Totally Share Discussion Threads

[deltrotter] 12/7/2018 09:24

From the presentation and thanks to John on Twitter:

"Vision of the Board to create a £100m revenue business; Strong cash position which will be used to support Share Price – if required; Healthy pipeline of opportunities ranging from £25m to £80m contracts each for 5 to 7 years"

[nobbygnome] 12/7/2018 09:08

Please ignore che everyone. He is my sad bitter troll because he lost so much money on IMM.

How is your mate Tim BTW che? Still lying to you?

[che7win] 12/7/2018 09:05

This business is burning cash at an incredible rate of knots.A 50% increase in cash burn from operating activities to ~£3.5m.Wafer thin margins too, not a great business model imho.

[deltrotter] 12/7/2018 08:45

Thanks guys...

[macthepak] 12/7/2018 08:42

23.35 to sell at the moment on iWeb

[jdunning] 12/7/2018 08:20

23.45 to buy at the moment

[deltrotter] 12/7/2018 08:13

Can sell a lot will within the spread here. Will be interesting to see what price buyers get...

[jdunning] 12/7/2018 05:25

Ignore my comments with regards to legal and general, it seems the figures reported in presentation from June match the shareholders information on the website.The recent change I observed on the website could have simply been an amendment and not increased holding

[jdunning] 11/7/2018 23:37

I will confirm tomorrow.. once I compare data of shareholders information from last week.

[jdunning] 11/7/2018 23:30

Finally before I call it a night.. Not many people know this but there is a major shareholder that has actually increased their holdings.. Legal & General Investment Management are now holding 4,900,000 this was updated today on the totally plc website. Presentation also states that they are awaiting confirmation so we can expect another tr1 to confirm increased holdings

[sikhthetech] 11/7/2018 23:26

Jd, thanks for results presentation..

[jdunning] 11/7/2018 22:39

The Ask did start climbing towards the end of the day and lvl2 data was improving so I've got a suspicion the overhang may have cleared and we might just see a tr1 to confirm shortly.

[parob] 11/7/2018 22:33

Jdunning, I have also been wondering if it's Miton's UK SMALLER COMPANIES FUND selling their last 3%. Like you say if it is them, they can't have many remaining.

[jdunning] 11/7/2018 22:20

New presentation spotted link on LSE https://www.totallyplc.com/wp-content/uploads/2018/07/Totally-PLC_Presentation-PDF_2018.pdf

[jdunning] 11/7/2018 22:12

There were two Milton major shareholders, one cleared with tr1 confirmation.. there's another Milton group with 3.59% remaining.. that equates to 2,146,646... Most of the overhang would've been cleared over the last two days providing it is Milton selling.. can't see why not, they were busy selling back April and May 2018

[jdunning] 11/7/2018 22:04

Probably Milton clearing rest of their stock..

[nicky21] 11/7/2018 21:55

looks like this overhang has been going on for months.

[nicky21] 11/7/2018 21:18

conspiracy going on

[dave4545] 11/7/2018 20:56

Nobody knows who is selling down TLY.

Weird no holding Rns for a while, should have been one by now

[nicky21] 11/7/2018 20:54

how much must our overhang be?

surely not from 55p placing last year

[dave4545] 11/7/2018 20:51

grahamwales

Sorry this is O/T and the stock MRS not TLY.

Any questions go to that thread.

[nicky21] 11/7/2018 20:51

so whose the seller??

[grahamwales] 11/7/2018 20:48

Dave. Where do you get 12.7 million from?

[dave4545] 11/7/2018 20:32

12.7 mil max, stubborn old man refusing to cross stock with potential big buyers preferring to drip out small amounts.

[nicky21] 11/7/2018 20:04

any idea how much overhand there maybe??