Totally Share Discussion Threads

[empoggio] 01/7/2021 07:23

Temporary: 'I see trouble ahead for the likes of TLY,...'. A rather 'off the cuff statement' without much explanation. Would be grateful for that explanation, as all the signs to me mean the opposite.

[nobbygnome] 30/6/2021 21:00

Presumably nthey do week if the same as last year.

[thordon] 30/6/2021 20:59

Not long for full year results

[andymunchkin] 30/6/2021 15:17

plentyOf sells goingThrough

[nobbygnome] 30/6/2021 14:42

Just got the RSP prices and they make interesting reading. They are better bid for choice and that is because Berenbaum are bidding up for 100k whilst they are offering a big fat zero.

[abergele] 29/6/2021 20:31

I topped up too,,a good looking company,forwards attitude,,gl all.

[sikhthetech] 29/6/2021 14:51

Once the new ICS are rolled out as in the 'leaked' White paper then I believe these will gain more.

The 'leaked' White Paper proposals were expected and TLY had been preparing for them. Waiting for the details.

I think there is significant growth ahead.


"The new framework agreement commences on 1 April 2021 and runs to 31 March 2024. "

"Wendy Lawrence, CEO of Totally, said: "We are delighted to be one of the first organisations chosen to be a preferred provider of Emergency Department validations for the NHS as part of this shift towards the new ICS framework. Being one of the few selected as part of this competitive process is testament to the hard work of our staff and the quality of services we provide in the region.

"As the NHS moves away from large public sector tendering for services it is looking to be quicker and more efficient in responding to shifts in demand across the country and, as such, is looking to appoint partners that it can proactively work with going forward, without the need for lengthy procurement processes. Having been selected as one of these providers, Totally can now rapidly mobilise services in response to the shifting demands of YAS without needing to go through further formal processes."

[andymunchkin] 29/6/2021 14:15

59251 sell@ 41.62 someones dumpingsFast isIt uNobby?? whtsThe rush??

[andymunchkin] 29/6/2021 14:12

26333 sell flippinK theyR cumiiing in quarters justTrying tosell in t he quiet?

[andymunchkin] 29/6/2021 14:11

26301 Sell

[andymunchkin] 29/6/2021 14:10

sells cummings @ 41.65now soonTo go

[andymunchkin] 29/6/2021 14:09

sorrs thtsGone now ireckon nobby isDumping hisStash

[andymunchkin] 29/6/2021 14:08

oops few sellsShowing up 41.80to sell

[red army] 29/6/2021 14:07

Just been topping up a bit

[andymunchkin] 29/6/2021 14:07

41.85 to sell

[andymunchkin] 29/6/2021 14:06

Nobbygnome29 Jun '21 - 13:49 - 17871 of 17872
0 0 0
Again level 2 improving and the full 42p being paid so another tick up coming shortly methinks....
Nobbygnome29 Jun '21 - 13:53 - 17872 of 17872
0 0 0
And there we go the 42p bid has gone..
------
hey nobby nowSells R cummings post tisOn the mainGroup fallingQuickly

[andymunchkin] 29/6/2021 13:59

john0929 Jun '21 - 13:15 - 17866 of 17870
0 1 2
Watch out for
Placing
Court case.
Overhang.

From the rns':


Placing.
Given they have $130m in cash, why do they need a placing for working capital???


"The principal purposes of this offering are to create a public market for our ADSs, facilitate greater access to the public equity markets, increase our visibility in the marketplace, as well as to obtain additional capital. We intend to use the net proceeds from this offering for working capital, general corporate purposes and to fund incremental growth, including for possible acquisitions. However, we do not currently have any definitive or preliminary plans with respect to the use of proceeds for such purposes."




Court Case:
"On May 18, 2021, Tremor Video, Inc. (“Tremor”) filed a complaint against
Alphonso, Inc. (“Alphonso”) in the Supreme Court of the State of New York,
County of New York. The claim is for breach of contract, tortious interference
with business relations, intentional interference with contractual relations,
unjust enrichment, and conversion. The lawsuit arises out of Alphonso’s breach
of a Strategic Partnership Agreement and an Advance Payment Obligation and
Security Agreement (“Security Agreement”) with Tremor, along with related
misconduct. Tremor complaint is for damages and other relief, including an
order foreclosing on Alphonso’s collateral under the Security Agreement, from
the Court."





Overhang.

Is it a coincidence that they are desperately trying to list before News Corp lock in period ends??? 18month lock in from Jan 2020.

6.91% holding.

"Under the terms of the Transaction, News
Corp will be subject to an 18-month lockup period."





This is being pumped/dumped
---------
theCollateral dump isCummmings
VooooW theOther thread infestedBy p&dMerchaaaants

[andymunchkin] 29/6/2021 13:58

1gw27 Mar '20 - 15:58 - 11 of 20
0 1 1
Perhaps worth putting this popular post (from the other thread) up here as a warning about what goes on on the other thread, given the renewed attempts at character assassination over there. I presume it may soon get hidden by spam so I suppose it may just have to go in the header at that point.

---------------------------------------------
1gw 21 Mar '20 - 16:50 - 13033 of 13186 Edit -0.00000007 8 2
Pennyfalls - I'm happy to admit that generally here I will argue the downside case, but argue it rationally I hope. That's largely to counter the years of ramping and misleading comments, if not downright lies, coming from the main posters on this thread (mainly nobbygnome and sikhthetech, but with sidekicks porky8, microscope and grahamwales chipping in).

nobby is probably the most dangerous to other posters' wealth I think since he clearly is intelligent, understands the company and talks to and feeds back from the company, so superficially very credible. But then he posts blind ramps of the "no-brainer" and "can't fail to make money" type as well as personal attacks on those he feels aren’t positive enough. Charitably I could say that he ramps because he doesn’t understand either the financials or the risks, but I think that might be a bit generous.

Sikhthetech appears to obsess and fantasise about me ......
------
notSurprised theCnt isSick i

[nobbygnome] 29/6/2021 13:53

And there we go the 42p bid has gone...

[andymunchkin] 29/6/2021 13:52

john0929 Jun '21 - 13:15 - 17866 of 17870
0 1 2
Watch out for
Placing
Court case.
Overhang.

From the rns':


Placing.
Given they have $130m in cash, why do they need a placing for working capital???


"The principal purposes of this offering are to create a public market for our ADSs, facilitate greater access to the public equity markets, increase our visibility in the marketplace, as well as to obtain additional capital. We intend to use the net proceeds from this offering for working capital, general corporate purposes and to fund incremental growth, including for possible acquisitions. However, we do not currently have any definitive or preliminary plans with respect to the use of proceeds for such purposes."
hxxps://sec.report/Document/0001193125-21-171330/



Court Case:
"On May 18, 2021, Tremor Video, Inc. (“Tremor”;) filed a complaint against
Alphonso, Inc. (“AlphonsoR21;) in the Supreme Court of the State of New York,
County of New York. The claim is for breach of contract, tortious interference
with business relations, intentional interference with contractual relations,
unjust enrichment, and conversion. The lawsuit arises out of Alphonso’s breach
of a Strategic Partnership Agreement and an Advance Payment Obligation and
Security Agreement (“Security Agreement”) with Tremor, along with related
misconduct. Tremor complaint is for damages and other relief, including an
order foreclosing on Alphonso’s collateral under the Security Agreement, from
the Court."


hxxps://www.tremorinternational.com/wp-content/uploads/2021/05/TRMR-Q1-2021-Trading-Update-250521.pdf


Overhang.

Is it a coincidence that they are desperately trying to list before News Corp lock in period ends??? 18month lock in from Jan 2020.

6.91% holding.

"Under the terms of the Transaction, News
Corp will be subject to an 18-month lockup period."


hxxps://www.tremorinternational.com/wp-content/uploads/2020/01/TRMR-Acquisition-of-Unruly-060120.pdf


This is being pumped/dumped
---------
theCollateral dump isCummmings
VooooW theOther thread infestedBy p&dMerchaaaants

[nobbygnome] 29/6/2021 13:49

Again level 2 improving and the full 42p being paid so another tick up coming shortly methinks....

[nobbygnome] 29/6/2021 13:41

>> napoleon

Good posts and I am in a similar position to you in terms of profit. The management team are very impressive and the reason I invested big in the first place was seeing Bob present his vision for the company.

[napoleon 14th] 29/6/2021 13:37

VERY close to B/O...

[napoleon 14th] 29/6/2021 13:32

Trolls turn up when a share moves up. He's already on filter from somewhere else!
IGNORE...

C&P of what I posted elsewhere...

I've been a LTBH of TLY since 2018, adding heavily in 2020, & said so several times.
TLY are in the right place at the right time, expanding into Ireland & have Bob Holt (Mears) at the helm, not forgetting Wendy as well.
I'm up 111% here and would not laugh at you were you to say they could bag again given time. Looking 4ward to next results...

Oh, & IR35 will help TLY, who were affected by the focus on Covid last year. The resulting backlog in the rest of the NHS system won't do them any harm, which is why they are still LTBH IMHO. In fact, I re-invest the divis into more shares!