Widecells Share Discussion Threads

[pranchalee] 04/10/2017 15:50

all buys today my target is 70-80s in next few years

[iphone8] 04/10/2017 11:44

The company is very determined, and has some smart people working there

[pranchalee] 04/10/2017 11:40

Michael Walters covered them a few months back so I started digging and liked what I saw.

[iphone8] 04/10/2017 11:26

Hi pranchalee, welcome to the party. How did you hear about the stock out of interest?

[pranchalee] 04/10/2017 08:21

just bought a large number of these like the story

[hobnob1] 27/9/2017 00:09

Can't make it to the presentation, but reading the above, I would also like to know when Year 1 for revenue actually kicks off. The Presentation looks good, and it looks a great story, but looking forward to the company announcing specific revenue into its bank account and an effective stock promo programme to get new buyers into its stock. Would be good if RNSs were focused more on current revenue. For such a tiny company, I don't think we need any more new business units for now. Want only to see announcements of hard cash flow from core business drivers. If anyone is going to the presentation, please let us know how it went.

[rampair] 26/9/2017 01:44

Agree Nohead, Re Shard Capital. Mind you, they are strange beasts house brokers!
Part way through the presentation- interesting so far - perhaps faster readers can have a look!
hxxp://widecellsgroup.com/docs/WideCellsGroupPLC_Deck_Sept2017.pdf

Thanks for the Shard note Euclid.

R. (I phone8 - where I live “ Rampa” is a hill climb “ir” is the verb To Go, I only realised that in English it looks like I ramp air - instead of car racing up hill courses! )

[nohead] 25/9/2017 12:09

Euclid5, the presentation just out today gives a lot more info on not just prospects of the current businesses, but also some brand new revenue drivers. It makes the Strand report look hopelessly out of date. We are still waiting for the interims to come out to get in updated feel for the cost base, but cost can't be running that high given the company's funding profile. From the info in the presentation, the company should be surely breaking-even next year. Given that Shard is the house broker, the company ought to explain why their view and Shard's is so different. If Shard's report is so out of date/wrong, maybe they should take it off the company website.

[euclid5] 25/9/2017 10:36

" Shard Capital has tested a more conservative scenario, where
there is a slower ramp of sales of both cord blood samples and CellPlan policies. It
should be noted that, even under this scenario, WideCells reaches breakeven at
operating profit level in its business plan year four (year to Jun 2021)"

"The other key risks/sensitivities are operational and financial and are
typical of any early stage venture. It is possible that the corporate/strategic
objectives of Best Doctors in relation to CellPlan could be negatively affected after
the companies’ acquisition, although there is nothing to suggest this at this point"

hxxp://www.shardcapital.com/wp-content/uploads/2017/07/Widecells-update-12th-July-2017-.pdf

[iphone8] 25/9/2017 10:11

A very interesting new presentation has gone up on the Widecells website this morning. It goes into far more detail on revenue growth than any previous presentations or research notes. The great thing about the company is that it is providing a range of services to the fast-growing stem cell industry, but it is not a stem cell technology company itself, so it doesn’t carry that risk.There are now five different engines of revenue growth in the company: the stem cell insurance product, the stem cell storage facility, stem cell research services, stem cell education and a cell related detail product.

Working through the presentation numbers (and making a few guesstimates) It looks like the company should make around £2m in “Year 1”, £5m in year 2, and £8m+ in year 3. It is not clear when “year 1” starts. But from other RNSs, Year 1 should be starting about now, or may have already started. There are some hints at cost of sales in the company’s margin estimates, but we don’t know how overall costs will rise. However, from these figures, it is a fair bet that the company will break even in 2018, possibly in the first half, and start turning a substantial profit in 2019.

The presentation lacked any kind of peer group analysis showing the valuation of similar-style high growth start-ups on the LSE. However it is likely that these will show valuations of a multiple of Widecell’s trifling £8m valuation, especially when it gets into profit. As these various revenue streams “go live”, the market should start to pick up on this, especially if the company now starts to turn its attention to an aggressive share promotion programme. They could probably do with updating their broker research soon, as the last one is already looking rather dated. If these revenues come through, then the share price ought to re-rate by a multiple over the next 12 month, as the current market cap is so tiny

Great to see the company coming out punching.

[nohead] 21/9/2017 11:43

Michael Walters has initiated coverage today as speculative recommended buy. Mike runs an excellent website for his stock recommendations, but it is subscription-only, so I can't reproduce his fairly extensive write-up here. But he makes the point that the company has a very low market cap and does not appear to have any serious rivals for its insurance products. He does caution about the stock's very poor liquidity, although there seems to be a bit of life coming into the stock now.

[baggytrousers] 14/9/2017 10:27

WideCells Group Plc CEO Joao Andrade will be appearing at the next Share Talk Investor's Evening to be held on Wednesday 27th September from 6-9pm at The NEX Exchange (Liverpool St).

The show will be hosted by Zak Mir and will also feature a presentation by Andrew Bell, CEO of Regency Mines Plc (AIM:RGM).

Tickets are £5+VAT with 100% of proceeds going to the Bradley Lowery Foundation.

hxxps://www.eventbrite.co.uk/e/share-talk-investors-evening-w-regency-mines-widecells-group-more-tbc-tickets-28740408335

[moreminer] 13/9/2017 07:35

Nohead, thanks!

Then best to give me heads-up!

[nohead] 12/9/2017 22:44

Moreminer, it could go a long way, but it's a question of when the revenue starts to ramp up. Awaiting firm info from the company on this.

[moreminer] 11/9/2017 08:48

Nibble nibble on the wall,
will I take a few or will I take all?
MM

ps, nohead, where is the stockprice headed to?

[nohead] 08/9/2017 16:45

Looks like people are starting to nibble on the stock

[nohead] 06/9/2017 22:21

I have taken a position in this stock. CEO Joao Andrade is a man on a mission, and an impressive presenter. Looking forward to the revenue build-up, which will really set this apart from all the tech hopefuls.

[moreminer] 06/9/2017 11:54

Hi all,
Its a bit complicated yes? For me that is.
And can these stem cells help families as well as the original donor?
MM

[iphone8] 06/9/2017 11:04

Hi there Rampair (how did you decide on your handle by the way?)

The most important point about Widecells is that it has not one, but two main initial revenue streams, both of which are about to kick in:

1) sales of specialist insurance products to people having stem cells frozen
2) a blood bank in Manchester that actually freezes the cells

First revenue is a really important milestone for any small start-up. To have two revenue streams kicking in more or less simultaneously is very unusual. Going into 2018, the company reckons that revenue will start building up pretty quickly and get the company into profit. Because the current market cap is so tiny, the notion of a profitable growth company will be mega in terms of valuation. This stock ought to be a multiple-bagger over the next 12 months.

[rampair] 06/9/2017 00:27

Well, nothing like being among the first few to post!

Widecells is an interesting company that obviously is looking at bigger and better things - headed by João Andrade & with a presence in the UK where their new stem cell
Bank will be.
Offering a £170 a year product to those Families with stored cord blood seems a no brainier - but, no one had done it! In steps João with the insurance cover.
Backed by the very successful board, among which is Marilyn Orcharton a Dental surgeon who pioneered Denplan.
They have an ambitious agenda & represent a bone graft product " Indus" primarily in use in Dentistry.

Interesting too is that stem cells can be removed from bone marrow- so perhaps Hip and Knee transplantees will see a benefit to having cells stored?

Low market cap of £8m, just raised £750,000 - could be a good entry point into stem cell market growth.

See: hxxp://www.shardcapital.com/wp-content/uploads/2017/07/Widecells-update-12th-July-2017-.pdf

Rampair.