to see something particularly negative at this stage, given the additional contracts and recurring revenue....

[runthejoules] 24/3/2017 08:19

I know it's an erratic stock, but anyone know the reason for the sudden 6% drop today?!?

[jeffian] 21/3/2017 09:58

Those with long memories will remember how Polyus came to own Nezhdaninskoye.

And just look who they've sold it to!

[dt1010] 18/3/2017 22:14

Computer software company Cerillion climbed as it announced a contract win.

One year on from its stock market debut, shares have nearly doubled from their placing price of 76p.

The firm, which provides software to telecoms companies, won a tender with a European operator, initially worth £2.1million.

Cerillion will supply customer relationship management and billing software and provide an ongoing managed service to operate it. Shares gained 1.7 per cent, or 2.5p, to 147p.

Mail online.

[steve3sandal] 17/3/2017 19:08

You missed it already. Good news I think. I topped up today.

See the contract announcement this morning above, and yesterday LL discussed the Co with the CEO on Share Radio.

Listen to our CEO @LouisTHall w/ Lord Lee & @SimonRoseRadio discuss #AIM via @ShareRadioUK (link: bit.ly/2mMstdB

[runthejoules] 17/3/2017 13:57

When's next news due?

[frankwhite] 08/1/2017 21:30

You should be able to read it, I dont pay either. Certain articles are free if you sign up.

[robow] 07/1/2017 17:06

Thanks, can't read the article but that's good to hear

[frankwhite] 06/1/2017 17:50

Comments worth reading from the master John Lee, he holds Cerillion.https://www.ft.com/content/5bdf2b8e-d1a6-11e6-b06b-680c49b4b4c0

[robow] 06/1/2017 15:49

looking lively today

[oregano] 21/12/2016 12:50

no further upgrades on this win, now valued broadly in line with software and services peers on profit multiples but 3% yield and 20% growth this year. Continuing to bring on new customers.

[oregano] 28/11/2016 13:44

upgrades to this years EBITDA from £3.1m to £3.6m due to the big contract win. Cheap vs the peer group.

[rubberbullets] 04/11/2016 21:58

overpriced

[gswredland] 03/8/2016 15:51

Cheers Oregano