Totally Share Discussion Threads

[sikhthetech] 31/12/2023 15:27

Parob,

My opinions are based on company/sector newsflow. Nothing wrong with anyone posting an opinion and others disagreeing. That's what makes a discussion.

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

Feel free to counter my opinions, which are based on facts, on HVO.


My posting history is there for everyone to see.


I think TLY will multi-bag.
I'm expecting 5-10x. I'm happy I've been buying and to keep buying before others see the potential here.

[parob] 31/12/2023 15:17

Regardless of your view on STT, and he has got another holding of mine completely wrong - namely HVO - TLY is incredibly cheap at the moment imo and I will continue to add under 5p. Good luck to all genuine holders here, I feel pretty confident that TLY will perform well in 2024 from this level/market cap.

[sikhthetech] 31/12/2023 15:10

TLY have over £100m revenues.

Around 40% of TLY are held by IIs. How many other AIM companies have significant II holding?

New incoming Chair is co-founder of Liberum, ex-director of Company Growth Investor, current director of Gresham House plc

£10m mcap


I'm happy continuing to buy.

[sikhthetech] 31/12/2023 15:04

Willow6501,

Evidence and facts, escape you.

Must be time for updates, year end tips. Oh it is, the derampers always appear when there's a TU or tips.


I proved you wrong on your previous post re "About Health".


"His continually decamping all the house builders while they’ve undergone a 40% recovery in price"

Really??? Yes, let readers look at the evidence that you're making it up.

Evidence shows the housing market and house builders have done exactly as I predicted:



Glad you're shorting TLY at 5p.

[parob] 31/12/2023 09:03

Private equity firms have been lining up London lawyers and floating "teasers" to the market in recent weeks ahead of an expected deals frenzy in the first quarter of next year, insiders have told City A.M.hTTps://www.cityam.com/private-equity-firms-line-up-london-lawyers-ahead-of-deals-frenzy/

[willow6501] 29/12/2023 14:38

Complete disaster of a share, just look at the chart…….bloody awful!

Most small-mid cap stocks have been recovering of late, but no sign of one here which says it all!

If you need a wise investment tip, never follow Sikh’s advice……in fact do the opposite. His continually decamping all the house builders while they’ve undergone a 40% recovery in price. His ramped this stock to high heaven and erm how many percentage points is it down?

Guy lives in cuckoo land but does provide some light entertainment value with his clueless posts.

[sikhthetech] 26/12/2023 19:16

NHS Wales waiting lists continue to rise.

TLY provide services, via their Elective Care division. to help the NHS reduce waiting lists.





Each of the 4 UK nations have their own NHS system. It is not the one NHS, as is so frequently wrongly quoted.

TLY also provide the Elective Care to Republic of Ireland.

[sikhthetech] 26/12/2023 19:10

quazzie,

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

Nothing wrong with posting opinions, bear or bull.


You're entitled to your opinion but the facts speak for themselves. Nothing 1gw said since July, desperate and often misleading stories he suggested, pre Interims have come true.
The fact is they were just that, stories.

Given he has a long history of telling stories, bull/bear, and been proven completely wrong on virtually every story, it's wasn't a surprise to me that he was wrong again here.


As to over the past 2-3 years - there was a pandemic, the biggest in 100yrs.
My investment logic, 6 months before the BoE started increasing interest rates, was there's inflationary pressures which would lead to increase in interest rates.
HBs - when PSN was over £20, my investment logic said target is 1300-1500p.

Ad tech: My investment logic said there's ad tech bubble. The bulls were adamant there wasn't one.


etc


The whole point of investing is to get more right than wrong.
However, 1gw has a long history of virtually all his stories remaining as misleading suggestions/stories and virtualy all his shares crashing. I think it's reasonable to ask why that is so and how many multiple ids does he use??

[frank_smith] 25/12/2023 15:22

Happy Xmas everyone. Let's hope we all get a great new year!

[sikhthetech] 24/12/2023 14:38

Merry Christmas all.

Have a good one.

[parob] 20/12/2023 19:42

There is no doubt this has been a rotten share for anyone to hold over the last 18 months whilst it's been in a downtrend, but it looks to have bottomed (after Sneller's sells) at 4.3p just over two weeks ago, and those who have bought since then are now in profit. Sometimes pays off buying at peak negativity. Volumes are increasing and the price is now recovering.

[quazie12] 20/12/2023 18:38

STTProblem for you is your deeply flawed investment logic equates all bear points as stories. Hard fact is a lot of the bear points that have been posted on here over the last 3 years, derided and sneered at by you have come home to roost and the financial statements and current share price are hard facts and reality

[parob] 20/12/2023 14:41

Good volume today and some decent sized trades going through.

[spacedust] 20/12/2023 09:26

Any chance the volumes chart with buy sell trades could be put up?

[parob] 20/12/2023 07:07

Should hopefully see this continue it’s recovery today now it’s obvious the overhang from Sneller has been cleared.

I would like to know who bought that 750K block yesterday.

Let’s see if that buyer continues to add today whilst still cheap.

TR1s may tell us in due course.

[sikhthetech] 19/12/2023 15:42

Still moving up nicely.

I'm still adding as and when, with my lowest buy at 4.3p. Have doubled my holding.
I think they will 10bag from trough to peak.


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


None of the bear points/stories1gw and his mates said prior to H1 have come true.
Counter the bear points and it makes the bull case stronger.

[parob] 19/12/2023 14:37

Excellent risk/reward at this level imo. share price has consolidated around 5p for over two weeks which has shaken the remaining sellers out and cleared Sneller's overhang. It's now free to move up, and will do so quickly if institutions are buying and by the look of that 750K earlier, they are.

[sikhthetech] 19/12/2023 14:27

cyberbub,

TLY paid their fy dividend after H1 end. If they had cash crisis then they would have cancelled it.

[spacedust] 19/12/2023 14:11

Mhc is another one making bags if profit pure cash cow. Yet the share price is in the doldrums

[parob] 19/12/2023 12:21

Volume attracts volume and over 0.6% of shares in issue have been bought so far today. Looking at the chart it really could snap back up to the 7p+ level in a short space of time. Almost full offer of 5.4p for small amounts of shares now.

[parob] 19/12/2023 11:31

Also worth mentioning Stonehage Fleming Investment Management increased their holding AFTER the interims came out. That 750K earlier could be them or possibly LionTrust who increased further in Oct.

[bmcollins] 19/12/2023 11:27

@cyberbub
Most single digit penny stocks are short of cash, that is why they are priced as they are...
TLY are better off than most in this unenviable category but I trust they cancelled the Christmas party this year...