Cerillion Share Discussion Threads

[cfro] 29/3/2021 06:17

Largest ever contract win to date:

Cerillion, the billing, charging and customer relationship management software solutions provider, is pleased to announce that it has secured its largest contract win to date, with a 10-year agreement worth a total of $18.4m, signed with a full-service network operator in Latin America. This contract, together with a smaller £2.7m extension recently secured with an existing customer in Europe, is anticipated to result in the Company exceeding current management expectations for pre-tax profit in the current financial year ending 30 September 2021.

[boadicea] 16/3/2021 12:27

The market price reporting system is nuts!
Showing a 4.6% rise this morning when it hasn't budged at all. All due to an aberrant paltry UT last night at 392p.

[boadicea] 11/3/2021 09:24

First comment this year! Strange for such a well performing share.

More good news today which helps to justify its high rating. However it will need to maintain the momentum.
It has more than doubled since I entered about 15 months ago because at that time it seemed (imo) to tick all the boxes for value, stability and prospects. I have recently reduced as it seems to have achieved a substantial re-rating and now looks relatively expensive. However I have previously made the mistake (e.g. with SCT) of assuming that exceptional appreciation is unlikely to continue and therefore sold out. So I am retaining a reasonable holding at a very low net cost.

[swiss paul] 30/12/2020 11:21

CANACCORD GENUITY GROUP INC increase from
15.2926 %
to
16.0943 %

[shammytime] 29/12/2020 21:09

Great end to the day. Looking good for 450

[sharesoc] 05/12/2020 16:02

The presentation packs and recording from our webinar with Cerillion on 30th Nov can be found here for full members to view:

To access the presentation, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hxxps://www.sharesoc.org/membership/

Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the presentation (and presentations on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hxxps://www.sharesoc.org/contact-us/

[tomps2] 02/12/2020 15:32

Cerillion (CER) presentation give at ShareSoc on 30.11.20

Louis Hall CEO & Oliver Gilchrist, CFO present.

Video:

Podcast:

[jockthescot75] 30/11/2020 21:47

Sharesoc - is there a way to listen to / view a recorded version?

Thanks

Jock

[sharesoc] 27/11/2020 14:41

We are hosting a webinar with Cerillion on Monday. May be worth watching if you are a current shareholder or potential investor. Louis Hall, CEO and Oliver Gilchrist, CFO will be presenting:

[energeticbacker] 23/11/2020 16:14

Cerillion announces decent results. These look really good numbers in a very tricky period, although Investor's Champion is a little wary of the relatively low element of recurring revenue.

[cfro] 23/11/2020 08:16

14% increase in the divi.

[boadicea] 09/11/2020 11:44

A number of Institutional sales have had little effect on the share price and appear to have been readily taken up (garnered?) by discretionary clients of Canacord////Hargreave Hale.[See 6th Nov rns's.]

Is the company being stalked?

[energeticbacker] 16/10/2020 09:22

Cerillion recently signed its largest ever contract which helped take its back-order book to a record high at its September financial year end.

Investor’s Champion comments that the shares rose 4% on the news to 319p (PER 31x), within a whisker of the house broker’s target price, suggesting a lot of good news is already factored into the price.

[boadicea] 19/8/2020 19:39

Surprised (but not unhappy) by the recent strength. Was the market previously worried about the prospect of successfully placing the retirees shares - i.e. is it just a relief rally?

Or is something more fundamental about to unfold?
We have come a long way in a year and a difficult one at that.

[boadicea] 09/6/2020 08:51

gleach23 - Yes, I did!
The usual pi excluding stitch-up.

[gleach23] 09/6/2020 08:33

Presumably you missed the Placing RNSs yesterday evening Boadicea?

[boadicea] 09/6/2020 08:17

That's a huge trade pre-open this morning, about 8% of the issue. The price might indicate it is probably a vwa price accumulated over some time (months?) and finally settled. An rns would seem inevitable.

Edit:
A quick check shows it to be an exact match to the declared holing of Guy O'Connor, Director Strategic Accounts, 2,391,853 (8.10%)
He announced his impending retirement on 1st June and an explanation of this and other large slaes to institutional placees can be found here -



As always, it's a pity that private investors rarely get a look-in.

[deadly] 20/4/2020 07:42

Where are those debts and delays?

Looks like one of the best investments in these times.

From TU:

"...the Company has not experienced any slowdown in trading activity to date. Cerillion's customers are predominantly telecommunications operators providing critical infrastructure and services, and operators are currently typically seeing strong data traffic "

[albanyvillas] 18/3/2020 18:36

bad debts and contract delays coming

[its the oxman] 08/1/2020 13:44

Chart shaping up. Could see 270p plus here.

[saucepan] 08/1/2020 08:36

Moving up on a weak market day; encouraging.

[saucepan] 17/12/2019 15:52

BiteHerbutt

It seems only balanced to also post my response (in italics below):

geswan: I suspect you are onto something - you usually are!

However, since the 2016 float date, cash on the books has been as follows:

2016: £0.4m
2017: £1.6m
2018: £2.5m
2019: £5m

And that is despite throwing out a decent divi of approx 3%

Cash is king, and all that. Doesn't it suggest this is a business achieving real growth - unless they have a printing press?

EDIT: I meant to add that eps (achieved and forecast) is trending up very nicely. It is thus not as though "cash" was being generated through the sale/issue of cheap shares at the dilutive expense of existing shareholders.

The discussion is taking place on the "Zulu 2019" thread (EPIC = ZULU). Those with a view on either side of the discussion may wish to chip in there.

[biteherbutt] 17/12/2019 15:32

worries highlighted by an informed poster



geswan17 Dec '19 - 10:02 - 101 of 104
0 0 0
Saucepan, it seems to me that a lot of questions need to be answered before investing in CER. First of all, why are the debtors are so high? At 10.68m they represent 41% of the total assets. Are eggs being counted as chickens in the sales department? Is the full value of a client's contract being charged when only a small portion of it has actually been delivered? What is the nature of the intangibles? Are they nothing more than development costs? Finally, what is the individual performance for each of the four business segments like? If they have been 'hived-up' it's likely that some of the hives are not producing any honey.

[its the oxman] 06/12/2019 10:59

Next target for me , 250p. Not that far away really.