Paul Scott interviews Louis Hall, CEO/Founder of Cerillion (CER)
This is the latest in my series of CEO interviews with interesting companies that have passed my 4 key criteria (this is a spin off from the SCVRs) -
Issued a recent, positive or in line trading update, and reasonably sound outlook comments,Strong balance sheet (so little to no dilution or insolvency risk - very important in a downturn)Good management (partly subjective!) with a clear strategy, executing well, and a good business modelReasonable or cheap valuation, so a possible buying opportunity (long-term).
Although I should add that point 4 above is more difficult to justify with CER - the shares appear quite expensive, but I’ve been saying that for the last 3 years, during which time they’ve risen about 8-fold! So sometimes it makes sense to pay a premium, if a company is growing into a high valuation.
I don't charge any fees for my interviews, so I'm free to ask anything, and I carefully select only companies that I think are good. They're obviously for general interest, and are never tips, recommendations, nor advice. As you know, our whole ethos here at Stockopedia is about everyone doing your own research amp; taking responsibility for managing your own portfolios.Summary - these are...