Cerillion Share Discussion Threads

[cfro] 28/11/2022 07:25

Final results out:

Revenues up 26% to £32.7m
Recurring revenue up 25% to £12.4m
Adjusted PBT up 40% to £11.9m
Adjusted eps up 38% to £35.2m

Dividend up 30% to 6.5p

Back order book at new highs of £45.4m at Sept YE.

Comments from Louis Hall on revenue visibility:

"We start the new financial year with a very high degree of visibility over our earnings, based on our very strong back-order book and higher level of recurring income. The new business pipeline is very strong and includes a number of large potential deals.

Note 3:

Back order book consists of £37.4m of sales contracted but not yet recognised at the end of the reporting period plus £8.0m of annualised support and maintenance revenue. It is anticipated that 75% of the £37.4m of sales contracted but not yet recognised as at the end of the reporting period will be recognised within the next 12 to 18 months.

[tomps2] 23/11/2022 11:08

CER RNS today saying they will announce FY22 results this Monday, 28.11.22.

The CEO. Louis Hall, (who did an excellent interview with Paul Scott recently here play.acast.com/s/paulscottsmallcaps/cerillion-cer-ceo-interview-2-nov-20) & CFO will give a webinar with Q&A on Friday 2 Dec, 12 noon, register here:

www.piworld.co.uk/events/ (scroll down through various events!

As cfro says above, the last trading update said the Adj PTP to be materially ahead due to fx, better resource allocation, lower financial costs & less amortisation and depreciation.

Management continuously delivers!

[johndoe23] 16/11/2022 11:08

Looking weak at the moment. Interesting to see if support might be at this level

[cfro] 24/10/2022 06:23

Revenues to be slightly ahead however adjusted PBT to be be materially ahead of market expectations due mainly to favourable exchange rates and lower costs.
Net cash to come in at £20m.
Very strong order book.

[sharesoc] 01/10/2022 13:00

In case you missed our webinar with Cerillion Technologies (CER), the recording can be found on our YouTube channel:

[tmfmayn] 28/8/2022 12:57

Screening For My Next Long-Term Winner: CERILLION #CER

"The risk to shareholders is the hefty contract work arrives in a haphazard manner that one day leaves revenue very light and earnings even lighter."

[swiss paul] 17/7/2022 19:07

Hmmm should i op up?

[cfro] 06/7/2022 06:13

Nice £15m contract win.

[cfro] 13/5/2022 15:03

Pleased to see the new CFO make a maiden share purchase at 710p.

[cfro] 09/5/2022 06:35

Fabulous numbers with all the headline figures showing high growth.

Some picks among the bunch include statutory profit before tax and statutory basic earnings up 72% and 69% respectively.

Net cash up by 114% to £16.5m and dividend increased by 24%.

[matthew palmer] 08/5/2022 13:14

Anyone on TECHINVEST, I am wanting to form a group of similar minded people to discuss its views etc and information.

Click my name and send a note.

[togglebrush] 19/4/2022 08:18

Look forward to Interims in Mid May but today's RNS is a good start

[cfro] 19/4/2022 06:23

Super tu. Record first six months.
Revenue up 26%, ebitda up 48%. Net cash up 114%.

[cfro] 22/3/2022 09:24

There has been quite a bounce from the over-sold lows at 600p or so. I suspect a few were caught out there.

It also seems like a few investors have sold up and taken profits in recent weeks but i think that is a mistake.

[togglebrush] 21/3/2022 18:51

Price Action today ... any ideas ???
740 to 782

[km18] 14/2/2022 17:28

...a little dated from 2021...

Cerillion, founded in 1999, is a leading provider of billing, charging and customer management solutions for a broad range of sectors. The company’s clients come from telecommunications, finance, utilities and transportation sectors. Starting with 6 customers more than 20 years ago, the company has now more than 90 installation worldwide and offers SaaS solutions, managed services and on-premise enterprise software. The company prides itself with the ability to integrate a complete end-to-end deployment of Cerillion Express (its CRM and billing software) in no more than 10 weeks. The products of CER are characterised by low total cost of ownership and flexibility proven by the diversified client base. Furthermore, clients are reporting  operational savings “in excess of 33%” according to Cerillion. Where this company diverges from the mass is the clear aim to build value through organic channels. Lack of acquisitions, goodwill free balance sheet combined with the vision Cerillion brings a breath of fresh air in a sector where many competitors look for diversification through acquisitions....from WealthOracleAM

[togglebrush] 09/2/2022 15:57

Today Share price and volume are increasing at pace ...
'
Possible ACTION in the works ???

[cfro] 24/1/2022 15:35

Company has issued a couple of price monitoring extension notices. Obviously some market shenanigans going on this morning.

Price coming back this afternoon. Hold your nerve swiss paul!

[swiss paul] 24/1/2022 13:20

OUCH - and this is an organisation throwing off cash. My screen is a bloodbath this morning

[cfro] 24/1/2022 12:02

Wow, bit of a fall out of bed this morning.
Normally you would only see this kind of drop on bad news but not a profit warning in sight here, nothing of the sort...

[cfro] 10/1/2022 07:28

That sounds like rather important and certainly beneficial news from a relationship/growth perspective.

This from the Vice-President of Norlys:

"Automating our fibre service fulfilment with Cerillion has created a highly scalable business model which allows us to focus on further network expansion; Cerillion actively contributes with their Telco expertise, for the benefit of our business development."