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Share Name | Share Symbol | Market | Stock Type |
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Cloudcall Group Plc | CALL | London | Ordinary Share |
Open Price | Low Price | High Price | Close Price | Previous Close |
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79.50 |
Top Posts |
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Posted at 11/12/2021 20:33 by the millipede Private equity houses are not stupid.I think they see what most British investors do not - that CloudCall is on the cusp of profitability and, if it were still listed, massive valuation rerate. The problem is the listed model is not working as buyers wait for new shares. People won’t invest here in the market as they know further funds are needed. Most can probably buy new shares with tax relief under the VCT scheme. Thus the only people trading are sellers. So the share price trickles downwards, making further fund raising impossible. It is now a vicious cycle that can’t be broken, except by taking the company private. I think we are being robbed but most won’t agree and - there are too many institutions - we can’t stop the takeover happening whatever we think. |
Posted at 04/10/2021 18:02 by pugugly Tipped in Daily Mail -SMALL CAP IDEA Cloudcall Group looks a bargain as CRM market booms By Ian Lyall At Proactive Investors For Thisismoney.co.uk : 12:56 BST, 4 October 2021 | Updated: 12:56 BST, 4 October 2021 Canaccord Genuity put it quite bluntly. It reckons at just 1.8-times sales and with increasing visibility over an accelerating growth trajectory, the shares are too cheap. It calculates the stock is worth 115p, or roughly double the current price. Canaccord is broker to CloudCall, so the cynics will probably respond thus: 'Well they would say that wouldn't they?' Here's a quote from an uninterested party, SureSwift Capital, an American company that helps sell software-as-a-servic 'For smaller, bootstrapped SaaS businesses (that are profitable and growing), valuation multiples tend to range between three and five times [sales],' it says. however to put it bluntly NO IMPACT ON SHARE PRICE AND ONLY SOME 6,768 SHARES TRADED and market cap only £28M t 58p mid |
Posted at 20/7/2021 13:36 by davemac3 seems like a decent update, surprised so little action here today. Should be more info on the Investor call later. |
Posted at 29/3/2021 18:01 by boonkoh Interesting, two new institutional investors on board with the fundraising. Amati and Octopus.But does that mean existing investors declined to take up their fair share to keep from being diluted....! |
Posted at 26/3/2021 20:53 by the millipede The EIS concept is interesting and, although it is billed as a good way of attracting new money into small businesses, actually might end up undermining the share price of low liquidity stocks.Here is how it works. Suppose I bought 100,000 shares in the recent placing. EIS shares qualify for 30% tax relief which is paid as a reduction to the investors' tax bill. So to buy these 100,000 shares I paid £81,500. But I then get a reduction of £24,450 on my income tax bill for the 20/21 tax year, assuming I otherwise pay that amount or more in income tax. This makes the effective cost of the 100,000 shares £57,050 (81,500 - 24,450). Or 57.05p per share. I can then sell them in the market at (today) 75p realising an instant effective profit of 18p per share, or £18,000. This represents approximately a 30% effective return. And because the acquisition cost is 81.5p I pay no capital gains tax.... in fact, I can offset the capital loss (bought at 81.5p, sold at 75p) against future gains. Please let me know if I have got anything wrong there, but it seems to me a really wonderful way to buy shares and I would like to start doing it. |
Posted at 30/10/2020 08:33 by zipstuck Interesting new investor today from over the pond. |
Posted at 08/4/2020 13:07 by jimbojet17 I agree. I work in SaaS and in downturns it's fairly common that customers continue to renew valuable software as it's a budgeted item. So I think at worst we see a slight decline in growth rate but not a contraction Nice to see they're being more open about investor comms to PIs too |
Posted at 05/2/2020 16:03 by longtermgains The current price of CALL and the valuations are both very far from being hyped and are also wrong. The US public markets and global private equity have a very vigorous and well-tested approach to valuing SaaS companies like CALL. Look at the BVP-Nasdaq Emerging Cloud Index ( hxxps://www.bvp.com/ |
Posted at 04/2/2020 20:36 by the millipede I think one of the interesting thing about CALL, which is probably common to many or even most start ups, is that putting a fair value on the equity can be quite tricky. Often speculation and hype can drive prices but, if I am honest, I don't see that here. Two posts here in a week, with consistently low trading volumes does not suggest a hyped share. Sirius Minerals, yes, especially before last summer; here not so much IMVHO. In fact, I think you might struggle to find a stock more under the radar than this one.What we can say with confidence is that several institutions have been happy to buy shares at £1.00, including some American investment houses which is intriguing. I think the Americans have a different way of thinking about start ups from the average Aim Investor. My view is the institutions see good value here at £1.00 or they would not have handed over £12m in the recent fund raising. Meanwhile the day-to-day stock price is controlled by the small number of trading private investors, several of whom (if you read back through this thread) don't fully buy into the strategy of raising equity to fund rapid growth. They would rather the company had raised less equity capital, prioritised profitability, and had grown more slowly. Because of that, on reflection, I am not surprised by the pull back in the share price. A new company using cash funds to grow is going to post losses and CALL is no exception. And, because of the growth rate, by the time results are posted they are already irrelevant. The key metrics for now are not profits at all but annualised recurring revenue, churn, and cash burn, which is high now due to an expanding sales effort but will reduce. That sales effort should, in turn, lead to still faster growth in ARR. For those reasons I am not convinced Arden's forecasts have any meaning - they seem as confused as many other British investors about start up investment - and I would say if institutions are happy funding this at £1.00, as they seem to be, then that price represents good value. I might be wrong. I certainly invested too early here, back when CALL was just a cash shell with an idea attached, and I do understand why people are looking at Arden's figures and moving on. Unprofitable start ups are not for everyone! But I also think this was the last equity raise - £12m - was large enough to ensure no more funds will be needed, as well as being supported by an especially interesting mix of institutions. What is more, CALL was close enough to "break even" last year that the business model is proven. The product is good and gaining traction. The revenues are growing fast with a £50m ARR target by 2025. The company has excellent management and a strong barrier to entry in the form of the personal relationships with the likes of Bullhorn that are needed for customers to get access to the product or anything similar. So I think fair value is probably some way north of here, and am happy to hold for the long term. |
Posted at 21/11/2019 10:08 by pj 1 Unfortunately the Presentations by the Company to Private Investors over the years, since 2013 have always hidden what the true Business Plan is. At the first Mello event in Derby they spent days promoting cash break even by the then year end. It was all a Bluff which has continued as they realised Investors repetitively believe the hype.Now they have ''significant additional costs''? I wish you all good luck but I wouldn't be expecting Profits in 2021 or 2022 or 2023... |
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