Totally Share Discussion Threads

[smithie6] 06/12/2023 10:09

At Bonhill a lot of revenue came from live events. No surprise that it had major problems due to the COVID crisis stopping all live events!!

You can't blame Stilwell for that imo !

[spacedust] 06/12/2023 10:08

Sp is all that matters. These fakers probably buying in now open market but short selling with a shell company in the millions

[1gw] 06/12/2023 10:00

Parob - Gresham House (where he is neither an exec, nor chairman) more his wheelhouse, perhaps, having co-founded Liberum:

"Stilwell is best known in the UK as head of Liberum Capital, an investment banking and alternative finance company that focuses on AIM, the equivalent of the U.S. penny stock market. He founded the company in 2007 and left in 2015 after a string of seven straight, profitable years."


Note: same link as earlier post, but this time go down to the earlier article from August 2018.

Also from the same 2018 article I note the following, which might cause some nervousness in the Totally C-suite:

"But he gave a sign of his management style when he took over as Vitesse CEO last August. He promptly massacred the company's senior management in a sweeping overhaul and added his own officers and directors. Then, he floated a £2.1 million British pound stock offering (before expenses) and wiped the company's balance sheet clean of debt."

[bmcollins] 06/12/2023 09:47

@Hugo
I agree it looked amateurish but tbh I was pleased as they clearly had not wasted money on tittivating their presentation, it appeared to be done at zero cost, for a company in trying times I am all in favour of that.

[parob] 06/12/2023 09:46

Simon is currently a Non-Executive Director of Gresham House plc.Worth checking out their share price too for balance 1gw

[hugothesecond] 06/12/2023 09:40

Would have expected the conf call to be better stage managed - with Branding visible, Names of participants and roles, with all 3 sat opposite the camera. Basic stuff ! Didn't feel like we were in a meeting talking about a medical business - anonymous waiting room background gave a flat feel to proceedings. All 3 not all confident in front of camera - media training required for team. Let's see what our new Chairman does to change things !

[parob] 06/12/2023 09:36

Me too. The chairman designate has bought just over 0.75% of shares in issue.

[quazie12] 06/12/2023 09:17

Just an observation. The presentation with the Board sitting miles away from the camera on a table together was not a good format or a good look either

[quazie12] 06/12/2023 09:16

Spot on Becks he does what he does which is to try and control the narrative. This is a narcissistic trait. Always the last word always a put down. The stuff in red cracks me up. He talks about debate but he is the one stifling it

[beckers2008] 06/12/2023 09:07

Back down we go.

[parob] 06/12/2023 08:35

Actually Simon has spent just over £85K on shares.Will be watching volume and looking out for 250K buys over the next few weeks to see if institutions are buying on the open market.

[1gw] 06/12/2023 08:31

Volumes look to be decaying fairly fast. Subject to any further large late-reported trades, from London Stock Exchange volume data I think we have shares traded something like:

1m - 27th Nov
3m - 28th Nov (interims announced)
2m - 29th Nov (incl 1m director buy)
23m - 30th Nov (incl 12m sell)
8m - 1st Dec (incl 3.6m sell)
5m - 4th Dec
2m - 5th Dec (incl 0.5m director buy)

So with 36m shares traded across the 3 days 29th Nov – 1st Dec, against 31m needed to account for the 12m & 3.6m sales plus the corresponding buy side, there wasn’t a huge amount of volume above that related to the 2 big sales.

With no other holdings notices, it is beginning to look as though none of the existing holders was prepared to buy enough of the sell volume to take them through a declaration threshold (although there could still be a holdings notice to come related to some of this period).

There are still no buys reported at this level, not even token ones, from CEO or CFO.

[spacedust] 06/12/2023 08:05

I did tell you 4p coming. And it hit 4p.

Now time to get back to 9p for no reason

[parob] 06/12/2023 07:55

So the 500K buy yesterday was Simon Stilwell, a Non-Executive Director and Chairman Designate of Totally.So he's spent almost £80K on shares since the interims.Now let's see some institutions adding please :)

[1gw] 05/12/2023 20:48

On 2H cashflow, perhaps interesting to note that they have the tailwind of the £2.9m NHS debtor that they say in the interims was paid shortly after period end.

Despite that, from the cash management slide they showed in the Investor Meet Company presentation, cash only went up by £1.0m from end-September (£1.70m) to end-October (£2.73m).

[parob] 05/12/2023 17:07

Courtesy of justdeezerts on the lse bb yesterday:"I've seen the recent presentation and unless the Board is lying through its teeth (and I don't think that for one second), shareholders are told that the second half year (which is already one third of the way through) will show positive cash flow - I take that to be a sign of a return to profitability. TLY also has an untapped 2.5m bank facility and we are assured there is no intention of calling on shareholders for funds - I take that as being within the next 12 months. ??Slow take up of NHS tenders appears to be due to lack of money in many NHS trusts leading to the NHS slowly falling apart. No political party will be allowed to let the NHS slide into oblivion - a combination of public finds and private sector money is the only rational answer. ??I repeat the wise words of investment guru, Warren Buffett: "Price is what you pay, value is what you get"."

[parob] 05/12/2023 15:25

Just waiting for the wider market to notice this one. An institution increasing RNS would really help things along. This recent presentation has only had 73 views.hTTps://youtu.be/uTWJEQ9git0?si=BY2xDKocCQLunXU1

[smithie6] 05/12/2023 15:15

Btw
I have a tiny punt going from 5p from yesterday I think. <£2k.

[parob] 05/12/2023 14:51

So it was a 500K delayed buy.I don't think the wider market has really noticed this one yet due to the 0% TR1 coming out after hours yesterday. It's a shame it wasn't released this morning.Volume attracts volume so will be interesting to see what happens over the next few trading sessions. That 500K could well be an institution. I'd love to see some more 250K delayed buys too. If Liontrust are increasing again it will bring some confidence back to the stock from these lows.

[parob] 05/12/2023 14:14

Bid/offer just jumped up to:4.93/5.2pSo I think a large delayed buy will show up later :)

[fenners66] 05/12/2023 13:59

Since I originally read their tantrums about a UK house price crash in 2021 they have never been credible.

But that is not their motive, its all about the argument with anyone about anything.
Taking the time to put their posts in red letters , just shows how much they are winning .... cough.

They cannot resist jumping in to contradict a post.

But to the extent that people get drawn in they are "winning".
They are wasting other peoples time, which is more precious than TLY shares, but so are one time penny chews...

[beckers2008] 05/12/2023 13:52

A major shareholder Selling over 6% of his holding does not inspire confidence in the company.

The CEO and FD are still not buying the shares, maybe like Richard, evidently, both believe, the shares will go lower?

When are they going to put the 'Impairment' accusations to bed?

Sikhthetech,

You said major shareholders were not selling, looks like you have no idea of what's going on in a company that you are actually invested in, lol, just lol!

You are not credible.

[fenners66] 05/12/2023 13:47

And the troll on the other thread continues to pay homage to the Monty Python Argument sketch !

"Weather's not great today."
Yes it is !

you get the picture

(its not argument its just contradiction)