Totally Share Discussion Threads

[sikhthetech] 26/7/2018 12:14

Look at the coverage of England by the subsidiaries...
what if/when they start rolling out their services across the UK and not just NHS England areas...

Still early days...

[spacedust] 26/7/2018 12:13

Well loads of buys and no price rise.

If there were loads of sells and no buys and price stayed flat we would have said that there is a buyer hoovering up the sells.

[nobbygnome] 26/7/2018 12:07

Over £55k of net buys today. When will the dam burst...

[nobbygnome] 26/7/2018 12:05

Yes in post 4252 I acknowledge that profitability is the issue!

[longshanks] 26/7/2018 12:03

There is a small problem with that assertion:revenue - vanity; profit - sanityStill - the plan is to grow the company to a sufficient size that economies of scale make them able to compete very effectively in this space. Narrow margin work, yes, but these are essential services, so I see this as a great business opportunity: a Capita for the 21st Century.

[nobbygnome] 26/7/2018 11:40

Yes turnover of approaching £100 million, cash in the bank of £10+ million and the market cap is........£14 million. Completely and utterly mad!

[nobbygnome] 26/7/2018 10:51

Therein lies the issue..... we are not entirely sure. But they have £10 million in the bank, if they do need to burn some cash before they become sustainably profitable.

Turnover should be approaching £100 million this year!

[rescuer] 26/7/2018 10:28

Spacedust - whats the cash burn, or are they cash generative - being lazy sorry - but you guys know far more as youve been here quite some time.

thank you

r

[1gw] 26/7/2018 09:38

Just curious, deltrotter. What happened to change your mind from your 16th April view, apart from you buying in?

As far as I can see, main events since then have been the buyback announcement, which hasn't been followed through on yet, and the publication of 15-month results showing a deterioration in the net current asset position and an underperformance of acquisitions against the expectations that had been built into the contingent consideration provisions.


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deltrotter 16 Apr '18 - 15:57 - 2512 of 4249 0 1 0

Agreed Brummy. Vocare operates on economies of scale. If they clean up - they make a fortune here. If not, it is one helluva drag that I am not sure the company can overcome (and really shouldn't even try).

A binary play IMO - go bust or make multiples of the current price... At the moment it seems to be heading the wrong way and that worries me...

I'll hang fire with any purchase until this bottoms.

[deltrotter] 26/7/2018 09:22

A total misreading by the market IMO nobby.

The seller will be cleared before long and then I fully expect this to be trading high 30s / low 40s

[nobbygnome] 26/7/2018 09:18

I said I wasn't going to buy any more but the buying pressure convinced me to pick up a few more via a spreadbet. The contracts are the IUC ones which are imminent and large. TLY are bound to win some of them IMHO as there are a limited number of allowed bidders.

This is the most undervalued company I have ever seen in my long experience trading on the market....

[deltrotter] 26/7/2018 09:11

Nice delayed 50k buy there.... someone is buying in and they have a canny buyer who is not forcing the price up... well done to them.

[deltrotter] 26/7/2018 09:04

Also mentions that the company are in for a number of significant contracts which could materially impact the price northwards.

I have heard the same....

[deltrotter] 26/7/2018 09:00

Have received the report now - gives a good summary of the current position and postures that TLY is undervalued.

A fuller report will be published in due course.

[deltrotter] 26/7/2018 08:45

Anybody received a response from First Equity re their note on TLY?

[deltrotter] 26/7/2018 08:41

Yup, I reckon we move substantially higher soon...

[parob] 26/7/2018 08:40

Offer ticking up. Always a good sign...

[nobbygnome] 26/7/2018 08:35

But it is Cenkos who tend to control everything here...

[deltrotter] 26/7/2018 08:10

Only one mm on 23.4.

A couple of buys and we head higher imo.

[parob] 25/7/2018 20:35

After selling down around half of their holding, on the 18th July Lombard Odier still held 4.64%, ie 2,774,495 shares.Since then around 2.5M shares have been traded, including 1.35M today.If LO have continued to sell down, they can't have many left.

[sikhthetech] 25/7/2018 20:21

Rescuer, all the fundamental information is in the header...

[spacedust] 25/7/2018 19:52

Revenue 4m to 40m
Cash in bank 11m
Wining contracts like hot cakes
Buy back on the cards

[rescuer] 25/7/2018 17:49

guy's (ladies), I'm still watching, but as I know jack about this company, or the mkt they trade, can we have some fundamental posts pls.

chart folk or MM followers loads of great stuff, but would like to know more about this as a high gaining, very long termer,

maybe a fundamentals thread if anyone fancies setting one up.

hopefully

rescuer

[parob] 25/7/2018 17:26

2.28% of company shares traded today!