Cerillion Share Discussion Threads

[renaissance] 06/7/2021 15:37

Not sure if that is a good or a bad thing but at least it explains the drop!

[cfro] 06/7/2021 15:05

Another management team share sale with the Asia director selling 15k.

..and first pull-back in share price for ages..

[boadicea] 25/6/2021 16:51

When I bought into CER in Nov 2019 at ~188p, it looked sound and relatively cheap but had an unexciting record. Fortunately, in a moment of unusual exuberance for which I cannot now account, I bought a fair number (by my standards.) I have top-sliced several times on the way up and am now in free ride. It now looks hitorically expensive and will need to continue with a succession of sparkling results to justify the rating, imho. The market seems to think this will happen and probably knows more than I do!
I have made the mistake of a premature exit several times in the past (notably with Softcat, SCT). Software solutions are extremely scalable and can (and do) work wonders on the share price of smaller companies. The historic price/sales ratio of CER (according to advfn) is over 12 which is exceptional, compared to others in the sector which generally run in the range 3 to 7. There is an even higher outlier at the top end, DOTD (historic ~15). In contrast at the lower end we have Shearwater, SWG (~1.6).
I would not suggest using the Price/Sales measure to assess what is likley. However, I do take note of it as an indication of what is perhaps possible or altenatively, unlikely.

[cfro] 04/6/2021 16:54

Closed the week on a new high. Share price certainly has a tailwind behind it right now.

[cfro] 02/6/2021 12:51

Thanks for the PI world video links..

I see the share price up again today despite all those recent director sales.

[tomps2] 02/6/2021 10:24

Here's the £CER H1 presentation given last week. A super set of results delivered by Louis Hall, CEO and Oliver Gilchrist, CFO.

Video:

Podcast:

[swiss paul] 28/5/2021 18:40

That ---- or a takeover

[boadicea] 27/5/2021 17:02

I said I wouldn't top slice any more - but recently did! A few more would have put it into free carry territory (which is always comforting but technically irrelevant.)

Is it expensive?
From a historical view - Yes. But future results are what we are buying or holding for.

[cfro] 27/5/2021 15:03

Some more director sales but who can blame them for taking some off the table.

Valuation looks high on the face of it but business has never been so good with record profits, record orders etc.

Already intimated of more, perhaps larger, contract wins to come too.

[texaschaser] 25/5/2021 10:28

no bags left. too much competition in crm space

[boadicea] 21/5/2021 14:34

Director sale -

[ga_dti] 20/5/2021 07:43

Exclusive DT interview: Cerillion experiencing strong sales growth and extended pipeline

[cfro] 17/5/2021 06:34

New orders up 148%

Revenue up 26% at £12.8m with recurring revenue up 43% at £9m

Dividend up 20%

New business pipeline is 9% higher year-on-year at £130.8m at period end, even after recent new customer wins

....To say the company is on a roll i feel is an understatement perhaps.

[tomps2] 13/5/2021 12:58

Cerillion (CER) Interim results presentation.

Louis Hall, CEO and Oliver Gilchrist, CFO will present results followed by Q&A.
Thursday 27th May, 4pm

Register here:

[ga_dti] 21/4/2021 07:29

Louis Hall joins DirectorsTalk to discuss the company's 6 month trading update:

[cfro] 19/4/2021 06:32

Cerillion has experienced its strongest ever six-month trading period, exceeding management expectations. Revenue for the first half ended 31 March 2021 is expected to total approximately £12.8m, a 25% increase on the same period last year (H1 2020: £10.2m) and adjusted EBITDA is expected to be approximately £4.8m, a 77% rise on the comparative period last year (H1 2020: £2.7m). The Company's balance sheet remains strong, with net cash at 31 March 2021 up by 60% to approximately £7.7m (31 March 2020: £4.8m).


Results on May 17th.

[boadicea] 09/4/2021 12:24

Re: 144 and 151 - No more top-slicing while the advance continues!
A trading update would be nice but it looks like we will have to wait for the interims in mid-May.

[swiss paul] 09/4/2021 11:16

And the move up continues - hoefuly finish on a high for teh week

[ga_dti] 31/3/2021 07:10

Listen to our exclusive interview with Louis Hall discussing the signing of its largest contract win to date, with a 10-year agreement worth a total of $18.4m:

[boadicea] 29/3/2021 21:01

My 144 of 11th March was a bit prescient and I shouldn't have top-sliced at all but at least I kept 70%, so enough to be very happy with.
We normally get a half-year update in early April (but may be not if today's RNS serves instead) and the interims possibly on 10th or 17th May which will doubtless be well anticipated.

[swiss paul] 29/3/2021 18:20

Quite surprised the 'nutty brigade' hasn't arrived yet!

[energeticbacker] 29/3/2021 13:31

Investor's Champion comment:

The Group has secured a 10-year agreement with a full-service network operator in Latin America worth a total of $18.4m. This contract, together with a smaller £2.7m extension recently secured with an existing customer, means that results for the year ending 30 September 2021 are now anticipated to be ahead of previous expectations.

Shares rose strongly on the news.

[davidosh] 29/3/2021 12:27

Just to mention that Cerillion will be one of ten companies featured in the March results round up in the MelloMonday show tonight... It will be a really packed five hour show but here are the timings....


Programme for the evening

5.00 pm Introduction to our Mello Roadshow
5.05 pm Alun @MrContrarian reviews the Mello BASH companies
5.10 pm Company presentation by Judges Scientific
5.40 pm How to join corporate fundraisings with Primary Bid
6.00 pm Company presentation by Filta Group
6.30 pm Leon Boros interviews Peter Harrison from Bioventix
7.00 pm Company presentation by Digital Box
7.30 pm A March results round up with Paul Scott, Gordon @glasshalfull & Alan Charlton
8.00 pm Company presentation by Get Busy
8.30 pm New IPO presentation by Parsley Box introduced by James Deal, Primary Bid
8.50 pm Mello BASH with Alan Charlton, Alex Schlich, Richard Crow (@RebelHQ) and Kevin Taylor


If you have not been before the webpage is here Do use this code for a half price ticket MMTADVFN50

[togglebrush] 29/3/2021 07:31

Nice One, follows contract win in September 2020 (£11.2m) -