Cloudcall Share Discussion Threads

[sooty snipes] 11/6/2020 16:48

One thing is for sure this company is a serial disappointment. Good at paying themselves far too much money without delivering on their endless promises and projections.

[the millipede] 06/6/2020 00:23

I think we have been round this once before Rivaldo. Good luck with your investments!

[rivaldo] 04/6/2020 10:27

Arden have cut their forecast revenues this year by 23% and earnings by 15%. They now forecast a £4.4m loss this year, on £11.6m sales (just a touch up from last year). CALL have a £32.3m m/cap now. They do have a decent cash buffer (though rapidly decreasing), and some decent recurring income. But the valuation is still much too rich for me given the large continuing losses. At some stage CALL may reach a turning point, at which point I'll be interested, but that still seems a long way away.

[jimbojet17] 03/6/2020 18:10

I suspected at least one of the directors was buying today. Possibly an institution or two also

[mw8156] 01/6/2020 21:57

any indication that the cost containment measures include a hefty reduction in management pay?

[jimbojet17] 01/6/2020 07:12

Seems like a clear and expected update. Good to see that like most SaaS companies they're seeing existing customers renew at normal rates. As I read it CALL continues to grow, just at a slower rate than last year, in the near term at least

[davemac3] 20/5/2020 09:43

neat, is this about to break out?

[jimbojet17] 15/4/2020 13:01

It worked fine for me, I thought it was a decent platform

[gdjs100] 15/4/2020 12:26

My link they sent me on email refused to work, and the online meeting website didn't provide a link to enter the meeting. Did anyone else have this issue?

[the millipede] 15/4/2020 12:15

Did anyone manage to dial in?

[jimbojet17] 14/4/2020 14:28

Some big transactions today, one after the start of the earnings call. Interesting

[jimbojet17] 08/4/2020 13:07

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

[the millipede] 08/4/2020 12:19

Do you know what, I think these results are very good. Last year's revenue £11.4m with net cash burn £1.9m. And current ARR already £13m which means, I think, break even would occur this year, other things being equal. They aren't, of course, as the company has just raised money to fund a growth programme and we have a coronavirus to worry about. Nonetheless, I think they are pretty good numbers, and it is certainly nice to have a big cash buffer right now.

[jimbojet17] 11/3/2020 10:20

My read on this - a large chunk of their revenue is with smaller businesses susceptible to economic downturns - recruitment. However the US and UK have stated efforts to support smaller businesses, and most interesting IMO is that most of CALLs revenue is recurring and they have a very good renewal rate

[the millipede] 11/3/2020 09:57

Hard to know tbh. But I think: no more than anyone else with a product that is not exactly discretionary spending. The share price is holding up quite well I think, although it is down, obvs.

[a.fewbob] 04/3/2020 23:06

Any idea if these are likely to suffer due to Corona?

[the millipede] 25/2/2020 08:54

"Huge overhang it seems" But another American investment house willing to buy.

[jimbojet17] 25/2/2020 08:52

The CALL train is finally leaving the station... jump on board before you miss it.I'm still accumulating at this level, incredible price for this growth. GLAH

[zipstuck] 25/2/2020 08:05

Q1 2020 is looking promising. March results will indicate outlook but seems to be gaining some traction in the last 4 months

[horndean eagle] 24/2/2020 16:26

Looks like a good contract today. Probably not greatest day for it to be released but to be honest would have made little difference. Huge overhang it seems. Possibly deservedly so.

[the millipede] 21/2/2020 18:46

The price movement shown here on advfn is baffling. According to the London Stock Exchange website there were five trades today: 3 at 94p, a large one (50,000 shares) at 95p and a final trade at 93.5p. I don't get how these trades have produced the intra-day movement plotted above.

[riostroy] 21/2/2020 11:18

Fall on no volume??

[zipstuck] 17/2/2020 08:44

Todays announcement enables CALL to expand into asia through partners which was stated strategy and will add obviously add more customers.

[the millipede] 07/2/2020 18:56

Very interesting post Longtermgains. Thank you. Just a couple of trades today, look like two large-ish buys.

[140661] 05/2/2020 20:35

Some well thought through comments, so thank you The Millipede and Longtermgains. I have been a holder for many years and while the share price performance has been disappointing, I also share the belief that Cloudcall is significantly undervalued. My views warrant little respect but the buying by a number of US funds is a strong indicator that with a little more time these shares will start out-performing. The recent note by Cannacord felt quite conservative and even they are suggesting a fair value of over 170p. GLAH