Totally Share Discussion Threads

[bobby.ifa] 24/6/2015 08:16

When Company's observe a massive leap in their share price they normally release statements in an RNS noting the price increase knowing no reason for the rise, yet when it falls, & this one has fallen significantly this week, total silence. Seems unequal.

[nw99] 15/6/2015 08:38

Someone accumulating stock last week it seems

[knigel] 12/6/2015 14:57

BTW this thread is not used .. because... it's the 2 0 1 3 thread!!!
(there's a replacement)

[knigel] 12/6/2015 14:43

Stigologist - my number one fan...

[the stigologist] 12/6/2015 14:39

Quality

Trv123 14:00
RE: My reason Oh it's another stock sage and best buddy of riddler,get back to Tly,your nearly as bad as nuttspie at your stock picks! Lot of advice all meaningless.You turn up say your not invested on many stocks and basicly say it could go up or down what a clown.

KNIGELK 13:53
My reason ..before I'm picked up on it - not holding (either) at the moment but sorely tempted - as whilst acknowledging the risks here it would not surprise me to see a 100% one day share price increase here at some point one - seen it happen here before and it may happen again - the risk though is suspension so not a share to be heavily invested in in my humble opinion

KNIGELK 13:49
Nothing changes I see long term NON holder Trv123 is still posting (which is so easy to do on under performing shares).. maybe he may post on the shares he holds sometime in the distant future....? As for PTV - if they keep diluting the share price will keep falling ..

[sikhthetech] 08/6/2015 21:37

Dave,True although i doubt it would be 'many' contracts...the agm is 'only' a month away..

[thailand] 08/6/2015 20:43

If only you'd do the same.

[the stigologist] 08/6/2015 20:27

see this thread has died a death just like the stock price

[davecandle] 08/6/2015 20:21

Agreed- a very good question for the AGM and by then they may have announced many more contracts which could make their cash position less of an issue.

[sikhthetech] 08/6/2015 20:04

Dave,
They had a placing last summer and raised £400K..this was to pay for b2c...
They had cash at yr end of £190K.
Since then they've signed the BFL contract, £65K and Leicester renewal, amount not known...

It's possible that they may need to raise more cash, we'll know soon enough, it's a good question for the agm..

[sikhthetech] 08/6/2015 19:28

Bobby,
I don't think TLY services would be used in the way you describe..
They are for self-help for Long Term Condition management not self-help for self-inflicted patients...

[sikhthetech] 08/6/2015 19:25

Bobby,
The Shared Decision Making (SDM) programme started when the govn came to power in 2010... The idea is simply 'no decision about me, without me'...

TLY was the only company given the contract from NHS England to produce the Patient Decision Aids (PDAs)...


this is all part of the NHS England Contract...

Dr Steven Laitner was part of the original setup when he worked for NHS England..
He now works for TLY...

They also produce the PDAs via apps...


The biggest problem facing TLY is cash... it's only a £1m mcap company with so much potential...
The biggest rns, which Porky reminded us of, was their ambitious options...



Now if they want their options, they have to achieve £1m profit this year, £1.75m next year and have a continuous share price of 1.5p for 60days...

will the mcap still be £1m, if they achieve £1m profit...

obviously, they may not achieve their targets and they may need more cash...
They are high risk but also high reward..

DYOR and all imo..
agm is 7th July...

[davecandle] 08/6/2015 19:10

Odds on they're going to need a placing as cash will run short by end of q3 unless they get some renewals and new contracts immediately. Even if they do, I think it would make sense to raise some cash off the positivity around new contracts/renewals to raise some funds, as they did last year, to give them some firepower to try the b2c approach (although like others I'm not sure how that model us funded).

[bobby.ifa] 08/6/2015 19:07

Great intelligent thread this. I'm new to the Company in that I bought in over three weeks ago based on their therapies & self management being type 2 diabetic. I think the Company will succeed & there is an increasing impetus for patients to take stock of their life-styles. I think the Government will start to get heavy on those seen as not helping themselves to recovery, for example the obese being the main sector. Therefore the Government will use conduits of therapy like TLY to be seen to help the 'persistent offenders' & demonstrate they have had the help but won't help themselves & then start to financially penalise those who don't comply. This would start with the free prescriptions type 2 weight related diabetics, so they have to pay for the medicine that is supporting them from their lack of control.
That way the NHS funding is aided by lower subsidy of the drugs given for free. No doubt this will extend to other conditions that can be perceived as self-induced, such as alcohol related depression.
Not nice, but I see this as a solution to the ever budget conscious deficit ridden economy we have.
Buy & hold & will top up when funds allow. No advice given, merely an observation.

[sikhthetech] 08/6/2015 18:29

Porky, thanks, very good points...good thinking...

They started thinking about direct marketing last agm... They had the placing and raised the capital during the summer..

They should've done the market research and thought about route to market... and yes, this might be why they had such ambitious options targets..such as £1m profit for this year.

[porky8] 08/6/2015 18:11

Sikhthetech
What we do know now,is that they've been working on this for over a year.......
Doing their due diligence ......a route to market must have been decided .
When the options target /profit /sp were announced ...... I thought very challenging indeed !
This new service might just be the catalyst .

[sikhthetech] 08/6/2015 17:52

it can be substantial... if you remember, we discussed this at the agm.. I was worried as to how they would implement this and who would pay for it...
I'm sure there are thousands of patients who would like such a system but it would still need GP approval and if the CCG is paying for it, CCG approval...

I'd like further details of how it's going to be implemented..

[porky8] 08/6/2015 17:35

Sikhthetech
I'm very interested to how they'll role out the new service .
Target audience ...... Substantial !

[sikhthetech] 08/6/2015 17:18

agree... must maintain contract with NHS England... provides reassurance to CCGs..
Having Dr Laitner on board should help...

[porky8] 08/6/2015 17:14

Sikhthetech
There was an option for a further 6 months ,which has been taken ,very important this link with NHS England is maintained .
Awaiting decision on SDM phase 2 .

[sikhthetech] 08/6/2015 16:58

Hi Porky,
I need to revisit the contracts from last yr...

I was disappointed the results weren't announced early Fri or today...I think there would've been a good positive reaction...
The results themselves looked good and I like the table of clients...provides clarity going forward...

[porky8] 08/6/2015 16:52

Sikhthetech
Hi ,don't forget the NHS England contract has been extended by 6 months creating extra revenue .
I'm in the process of booking my hotel for the AGM ,hope to see you there.

[sikhthetech] 08/6/2015 14:49

Joe, I know you wasn't having a dig at me...sorry, if it sounded that way...

I asked her about the 7am in a 2nd email...
The CEO is very helpful and I've never found anything she said doubtful..

Last agm they spoke about non-NHS contracts, now they have BLF... they also spoke about direct marketing, now they have done market research and plan to roll it out..

Agm is on 7th July, be interesting to see what they have planned for this year...

If they want their options, they have to achieve £1m profit this year...so a lot to do...

[joe say] 08/6/2015 14:41

sikh - my dig wasn't at you

and given the response I can't see any benefit in emailing the CEO if this is the 'quality' of the likely response