Totally Share Discussion Threads

[nobbygnome] 15/4/2021 10:13

Only one MM left on the 39p offer and then the next best is 40p!

[hybrasil] 15/4/2021 10:07

trying to buy some None available

[nobbygnome] 15/4/2021 10:02

No because I have taken some profits on the way up from 20p but what a magnificent company. A penny for 1gw thoughts now. What a complete muppet he was; sold at 10p 😆!

Level 2 firming so looks like the next movement will be up....

[mighunter] 15/4/2021 10:01

4.7m now on NHS operation waiting lists, highest since 2007 according to BBC. HTtps://www.bbc.co.uk/news/health-56752599

[arab3] 15/4/2021 09:49

Is this your biggest holding now Nobby ?

[nobbygnome] 15/4/2021 09:39

And just take a look at a 5 year chart. An almost perfect bowl is being formed which is why 42p is the short term target. Then there is a longer term bowl for towards the end of this year where 59p is the target! TA at it's best....

[nobbygnome] 15/4/2021 09:37

38.99p paid. That can't have happened for about 3 years. Buying and holding does sometimes pay off big time....

[nobbygnome] 15/4/2021 08:44

Bodes well..

[hybrasil] 15/4/2021 08:40

Heavily bid for and no shares available at .38p

[deltrotter] 15/4/2021 08:33

Agreed Nobby, it could happen!

[thordon] 14/4/2021 19:04

Be good to see no bids as can this company growing , interesting we generated less this year then last but managed a good profit.

[longshanks] 14/4/2021 15:55

The company is throwing off cash and would be an ideal target for many private equity vehicles. It should also for the same reason be an ideal home for pension fund cash looking at steady and growing dividend payments.

On fundamentals, this is still far too cheap.

[sikhthetech] 14/4/2021 15:40

If a company is interest in being involved in the healthcare, NHS/non-NHS, market then it's cheaper to buy the company already set up than build it from scratch. TLY spent years building the foundation and it would be a real shame if someone did bid.
I for one believe they will do significantly better on their own.

Bob built Mears from a £50k investment to a £500m company. He said he wants to do similar here, hence the 'add and build' strategy.

The Add part of that strategy has largely completed and now it's time for growth.

Not comparing it to qxl but they announced an MBO, which flushed out a bidder then a 2nd. In the end, the company went for 100x the share price since that MBO. It was recently sold on for multiple of that price.

[nobbygnome] 14/4/2021 15:20

The point is del it's not me making this speculation as it came out of the blue in the paper (Times I think). It's not some pie in the sky idea, there is a real possibility it will happen.....

[deltrotter] 14/4/2021 15:14

Bid?!?!?!?!

Nobby is long!

[nobbygnome] 14/4/2021 12:32

The relatively muted rise to such a stonking trading statement makes the company more vulnerable to a bid IMHO. Remember the New Year newspaper article that TLY were a potential target for a private equity bid. Since then we have had confirmation that they had a good Covid 19 crisis (as the dreadful saying goes) and prospects look extremely good for the future. The bottom line is that the company still looks extremely undervalued by any metric.

The company will be looking increasingly appetising for a potential predator....

[sikhthetech] 14/4/2021 12:22

Owenski,
"is likely to be a big catalyst for performance here"

I don't agree. The pent up demand for postponed operations should provide a boost but the big catalyst is the implementation of the NHS proposals in the 'White Paper'.

TLY is one of very few companies who are already in a position to adapt quickly and are prepared for the proposals. That should see longer, more secure contracts being awarded quickly.

[owenski] 14/4/2021 08:56

The background pent up demand re, clearing the backlog of delayed Ops. is likely to be a big catalyst for performance here, don't think that's been factored in yet IMO.

[nobbygnome] 14/4/2021 08:53

Now up 2.25p during the auction. Will we get the fabled 42p today which the chart clearly shows as the target?

[thordon] 13/4/2021 21:01

Good result , only problem have raised the bar on top slicing now from 36p to 48p.
Mind you invested at 12p so may change mind again in 2 months time , tell myself do not fall in love with this share.

[sikhthetech] 13/4/2021 20:31

Key takeaways from the TU on fy expectations:

Cash £14.8m
Revenue ~£92m
earnings substantially ahead of management expectations and last year's £4m.

Foundation set for growth.
Dividend paying.

Mcap £65m




All whilst the company was impacted by covid!!

[sikhthetech] 13/4/2021 17:17

Totally tops expectations

[hybrasil] 13/4/2021 15:27

I have bought a few shares and they still haven't marked

[microscope] 13/4/2021 15:14

I believe WEY was on a pe not far short of 100 recently Nobby, and then received a bid 30 per cent above that. Like TLY they had always considered themselves the acquirer, but there's always someone bigger who sees the growth and value. :)

[richie32] 13/4/2021 15:11

I think that RNS and the prospect to come deserve a bigger rise in the share price than we have seen so hopefully it will go higher as the news sinks in