Cloudcall Share Discussion Threads

[horndean eagle] 26/3/2019 19:54

Late price action isn't very encouraging. Insider trading is rampant and bodes ill for tomorrow. hope I am horribly wrong.

[davemac3] 26/3/2019 13:22

results tomorrow!

[parvez] 13/3/2019 14:12

just a reminder of the trading statement in January.....

results due 27th March will be interesting! looking forward to it

[macc1] 12/2/2019 09:30

Two videos of Cloudcall's recent capital markets day.

Short highlights:

Full Recording:

[yupawiese2010] 10/2/2019 13:52

Paul Scott talks with with Graham Neary in the latest podcast, discussion in respect of Cloudcall starts at 25 min in.

[jimbojet17] 01/2/2019 17:50

All potential investors should watch the extended video! So many reasons discussed to be bullish on the stock, even after this recent run, that's just the start.I speak as a holder for the past 4 years so I've felt the pain. Will be buying more at this level and lower. GLAH.

[the millipede] 01/2/2019 10:19

I was thinking about Yu Group. They had a placing recently at £10.00. Last week touched 60p........ ask me how I know!

[horndean eagle] 31/1/2019 19:15

Placing was actually quite popular. Large scalebacks. Although I have had those in the past and gone on to lose a heck of a lot of money.

[yupawiese2010] 31/1/2019 17:57

Capital Markets day presentation.

[140661] 31/1/2019 17:06

Its difficult to argue that we have been promised cash flow break even on many occasions only for management to push for further growth and an associated fund raise. Time will tell whether Simon's decision to push for sales growth ahead of reaching profitability is the correct one. What is clear to me is that the business is now credible, has some strong partners and is growing at a sufficiently quick pace to have attracted significant institutional interest in the latest placing. Personally, I feel Simon has done a good job in building the Company and I believe shareholders will ultimately be well rewarded for keeping the faith.

[deltrotter] 31/1/2019 12:43

He has done an incredible job to keep this going...

[pj 1] 31/1/2019 12:41

Maybe I should also add Director Remuneration for additional context?

[jimbojet17] 31/1/2019 12:35

PJ 1 - I think you should add ARR and other key metrics along your placing timeline, otherwise it lacks context

[pj 1] 31/1/2019 12:12

13/8/13 Placing. "We are pleased with the outcome of the Placing as it helps secure the future for Synety. The timing of this fundraising is also important as we currently see growth opportunities around almost every corner and we intend to use our first mover position to full advantage."

21/3/14 Placing "The Group is experiencing significant and rapid growth and this oversubscribed fund raising will provide the means to accelerate our growth plans.’’

18/3/15 Placing "After a year of good growth and growing momentum in the business, we very much welcome this further investor support for our expansion plans."

17/2/16 Loan Facility. ‘’this facility now gives the Company further capacity for its growth strategy going forward.’̵7;

5/8/16 Placing. ‘’without the working capital constraints which have hitherto restricted our rate of growth….will facilitate a step-change in our customer growth in the relatively near-term."

17/10/17 Placing. ‘’further validates our strategy of the last 18 months to focus on sizable CRM sales opportunities. These additional funds will enable us to capitalise on a number of near term sales opportunities without distracting our existing sales from Bullhorn’̵7;.

30/1/19 Placing.

[the millipede] 31/1/2019 09:42

Just to be clear I am not against the placing. Quite the contrary, I am probably one of the few PIs who has been bit sceptical about the idea of prioritising “break even” over growth. I get that they need to become profitable at some point. But I think growth is important too and it needs funding..... I know there have been discussions in the past about whether the stock market is the best place for a firm like Cloudcall, but I for one am grateful they are here.

And at the end of the day, any of us small fry investors could have picked these up cheaper in the very recent past. Institutions, on the other hand, buying presumably bigger numbers, were unlikely collectively to have been able to buy 10% of the company on the market at those low prices, because their initial buys would have seen the share price rocket..... I think, for them, £1.00 represents decent value, and hopefully they will see big profits soon.

[the millipede] 30/1/2019 14:41

You could buy these for 75p a matter of days ago. Why would you want to buy in the placing now?

[davemac3] 30/1/2019 09:06

What price?

[jpsmithson] 30/1/2019 08:48

That was quick and materially oversubscribed..

[140661] 30/1/2019 08:04

Another placing which is disappointing but the rest of the news is very positive. Once the market digests the announcement I expect to see the shares perform strongly. GLAH

[zipstuck] 30/1/2019 07:54

Looks encouraging with Bullhorn taking an active role.

[snape] 30/1/2019 07:45

May explain their no show at the Growth Investor event yesterday due to ‘ill health’.