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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
  -3.00p -2.93% 99.50p 97.00p 102.00p 102.50p 97.50p 102.50p 31,590 16:20:53
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 6.1 -2.3 -8.7 - 24.06

Cloudcall Grp Share Discussion Threads

Showing 926 to 950 of 950 messages
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
DateSubjectAuthorDiscuss
18/1/2019
10:54
Thanks sdmbot. CALL are really key to Bullhorn and this confirms how much of a key driver they are. A great backstop imo
zipstuck
18/1/2019
08:33
sdmbot - many thanks for your report - much appreciated by someone who couldn't attend
johnwall
17/1/2019
21:41
I went, lot more people there than I expected. It was well presented, in general the feeling was very positive, they filmed it so I assume the presentation will be available on the web soon (ping CloudCall's investor relations contact). Simon Cleaver was as positive as ever. Seems a very strong focus on getting to break even (understandably), so the presentation basically went through more detail on the mechanics of that. - How they think about their financials, - Lifetime value and profitability of each new user - Where they see the source of the leads that will generate new clients and users - New innovations that will improve their product - Implied average increase of RRPU (recurring revenue per user) from these new innovations They also had a couple of "Fireside chats" with the UK MD of Bullhorn there (Peter Linas) and "Channel Manager" Robert Pope MS Dynamics 365 and a 3rd party MS Dynamics integrator called Cloud 9 Insight. These were very positive about Cloudcall if slightly anodyne , but in spite of that they did seem genuinely very happy with what Cloudcall had to offer their CRM customers. Peter Linas, was the most genuine, by giving the backhanded compliment that they recommended Cloudcall to their clients, not out of any loyalty to Cloudcall per se, but more to help increase their client's satisfaction with the Bullhorn ecosystem. He went on to say "Telephony is Hard", I guess that explains why their aren't many competitors in the space. No new info in terms of numbers or projections, but quite a bit more colour on other aspects of the business. Big question is whether they need more money to reach break even. My feeling is they might, but not much. How the market reacts to that is anyone's guess. They seem to have a good business, strong metrics for a SaaS business. When they get sufficient users to make it profitable, which *should* be by the end of this year, it could really fly. There have been a few disappointments in the past, so who knows. I hold.
sdmbot
17/1/2019
13:41
Liked the positive update and good to see the share price heading back up. Hopefully, the sales effort (and expense) is paying off and this is just the beginning......
the millipede
17/1/2019
13:27
looking perky
davemac3
17/1/2019
07:46
If any one here is going to the Cloudcall investor day I would appreciate any feedback.
140661
15/1/2019
15:37
As was the case in 2017, 2018 saw the Company continue to deepen its relationship with its largest partner, Bullhorn. Bullhorn themselves have grown significantly in 2018, and look set for further strong growth in 2019. CloudCall remains in a strong position to benefit from that growth, and with Bullhorn themselves keen to drive more revenue growth from their key partners, the Company is very excited about the joint sales and marketing initiatives planned or already in progress. This will be the thrust of the capital markets day. Bullhorn have a major interest in CALL and could possibly take it over.
zipstuck
15/1/2019
15:04
Some good posts today. As Horndean points out, management have failed to deliver consistently with one decent announcement followed by something less positive. This is why today's strong update has been somewhat ignored. Personally, I remain hopeful that management will deliver this time. If we were to value the shares on a 3x revenue multiple which I understand to be low for this type of business then the share price should be above 150p. In addition if one believed the positive message management are given about 2019 then revenues of £13/14m should be manageable in 2019 and the shares would be trading nearer 200p. It will be interesting to see how the shares react after Thursday's investor day, we might still be in for a spike in the price! GLAH
140661
15/1/2019
14:04
This is a great buying opportunity. Such a small gain on such positive news, I'm buying more
jimbojet17
15/1/2019
13:27
I guess the problem you always face with CALL is their inability to string together positive performance for longer than one period at a time. Far too many false dawns in the past where you think they have their act together and then see them screw up the next set of numbers. No wonder the response has been so muted. Even once you factor in the recovery from lows.
horndean eagle
15/1/2019
12:08
Recurring income for 2019 looks to be already £10.5m on data provided in update plus growth
zipstuck
15/1/2019
09:13
I particularly like Q4 achievement. If this continues then set fair
zipstuck
15/1/2019
08:53
Probably the best trading update I can remember in the past 3-4 years. Congrats CALLAccelerating growth in the key numbers through the year is very exciting
jimbojet17
15/1/2019
07:28
Excellent trading update, future looks bright.
140661
14/1/2019
11:52
Wonder what tomorrow is going to bring?
1fox1
11/1/2019
07:54
The figure I will be most interested in looking at in Tuesday's update is the average new number of users added per month in the second half of 2018. The average for the last 18 months is around 600 new users per month (average for first half was 580). If we can see this figure above 750 per month I will be very pleased and this will signal significant growth in 2019.
140661
10/1/2019
15:18
Keep on climbing baby....
jimbojet17
09/1/2019
10:19
The recent improvement in share price is some relief for long suffering shareholders but we have a long way to go before I am in profit! Despite all the false dawns I am remaining positive as I still believe there is a valuable business hiding here. The current valuation still looks very low for a SaaS business as evidenced by the recent take-over of New Voice Media (see my previous post). What I would like to see with next Tuesday's trading update is clear signs that the significant investment made by the company over the past year is now converting into much higher sales. In the interim announcement the Company made a lot of reference to the new sales teams and the new features they were introducing so this should now be coming through in sales/pipeline etc. If this is the case we could be in for a strong rise in the share price (its still 50% below the price of June 18). I am hopeful this will materialise as I can see very little reason why the Company would host an investor day next Thursday if they were going to announce disappointing figures. GLAH
140661
08/1/2019
12:43
A 10% move with lots of buying (relative to typical volumes) - someone knows something...
jimbojet17
08/1/2019
11:45
Possibly moving up prior to trading statement on 15th and capital market day on 17th Jan?
qackers
13/12/2018
10:34
'We remain strong buyers.' - and yet they're not on the major shareholders list ;¬) I think they mean 'we recommend other people to do as we say not as we do, and buy lots of these shares.' Advice which, if taken, would have resulted in substantial losses.
supernumerary
13/12/2018
07:35
This note was put out in late September by Cenkos one of Cloudcalls brokers. At the time the shares were 111p, since then they have fallen over one-third! "Vonage has announced that it is acquiring one of CloudCall’s key competitors, NewVoiceMedia. This acquisition provides strongly favourable read-across valuation data. The CloudCall share price has now reached a level which is disconnected with anything approaching fair value. We are strong Buyers. . Vonage acquisition. Vonage has announced the acquisition of NewVoiceMedia (NVM) for $350m. The acquisition will assist Vonage in offering an integrated cloud communications platform and strengthen its position in the mid-market. NVM is an unquoted UK company with a significant international presence. NVM’s unified communications platform integrates only into salesforce.com and it is therefore a competitor in this partner only to CloudCall. Its market positioning is subtly different too with its focus being on larger scale call centre operations with prevalently inbound contact environments. . NewVoiceMedia. Headquartered in Basingstoke, we believe NVM has secured over $140m of funding in a series of financing rounds over the past few years. The most recently available accounts state that it generated an operating loss before taxation of £21.5m on revenues of £32.2m (+37% YoY) for the year to January 2017. . Comparable growth rates. The enterprise value paid for NewVoiceMedia represents approximately 3.8x projected 2019E revenues (source: Vonage). CloudCall has a comparable growth rate in revenues to NVM (H1A: +30% YoY). Applying a 3.8x EV/Sales multiple to CloudCall’s 2019E sales we arrive at a target price of 205p. This stands 83% above the current share price. . Unified solution. The strategic rationale of creating an end-to-end communications platform will not be confined to Vonage and this acquisition could well prompt further consolidation in the sector. CloudCall is trading on a 2019E EV/sales ratio of 2.1x only. We remain strong buyers."
140661
06/12/2018
08:34
Fingers crossed 140661. I have always admired your faith in the company no matter what price they are, £3 or 60p.
deltrotter
06/12/2018
08:31
I am definitely going to attend, come along del be nice to meet you. I understand your suspicion but if we look at the figures from the interims to June, the Company had net available cash of around of £4.25m so plenty of headway. The interims were disappointing but not terrible and since then the share price has fallen around 60%. The interims also mentioned a number of initiatives that the company had introduced to speed up growth. If these initiatives are paying off then we could be seeing a very positive backdrop to next year and in those circumstances the shares will look very cheap at today's levels. The question we should ponder is would the company go to the trouble of holding an investor day with Bullhorn and Microsoft representatives if the figures were going to be anything other than good/very good? Personally, I doubt it so that together with the shares being valued at less than 2x revenues for a SaaS business which is very low and finally some buying from one of the non execs who has not purchased for over two years tells me now is probably a good time to buy.
140661
06/12/2018
07:53
Any report back would be appreciated timbo. I am very suspicious that they need to raise here. Again.
deltrotter
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
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