Cerillion Share Discussion Threads

[cfro] 22/11/2021 07:35

Simply stunning results here.

All adjusted and reported profits and earnings figures up by triple digit percentage points.

Revenues up 25% and margins up to 40.3%.

Net cash increased 71% plus dividend increased 33% to 5p.

Order books at record levels accompanies a very bullish outlook statement.

[davidosh] 22/11/2021 01:09

Cerillion will be will be presenting on the Mello Monday show tonight 5.30pm-9:30pm. There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.
Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.


Monday 22nd November 2021, 5.30pm – 9.30pm
Programme

5.30 pm Mello welcome
5.35 pm Company presentation by Cerillion
6.05 pm Company presentation by Insig AI
6.45 pm Educational insights
7.00 pm Company presentation by Poolbeg Pharma
7.30 pm Educational insights
7.45 pm Company presentation by ENGAGE XR Holdings
8.15 pm Mello BASH

[melloteam] 18/11/2021 10:37

Just to let shareholders and prospective investors know that Engage XR plc, Cerillion plc, Poolbeg Pharma plc and Insig AI plc will be presenting at the Mello webinar event on Monday 22nd November at 6:00pm-9:30pm. There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.
Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.
hxxps://melloevents.com/mellomonday-22nd-november/

[cfro] 15/10/2021 06:41

Sounds like the mint your mate Jase refers to is the one with holes in it.
Please don't spam your dreadful podcasts here.

[davidosh] 11/10/2021 15:06

Just to let shareholders and prospective investors know that Cerillion, Robert Walters and FinnCap will be featured on BASH session at the Mello Monday webinar event tonight, Monday 11th October at 6:00pm-9:30pm. There will be over 400 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.
Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.


The Programme is as follows:

6.00 pm Mello welcome and news
6.05 pm Company presentation by Inspiration Healthcare
6.35 pm David Stredder interviews David Cicurel, CEO of Judges Scientific
7.10 pm Company presentation by Frenkel Topping
7.50 pm Michael Taylor book review
8.00 pm Company presentation by eEnergy
8.30 pm Mello BASH

[cfro] 04/10/2021 06:24

Nice trading update.

Record order books, revenue slightly ahead, adjusted PBT significantly ahead and net cash at £13m.

[cfro] 28/9/2021 06:16

Good news:

Major Contract Extension with OpenNet worth £4.3m

[oregano] 27/9/2021 08:48

Neos Networks selects Cerillion for private cloud BSS platform

London, 27th September 2021 – Cerillion (AIM: CER), an innovator in large enterprise and B2B digital monetisation and customer management solutions, today announced a five-year deal with Neos Networks, initially signed in September 2020, to provide an end-to-end BSS platform for its UK-wide connectivity business. Cerillion is implementing a complete solution from lead management through to revenue recognition, utilising the Enterprise Product Catalogue, CRM Plus, Service Manager, Revenue Manager and Business Insights modules from its Enterprise BSS/OSS suite, all deployed in a private cloud.

As part of its separation from parent company SSE Group, and following additional investment from Infracapital, Neos Networks needed to find the right partner to support its BSS needs as it continues to grow rapidly and focuses on servicing its wholesale, large enterprise and public sector customers. After a competitive selection process, Neos Networks chose Cerillion due to its proven track record in complex implementations where Neos Networks will benefit from the best-in-class solution deployment thanks to the pre-integrated and flexible product suite offered by Cerillion.

“As we embark on this key transformation of our business, it is vital we have a trusted partner with a platform that can support not only the products and services we sell today, but also the flexibility and functional headroom to underpin our future growth,” said Chris Akathiotis, CTIO at Neos Networks. “The Cerillion platform allows us to hit the ground running with an out of the box solution and we’ve been pleased with how easy it has been to work with Cerillion so far.”

“We have a long history of supporting customers with their complex B2B services, and we’re delighted to be bringing all that experience and expertise to this major transformation project with Neos Networks, signed in September last year,” commented Louis Hall, CEO of Cerillion. “Following recent successes in our international markets, it is also great to pick up another prestigious client here in the UK, and we look forward to a long and successful partnership.”

- ends -

Notes to Editors

About Neos Networks

Neos Networks brings together the unparalleled expertise of dedicated professionals who combine the technical excellence and innovative approaches required to provide businesses, government organisations and their partners with a superior network that is the cornerstone of the UK’s digital future. All this is done with a spirit of collaboration, partnership and integrity because we know we can achieve more, together.

Our services are delivered through a UK-wide 24,480km network, offering a wide range of products and integrated solutions including leading edge WAN, Ethernet, Optical and Dark Fibre services. With decades of industry knowledge and experience, Neos Networks can be trusted to deliver efficiencies as well as a competitive edge. For more information please visit: hxxps://neosnetworks.com

A

[swiss paul] 10/9/2021 12:34

Cerillion, the billing, charging and customer relationship management software solutions provider, is pleased to announce the opening of a new regional technology delivery and development centre in Sofia, Bulgaria.


The newly-opened office complements the Company's offices in the UK and India, and management expects the new location in central Europe to expand quickly and become a new strategic base, supporting the Company's on-going growth and development. The Company has been expanding teams across all locations, reflecting the increasing demand for its solutions, and Sofia has a reputation for its strong technology skills.


The new office will be headed by a highly experienced technology specialist who brings over 17 years' BSS/OSS experience working with leading telecoms operators. Beginning with project and development teams, Cerillion Bulgaria will play a key role in delivering the Company's pre-integrated BSS/OSS suite to a worldwide customer base.

[cfro] 08/9/2021 06:19

Investor Presentation:

[tole] 07/9/2021 19:11

https://www.fool.co.uk/investing/2021/09/07/here-is-1-tech-stock-from-my-best-stocks-to-buy-now-list/Here is 1 tech stock from my best stocks to buy now listJabran Khan | Tuesday, 7th September, 2021 | More on: CERThe Covid-19 pandemic has accelerated the demand for technology. I have a dedicated tech section on my best stocks to buy now list. One pick I really like is Cerillion (LSE:CER). Should I add shares to my portfolio at current levels?FTSE AIM starFounded in 1999, Cerillion is a provider of billing, charging, and customer management systems based in the UK. It focuses on providing its products and services primarily to the telecoms industry as well as others too. It has many customers across the world but some of its more recognisable names to the UK market are G4S and mobile network Three.My best stocks to buy now are usually on an upward trajectory and Cerillion is no different. Its share price has increased in the past 12 months by over 160%. This time last year, shares were trading for 295p per share. As I write, shares are trading for 784p per share. So, what has contributed to this sudden share price explosion for the tech provider?My best stocks to buy now perform consistentlyCerillion's fiscal year runs from September to September. Full-year results are expected around November. In its most recent trading update released in May, it covered the six months to March as a half-year update. These results made for excellent reading in my opinion.Cerillion reported record performance for new orders in H1, up 148% compared to 2020 levels. It also reported its largest ever contract win. Revenue rose by 25% compared to 2020 levels. Recurring revenue also rose an impressive 26%. In addition to all this, profit before tax was up 124% compared to the same period last year too. Net cash also rose by 60% too.I understand that past performance is not a guarantee for the future. I personally use this as a gauge when assessing investment viability. Cerillion does have a favourable track record. In the past four years, revenue has been increasing year-on-year. In the same period, gross profit and net income have also been increasing year-on-year too. Most of my best stocks to buy now have good historic track records. Risk and my verdictI have two main concerns with Cerillion and its investment viability. First, at current levels it is valued a bit high. With a price-to-earnings ratio of over 50, it could be susceptible to a share price drop on the back of negative news. In addition to this, recurring revenue has not always been its strong point. Recurring revenue can be a good combatant to top line uncertainty but despite increasing recently, Cerillion could do more to secure recurring revenue for the future.There is a lot to like about Cerillion hence why I place it on my best stocks to buy now list. It has a strong balance sheet as well as a favourable performance track record. It also pays a dividend which would help me make a passive income if I invested. Furthermore, it also has a strong pipeline of future business ahead too which will help boost performance further.Right now, I would be willing to buy shares at current levels. I believe full-year results will be favourable and result in a further share price rise. I would be willing to add shares to my portfolio at current levels and keep an eye out for full-year results and future performance too

[cfro] 01/9/2021 17:05

Re Algy Hall - one thing he said in the article is this:

"And not wanting to be too churlish, but margins could be viewed as looking too healthy for what one would typically expect from a rapidly-growing, jam-tomorrow small-cap."

It's like eh what?!

[oregano] 01/9/2021 09:51

it was expensive at £4, so you missed out on alot by selling it then.

Key is whether they can carry on landing progressively larger contracts.

Stocks like Kainos, which is a largely a projects business that have "made it" in the markets eyes trade on 40x EV/EBITDA, so no reason why CER should not replicate that if they continue to win increasingly large deals.

[holmol] 01/9/2021 09:13

Having studiously ignored Cerillion as it rose from £2 to £9 ,IC at last publish an article stating it is overpriced .
On the past performance of that magazine , we can expect it to double in the next year .
The quality of IC and its interest to the average investor has declined even further r with the new format .I have cancelled my subscription . Stockopedia & Momentum Investor are of much more use .

[jockthescot75] 29/8/2021 08:52

A double page write up by Algy Hall in this weeks IC for any subscribers out there.

Jock

[boadicea] 28/7/2021 12:19

RE: My 177 - Sp is showing remarkable resilience.
Will I be happily proved wrong about my 800p resistance speculation?

[boadicea] 20/7/2021 09:15

There have been a number of chunky sells in the past week and judging by today's drop another one (or more) is in delayed mode waiting to appear. All part of the problem of adjusting holdings in low-liquidity shares, I suppose. However, the seller will presumably have made a healthy gain. So my top-slicing was probably a sensible move after all!
The price/revenue ratio is quite high - implies good margin business - but that can attract honey-pot competition and they will have to keep their game up.

The proceeds of my top-slicing have mostly been reinvested in lower rated operators in broadly the same sector.

[swiss paul] 13/7/2021 12:49

Yes I did, wish I had the moolah to get the ones Gresham disposed today

[boadicea] 09/7/2021 15:31

Yes Paul - Did you top up?
Climbing back towards 800p (more or less as I anticipated), but will it now be resistance or become support?
Resistance point looks more probable as 800p will have become an obvious target level for those looking to top-slice or even to exit.

[swiss paul] 09/7/2021 14:22

Some tree shake that

[swiss paul] 08/7/2021 15:36

Thanks All - so this might be a 'top up ' opportunity then?

[cfro] 08/7/2021 12:17

A pull-back in the share price has been over-due for a long time. You have to expect one at some point. Nothing goes up in a straight line.

Any news on new major contract wins might well propel the share price back up again. This from the interim results just two months ago:

Looking ahead over the balance of the current financial year, we are very confident of continuing progress, supported by our strong back order book. We are also in a good position with potential major new orders.

...And this...


Equally significantly, a key channel partner relationship yielded its first contract in early March 2021, worth GBP5m, for a publicly-owned network operator in the Middle East. We expect to see further contracts come through in due course from this important channel partner relationship. These high profile orders continue to demonstrate the quality of both our product offering and support capability and will help to drive new business in the future.

[boadicea] 08/7/2021 12:01

Paul - It had more than doubled since late March based mainly on one large 10-year contract and a good interim report in April. My opinion was that it looked distinctly exuberant (see my 169 above) and would require a continuing supply of good news to sustain it. A director sale is not necessarily bad news - after all, a director who is careful with his own finances/risk profile is better than one who gambles on a continuation of best outcomes - so I wouldn't mark it down as a company on that score. However it coud be taken as a hint to do the same and the market being what it is, there was likely to be a strong reaction in the circumstances.

Further good news would possibly stabilise it around 800p - failing that, the floor looks reasonably solid at a pessimistic 600p. Being now in free carry I am feeling reasonably relaxed and taking the longer term view - even on today's further decline.

[swiss paul] 08/7/2021 11:05

WTF is goimng on - why the collapse in price?