@deargdoom.bsky.socialCelebrus Tech #CLBS
Share Price 57p (-40%)
95% software gross margin is fabulous, but FY26 software revenue was ~$20.3m against $21.2m of operating expenses, producing a $1.83m operating loss
Great gross margin — but almost none of it drops through. Economics that must change!
@deargdoom.bsky.socialCelebrus Tech #CLBS
Share Price: 57p (-40.3%)
The key is the new VP-Global Services must standardise implementation, cut no.
of hours and people required
Hence, can lower CAC and unlock much more ARR & profit. If so, the sales proposition becomes easier and more repeatable
@deargdoom.bsky.socialCelebrus Tech #CLBS
Share Price 58.5p (-39%)
Surely, a bottom is close.
Just in case, made another purchase.
Certainly, it helps with my averaging down since this morning.
What's missing is confidence in the management and the sales team.
Who to blame?
What will change?
@deargdoom.bsky.socialCelebrus Tech #CLBS
Share Price 61p (-35%)
Market is focused on the future losses and a future cash burn. I wasn't.
Thought better to rely on the cash levels and I considered this a business stuffed with cash and plenty of time to turn the business around.
Hmm... we will see!
@deargdoom.bsky.socialCelebrus Technologies #CLBS
Share Price 67.8p(-29%)
Less than 30 minutes after the market opens, I find myself adding a few more shares.
Reaction to poor or bad news getting worse.
@deargdoom.bsky.socialCelebrus Technology #CLBS
Share Price 75p (-21%)
Bought a small stake today after the profit warning. The fall in SP maybe an overreaction.
ARR fell 2% and execution remains an issue. But CLBS has $22.3m cash, no debt and high-margin recurring software.
Interesting risk/reward.
For a Trade Only
@sharesifysocial.bsky.social