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Brand CEO Alan Green talks #CORA, #CER, #GKP, EOG & #TYM on the Vox Markets podcast

Alan Green CEO of Brand Communications discusses Cora Gold #CORA, Cerillion #CER, Gulf Keystone Petroleum #GKP, Europa Oil & Gas #EOG & Tertiary Minerals #TYM with Justin Waite. Interview starts at 13 minutes 16 seconds.

Brand CEO Alan Green talks Feedback #FDBK, IMC Exploration #IMCP & Cerillion #CER on Vox Markets podcast

Alan Green CEO of Brand Communications discusses Feedback #FDBK IMC Exploration #IMCP & Cerillion #CER with Justin Waite on the Vox Markets podcast. (Interview starts at 11 minutes 54 seconds).

Reiterate buy Cerillion #CER says VectorVest. The investment opportunity on offer is arguably stronger than ever.

Cerillion Plc (CER.L) is a leading provider of mission critical software for billing, charging and CRM, with an 18 year track record in providing comprehensive revenue and customer management solutions. The Company has 81 customer installations across 43 countries, principally serving the telecommunications market, but also utilities and financial services. The Company is headquartered in London and has operations in Pune, India, Sydney, Australia and Miami, USA. Cerillion’s CEO, Louis Hall, led the management buyout from Logica plc in 1999.

Examine this trading opportunity and a host of other similar stocks. A single payment of £5.95 gives access to the VectorVest Risk Free 30-day trial. More here

On May 14th2018, CER published interim results for the six months ended 31stMarch 2018. The group reported 6% growth in adjusted EBITDA to £1.6m, an 11% increase in revenues to £8.4m (including a 15% increase in recurring revenues to £2.5m), and growth in back orders to £15.4m (2017: £14.7m). Net cash at 31 March 2018 more than doubled to £2.5m (2017: £1.1m), and the interim dividend was raised by 7% to 1.5p. CEO Louis Hall said the number and quality of the tender processes CER are currently engaged in “is very encouraging at this point in the year, and will underpin continuing progress towards the Company’s financial goals.”  “We look forward to the future with confidence and believe that prospects for long term growth remain very positive.” Separately, on May 30th2018, CER announced that it was part of the winning team that secured the “Outstanding Catalyst Business Impact” Award at TM Forum’s 2018 Catalyst Awards at Digital Transformation World 2018 in Nice, France.

VectorVest previously published a buy note for CER on November 29th2018, Read that note here. At that stage a target price of 177p was set as the stock traded at 130p. Although the stock got close to the price target, it slid back during late April / early May 2018 at which point VectorVest members will have noted a flag on both RT (Relative Timing) and RV (Relative Value) metrics as CER briefly dipped back to 132p. Today the RV metric, (an indicator of long-term price appreciation potential) still rates CER at 1.42 – excellent on a scale of 0.00 to 2.00, while the GRT (Earnings Growth Rate) metric has risen steadily to stand at 26% currently – again rated as excellent by VectorVest. Given the growth in EBITDA and revenues, VectorVest logs a new valuation of 199p for CER, indicating significant upside from today’s 163.5p

 

A weekly chart of CER over 2 years is shown above. The chart illustrates clearly a breakout of a trading range which is a very positive development for the company. The share is on a BUY recommendation on VectorVest and the technical target from the breakout and the VectorVest valuation are similar.

Summary: The investment opportunity offered by this niche IT stock is arguably stronger than ever, given the excellent ratings across key VectorVest metrics. This of course is backed up by bullish fundamentals that include EBITDA growth, increased net cash and dividends driven by award winning products. These factors, combined with a bullish charting configuration, prompts another VectorVest buy rating for CER.

Dr David Paul

July 11th 2018

Readers can examine trading opportunities on this and a host of other similar stocks for a single payment of £5.95. This gives access to the VectorVest Risk Free 30-day trial, where members enjoy unlimited access to VectorVest UK & U.S., plus VectorVest University for on-demand strategies and training. Link here to view.

VectorVest Unisearch

On VectorVest a simple search using the Unisearch tool will quickly find shares that are undervalued with good fundamentals that have just issued a Buy recommendation. This will give the active trader a short list of many high probability trading opportunities each week. Traders now have the opportunity to spend five weeks discovering VectorVest’s unique simplicity, automation and independent guidance. Just £5.95 buys a 30-day trial to enable deep exploration, or how the system can assist in smarter trading in as little as 10 minutes a day. Powerful tools. Proven strategies. Unique Perspectives.

Link here for more info and to set up a trial.

European Financial Publishing Limited T/A VectorVest UK (VectorVest) is authorised and regulated by the Financial Conduct Authority under register number 543038. You should remember that the value of investments and the income derived therefrom may fall as well as rise and you may not get back the amount that you invest. Past performance is not a reliable guide to the future. This material is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. If investors are in any doubt of the suitability of an investment given their individual circumstances, they are recommended to contact an investment manager or independent financial adviser who may be able to provide tailored advice. Opinions expressed whether in general or both on the performance of individual securities and in a wider economic context represent the views of VectorVest at the time of preparation. They are subject to change and should not be interpreted as investment advice. VectorVest and connected companies, clients, directors, employees and other associates, may have a position in any security, or related financial instrument, issued by a company or organisation mentioned on this site. European Financial Publishing Limited is a company incorporated in Scotland under Company Number SC357322 with its registered address at Exchange Tower, 19 Canning Street, Edinburgh EH3 8EH. Email: support@VectorVest.com

Brand CEO Alan Green discusses Tertiary Minerals #TYM, Prairie Mining #PDZ and Cerillion #CER on Vox Markets podcast

Brand CEO Alan Green discusses Tertiary Minerals #TYM, Prairie Mining #PDZ and Cerillion #CER with Justin Waite on the Vox Markets podcast. The interview is 16 minutes in.

Ian Pollard – Victrex – Sales Volume Up 1%, Divi Up 160 %

Victrex VCT managed a  whopping  160% increase in dividends for the year to the end of September after a mediocre rise of 1% in sales volume led to a rise of 11% in profit before tax.   The dividend increase comprised a 15% rise in the regular dividend plus payment of a special dividend of 68p per share. The support for this largess to shareholders is based on strong core growth and  a rise of 88% in.cash generation. Pity they could not do more with the sales volume, then they could really have gone to town on those dividend increases.

Dewhurst plc DWHT announces record results for the year to the 30th September. With the help of positive currency movements sales rose by 12.2% and profit before tax by 17.3% including a 0.4m currency benefit. The final dividend is to be increased by 0.5p per share to 8.5p making a total increase for the year of 1p. UK demand is described as being fragile at present with projects being delayed and deferred whilst overseas markets are buoyant.

Ferguson plc FERG Trading profit in the quarter to the end of October grew by 13.9% after a 7.6% rise in organic revenue. The US enjoyed strong organic growth of 8.3% but as often happens the UK let the side down with a 3.8% fall in trading profit at constant exchange rates.

IG Group Holdings IGG continued to perform well in the second quarter after a strong first quarter and net trading revenue for the first half is expected to be up 9% on a year ago, whilst operating costs are expected to have fallen by 7% following a reduction in advertising and marketing.

 

Cerillion CER has won one of those significant major contracts which had been so elusive earlier in the year. The contract, with a European telecommunications provider is to start immediately  and is worth an initial £5m. and a total of £8.4m over five years.

 

Wizz Air Holdings WIZZ grew November passenger numbers by 22% and increased load factor by 1.5ppts to 88.3%.

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Buy Cerillion #CER says VectorVest. Strong capital growth & appreciating dividend adds up to a compelling investment.

Cerillion Plc (CER.L) is a leading provider of mission critical software for billing, charging and CRM, with an 18 year track record in providing comprehensive revenue and customer management solutions. The Company has 81 customer installations across 43 countries, principally serving the telecommunications market, but also utilities and financial services. The Company is headquartered in London and has operations in Pune, India, Sydney, Australia and Miami, USA. Cerillion’s CEO, Louis Hall, led the management buyout from Logica plc in 1999.

FREE! For free VectorVest analysis on any stock, go to this link here

On November 27th 2017, CER published a ‘strong set’ of FY results to September 30th 2017. EBITDA grew by 17.8% to £3.6m, on revenues up 8.3% to £16m. EPS grew to 6.9p from 1.3p previously, with recurring revenues up by 9.6% to £4.4m and a back order book up 40.8% to £13.1m. The proposed final dividend of 2.8p per share, brings the total dividend for the year to 4.2p per share, up 7.7%. CEO Louis Hall said he was “very positive about prospects for Cerillion’s continuing progress, underpinned by a strong pipeline of prospects across EMEA, Asia Pacific and Americas.”

The improvement in earnings growth at CER triggered a flag on this metric in late May 2017, and while this was at the time accompanied by a slide in the share price from 138p to 116p, the GRT (Earnings Growth Rate) metric rose steadily over the period to stand at 36% currently. VectorVest consider this to be an excellent rating – GRT reflects a company’s 1-3 year forecasted earnings growth rate in % per year. Although the RS (Relative Safety) risk rating stands at just 0.84 for CER on a scale of 0.00 to 2.00, the RV (Relative Value) rating, an indicator of long-term price appreciation potential stands at 1.51 – again excellent on a scale of 0.00 to 2.00. Accompanied by a very good rating for RT (Relative Timing), a smart, accurate indicator of a stock’s price trend, VectorVest values CER at 177p per share, against the current 130p.

The chart of CER is shown above in my normal format. Earnings per share (EPS) rose strongly in the middle of 2017 and VectorVest revalued the company upwards. During October the started to move upwards on rising volume and then fell a small amount of very low volume. This is a sign of accumulation of the share. On the 27th November, with the news flow, the share broke strongly upwards on very high volume which bullish sign.

Summary: VectorVest subscribers picking up CER stock on the back of the GRT flag during the summer lows will not only be delighted with the subsequent performance, but will now feel fully justified in continuing to hold the stock after yesterday’s bullish set of results and outlook from the CEO. Strong capital growth, coupled with a steadily appreciating dividend payout puts CER firmly into the compelling investment case category. Buy.

Dr David Paul

November 29 2017

Readers can examine trading opportunities on CER and a host of other similar stocks for a single payment of £5.95. This gives access to the VectorVest Risk Free 5-week trial, where members enjoy unlimited access to VectorVest UK & U.S., plus VectorVest University for on-demand strategies and training. Link here to view.

VectorVest Unisearch

On VectorVest a simple search using the Unisearch tool will quickly find shares that are undervalued with good fundamentals that have just issued a Buy recommendation. This will give the active trader a short list of many high probability trading opportunities each week. Traders now have the opportunity to spend five weeks discovering VectorVest’s unique simplicity, automation and independent guidance. Just £5.95 buys a 5 week trial to enable deep exploration, or how the system can assist in smarter trading in as little as 10 minutes a day. Powerful tools. Proven strategies. Unique Perspectives.

Link here for more info and to set up a trial. 

European Financial Publishing Limited T/A VectorVest UK (VectorVest) is authorised and regulated by the Financial Conduct Authority under register number 543038. You should remember that the value of investments and the income derived therefrom may fall as well as rise and you may not get back the amount that you invest. Past performance is not a reliable guide to the future. This material is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. If investors are in any doubt of the suitability of an investment given their individual circumstances, they are recommended to contact an investment manager or independent financial adviser who may be able to provide tailored advice. Opinions expressed whether in general or both on the performance of individual securities and in a wider economic context represent the views of VectorVest at the time of preparation. They are subject to change and should not be interpreted as investment advice. VectorVest and connected companies, clients, directors, employees and other associates, may have a position in any security, or related financial instrument, issued by a company or organisation mentioned on this site. European Financial Publishing Limited is a company incorporated in Scotland under Company Number SC357322 with its registered address at Exchange Tower, 19 Canning Street, Edinburgh EH3 8EH. Email: support@VectorVest.comFREE! For free VectorVest analysis on any stock, go to this link here

Ian Pollard – Beware When Pawnbrokers Prosper

Ramsdens RFX has continued to enjoy strong growth in he half year to 30th September with Foreign Exchange, Pawnbroking and Jewellery Retail all sharing in the success. Group revenue rose by 18%, basic earnings per share by 33% and profit before tax by 63%. The pawnbroking loan book rose by 18% during the half year. Good news for Ramsdens but beware. Prosperous pawnbrokers are usually a sign that the economy is not prosperous

Trakm8 Holdings TRAK enjoyed a period of good organic growth from new and existing customers in the half year to 30th September. Like for like new revenue grew by 17%, basic earnings per share soared by 238% and  profit before tax following closely behind with a  rise of 157%. A strong second half is anticipated.

Cerillion CER The strong final results for the year to 30th September reflect buoyant growth in software revenue. Total revenue rose by 8.3% and on a recurring basis, by 9.6%. Earnings per share soared virtually five fold from 1.3p per share last year to 6.9p this year. Adjusted profit before tax was up by 8.4% and the proposed final dividend is 2.8p per share, making a total of 4.2p for the year, a rise of 7.7%

Patisserie Holdings CAKE produced another year of excellent results  and is proposing to increase its final dividend for the year to the end of September by 20%. Statutory profit before tax rose by 17.1%, basic earnings per share by 19.1% and revenue by 9.7%. 20 new stores were opened during the year, every one of which traded profitably from the day they opened. The company was trading from 199 stores at he year end.

Universe Group UNG is disappointed not to have closed the small group of high value contracts for which it had planned before the year end on the 31st December. Group revenue for the year is now expected to be 19.5m. with adjusted EBITDA of around 2.7m. The company believes that the hoped for deals will materialise early in 2018.

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Quoted Micro 6 November 2017

NEX EXCHANGE

Chapel Down Group (CDGP) says that the 2017 harvest was second best in the company’s history. There was a 10% volume increase on the previous year. The quality was also good. There had been fears for the harvest because of the frost in April but Chapel Down sources from a wide range of vineyards. Chapel Down has completed the acquisition of the 1.6 acre site in Ashford where the Curious Brewery will be developed.

Capital for Colleagues (CFCP) is setting up a joint venture to focus on consultancy and advisory operations so that the core business is purely involved in investment in employee owned businesses. Capital for Colleagues will own 34% of Castlefield Corporate Advisory Partners, with 51% owned by Castlefield Partners and the rest by executives of the joint venture.

Supported housing developer Walls and Futures REIT (WAFR) has delivered its first project and has a pipeline of other projects. The NAV is 94p a share. In the six months to September 2017, there was a £203,000 uplift in property values and that is why there was an interim profit of £127,000. There is £237,000 in the bank.

Mechanical and engineering installation work provider Field Systems Designs Holdings (FSD) reported a 19% increase in full year revenues to £17.2m. The main growth came from the water and sewerage operations and the AMP6 regulatory period is just getting going. Pre-tax profit more than doubled from £308,000 to £672,000.

South Africa-focused investment company Inqo Investments Ltd (INQO) still has R756,000 in the bank following further investments. Kuzuko Lodge continues to lose money but its occupancy and room rates are improving. Investee company Bee Sweet Honey harvest 133 metric tonnes of honey in May and this has generated revenues for Inqo.

Ganapati (GANP) reported a reduced interim loss of £4.54m, down from £8.75m. The online casino software and apps supplier increased revenues from £1.34m to £2.19m. A mobile operating system update has held back revenue generation from the company’s apps.

IMC Exploration (IMCP) has raised £75,000 at 1p a share and issued warrants that could raise a further £150,000 at 2p each. The cash will finance a feasibility study on the licence in Avoca in County Wicklow.

MiLOC Group Ltd (ML.P) has raised £540,000 at 28.5p a share and issued further shares as payments to consultants at 30p a share.

AIM

Sanderson Group (SND) expects its full year revenues to be slightly higher at £21.5m but underlying operating profit is anticipated to rise from £3.69m to £3.9m. That excludes £500,000 of reorganisation and acquisition costs. The digital retail software divisions continues to be the main growth area. The order book of £5.8m at the end of September is much higher than the same time one year earlier. It does include a large order that will be delivered over two financial years. There is more than £6m in the bank.

At last week’s general meeting of Stratex International (STI) the requisitioners were successful with their first and fifth resolutions but not the second. The third and fourth resolutions were conditional on the passing of the first two so they did not go to a vote. Marcus Engelbrecht has left the board and the acquisition of Crusader Resources appears unlikely to go ahead. The requisitioners want to inject joint venture Thani Stratex into the quoted company.

Diversified Gas and Oil (DGOC) completed the acquisition of the Titan oil and gas assets at the end of September. Operating costs have been reduced by 8% to $7.14/barrel of oil equivalent since the first half of 2017, which has helped margins to improve. Trading is in line with expectations.

Billing and charging software provider Cerillion (CER) says that its full year revenues increased 8% to £16.2m. Mobile telecoms operators continue to dominate the business but the customer base is set to broaden.

Sapphire producer Richland Resources (RLD) produced 1.06 million carats from its Capricorn mine in the third quarter of 2017 but this was lower than the 1.2 million carats that was expected because of mine disruption and rehabilitation. Production and operating costs were $0.75/carat. The next sapphire sales are this month. Illegally mined sapphires are holding back prices so only $245,000 was generated from sales in the third quarter as Richland held on to sapphires in order to sell them in the fourth quarter.

Redx Pharma (REDX) has come out of administration. The board will be writing to shareholders laying out its strategy and the suspension of trading in Redx shares could be lifted later this year.

Versarien (VRS) is trying to raise £1.2m via institutions and PrimaryBid.com at 18p a share. Back in March, £1.5m was raised at 15p a share in the same way. The advanced materials company will use the cash to buy capital equipment in order to fulfil the requirements for graphene-related collaborations. There are negotiations with two of the largest consumer goods companies in the world. An order is expected shortly and there are many other discussions ongoing. The Total Carbide business is winning aerospace work to offset the shortfall in demand from the oil and gas sector.

Proxama (PROX) has sold its loss-making digital payments division in order to concentrate on its location sciences technology business. The deal will raise £1m with potential deferred consideration of up to £1m over 18 months. The company will change its name to Location Sciences.

Starcom (STAR) has raised £475,000 at 1.3p a share. The cash will provide working capital for recently announced large orders and to repay $100,000 owed to YA II and $115,000 owed to other creditors.

INEOS has acquired an interest in shale gas licences where Egdon Resources (EDR) is also involved. Egdon plans to increase its onshore UK production this year. INEOS has taken on the obligations of Total to carry Egdon in the PEDL 139 and 140 areas. Egdon owns 14.5% of each of these licences. Egdon also has a £4.85m carry on PEDL209, where Egdon has a 36% interest.

Pakistan-focused coal mine developer Oracle Power (ORCP) says a memorandum of understanding should be signed this month. Oracle will retain a 12.1% stake in the block VI project. Sichuan Provincial Investment Group will take a 78% interest in the project and the other 9.9% will be owned by PowerChina International Group. The gross cost of the project is estimated to be $1.6bn and the debt/equity ratio will be 75/25.

Gordon Dadds (GOR) has made its first acquisition since reversing into Work Group. The lawyer will pay £4m over a five year period for CW Energy. There could be additional payments dependent on performance. CWE is a corporate tax adviser and prior to distributions to partners it made EBITDA of £1.3m last year.

MAIN MARKET

WideCells Group (WDC) has signed a five–year agreement with White Apex General Trading, which will provide the companies stem cell services. WideCells immediately receives £255,000. The agreement covers the stem cell insurance product, stem cell storage and the educational platform Wideacademy. A further £1.5m could be payable if the Wideacademy platform is adapted for Middle East, North Africa and Asia. There could be £250,000 of this paid by the end of this year.

OTHER MARKETS / UNQUOTED

Fashion On Screen continues to progress towards a floatation on Nasdaq First North in the first quarter of next year. It is also raising money for its first film, Will, which is based on the life of William Shakespeare, via the SyndicateRoom crowdfunding platform. There are at least two other films in development.

Andrew Hore

British Minnows Swimming Strongly

Today brings more evidence of the strength of small, even tiny, British companies which are prospering and growing strongly. No complaints from them about Brexit, challenging market conditions, the weakness of the pound and all the other moans which issue forth on a daily basis from so many of our major companies who have become sclerotic lost both the will and the ability to succeed.

easyJet EZJ has reached agreement with Air Berlin to acquire part of Air Berlin’s operation at Berlin Tegel airport for a consideration of 40 million Euro. easyJet will take leases on up to 25 A320 aircraft and offer employment to up to 1,000 of Air Berlins pilots and cabin crew, thereby stealing a march on Ryanair which has suffered such severe consequences as a result of suddenly finding it had a pilot shortage.

Image Scan plc IGE is exceptionally proud of its achievements in the year to 30th September which saw sales rise by over 50% from £3.3m to £5m and profit before tax rise nearly five fold from £105,000 to £480,000. 65% of the increase in sales came from portable x ray machines, strong progress was made in new markets in India and the order intake for the year was a record at £5.4m. The CEO states that the strong momentum is set to continue.

Cerillion plc CER updates for the year to 30th September, that it has continued to perform well in the second half and full year revenue and EBITDA are expected to show rises of 8.2% and 16.3% respectively. Growth in software revenue form existing customers has been strong and opportunities for the future are seen as encouraging.

Artilium plc ARTA  The year to the 30th June was one of significant operational and technical progress, which enabled the company to become a leading figure in innovative telecom software solutions. Adjusted EBITDA for the year grew by 21.7% and revenue by 8.6%. New markets were penetrated, especially in Germany where a new office has been opened and strong demand is seen for the company’s software solutions. The leading position which it now holds is expected to be reflected in both revenue and EBITDA growth in the current year.

 

 

 

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Brand CEO Alan Green discusses Crawshaw (CRAW), Cerillion (CER) & I3 Energy (I3E) on VOX Markets podcast

Brand CEO Alan Green discusses Crawshaw (CRAW), Cerillion (CER) & I3 Energy (I3E) with Justin Waite on the VOX Markets podcast. The interview starts at 23 minutes 39 seconds in.

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