edited

And i certainly agree with the CAH potential !

It could easily be worth multiples of the current market cap of the whole company
and nobody seems to be able to spot this value, each recent update has seen the
price soar only to drift back on mm manipulation, they finally managed to flush out
a larger hand yesterday and now that they have stock they are pushing the price
higher again, cannot win :-))

Very cheap stock available today, 500k sale at 2.5p yesterday and somebody has
just bought 200k of that at 2.9p, 100k buy earlier so a few more will clear this mini
overhang.

Market cap is 2 million, this is what they have just said about their stake in CAH.

High risk but this stake could be worth many millions if it continues growing turnover
and profits at this pace.

Cellcast's 37.5% associated company in India, Cellcast Asia Holdings ("CAH"), is
experiencing a strong and profitable second half performance in 2009. The scope
of its interactive format development expertise combined with its billing
network means that CAH is becoming the partner of choice for many Indian
broadcasters (for example it handled all the games and competitions for the IPL
20-20 Cricket, which is the largest sporting TV event in the Indian
subcontinent).
Total mobile penetration in India exceeds 530 million subscribers making it the
second largest market in the world after China (and 8 times the size of the UK
subscriber market). India is still adding over 10 million new mobile phone
subscribers every month which means that the market for Cellcast's applications
and services is growing exponentially as demonstrated by the fourfold increase
in revenues that CAH achieved in the period from January to September 2009.
CAH is now a clear leader in the participation TV sector in India both by
traffic volume and revenue, and the company is well positioned for significant
growth as sector leader in a market that is continuing to grow very rapidly.

Jeez somebody sold 1 million at 2.25p, how desperate is that, somebody definately
wants out of Cltv as that is 1.5 mil sold at low prices in a couple of days.

I've been here before, desperate sellers come and go in a lot of stocks and in
95% of the time there is nothing wrong, just hope this one is the same, market
cap now is ridiculous considering the CAH stake, i would like to buy a lot more
down these levels but i cannot have over 50% of my pot in one stock, it would
be just silly to do that.

That's what i like about that chart, right at the bottom.

What an amazing day, some desperate seller dumps a million at 2.25p without
even chancing their arm and getting their broker to maybe find a buyer, as it
happens there was somebody who had been patiently waiting for this to happen
and he bought 1.5 mil (advfn source), shame the seller did not arrange some kind
of cross around 3p, instead Mr Winterfloods made a cool 6000+ for passing it
on, so opened 2.75p bid, dropped to 2p bid then rose to 3.5p bid before settling
at 3.25p bid, i hold close to 1% so it was not good for the ticker :-))

The excitement is all about Cah and what it could be worth, lots of varying numbers
being put about, i'm more conservative and think it could be worth 10p to Cellcasts
shareprice, that is conservative compared with numbers from advfn bb.

RDG

I have no idea if you are part of a pump & dump brigade (as suggested on yr own thread in the Trader's Room) however, I think this is the second Cellcast thread, I have to wonder why? Perhaps the 'blue' of an unread thread is likely to attract other subscribers?

Why is the fact someone sold at 2.25p desperate? Maybe they bought at a lower price and have taken profits, may be they know something you do not? In my exeperience (albeit limited) a poster who uses the 'desperate' terminology is usually overly bullish on a particular stock, or dare I say, a ramper?

PTH.

I've been holding and adding for 3 months so not a time frame to call a pump and dump, i make no bones, this is a high risk investment, the management have not got it right in the past, signs are there that maybe things are changing for the better, the other thread is outdated with a poor header imo.

Maybe the word "distressed" seller is better, it was desperate though because at the time they were bidding 2.88p for 250k so it would have been better to break up
the sale into chunks and strength rather than line a mm pocket with a discounted sale.

Maybe they did buy lower, it was sub 1p for a while.

No hidden agendas PTH, like my threads to be open and honest.

RDG

I'm a cynic by nature (no relation to Cynic). I remain unconvinced, particualry with regard to the miniscule turnover and profitability, but, rags to riches does happen, well, in the short term anyway.

As for ADVFN sources, I'm surprised you quote such considering your opinion of the site and its subscribers! Ironic :-)

PTH.

When somebody says he has bought 1 million shares and names his times and then a few hours later they show then you have to give that person respect.
The thread over there is ok, only a handful of posters and most back their support like me by buying more stock, problem is advfn is full of morons who turn up and
post rubbish, that happened today.
I have lost a lot of faith in that site, it's got so bad now that our friend treacle would be close to being an angel compared with some of them.

I totally understand you being unconvinced, they have a lot to prove but there's
some really awful stocks out there that seem to soar, with Cltv there is possible
light at the end of the tunnel and with a new buyer today seemingly willing to
support the price by buying any weakness maybe it's turn has come, you dont
have to get involved with a companies fundamentals to make money on them.

Ah, treacle - lol
In any event, good luck.
Personally, I quite like the Indian connection, especially the IPL, but we'll see.

PTH.

Ever had that fantasy dream where you are a very rich person and you can basically screw the market makers that so often manipute your stocks, well
somebody is doing exactly that with Cltv, they bought 1.5 mil yesterday and
said if they play games he will continue to hit them and it looks like he is.

A low of 2-2.5p yesterday and now 3.75-4.5p.

He seems to think that CAH could be worth a lot too and is certainly putting
his money where his mouth is and with a NMS of just 50k he certainly is not
put off with the size risk.

The buyer mopped up all the profit takers stock yesterday.

Looks good currently at 4.1p to sell, so still over 35% up since
start of the thread "after" the spread has been taken into consideration.

5.18p to sell :-))

75% up already, was plenty of time to get in sub 3p.

Bidding a large premium again today, 5.13p next to monitor 4.75p.

mm's have been totally sueezed, any buying will send them to a 2
year high.

Nice award today.

Quite obvious things are going very well, they are recruiting a lot of people
.

http://moneyam.uk-wire.com/cgi-bin/articles/201001281130012698G.html

A strong hold.

Just a matter of time before a new high is reached.

The buyer simply wont let it go lower, sell 650,000 online at a premium or
buy just 10,000 at 5.25p full offer.

Enjoying this.

And there it is :-))

A very knowledgable poster who i know holds just under 3% says the following.

The really important bit in the release might not be the award (although that is a fantastic endorsement) - the big thing that I'm seeing is the growth in the transactions

They went from 2m transactions per month in January to 10m per month in December

So, I've taken a look at what sort of revenue they get from each transaction. Just looked at four of their shows so far, but these are the sort of charges that apply to calls and SMS texts

bid2win: 10 Rupees per bid (but can be much lower depending on how many credits are bought)

bid2buy: 3 Rupees per minute

Gold Safe: 10-12 Rupees per SMS

Bollywood Bonanza: 10 Rupees per SMS, 6 Rupees per minute on voice

Examples of terms and conditions stating the price per bid http://www.bid2win.in/faqs.aspx on bid2win

Those figures should give some idea of the revenues coming in, with 3 rupees being equal to 4p. I think we should be making at least 10-15p per transaction

10m transactions at 10p per bid would mean 1m revenue per month for the company. Of course, there would be costs, but margins should be over 10% and maybe over 20% in this new market (perhaps need to look back at the old Cellcast Brazil figures for comparison)

Whatever the numbers are, it's obvious that the venture is at an embryonic stage in India, yet is already bringing in significant revenues and profits. This all looks very good, imo

Incredible growth and profits with CAH, Cellcasts 37% stake must be worth easily
more than the value of Cellcast itself.

What valuation do you put on a company after these second half results ?

Cellcast Asia posts 400% revenue growth and record profits



Strong endorsement of Cellcast plc's proprietary technology and business model



Cellcast plc (AIM: CLTV), the interactive digital broadcaster, today announces that Cellcast Asia (its associate company of which it owns 37.5%) delivered revenues of US$6,409,000 in the second half of 2009, a 400% increase on the same period in 2008. Cellcast Asia anticipates that it will record second half profits of just over US$2,000,000.



Commenting on the interim results, Cellcast Asia CEO, Pankaj Thakar said: "Our rapid growth in 2009 is the result of several factors. The mobile market in India is delivering extraordinary opportunities for resourceful companies. We have fine-tuned existing programming, expanded distribution and launched new formats that have succeeded beyond expectations. We are now seeing the benefits of the expertise and focussed understanding of consumer needs that we have built up over the last few years".



The exponential growth of the Indian mobile market continues, with a record 19 million new subscribers in the month of December 2009 alone. India now boasts 525 million mobile subscribers - up 51.4% from December 2008, with continued room for growth as penetration stands at just 40%. Pankaj Thakar said: "Whilst our costs are fixed, more and more people are able to interact with our programmes every month, significantly increasing response rates and driving margin growth".



Pankaj Thakar continued: "Cellcast Asia is benefiting from the strategic support of both mobile operators and broadcasters. Network operators see the services as a way to increase ARPU in an increasingly competitive environment, with traditional voice and data yields declining as a result of market expansion and price competition. For broadcasters, who face increasing competition in a tough competitive advertising environment, our services frequently generate yields that exceed those available from spot advertising".



Cellcast Asia forecasts continued growth through 2010, with increased distribution on the national DTH platform and greater penetration in regional markets as Hindi production expands into local languages such as Urdu and Tamil.



Andrew Wilson, CEO of Cellcast plc ,commented: "Coming on top of the Red Herring award that named Cellcast Asia as one of the 100 best private technology companies in the world, the 2009 performance is a further endorsement of Cellcast plc's business model, its proprietary technology, and the group's proven ability to exploit significant participation TV revenue opportunities in the fast growing Asian market."

Quite incredible it's back down to 5.25p offer but i suppose in this market this is common.

CAH barely made a profit in the first 6 months of the year then they make 2 mil USD
profits in H2, this will continue with more rapid growth, i think CAH this year will make at least $6 mil profits, Cellcasts share of this would be over $2 mil, but if CAH gets floated on the Indian tech market the valuation of Cellcast's stake will be worth a small fortune, this stock is a bargain currently, i see 50p again in the future.