Member Info for MatthewC

Having spotted some big institutional buys I`m in at 1064. This should be interesting.

Dignity`s fall wasnt confined to one day. Berenberg`s view gives me reassurance. Not sure I`ve got the balls though to pile in just yet.

Different sector, but similar business model. Will give you an idea of how far the SP can fall following bad news.

In November the Institutions picked up �5 million at 22p. The SP bid at present is 33p. Thats 50% profit in a month. Dont expect the SP to rise much over the next few months, every time it rises the Institutions will take their profits.

No wonder Gervais has such top performing funds. He seems to buy into share and then pick up more through placings at heavy discounts.( Also see Cerillion). A lot of the performance come from the discounts. Probably better to hold his funds rather than the constituents, that way you get the share of the discounts he`s getting. By holding the share, you get shafted.

There`s a lot of buying by what looks like small investors. Has Cerillion been tipped by IC or Questor?

I see thah the placing price is 22p. Once again the small investor has been shafted. What is the incentive for a small investor to get involved. Every time an acquisition comes along there will be another placing with a substantial discount to the SP. The institutions will pile in and the small investor will pay for it. Not a share worth investing in at present - unless you are an Institution- or a Director!!.

Results due 27th Nov

So much for DYOR. The power of Questor - amazing. Hopefully he`ll say something positive about Cerillion soon. Another great company that is beneath the radar.

But I havent got the balls to commit any more

Dont panic, dont panic!!

Maybe there is no good news and that is why the sp has gone southwards

Cerillion recognised as a Visionary for second consecutive year in Gartner's 2017 Magic Quadrant for Integrated Revenue and Customer Management for CSPs

The Company continued to perform well in the second half of the financial year, and results for the full year are expected to be in line with market expectations. Revenues and EBITDA for the 12 months are anticipated to show increases of 8.2% to �16.0m and 16.3% to �3.6m, respectively1.

Seeing that the Directors are buying is a relief. Not huge sums, but nevertheless encouraging.

Long term I still believe this is a good holding. But I wonder if we are about to be disappointed. The number of sells seem difficult to explain in any other way

Its got to come out at some point. I just wish the small investors like us were privy to the same information as the big guys.

Clearly there is some dreadful news beneath the surface that small punters like us aren`t privy to. This one`s going down fast.

We need some good news.

Dont panic, Dont panic Mr Manwering!!!!