Cerillion Share Discussion Threads

[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 14:51

Cheers Oregano

[oregano] 03/8/2016 13:02

there has been no stock on offer for some time. i suspect someone has lifted what little was left. they earn alot of revenues internationally and have a big back order book. Fairly solid which is what the market is after atm.

[gswredland] 03/8/2016 12:21

Has this been tipped somewhere? Good rise on now!

[onjohn] 06/7/2016 07:40

Could go a lot lower too. Current PE is very high in reality. Over 25. Too high in these markets.

[dlku] 06/7/2016 06:34

Can see this heading back to Placing price of 76p per share like a lot of stuff

Cash generation hasnt been great - £8m generated but that was over FIVE years


Anyone got forecast. · Adjusted earnings per share of 2.3p in first half and more shares so P?E?R is high at over 20-25

[onjohn] 05/7/2016 08:09

Market is pish poor at mo.

Looks like its hard to even sell 2000 shares.


In a word - PANIC!

[onjohn] 30/6/2016 12:20

Weak pound creating problems i guess. They have to pay the Pune workers and that will inflate the costs?
now get 30 per cent less rupees to the pound than 3 years ago
And Brexit means less chance of new contract i guess as software is discretionary spend

[onjohn] 27/6/2016 20:27

“Now the catastrophic scenario that many feared has materialized, making the disintegration of the EU practically irreversible,” Soros wrote in a June 25 essay reflecting on the U.K. vote for Project Syndicate. “The consequences for the real economy will be comparable only to the financial crisis of 2007-2008.”

[opodio] 20/6/2016 18:26

Recent commentary from RNWHpoints to an increasingly difficult market supplying telecoms sector

[onjohn] 14/6/2016 14:45

80p support

[onjohn] 13/6/2016 14:14

ugly chart pattern

[onjohn] 01/6/2016 10:12

Check out ISL


IS Solutions Plc

"all about the data"



Monday, 1 February 2016





IS Solutions Plc

(the "Company" or "IS Solutions")

Trading Update



Further contract wins will result in profitability significantly ahead of market expectations





As we indicated at the time of our Half-year financial results released in November 2015, our business is driven totally by data and, we operate in a market where business intelligence and analytics is one of the fastest growing software markets.



Over 70% of our business is generated by our Analytics capability. The combination of the established and well respected brands of IS Solutions and Celebrus continues to open up a number of cross-selling opportunities and, at the same time, it has created a much more balanced business with stronger higher margin license sales and progressively greater project and recurring revenue.



Since our Half-year financial results we have successfully continued to build on our current market position within the data solutions arena both in our domestic market and internationally, utilising our extensive technical 'know-how' and skills base.



In 2016, we continue to witness stronger demand resulting in sales for both the IS Solutions business and Celebrus now well ahead of management budget. We are delighted to announce that the Company has secured a further two major projects with new and existing customers operating within the retail and financial services sectors. It is anticipated that these will add contracted revenue of up to £2 million in the current financial year and in excess of £250,000 per annum of recurring revenue in subsequent years. We have a number of other exciting opportunities in the pipeline with the potential to convert these in the first half of this calendar year.



We remain on track to establish a US office which will focus on providing real time customer service and pre-sales support to our already substantial US business and to support further future growth. IS Solutions is in the process of expanding its European direct salesforce to enable it to take our collective portfolio to a broader customer profile. Combine these initiatives with current project sales opportunities with both new and existing customers and we have an exciting future to look forward to.



Conclusion

The Board is confident that the business will deliver a strong performance for the year ending 31 March 2016 with both revenue ahead and profitability significantly ahead of current market expectations. Trading for the 2016/17 financial year is also expected to be significantly ahead of current market expectations.

[opodio] 31/5/2016 13:50

I like the co but not convinced about short/medium term prospects. Agree with staffing costs, looks like they have a high turnover and also high use of expensive contractors.
But my biggest concern is that current FY will suffer because of SAAS migration and also their statement that " top five customers is 55pc of the business" is off the rickter scale in terms of risk if they lose one customer ... In this market i shall follow my own advocating : "if in doubt, get out".

[rubberbullets] 31/5/2016 09:59

Retained loss for
the period (820,139)


The results not good imho but now everyone is trying to find some excuse for no up movement.
Mine is something obvious Brexit uncertainty a plus possible impact on telecoms sector of the group.

[rubberbullets] 31/5/2016 09:12

alphabet

Are you saying they will make a loss in H1?