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Share Name Share Symbol Market Type Share ISIN Share Description
Cloudcall Group Plc LSE:CALL London Ordinary Share GB00B4XS5145 ORD 20P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 73.00 72.00 74.00 73.50 73.00 73.00 22,665 12:12:31
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 9.6 -3.1 -8.7 - 28

Cloudcall Share Discussion Threads

Showing 1101 to 1124 of 1150 messages
Chat Pages: 46  45  44  43  42  41  40  39  38  37  36  35  Older
DateSubjectAuthorDiscuss
21/2/2020
11:18
Fall on no volume??
riostroy
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.
zipstuck
07/2/2020
18:56
Very interesting post Longtermgains. Thank you. Just a couple of trades today, look like two large-ish buys.
the millipede
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
140661
05/2/2020
16:03
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/bvp-nasdaq-emerging-cloud-index ) and the extensive discussion on the BVP site(Bessemer Venture Partners - one of the leading venture investors in SaaS cos.) The UK stockmarket has yet to adopt them but it will. The US approach is all about optimising the growth rate and valuing the resultant future cash flows that are generated by the recurring revenues from the installed base. The current UK approach is best described as pragmatic, lacking in intellectual rigour and fails to reflect the nature of SaaS cos. This difference in approaches to valuation is a huge opportunity. And that is why US institutions are now beginning to arrive on the shareholder registers of UK quoted SaaS companies particularly CALL and why private equity will continue to approach UK SaaS companies. If CALL executes and delivers then, by 2025, the cash flows should be worth c850-900p. There is a huge amount to go for over the next five years and the current price is both very far from being hyped and way too low.
longtermgains
05/2/2020
09:51
At what point will you stop calling this a start up TM? Or do you reset / restart it on each cash raise.... In which case this could be a start up for MANY years to come! ;-)
deltrotter
04/2/2020
20:36
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.
the millipede
04/2/2020
11:09
Arden have reduced their forecasts. They now go for: 2019 : Loss before tax of £3.8m 2020 : Loss before tax of £5m Not a holder, and unlikely to be on those numbers given a £36m m/cap. Even netting out the £6.8m forecast cash at the end of this year (which will reduce quickly), a £30m or so EV is still almost three times historic revenues and seems a lot to pay. At the core here there is I think a good business with prospects - but the valuation has been hyped too far imo and is still not decent value.
rivaldo
28/1/2020
12:35
appears to be under the radar
davemac3
28/1/2020
10:07
Likewise, but a good opportunity for those of us who have the faith ;-)
jimbojet17
23/1/2020
15:05
Surprised by the drop to be honest, but if it continues I will probably buy some more.
the millipede
23/1/2020
15:05
Surprised by the drop to be honest, but if it continues I will probably buy some more.
the millipede
21/1/2020
16:07
Thanks for that. I'm a long term holder but really feel the need the patience of Job with this one...... Good luck all Sooty
sooty snipes
21/1/2020
12:42
There is a write up on Stockopedia, dated 16 Jan, which is good. I don't want to copy it here or put words into Paul Scott's mouth by paraphrasing his piece, but on this stock he still holds and is upbeat, as am I. The good news for me is the recent capital raise, which was substantial and which enables CALL to go for growth rather than profits. (I have been wishing they would and could do this for some time, now they have the money to get moving.) The increased US interest is also a positive as was last week's update which has great growth numbers and shows deepening relations with Bullhorn and others. Expansion into Asia...... etc. This is still a speculative stock, but I think if you see CALL for what it is, and understand the risks, it is not a bad option, especially when set against other small speculative AIM stocks (most of which operate in the natural resources or oil & gas space, many of which are borderline scams which this is clearly not), and especially when you consider the revenue growth story. Anyway, the share price movement seems to disagree with my thinking, but volumes are small and we have solid institutional support, especially now from the US.
the millipede
20/1/2020
22:09
Did Paul Scott give any coverage to the last trading statement? I think he used to or maybe still holds this
sooty snipes
20/1/2020
11:22
This share is like a sloth! Update on 16th, market response on the 20th.
the millipede
17/1/2020
14:17
Now CALL is on the verge of success, I am sure it will be taking out by a competitor. Happy to hold!
montyville2
17/1/2020
07:48
Tw loves this share
manc10
17/1/2020
07:32
Canaccord are the Company's broker. Companies of this size tend not to have more than their own broker following the stock. Canaccord raised £12m for the Company back in October from mainly US institutions who see the stock as very cheap compared to US competitors.The Company has £11m cash on the balance sheet and is growing at 30%pa so should hit profitability in the next 18 months and revenues moving towards an annualised run rate of £20m; so should be worth at least £50m, probably a lot higher, which is approximately 100% above today's price. Finally, its worth remembering that most (circa 90%) of the revenues are recurring so highly recession proof.
140661
16/1/2020
20:27
How recession proof is this company?
a.fewbob
16/1/2020
17:45
140661 which broker does this come from please or add alink if thete is one!
ali47fish
16/1/2020
11:16
The brokers remain optimistic and have a target price of 170p which is still putting the shares on a 40% discount to fair value. 30% organic growth; deal wins & pipeline provide healthy 2020 visibility In our recent initiation, we highlighted that the shares are an attractive combination of growth and visibility at a heavily discounted valuation for small-cap investors looking to gain exposure to the enterprise automation theme. Today's trading statement reveals 2019 revenues of £11.4m, a smidgen below our £11.5m forecast, implying 2H19 growth of 31% yoy with US growth of 55% a standout. Average monthly new subscribers/users of 902 in 2H were shy of guidance of ~1k due to timing of 'go lives', but the 4Q run-rate of 1,162 is the best ever for the company. Based on management comments, our analysis suggests CloudCall may already have visibility on >90% of our expected 2020 sales of £15.0m (+30% yoy), underpinning our forecasts and growth expectations. We leave estimates and our target price unchanged and look forward to detailed results in March. Given the healthy growth momentum and visibility into 2020, we continue to view the shares' 2.2x EV/Sales valuation as too low and reiterate BUY, with our 170p target assuming a conservative 40% discount to peers yet implying >70% upside potential. Strong organic growth... CloudCall expects 2019 revenues of £11.4m implying 2H19 sales of £6.2m, up 31% yoy and continuing on its ~30% growth trajectory. As we pointed out in our initiation, we believe adverse FX (weaker $/£) is largely to blame for the company coming in just shy of its 'in the region of £11.7m' revenue guidance (CGe £11.5m). However, 55% yoy growth in the US is impressive and at 40% of total sales it is closing in on the UK in terms of size. ~90% of sales remain repeatable with ~80% contractually recurring subscriptions. ...and healthy 2020 visibility Based on management comments, our analysis on page 2 suggests that CloudCall may already have good visibility on >90% of our £15m sales forecast for 2020 (+30% yoy). This takes into account the 2019 exit run-rate of £13m and adds £1m in contribution from already signed deals. The resultant ~£14m in sales implies only £1m in new sales are needed to deliver our £15m expectation. Such good visibility at this early stage in the year is, in our view, highly encouraging and underpins our estimates. Undervalued given strong organic growth CloudCall's ~30% organic growth is higher than most of its listed peers, yet the shares trade at a significant discount - 2.2x 2020 EV/Sales vs ~7.5x for listed UCaaS & customer engagement automation peers. We believe that a certain discount is warranted to reflect expected operating losses and the low liquidity in the shares. However, we detailed before how CloudCall's cash is spent well as new subscriptions are highly accretive with an LTV:CAC ratio of >7x implying a positive NPV/subscriber of ~£900 and an ROI on CAC of 3.4x. We hence view this sizable discount as too harsh with our 170p target implying a ~4x multiple or, in our view more reasonable, ~40% discount. Even in a cautious scenario where the shares did not re-rate meaningfully from current levels, we think long-term shareholders could reasonably expect a TSR in line with expected revenue growth of 25% to 30% per year in the mid- to long-term. We reiterate BUY.
140661
16/1/2020
10:38
Growth seems to have stalled to me.....
deltrotter
16/1/2020
10:09
I think they have missed forecasts again. Broadly in line would generally suggest that. Jam tomorrow forever really. Instead of that £12m fund raise they should have looked to sell up instead. Might have got a decent premium bid. Otherwise a long wait on the cards.
horndean eagle
Chat Pages: 46  45  44  43  42  41  40  39  38  37  36  35  Older
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