Totally Share Discussion Threads

[spacedust] 19/7/2018 10:20

Look like I was right. That 475k could be a buy or sell. Sell from few days ago perhaps but reported late?.

I am not sure which it is.

[deltrotter] 18/7/2018 21:16

There are more trades like that to be printed judging by level 2 today... Maybe after close tomorrow...

[dave4545] 18/7/2018 20:50

Very eye catching trade that 475k

[spacedust] 18/7/2018 20:09

I think nothing will happen tomorrow maybe more of the same or flat. Hope I'm wrong though

[parob] 18/7/2018 19:48

Once the seller is out and/or the buy back commences the re-rerate will be rapid imo.That is why this is now my 2nd largest holding after OPTI. I just missed the super-dip today to buy a few more.

[nobbygnome] 18/7/2018 19:05

I suspect this will do exactly the same as OPTI assuming the seller had cleared. OPTI went up about 30% in the last couple of weeks once the overhang had cleared.

I wouldn’t like to be short...

Nobby

[deltrotter] 18/7/2018 19:01

I think we will see at least one other big trade published tomorrow or the day after. The market makers reacted like a seller has been cleared...

[parob] 18/7/2018 18:30

Or a seller fully out would also be good.

[sikhthetech] 18/7/2018 18:03

That's a massive trade...
hopefully, should be an interesting day tomorrow...

If it the start of the buy back

[parob] 18/7/2018 18:00

Be great if that 475K is the first buy back...

[grahamwales] 18/7/2018 17:37

nervy private investors slowly getting squeezed out thankfully.

[deltrotter] 18/7/2018 17:16

Nice 475,000 trade just been stamped.

More of those please.....

[coldspring] 18/7/2018 16:57

Dont let facts get in the way of de ramping Graham! Lol

[grahamwales] 18/7/2018 16:56

As before pug. That’s a forecast without any new work at the end of March. Check out new work won since then and not even half way through financial year

[pugugly] 18/7/2018 15:57

gowlane - Suggest you check the Allenby note - available on TLY website - bottom line LOSS for 2019 projected at £2.5 MILLION and a loss per share of 4.18p (adjusted loss OK how if fooled the accountants loss of only 2.51p per share) but still a significant loss (imo)

[gowlane] 18/7/2018 15:14

Thinking about it a little more there is a strong likelihood that TLY will show a bottom line net profit again in FY19, in my opinion anyway.

Bob Holt, old hand as he is at tendering in the public sector, will pull out all the stops to ensure this outcome, it is essential to the game plan going forward.

So there is every chance that they will show a net profit and lots of cash on the balance sheet. Not necessarily in H1 but in the full year results.

They have bought themselves time with the way the Vocare deal was set up, with provisions of $2.9m to meet further costs in FY19.

I would think that these should cover a lot of what would normally be labelled as restructuring costs, so this item should not be a big hit against profits.

Which tilts the odds a fair bit in our favour I would say, but dyor of course

[the big fella] 18/7/2018 13:52

So you don't consider a measure including tax and depreciation as being relevant?

[spacedust] 18/7/2018 13:50

If he only does short trades then he must be minted. If you are able to short aim shares then you have made it especially those that consolidate

[difference] 18/7/2018 12:56

Here are some facts from TWO notes. Allenby July 2018, state 'the Group remains financially strong' and forecasts EBITDA of 1.4 million PROFIT (that's P.R.O.F.I.T.) for 2019, and rising to 2.35 million for 2020.

Capital Access Group also this month forecasts EBITDA profit (yes that word again) of 1.2 million for 2019, 2.2 million for 2020 and 3.5 million for 2021.

As Graham Wales points out that they don't not include any new contracts.

Facts.

[grahamwales] 18/7/2018 12:49

He also forgot to tell us that the brokers note did not include any new contracts. Shame

[grahamwales] 18/7/2018 12:47

If you check his posts he doesn’t seem to invest in any company unless you class shorting as investing lol

[difference] 18/7/2018 12:31

You were quick enough to tell us the news you wanted us to hear.

That just confirms your agenda!!!

[pugugly] 18/7/2018 12:23

difference DYOR - It is all on the TLY website so do you need to be spoon-fed !!!

[difference] 18/7/2018 12:19

Note that ugly quotes the post tax numbers, (no doubt post depreciation etc as well) to suit their own twisted little agenda. Anyone got the more relevant ebitda please? And is the note up to date?

[spacedust] 18/7/2018 12:16

But i thought for every seller has a buyer etc. Which I always thought was a load of garbage but I am told otherwise