Total Systems Share Discussion Threads

[egoi] 03/4/2008 15:16

Pleased to see TTS going well. When it fell to cash levels I would have thought even a novice wouldn't have found the maths so apparently beyond him......... ;)

Just briefly I've mentioned the profitable Fidelity Systems - Plus:FID - on here before. Just announced a dividend on back of classy interims, amounting to 6%. No dilution, about 0.75 million in bank, property fully owned not revalued since 2000, no debt, single figure p/e, market cap about 1.75 million, truly niche market and moving into RFID. Lot of company for your money imho!
Anyone looking to diversify as well as TTS, for a long term investment, might like to take a look.

[joshalexander] 27/2/2008 14:22

egoi

IMO we are midway through a Bear Market, at best.

The last few weeks have seen a classic Bear Market rally, no more than that.
I expect (in general) prices to be 10-15% lower by September/October.

AIM has already been hammered with the CGT tax changes and Mirco Caps
are usually the first to suffer with lack of liquidity - so much of the damage here has already been done.
In genaral though, far too early to buy, except for a short term trade.

This current "rally" may last as long as this June/July,
or may fail before that, but the trend is definately still down in my view.

In relation to TTS, I have already said that the recent TS looks encouraging -
and I also agree that HP's last post is valid.
In terms of the current SP, its now too difficult to call, so I have not attempted to.

Last post here, as I will be out of the UK for a couple for years with work.

Good luck to all with TTS, whatever your view (even egoi).

[egoi] 27/2/2008 12:43

And some people are probably still in cash and even now telling themselves and anyone who might listen how jolly well that means they are doing! -;)

Good post HP.

[hugepants] 27/2/2008 11:12

"Current indications are that a profit for the year may now be achievable."

Id guess this means they are almost certain to post a profit. Having been invested in this company for a number of years they always seem to downplay prospects. For this year the house broker forecast loss of 3.9p. The year before that the house broker forecast loss of 8p (actual 4p).

If Q4 profits = Q3 profits then full year earnings 1p-2p per share? If converted into cash flow that would give year end cash approx 25p.

[hugepants] 18/2/2008 22:34

The statement says breakeven for 9 months which implies Q3 profits of about 150K which is pretty encouraging.

[joshalexander] 18/2/2008 17:04

This may, at long last, prove to be a turning point, all be it a tentative one at this stage.

[weatherman] 18/2/2008 16:43

So their Captia contract is bearing some fruit at last.

[9degrees] 18/2/2008 16:29

at last ! We can now go forward again this is the turning point for TTS
capita's contracts presumably ?

[salmon coloured face] 06/2/2008 12:37

(Dave) Hello mate

[joshalexander] 06/2/2008 12:36

I am here, no need to shout.
I did say it would make new lows - that happened.

I have made no call since then, as you will notice -
because at the new low of 23.5 pence, it became too difficult to say.

Congratulations on your timing...hopefully.

[salmon coloured face] 06/2/2008 12:31

Where is Josh?

[egoi] 06/2/2008 12:28

20k buy reported on Plus at 30p. Two separate up movements in the intra day chart so i guess the 5k was a buy too.

Josh never seems to post when it goes up............... -:)

[salmon coloured face] 24/1/2008 12:19

Good answer.

Best of luck.

Dave

[sunworshipper] 24/1/2008 12:05

dipped my toe in

[hugepants] 17/1/2008 22:01

Pretty stupid thread title

[salmon coloured face] 10/1/2008 11:12

Christ... whats happened here? This was my first punt!

[joshalexander] 20/12/2007 20:53

Poor egoi, making a fumbling attempt to disguise his failings here.
Like your filter button - its not working !.

I called BYOT correctly Down from over 60 pence - read the thread.

And I again made a correct short term call when BYOT had a temporary bounce back, it rose by over 20% from my posting on that BB, before resuming its fall, giving ample time and scope to profit.

Lets stick to facts - and anyone who wants to see them, just read back the BYOT thread.


And so back to TTS, which I have also consistently called correctly.

I warned that this would make fresh lows, and here we are at 24.5 pence,
down yet again today.

I also warned throughout this year, while others tried to ramp, that the
direction for the share price was down.

Also, I cautioned that the economic cycle was about to turn, months before it became fashionable to hold this view.

I called TTS correctly, the perma bulls got this very wrong, again and again.

Anyone who reads back this thread can see that, its all there in black and white.


Regards

[s f] 19/12/2007 19:46

Evening Josh,

I trust you are well?

SF