Cerillion Share Discussion Threads

[gleach23] 14/5/2018 08:02

Yes - revenue was as per the April TU and adjusted EBITDA even came in higher. I imagine much of the selling today is traders who suspected like you that CER had been rather left behind recently.

Beginning to attract some buyers now. A few contracts and I'd expect to see this heading north again.

[its the oxman] 14/5/2018 07:58

Added 130p. Decent management, bit of a yield, growth prospects etc. Should recover - I hope.

[its the oxman] 14/5/2018 07:44

Very harsh reaction to not unexpected results.

[its the oxman] 11/5/2018 16:04

Let's just hope it's a profit upgrade and not a profit warning next week. Should have decent prospects really.

[gleach23] 11/5/2018 08:55

Agree OXMAN - Interims on Monday

[its the oxman] 11/5/2018 08:40

Markets been going up and this looks a bit bit left behind. Time to buy perhaps c.140p

[peterc1970] 16/4/2018 07:30

Currency move shouldn't be a surprise. Forecasts for the full year to 30th Sept 2018 Revenue £17.4m, Net profit £2.63m. They are going to be at Mello Derby.

[bartolozzif] 16/4/2018 06:37

currency gone agains it now no wonder directors sold loads
EBITDA in the first half is expected to be c.£1.4m (2017: £1.5m)

[robow] 12/4/2018 13:55

or tipped perhaps?

[hpcg] 12/4/2018 10:55

Price has suddenly perked up after that period of post results consolidation. Here's hoping there is something behind it, such as contract wins or PE coming in with wallet open.

[shoee62] 16/2/2018 14:37

Thanks. I went to their AGM, I was the only external shareholder there..

[davidosh] 15/2/2018 17:33

Just to mention that Cerillion will have a stand and be presenting at our huge Mello2018 event in Derby on 26th April and all shareholders and potential investors are welcome to attend

CER have never attended or presented at a Mello event before and we are very pleased to welcome them so this is an ideal opportunity to meet the management and hear about their strategy.

Do come and join us at this quality two day event and there will be at least 35 other companies to meet each day plus some fabulous keynote speakers.

[jockthescot] 03/1/2018 16:31

What's up. Nice little tick up today.

[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 19:49

directors couldnt get out fast enough


seem to be dumping at the earlierst opportunity

[steve3sandal] 26/5/2017 11:17

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....