Total Systems Share Discussion Threads

[egoi] 16/3/2009 08:56

This from an ADVFN competitor 3rd march short but to the point!

'Total Systems upgraded at house broker Brewin Dolphin from add to buy'.

Target price 36p.

[egoi] 03/3/2009 16:57

I do hold a few FID, and that is one I did get right when I bought at 2.8p the almost absolute bottom! -:))

[joshalexander] 03/3/2009 16:53

I know GLD, I will investigate FID.

[joshalexander] 03/3/2009 16:53

I know GLD, I will investigate FID.

[egoi] 03/3/2009 16:51

Not being cussed because I think BRY - also GLD and Plus:FID - all have their attractions, if I recall about half of BRY's market cap is in cash, as are the other two i mention about 40-50% I think from memory; but the interim eps of BRY was if I recall not much over 0.5p diluted (about the same as FID, which has a vastly lower share price) and I thought with Asian expansion Brady's cashburn might be accelerating at just the time it isn't necessarily a great thing to do imho.

Does BRY pay a dividend?

So let's see how we go in 12 months:

BRY 46p
TTS: 27.5p
GLD 20p
FID 7.5p.

If I had to pick one it would be FID just ahead of TTS and BRY. GLD has just had a failed bid about 20% above its current price, that might put an approximate ceiling on it imho.

FID is very illiquid though (though no more so I guess than TTS) hence mainly I think why it is very cheap being on Plus. All four have balance sheets on their side imho.

[joshalexander] 03/3/2009 16:36

Brady (BRY) looks far more interesting than TTS to me.
It will be interesting to have a look at the relative share price performance over the next 12 months.

[joshalexander] 03/3/2009 16:36

Brady (BRY) looks far more interesting than TTS to me.
It will be interesting to have a look at the relative share price performance over the next 12 months.

[egoi] 03/3/2009 16:33

HP it's good to see Capita picking up an insurance company and another pointer to the myriad sort of 'outers' possible for TTS in the future; along with possible dividends, cashbacks, new contract wins and so on.

And it is nice to see this company not for the first time beating expectations.

With the asset backing, the cash - and trading below nav, in the current climate this is imho the sort of share ideal for safe haven investors. i really don't see personally how people can go far wrong at this sort of shareprice.

That reminds me, i have some spare cash (for once!)......... -;)

[joshalexander] 03/3/2009 15:49

Yes I'm glad you now accept that the two calls made on the BYOT thread were
correct, that is the point I called it correctly, THANK YOU.

[egoi] 03/3/2009 15:44

Lol. I'll give you 'certain stage' instead of 'various stages'. Happy now? -:))

But I was 100% correct when i said you made a bullish post' on BYOT, which, it seems you 'forgot'.

I seem to recall you saying TTS was too difficult to call before it rose strongly once before, when some of us thought it was too good to miss.......... Shame you missed out on those gains............. -:(

Sounds to me like you're a bit unsure again too...........

[joshalexander] 03/3/2009 15:41

egoi

I made two correct calls on the thread just as I have called TTS correcly.

Your words were..I said buy at various stages, that simply is not true.

[egoi] 03/3/2009 15:35

No need to make it up you also said this;

'JoshAlexander - 20 Dec'07 - 20:53 - 171 of 305....

.......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......'

So I was right actually whether you yourself made money on the bounce or you didn't buy or sell in time I know not and care not but you clearly implied you thought it was worth buying at that time.

Over and out.

Now can we get back to TTS as cfb2 says, and which we both know is going to beat expectations for 2008. -:)

[joshalexander] 03/3/2009 15:33

now I am going to take my own advise and shut up - better than making things up IMO

[joshalexander] 03/3/2009 15:32

JoshAlexander - 17 Aug'07 - 20:45 - 2302 of 2716 edit

All free - I am generous to a fault - its one of my better qualities.

I have not looked at fundamentals in detail here, I posted a few months ago (at the 60 pence level) because the Chart looked very much like the 40 pence support would to tested.
I rarely post on individual threads, unless I am as near certain as possible that I can call a trend correctly.

I posted frequently, for example, on the Mice thread (MEG) because I knew it would end in suspension - and tried to warn investors there
I had seen exactly the same happen with Photobition (a similar company) a few years previosly, so the signs were very clear to me.

I have also been Bearish recently on Coffee Republic (CFE)and again warned there that the 2.5 support level would be tested - which it was in fact today.

But those taking an opposing view often do not welcome "other" opinions - and I can understand why - there is emotion pride and money involved - a potent mix. This is another reason I post infrequently, sometimes its easier just to leave others to get on with it.

[egoi] 03/3/2009 15:18

Josh I am not going through threads with thousands of posts, I do have a life outside advfn and if my memory is wrong so be it, if so I apologize; but I am pretty sure I recall when it was about 40p you saying buy more than once. I do also remember you saying it was a sell but you did change your view more than once I thought?

I'llk take your word for it though on this occasion as I have a life outside advfn.

To reiterate:
TTS debt free; profitable and ahead of expectations for 2008, about 30p a share cash, property fully owned.

This share imho will double this year or the company will be bought.

[joshalexander] 03/3/2009 15:12

Repost here where I said buy at various times.

[egoi] 03/3/2009 15:10

And I seem to recall you also said buy it at various times before it collapsed. Selective memory imho if ever I smelt one.

TTS debt free; profitable and ahead of expectations for 2008, about 30p a share cash, property fully owned.

This share imho will double this year or the company will be bought.

[joshalexander] 03/3/2009 15:08

egoi

I said sell BYOT - not just on one but on many occasions, check with mudbath
if you wish.

Please do not make things up to cover for your own short comings

I can repost here if your memory is failing you - AGAIN.

[joshalexander] 03/3/2009 15:00

Point taken - and I did mention the economic cycle tuning on this thread 18 months ago, my first comments on this thread were in this context.

Enough for now.

[egoi] 03/3/2009 14:59

Well could be worse I could have followed Josh's 'advice' on Byotrol down the years! -;)

[joshalexander] 03/3/2009 14:53

HP

I will say one thing of TTS - it is an honestly run Company
unlike some others I could mention IMO.

[hugepants] 03/3/2009 14:50

Id be gob-smacked if there is no full year dividend. Also I think some of the negative comments should make some reference to the current economic environment and the collapse in share prices of quoted companies. The share price would be 50% higher at least if we werent in the middle of this economic meltdown. In the meantime holders can comfort themselves with knowing their investment is secure and whose underlying value has probably increased over the last 12 months. No mean feat just now.

[joshalexander] 03/3/2009 14:41

You said the same things 12 months ago and thought the Capita Contract would
transform the Company.

And people who read this thread can see past your ridiculous bluster.

You only need to read some of the recent postings on here to see how many now disagree with you.

Nowhere fast (and now without a dividend)

ALL IMO as always.

[egoi] 03/3/2009 14:00

HP amazing/sad isn't it, make one comment that might be construed as remotely positive and the same old junk gets trundled out - imho worried incase people finally realise the bargain here and they miss the boat.

Profits to be ahead of expectations for 2008. Imho Capita will buy TTS at some stage; I would think for a far higher price than the current share price and my guess is it could happen a lot quicker than people expect.