Cloudcall Share Discussion Threads

[deltrotter] 13/9/2017 08:25

Yup! Will be selling down in chunks to not knock the price.

I never saw this day coming!!

[140661] 13/9/2017 08:16

Just come back from walking the dogs and very happy to see the momentum continuing this morning. Del you must be in profit now? I need it to go to £2, but I am beginning to feel that could be this year!

[the millipede] 12/9/2017 20:40

Nice rise..... but Helium selling?

[deltrotter] 12/9/2017 17:43

Nothing wrong with a quiet thread 140661. Leave it to us shrewdies.....

[140661] 12/9/2017 17:21

Hi Del, lack of comments here today just shows how little PI interest there is in this stock now. Decent volume today and sizeable trade after the close suggests someone is accumulating.

[deltrotter] 12/9/2017 10:57

BREAKOUT!

;-)

[140661] 12/9/2017 09:22

Nice tick up this morning. Market makers short of stock. GLAH

[brucie5] 11/9/2017 21:31

I wonder if Paul Scott will be giving us an update. Chart looks poised to move up. Cantor's 'effective cash' of £3m is reassuring, but if a cash call happens, the pi will be last to know, that's for sure. On the other hand, if the market buys in heavily to the unfolding story, I guess that gives them the chance to raise at higher prices. So yer pays yer money..

I hold.

[140661] 11/9/2017 13:05

Another purchase by Peter Simmonds, his record suggests he knows what he is doing so another helpful sign.

[140661] 11/9/2017 09:14

Thanks Boros10, interesting take by Cantors. Some have assumed the appointment of Arden as joint broker reflects an intention to raise further funding. I disagree, Cenkos the current broker are well known for raising funds, where they are weak is in their research and aftermarket service, this is why Arden have been appointed. The Cloudcall story is still under the radar and Arden's job is to market the story to a wider audience, all positive in my humble opinion.

[boros10] 11/9/2017 09:08

The respected analyst Kevin Ashton of Cantors (he's the one who refused to put out a buy recommendation on Quindell and subsequently left Cannacord) says, "Cloudcall (£23m mkt cap) interims in line. Outlook upbeat. Revs of £3.2m are up 40% (organic) and recurring revs of £3.1m are up 61% (organic). User numbers up 52% yoy to 20.2k. June exit rev run-rate was £7m. New numbers: GM 81% (cf. 77%). Net CFO neg £1.4m (cf. £1.5m). FCF neg £1.7m (cf. neg £1.5m). H1 momentum has continued into H2 and FY revs will be "at least in line with" mkt expectations (£6.7m – so £3.5m to do in H2 looks well achievable). With much of the current success related to Bullhorn note that a dedicated MSFT Dynamics solution is set for launch in Oct17. CALL expects to update on further partnerships in 2018. Net cash £0.6m. With facilities, effective cash is £3m, which CALL says should support it to b/e. If you don't know this stock think early DOTD, with Chairman Peter Simmonds being effectively the creator of the DOTD model and CEO Simon Cleaver being a very driven (and successful) entrepreneur."

[housemartin2] 11/9/2017 08:59

Thanks Boros10. Your inputs all always interesting and valuable

[boros10] 11/9/2017 08:51

Sales growth over the corresponding half last year came in at 40% an improvement on the 36% reported six months ago. Sales growth over its most recent half year was 23% reversing the previous downtrend on half on half sales growth which was 14% last time. The number of users at 20,162 was up 24% over last time and up by an impressive 52% over this time last year. The Company says that user numbers are "moving positively towards our estimated breakeven target of 28,500 users (at projected "focused growth" OPEX levels)". Operating costs per user fell to £230 compared to £275 last time and £308 this time last year but disappointingly revenues per user were flat on last time at £158 and down from £171 this time last year.Capitalised development spend meant the company generated negative FCF of £1.77m in the half year. More development spend is flagged for H2.One suspects break even at 28k users and the "focussed growth" mantra will be sacrificed at some point to justify bigger longer term objectives. Also what is in and what is out at the OPEX level is unclear. It is likely code for EBITDA.I think they will get to sustained profitability at the pre-tax level at some point but it is very likely to require well in excess of 30k users and one or more equity raises.

[pj 1] 11/9/2017 08:38

Joint Broker will raise awareness yes........for the next placing. Why would a Company that has historically burnt cash at an alarming rate, suddenly decide it can afford 2 lots of Broker fees?

All imo

[housemartin2] 11/9/2017 08:35

Solid topline but still concern about costs. If you add back capitalised devt costs (first time doing this) and share rewards, they have not improved the bottom line. Need to read RNS in detail but implies they have not materially improved cash burn despite better sales ( Long term holder)

[kmann] 11/9/2017 08:09

Classic move up imo, look at those margins and repeat business, and more larger clients on the way. All starting to live up to promise now. Joint broker will raise awareness, so expect more buyers imo.

GREAT looking chart too. BUY 240p

[pugugly] 11/9/2017 07:51

Still burning cash - Joint broker ?? need for more cash ?? On the fence for the moment..

[pj 1] 11/9/2017 07:36

Joint Broker. I wonder what that could be for?

[140661] 11/9/2017 07:10

Very solid and confident sounding statement alongside the interims, more than happy to continue holding. Strong momentum achieved in first half has continued into second half and board expects final results to at least be in line with market expectations, i.e. they expect to beat them.

[140661] 10/9/2017 11:45

Looking forward to the interims tomorrow which should give an update on trading in July and August. The last trading update seemed very encouraging so lets hope the momentum has been maintained. GLAH

[sideshowbull] 04/9/2017 20:03

Chart has my interest.



BWTFDIK

sideshow

[brucie5] 04/9/2017 19:58

Well, for those of you who like charts, here it is. It does of course beg the question of whether it will indeed be fulfilled next week. So risks certainly remain. No doubt Del's caution is entirely sensible.

[deltrotter] 04/9/2017 19:55

Agreed - chart does look tempting.

I shall resist though!

;-)

GLAH

Del

[brucie5] 04/9/2017 19:39

Picked some up at 1.16 this morning. I've had an order in since end of last week and there was zero liquidity, so had to wait for it to be filled. A bit of a flutter for a relatively small amount, but the chart looks extremely promising, and so I'm choosing to be confident for positive results. Risk of a fundraise, I guess, makes people understandably nervous, but with any luck they're through to BE.

[140661] 04/9/2017 18:58

Very quiet here, interims next Monday may spark some life!