Totally Share Discussion Threads

[parob] 19/12/2023 11:24

Perhaps worth listening to the latest presentation cyber, here's a little snippet in this this tweet. CEO stated they don't have any plans to raise cash and believe they will be cash generative in H2. approx. £2.5M cash came in (would need to check amount) just after half year, this was also mentioned in the presso.hTTps://x.com/moilgas/status/1730497614007726526?s=46&t=_ybVnpe01AP_F1Pw0JqKTgThis was also in recent interims:-- Group is well positioned to RETURN TO PROFITABILITY following rationalisation of contracts, careful management of increasing costs and reduced support costs.As mentioned this is just a trade for me at the moment, but I will keep under review. I'm sure the 750K buy earlier today would have been an institution taking more so they must be happy to buy at this depressed price too. Link to full presentation here:hTTps://youtu.be/uTWJEQ9git0?si=BY2xDKocCQLunXU1

[cyberbub] 19/12/2023 11:16

From the last results the company is sailing close to the wind on their cash?

[parob] 19/12/2023 09:41

1M shares bought this morning so far. That's over 0.5% of the shares in issue.

[parob] 19/12/2023 09:16

Chart looks great now. Expecting this to whizz up to 7p+ in short order.

[parob] 19/12/2023 09:14

And now a 750K buy.Keeping an eye on TR1s.

[parob] 18/12/2023 16:54

250K block buy at the end of the session there. Would love to see LionTrust increasing.

[sikhthetech] 17/12/2023 19:49

NHS waiting list falls slightly for the first time in a year
Number of patients waiting 12 hours in A&E dropped slightly to 144, 805 in November





TLY provides it's services to all 4 UK Nations AND Republic of Ireland.

Urgent Care - NHS 111, Urgent Care centres etc
Elective Care - Elective Surgery, Dermatology, Physio, Planned care
Corporate Wellbeing - Wellbeing services to company's staff.

[parob] 17/12/2023 12:43

Been consolidating nicely around the 5p level whilst the remaining Sneller overhang gets sold into the market. Some will wait until we break out the recent trading range before buying in. A close around 5.4p should do it and bring more traders and investors in imo.

[parob] 15/12/2023 07:58

Hopefully not far off clearing the remaining overhang from Sneller now.

[spacedust] 15/12/2023 07:22

Willow....come out come out wherever u are

[sikhthetech] 14/12/2023 23:21

Willow,

Please expand on why you considered on investing when they 30p and what is it about the recent results updates that you don't like.

Please point to where you mentioned any bear points and reasons not to invest when these were around 30p. I can't seem to find your post.

What are these better places to invest?

Some bear points would be useful, rather than vague comments.

:-)

[willow6501] 14/12/2023 21:26

Looked at investing here a while ago when it was around 30p. Looks like it was a wise move not to invest as now down to 5P.

Took a look at recent results and updates and don’t see any reason to purchase at this low valuation. Clearly the market knows better else it wouldn’t be trading at 5P.

So wise to avoid all the ramping posts on this thread unless you enjoy losing money. Much better places to invest, unfortunately this is no longer one of them.

[football] 14/12/2023 16:04

When STD posts it's news flow but when only one else posts it's ramping or bashing the sharePlus he never answers a question or we will not say one bad thing about totally when asked even though the share price is falling from £3 to 5 p

[sikhthetech] 14/12/2023 14:40

1gw

"The major shareholders appear to have vetoed raising cash through a placing, without a shareholder vote, by forcing the withdrawal of those AGM resolutions."

That's great. Why should any company be able to raise money without a shareholder vote? I'd like to know and be able to vote on.


"The second biggest shareholder, Sneller, has sold down & probably out."

Nobody knows why, do they? It could be that he needed cash for other investments or he got concerned with the share price falling, which was your agenda all along.

The point is, contrary to your months of stories/suggestions prior to the interims, there was no evidence of significant selling by IIs. In fact, prior to the interims, at least 1 II, Liontrust, increased.


"The cash position looks precarious"

Contrary to your stories about lack of cash, they paid the fy dividend BEFORE H1 end. They wouldn't have done so if they had severe cash problems.
They have also said at the interims that they have no intention of raising cash. That's not to say they may do in the future but you were proven completely wrong.


"The shareprice is still only around half the nominal value, complicating the picture for raising cash through equity."

Well, that was you and your mates plan all along, hence why you kept posting about goodwill impairment. Drop the share price below nominal value to force the company to act.


"What's the end game that the remaining large shareholders have in mind?"

You could speculate and come up with lots of stories on every share, depending on whether your agenda is to ramp or deramp AND YOU DO.
What's the end game for MO with his huge options on HVO. Now that's a huge red flag, if I ever saw one. Remember the warnings I told you about on Rthm and BM's huge options. Yet you and your mates were desperate for readers to ignore. What happened? The shares crashed from 590p(new money) to 100p, were taken over by Trmr, who then issued a profit warning. Questionable business practices found. Likewise Byot, CEO leaves immediately. A CEO leaving immediately, without reason, is a major red flag. , Yet you're not concerned but carry on with the BS ramping.


The interesting question is, given you portray yourself as a well research, reasoned poster, why do all your shares crash????

[sikhthetech] 14/12/2023 14:23

Parob,

Nothing wrong with anyone posting an opinion, whether it's bull or bear.
Readers should have all the info so they can make an informed decision.

If the bear points can be countered then it makes the bull case stronger.
If the bull points can be countered then it makes the bear case stronger.


The following crashed 80%+++ with the companies themselves stating similar challenges as the one's I warned about, whilst 1gw/his mates were desperately ramping(the opposite to what they are doing here).
Those who read the red flags I repeatedly warned about would have saved themselves from incurring a huge loss.

I did the same on the following
Trmr - crashed 850p to 170p


Byot - crashed from around 10p to 0.6p


Nano - crashed from around 70p to 17p


Rthm - crashed from 590p(new money) to 100p


So they attack TLY because my red flags warnings prove to be correct?
Really??? They attack the messenger rather than accepting responsibility for their own wrong decisions.


So the reasonable question is:
Given 1gw portrays himself as a well researched, reasoned poster, why do all his shares crash?
Why don't all his stories and suggestions come true? How many multiple ids do you have and why?

And it's not recent, either.

[parob] 14/12/2023 14:19

Thanks 1gw I appreciate your posts.Liontrust may have taken more but not declared yet if they're still adding.Also, the incoming chairman was the founder of Liberum so will no doubt come with lots of contacts should they need to raise funds next year once the share price has recovered, and we might not be looking at just equity. As I have stated this is a trade for me from a deeply oversold position, but I will monitor depending on news flow. Interested to see what Simon Stilwell can bring. Don't think the recovery has got going yet, but it will in my opinion.

[1gw] 14/12/2023 14:05

You could be right Parob, but I think it's a fairly high-risk bet. The major shareholders appear to have vetoed raising cash through a placing, without a shareholder vote, by forcing the withdrawal of those AGM resolutions. The cash position looks precarious (look at the daily cash chart Lisa showed in the IMC presentation) and the (unexpected?) loss of another big negative working capital contract could cause real liquidity issues, couldn't it? The second biggest shareholder, Sneller, has sold down & probably out. The shareprice is still only around half the nominal value, complicating the picture for raising cash through equity. The balance sheet looks odd, to put it mildly, with net assets multiples of the market cap because of the large amount of goodwill still sitting on it.

What's the end game that the remaining large shareholders have in mind? Bob Holt is on his way out and a new chairman-designate is in the wings. But is there an action plan tacitly agreed? If so, does it involve bringing in new CEO &/or CFO and sorting out the balance sheet? Are the major shareholders prepared to finance a recovery plan? Would they look to the new chairman to conduct a strategic review which would lead to the sale of some assets to raise finance that way?

So yes, it may be oversold as a result of Sneller's sales, but there could be major announcements ahead and who knows how the shareprice will react to those? If it is such a bargain down here, how come the remaining big shareholders didn't take more of the other side of Sneller's sales?

[football] 14/12/2023 13:57

Can you believe it the rampers are going on about this doubling and being 9/10p in 2024 don't they realize it's falling 90% to get here

[parob] 14/12/2023 13:50

Look I know many of you have a gripe against STT and rightly so as he goes around trashing stocks including those that I hold like HVO, but that doesn't mean TLY isn't a buy at this level.Much of the trashing of this stock together with Sneller's sales has forced this down to a ridiculously cheap market cap imo, but that is where I see the opportunity.Each to their own but I think TLY could be a very good turnaround story once Simon Stilwell arrives and shakes things up. Not long until he joins now on the 1st Jan 2024.

[tlobs2] 14/12/2023 13:22

"its a 24 carot basket case like most of the rampers here especially that tw@t Sikthetech a first class idiot!"

LMAO

A perfect summary.

[spacedust] 14/12/2023 12:44

10p in 2024. Sit back relax and watch this double right in front of your very eyes.

The ship is sailing those not buy8ng now will buy once this is 11p 12p and 16p in 2024.

[sikhthetech] 14/12/2023 12:04

I've been adding as and when, some of mine have been showing as sells.