Share Name Share Symbol Market Type Share ISIN Share Description
Cloudcall Grp 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
  +0.00p +0.00% 121.00p 120.00p 122.00p 121.00p 121.00p 121.00p 856 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 6.1 -2.3 -8.7 - 29.19

Cloudcall Grp Share Discussion Threads

Showing 876 to 900 of 900 messages
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
DateSubjectAuthorDiscuss
07/8/2018
10:17
Cleaver like Phil Letts, ex. Blur, a total fanny merchant, can talk the talk, but when it comes to walking he can only crawl!
bookbroker
07/8/2018
10:16
To be fair - the company has done really well to survive for so long. The amount of spin they put out on the back of poor results is incredible. And people have bought that spin continually.
deltrotter
07/8/2018
09:56
Twas ever thus.... I have been here long enough to remember the 'game changer' cloudcall chrome. What you say??? Exactly. 8-(
deltrotter
07/8/2018
09:47
unfortunately the company is hugely accident prone. Nothing seems to have changed on that front. Really think SC may need to go. Had thought with the new chairman we would do much better. We did for a year or 2 but unfortunately its gone wrong again and shareholders have long memories.
horndean eagle
06/8/2018
19:14
Some disappointment with the recent trading update. HTH.
the millipede
31/7/2018
19:02
why has this tumbled so quickly to 126p?
ali47fish
24/7/2018
12:14
Thanks Michael, I'm always interested in your thoughts. Do you have a portfolio somewhere that we can look at - fantasy or otherwise? We seem to have some similar ideas.
brucie5
20/7/2018
13:20
I might have sold mine for the points I outlined, but the guy bought 15000 at £1.40 or £21,000 worth. That's positive not negative. The directors still have considerable skin in the game, and there are still a number of bull points going forward. The company is still growing.
michaelmouse
20/7/2018
09:04
neds buys 15000 shres no much
ali47fish
19/7/2018
20:15
Just read post 520:- A takeover is certainly still a possibility with Bullhorn's involvement. However, this is interesting and illustrates my point about being cautious:- "The current market cap is extremely low for a SaaS business that's not far off profitability. Just look at the valuation of LoopUp (LON:LOOP) to see what can be achieved in this sector." It's an example of forgetting basic valuation principles and starting to believe that p/e's of 50 plus are the norm. I haven't looked in detail at Loopup, but at first glance it looks like one of those hideously over-valued stocks I've referred to. P/E of 95. How many companies can keep near doubling earnings year on year to justify such a rating? Momentum stocks rule at the moment, but it won't last forever. Anyway good luck with Cloudcall since it still does have a number of bull points, and nobody can predict when the market will turn bearish.
michaelmouse
19/7/2018
18:59
hTTp://michae1mouse.blogspot.com/2018/07/a-share-sale-and-cautionary-note.html Just my thoughts.
michaelmouse
19/7/2018
12:14
Like the company but will wait for the fundraising when the picture is clearer
zipstuck
18/7/2018
16:33
Agreed interesting viewpoint. BUT, Paul could save himself some writing and just copy and paste the same EVERY TIME CALL announce results....
deltrotter
18/7/2018
14:04
Thanks 140661.... and Paul. Interesting viewpoint.
the millipede
18/7/2018
13:55
The next section is written by Paul Scott, who owns CALL shares. Cloudcall (LON:CALL) · Share price: 134.5p (+2%) · No. of shares: 24 million · Market cap: £32 million Half-year trading update Somewhat belatedly, here are my comments, in response to reader requests above, on the Cloudcall (LON:CALL) trading update yesterday. I hold a long position in CALL shares. Firstly, it was clearly a profit warning, but a fairly mild one. The 2 brokers which report on CALL (both make their research available to subscribers of Research Tree) both put out updates, reducing 2018 revenue forecasts from c.£9.5m to c.£9.0m. One broker reduces its 2018 EBITDA loss from £2.4m to £3.1m, and the other reduces from a £1.9m EBITDA loss, to a £2.9m loss, so quite a significant drop in forecasts at the EBITDA level. What's gone wrong? The company says it's all down to timing of recruiting & training new sales people, which has taken longer than expected. It says there's not a problem with customer demand, they just didn't have the internal resource to bolt on new customers at the pace required. The brokers clearly believe that explanation, as they have not reduced revenues forecasts for 2019. The company also talks about expecting a strong H2 in 2018, as the new recruits kick in. If it all pans out as the company suggests, then the current share price weakness should prove negative. The trouble is that the company has proven somewhat accident-prone in the past (repeatedly missing targets, especially on cash burn), so investors are wise to take the company's outlook comments with a degree of scepticism. That doesn't make it a bad company, but I'm just pointing out that it tends to be overly optimistic, and then disappoints a bit. But that's within an overall picture of strongly growing revenues (which have risen organically from £3.3m just 3 years ago, to forecast c.£9m this year - that's very impressive growth). Organic growth - is still very impressive, as noted above. The market tends to put a significant premium on the price of any company delivering over, say 20% organic growth at the top line. CALL is still well above that, at +31% Y-on-Y revenues growth in H1 of 2018. That's still a very impressive growth rate, albeit below the previous forecast of c.39%. I don't think the company should be punished too hard for this. I like to look at not just year-on-year growth, but also sequential half year growth. This has been; H1 2017 £3.2m H2 2017 £3.7m (up 15.6% on previous half year) H1 2018 £4.1m (up 10.8% on previous half year) So there's been a slowing there, but still good growth. Note also that the company has sticky, recurring revenues - because its product is excellent (I use it myself). Cashflow is hence highly predictable, with customer receipts coming in regular as clockwork each month. Customer retention levels are high, because people find the product so useful. That's key for building a SaaS business. Gross margins are also very high - again a key point. Will it need more cash? Almost certainly, yes in my view. Does that matter? Not at all, in my view. There is no reason for shareholders to worry about another fundraising, because the company is well beyond the blue sky stage, when fundraisings are uncertain & can be done at deep discounts if investors are nervous. CloudCall's business model is now proven, and if it needs say another £3m to push it over the line into profitability, then that would only be about 10% dilution, and I reckon Instis would be queuing up to participate. Evidence for this is that the last placing raised £5.7m in late 2017, and was priced at 143.5p, only a 5.3% discount to the then share price of 151.5p. The only circumstances in which CALL would struggle to raise more equity, would be if the whole market turns bearish, and/or if CALL's revenue growth grinds to a halt. If that happens, then we'd be looking at a much lower share price, for sure. But that hasn't happened, hence why I think worries about another placing are wide of the mark. It's not a worry to me at all, for the reasons given. Note that the company has a track record of repeatedly stating that it will not need to raise more cash, and then going on to raise more cash! So the reassurances given in the latest update that it has adequate cash resources, and worthless in my view, given the history. But it doesn't actually matter either way. Is this a buying opportunity? That's obviously up to each individual to decide for themselves. I see this as a "good" profit warning - i.e. temporary, fixable problems, with the business model & growth story intact, just slightly blunted in H1. The share price recently peaked at 193p. So being able to buy at 135p today, seems an attractive proposition to me. I can understand emotions kicking in, and some investors' patience wearing thin, but taking a longer term view, this share could be worth substantially more, once you factor in a few more years' strong growth, and the eventual move into profit. Tech shares like this are not really valued on profits at the moment. The market is instead placing more emphasis on growth, with strong organic growth (combined with lots of operational gearing here, from high gross margin) should attract a premium rating. There are plenty of private equity buyers around, willing to pay eye-watering valuations for growth tech companies. I would welcome a takeover bid for CloudCall, providing the premium is sufficiently large. It doesn't sit well in the stock market, where people are too focused on short term performance. Whereas, the better option for a growth company is to set aside short term profitability, and instead "go for it" in terms of growth, which might mean incurring heavy losses in the short term. For stock market investors, CloudCall has been frustrating, in that the runway to profitability seems to be extended each year, by a year! The company is increasing its costs to take advantage of growth potential (and extending the features of its product), but with the time-lag inherent with that type of spending, it results in administrative costs relentlessly increasing, and absorbing the benefits of increased sales/gross margin. Hence why I don't think CALL should be listed on the stock market - it would be better off as a private company, and able to press on with faster, but more cash-consuming growth in the short term. Overall, I think that for investors who are prepared to be patient, then we should do well out of this one in the long-term. The current market cap is extremely low for a SaaS business that's not far off profitability. Just look at the valuation of LoopUp (LON:LOOP) to see what can be achieved in this sector. Regards, Paul.
140661
17/7/2018
17:40
Simon has been too excitable over the years. You could argue it might be time for a change and bring in someone with better skills at managing sales. He did have a moan that vc backed companies he was competing against were given huge budgets and had no pressure to deliver financials. To some extent he is right but operationally he has been weak for most of the time Call has been listed. Shouldn't get too downbeat though. Company is still growing pretty well and at some point or other will start to make money and then be afforded a very racy multiple. If shares fell a fair bit from here I imagine it might even get some takeover interest.
horndean eagle
17/7/2018
17:08
Agreed HE. Rinse and repeat, rinse and repeat. I can remember the game changer of cloudcall chrome!! You what I hear some of you say? Exactly. To be fair, the company has to spin and promise the moon continually otherwise it will go down the tubes.....
deltrotter
17/7/2018
17:01
Very disappointing having reader broker commentary now. Had thought statement suggesting in line rather than a miss. Its back to the bad old days it seems where sales team can't deliver properly and costs out of control again. They seem to have all sorts of things on the go but they would probably be best advised to be tight on cost control. My own view was Call should really have got to breakeven and then gone down the route of saying they were investing for growth. Instead they keep on going for growth and we fall back into them needing cash again. They seem to have a buffer for cash and state they won't need any more but those who have been in CALL for a long time know those words mean little.
horndean eagle
17/7/2018
16:13
To be fair the analyst who wrote about it on Stockopedia said it might need to raise funds again. Great bit of work from Clive Borg who wrote to the CEO and got the following reply: I emailed Cloudcall expressing similar dissatisfaction to their trading update as rmillaree. I received the following reply from their CEO: Thank you for your comments and I appreciate your frustration. However, we don’t and can’t release any P&L info in Trading statements, this is only released in our full set of accounts - due out in September. The purpose of the Trading Statement is to provide shareholders with a ‘flash update’ of trading as soon as possible after the period end – which was 30th June, in this case. In them we include revenue, user numbers, cash and some commentary on trading for the period and outlook. We don’t include any information on P&L as with all the implications involved with depreciation, capitalisation, share and option based costs and allowance etc. it would be impossible to calculate accurately and reliably in such a short time frame. I agree it’s not perfect, but we still believe that producing a trading statement quickly after the period end rather than waiting for the full accounts 2 or 3 months later, is beneficial to shareholders. Simon Cleaver CEO However, also from Stockopedia, the analyst has followed up his work by checking broker notes as follows: Addendum: I've checked a broker note. Unsurprisingly, the revenue forecast for this year is reduced to £8.9 million. The negative EBITDA forecast deteriorates by £1 million to £2.9 million. CloudCall Group plc
johnleeman
17/7/2018
16:10
they have access to £4.9million, so why a fundraise?
davemac3
17/7/2018
16:09
There have been many sooty in the years I have been a shareholder!
deltrotter
17/7/2018
15:58
Wasn't the last one at circa 140p to institutions only?
sooty snipes
17/7/2018
15:56
Ha ha - I wish sooty.... Looks like they might raising cash into weakness. NEVER a good thing for existing shareholders.
deltrotter
17/7/2018
15:51
Oh dear. There's me thinking we were on a nice steady rise back to the good old days of £3 :o(
sooty snipes
17/7/2018
13:43
Stockopaedia reckons another placing is on the way....
deltrotter
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:43 V: D:20180819 23:40:39