Cloudcall Share Discussion Threads

[jimbojet17] 13/8/2017 18:46

Yep, its just us left, the weaker hands are long gone. Just those with balls of steel remain! ;-)

[deltrotter] 13/8/2017 17:25

Tx 140661. Nice quiet thread - always a positive sign imo!

[140661] 13/8/2017 16:16

Had a more detailed look at the new website today and saw they had updated the major shareholder analysis, the new total for shareholders with over 3% plus directors is 71%. Tightly held and a good list of shareholders, feels like the story is building nicely and looking forward to the interim results in a few weeks.

[140661] 03/8/2017 07:48

New website launched, much more in keeping with a high tech business, another positive step.

[qackers] 14/7/2017 09:49

Last years interims announced 5th August. Hopefully more good news to keep momentum moving forward.

[timbo003] 13/7/2017 12:28

>>>>>140661

Not me buying, I am happy with what I picked up in the placing, I'm locked in for another two and a bit years (because of EIS), so I wont be selling either.



>>>>>Ali

I thought I mentioned the ShareSoc meeting on Tuesday at the Shares Mag event (but maybe not) and also see post #318. There are just too many meetings at the moment, I loose track. I will be at Proactiveinvestor this evening (Scancell and Abzena amongst others) so see you there?

[kmann] 13/7/2017 12:21

Should be trading on a growth multiple, so 200p well within reach as each news contract announced. Good momentum here, both business and share price wise. BUY

[ali47fish] 13/7/2017 09:14

timbo how come i have missed tyhsi meeting where diid it take place-diidnt see any announcement!

[140661] 13/7/2017 09:11

thanks timbo003, is that you buying this morning!! I am bit annoyed with myself, was going to buy more first thing yesterday and now 40% higher. Still tempted as still looks very cheap.

[timbo003] 13/7/2017 08:26

>>>140661,

A very informative meeting yesterday, around 30 PIs present, mainly high net worths, spent some time afterwards talking to the FD, slides should be available later today, I will write up a few notes later.

[140661] 13/7/2017 06:53

timbo003, can you provide any feedback on last nights investor presentation by Cloudcall?

[malc999] 12/7/2017 20:03

Always good to see some director buying, this time its Peter Simmonds via his SIPP:-

[luckymouse] 12/7/2017 14:34

Reversion to range mean

free stock charts from uk.advfn.com

[kmann] 12/7/2017 12:44

Should easiliy double from here imo, all the boxes ticked, the plan going as ... planned. What more can you ask for. BUY

[timbo003] 12/7/2017 12:23

Just received my EIS3 certificate from the placing earlier this year, details will go straight off to HMRC for a tax rebate.

[140661] 12/7/2017 11:07

broker coverage on today's update below. Could not agree more with their conclusion.

Cloudcall (mkt cap £21m) H1 trading in line. CALL points to H1 revenues up 40% organic yoy (implying £3.2m and leaving a very comfortable £3.5m to do in H2). June exit rev run-rate was £7m. H1 recurring revenues are up 61%, implying £3.1m or >95% of revenues. Total users are now 20,200 up 25% over a six month period. Growth has been mainly driven by Bullhorn with Q2 new orders signed being the strongest ever and underpinning FY Q3 forecasts. CALL is looking to EBITDA break-even next year and I think it can do this without an equity raise. Barclays clearly backs this swapping its £0.9m term loan for a £1.9m RCF. There are many similarities between Cloudcall and the early Dotdigital. Peter Simmonds was of course a key architect of the latter. In the same way DOTD has hooked into big platforms like Magento and Salesforce.com, CALL is doing this with Bullhorn and Salesforce.com. Both target the mid-market and both have similar subscription models and CLTV/CAC ratios. CALL, being earlier stage, trades on 3x revs and DOTD on 5.8x.

[140661] 12/7/2017 07:59

I know exactly how you feel del, kits been a very long painful road but this update looks very strong and as jimbojet17 states, no requirement for further funding and strong growth in ARR suggests this stock is now very under-valued. 5 times ARR is not unreasonable valuation benchmark and CALL is trading on 3x! GLAH

[horndean eagle] 12/7/2017 07:57

Been a long wait but with breakeven in sight and strong organic growth continuing the shares could end up with a very punchy rating. p/e of 30-35 wouldn't be out of the question medium term for a business growing revenues at 20%+ and earnings at a higher rate.

[jimbojet17] 12/7/2017 07:50

Amen brother! No new placing to be concerned with, accelerating revenue growth, and reaffirmed positivity in the companies future. Let the trading commence! ?

[deltrotter] 12/7/2017 07:50

There's your reason for the rise yesterday!

Looks good to me (although I have said that many, many times before with CALL!!!!).

[140661] 12/7/2017 07:13

Happy days are here again.

[jimbojet17] 11/7/2017 22:24

Timbo - I am very interested in what you find out.

[the millipede] 11/7/2017 19:51

Thanks Timbo!

[timbo003] 11/7/2017 15:17

Cloudcall will be at the ShareSoc investors seminar tomorrow evening, I intend go along to that and report back in due course