Cloudcall Share Discussion Threads

[phowdo] 30/1/2019 07:30

IIs only.

"Under the terms of the Placing, Arden intends to place the Placing Shares (on behalf of the Company) with eligible existing and new institutional shareholders. Members of the public are not entitled to participate in the Placing."

[nico115] 30/1/2019 07:28

This looks interesting Any chance getting in on this placing ?

[the millipede] 23/1/2019 12:17

I hope you are right jimbojet.

[jimbojet17] 23/1/2019 11:04

It was a v solid update. Lots of sceptics think this is a false dawn but I have faith - change doesn't happen quickly and they've had to fall over a few times to learn, but I think they are there now

[140661] 23/1/2019 10:45

Looks like last Thursdays investor day had a positive impact!

[zipstuck] 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

[johnwall] 18/1/2019 08:33

sdmbot - many thanks for your report - much appreciated by someone who couldn't attend

[sdmbot] 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.

[the millipede] 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......

[davemac3] 17/1/2019 13:27

looking perky

[140661] 17/1/2019 07:46

If any one here is going to the Cloudcall investor day I would appreciate any feedback.

[zipstuck] 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.

[140661] 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

[jimbojet17] 15/1/2019 14:04

This is a great buying opportunity. Such a small gain on such positive news, I'm buying more

[horndean eagle] 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.

[zipstuck] 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

[jimbojet17] 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

[140661] 15/1/2019 07:28

Excellent trading update, future looks bright.

[1fox1] 14/1/2019 11:52

Wonder what tomorrow is going to bring?

[140661] 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.

[jimbojet17] 10/1/2019 15:18

Keep on climbing baby....

[140661] 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

[jimbojet17] 08/1/2019 12:43

A 10% move with lots of buying (relative to typical volumes) - someone knows something...