Totally Share Discussion Threads

[microscope] 26/9/2018 12:35

The last time i seem to remember being able to buy around the bid was when it first dipped below 21p, some months ago.
I and a lot of others i recall did, and it stayed exactly the same price for about a full trading day, despite huge buy volume, before rebounding suddenly and in quick upticks to about 24p. Let's hope for the same this time, though as ever with TLY not counting on it!

[barvin] 26/9/2018 11:26

What a sad, vindictive man you are. Such a child.

[football] 26/9/2018 10:36

Don't get suckered in by this dead cat bounce it's only heading one way and that's down to zeroooooooooooooooooooo












By the way techy are you going to use your Tesco Clubcard today seeing you run out of all the other cards to use?

[deltrotter] 26/9/2018 10:12

All of those 20.2s are buys. One of which is mine...

[nobbygnome] 26/9/2018 10:11

Well Cenkos are on the bid which is a good sign!

[microscope] 26/9/2018 09:36

Bizarrely can buy at 20.2p - the exact bid price - so i think some of these trades are likely buys this morning. Maybe the mms want people to think there are more sellers than there are?

[football] 25/9/2018 23:26

lol that's 04.99 to high


cryto_charlie25 Sep '18 - 13:55 - 5525 of 5537

5p





good old race card stt which will be you next card you play sad old git

[sikhthetech] 25/9/2018 18:55

Spurs, agree.. everyone should be entitled to their opinion... and spend their time and money as they wish..
I don't need to trade for a living...
and I'm not dependent on any 1 asset class be it property or shares..

[deltrotter] 25/9/2018 16:10

Give it rest guys. I for one am mightily impressed and pleased to post on the same discussion board as him. Indeed I think it is a privilege.

[spursspurs] 25/9/2018 16:08

I think he should be entitled to do what he wants with his time and money but the fact he calls himself the big fella probably means he has a small fella :)

[grahamwales] 25/9/2018 14:57

Pmsl one of the wealthiest persons in the UK and spends his time on B.B’s now that’s sad. I would be sat by a pool drinking lots of expensive wine and certainly not worrying about what people say on a B.B. Each to their own I suppose.

[grahamwales] 25/9/2018 14:53

Of course you are never doubted you. You have a big car to go with that big willy.

[the big fella] 25/9/2018 14:48

BW we can all do a bit of willy waving if we like. I have been a successful investor for decades and I am pleased so say that across all may investments (including Pensions, SIPP, ISA and portfolios) I am withing 3% of the all time high value. I am only just the wrong side of 50 , have no debt, own multiple properties and would be classed easily in the top 3% of wealthiest individuals in this country. So I would leave it at that as I intend to.

[grahamwales] 25/9/2018 14:32

Good luck to you then big fella probably make up for your losses on other shares I guess

[sikhthetech] 25/9/2018 14:20

The information is there...
Read it and form your own opinion...



fy Presentation:


CQC report:



Annual Report:


Wendy, CEO's interview:




Bob's Interview:


Broker report

[the big fella] 25/9/2018 14:02

GW - I do plenty of research thanks. Its probably why I have made a profit from this company and not sitting on losses like the rest of you.

[sikhthetech] 25/9/2018 13:56

8 yrs ago.. says it all, doesn't it..

Football's own admission..to see off posters bashing (posting a contrarian view). Why? all views bull/bear should be welcome...

football - 14 Nov 2010 - 23:55:37 - 30806 of 107028 BLINKX re-SEARCH (2009) - BLNX
<...>
i have seen off grax this year with his bashing and chris2601 is next

[sikhthetech] 25/9/2018 13:13

Your struggling 1gw...those diversionary tactics, after the really poor TU from rthm...

Yes, read my posts which 1gw has posted.. I'm happy with my holding, wow, 1gw doesn't like anyone having opinions...


Form your own opinion...


1gw outed for pumping and dumping and posting on lse, using 2 ids (brassneck and 1gw_)..


Looks like a classic text book pump and dump?? form your own opinion...

Pump- "Mouth Watering broker notes..720p target..


1gw19 Apr '18 - 22:52 - 13673 of 16440
0 8 2
Fleshed out optimism then.

<...>They have basically delivered over the last 2 years in my opinion. If you look at the trends they are exciting, albeit starting from a low base. If I have the numbers right, some key metrics are:

Revenues:
FY16 $167m
FY17 $175m (including discontinued ops)
FY18 $255m

Adjusted EBITDA:
FY16 -$10m
FY17 +$1m
FY18 +$14m

Profit/Loss:
FY16 -$92m
FY17 -$19m
FY18 -$?m {-$8m in 1H)

Cash from operations:
FY16 -$6m (Net cash used in operating activities)
FY17 -$6m
FY18 +$7m (corrected)

If I then look at the specific "guidance" for FY18, a year ago, before RadiumOne and YuMe, they pointed to the "consensus" estimates of $220m revenue and $15.1m adjusted EBITDA.

Revenue guidance
Radium One did $20m in financial 2Q, so maybe $40m in 3Q+4Q, $60m for FY18.
YuMe was doing around $40m/quarter, so maybe $25m in Feb-Mar
So adding $220m+$60m+25m, you get to about $305m
Even allowing for some closing down of "non-core" in RadiumOne and YuMe it seems they've come in a bit light on revenue compared to the original consensus.

Adjusted EBITDA guidance
RadiumOne was originally expected to be adj EBITDA neutral over the first 12 months, but then they said synergy delivery was behind schedule. So we can expect an adj EBITDA loss from RadiumOne in the FY18 numbers. YuMe was adjusted EBITDA profitable, so this would help to offset the RadiumOne loss.
It seems to me they must have come close to guidance (adjusted for acquisitions) on adjusted EBITDA

Plus they've done 2 major acquisitions in the year.

So light on revenue, close on adjusted EBITDA and 2 acquisitions. But the acquisitions give them scale, so the revenue miss is outweighed (I would say) by the acquired revenue and improved profitability going forward.

So I'd say a resounding success for FY18. Sort of guided, came reasonably close to guidance and also delivered 2 big acquisitions which vastly increase scale. Then on cash, they're actually significantly operating cashflow positive it appears, which would be a huge change and testament (so far) to the logic of the scale-giving acquisitions.

But the real reason for optimism is the actual guidance for FY19. No longer just pointing to consensus but stating that they believe they "are well-positioned to deliver a further strong performance in FY2019 - fully in line with current consensus estimates in market"

And as others have posted market estimates (Whitman Howard, Numis) are mouth-watering.

And all that against the background of a huge sell off in the share price over the last year - which must have left many shareholders fearing that the TU would reveal an obvious (in hindsight) reason for the sell off.

How's that for considered optimism?







ONE WEEK LATER - DUMP - good profit.. to reduce losses.


1gw27 Apr '18 - 16:19 - 13805 of 16440
0 6 2
I've taken some off the table at just over 2.20, selling the number that I bought on 9th April at 1.62. That gives me a good profit on that purchase or is about breakeven on the weighted average price of the 3 purchases I've made since the merger completed. Brings my R1 holding down a bit but still one of my top 2 holdings.

[sikhthetech] 25/9/2018 12:48

graham,

good post...
There's hardly a huge amount of newsflow coming out about TLY or the sector...

Everyone should do their own research...

The presentation is a good start...

fy Presentation:

[grahamwales] 25/9/2018 12:43

Big fella

Sounds like you don’t do any research and only act on what a company announces on the day. I guess that may work for traders like you on the odd occasion however most of the time especially on aim the news is not actually news for those who do a little bit of research.