Totally Share Discussion Threads

[barvin] 20/2/2019 11:08

Bought back in here.

Just get the feeling and sense that this is the bottom and we are going to get back in the 20s, Bob seems a bit more active and they seem to have sorted out the potential overhang very well with getting instis to buy the Harrison stakes which demonstrates they like what they see.

Results should be due soon which should highlight how this is producing almost £100m in turnover.

If Bob is content on a buy and build strategy, he will want to get the share price up.

[the big fella] 20/2/2019 09:35

Been watching this for a while and generally bearish, however it has been hanging around these levels for some time so maybe there is some merit in thinking that. I would suggest the next set of results are crucial. If they can demonstrate improved cash flow then there may be some hope after all.

[wanbissaka] 20/2/2019 09:27

Blue start to the day. The chart looks like it is trying to form a base at long last.

[football] 20/2/2019 09:01

Almost 9 o'clock and it hasn't fallen yet that must be a first



I wonder how many more new businesses Bob the builder started here and still not got this one right yet!

He seems to be one of them jack of all trades but master of none type blokes.

Maybe you need a new chairman as vision and dedicated to just the one business to put all his efforts and drive the company forward rather than some part-time Bob who seems to take running these businesses as an hobby rather than a business

[football] 19/2/2019 16:18

I seen you've been editing cake post againWhy is it you don't want the edit button to be removed on this website I wonder

[football] 19/2/2019 15:02

Looks like stt has gone into overdrive and having a mental breakdown over on the tap thread with allegations of corruption and dodgy dealing shame it doesn't talk about the chairman here who got kicked out of his last job as shareholders didn't want him to run the company anymore.

[wanbissaka] 19/2/2019 12:22

When are the next results due or trading statement? Did they not change their accounting year recently to align with Vocare?

[the deacon] 19/2/2019 10:48

Yes, many jumped in early yesterday expecting a decent rebound. Just looks t yesterday's trades. Same holdings sold out later in the day. Just need a bit of patience with this one.

[dave4545] 19/2/2019 10:44

It is day traders thinking it would rebound this week who are now selling for good losses and now when the mm's do not want them.

Not going to plan this one. I'm going to use 11p as a stop, hoping it turns before then and spikes, still some holding news that might give it a lift

[the deacon] 19/2/2019 10:37

Today's sells are small fry, not II's. Similar to others on this board who foolishly crystallise a loss, just as the company is bottoming out.

[football] 19/2/2019 10:30

So you are now saying the circus has come to town as all the big institutions selling are just clowns

[the deacon] 19/2/2019 10:21

It's just clowns selling, not knowing a bargain when it hits them in the face. There's huge upside from here, and I'm happy to hold and wait for the return to the 20's. It won't be long, imv.

[football] 19/2/2019 10:16

Lucky that overhang as cleared so the rumpers keep on saying

Capt we’ve taken a hit on the starboard bow, going down again

And this time we may not make it back up


Yes institutions are just like private investors they buy and sell shares but you have to ask yourself why are so many institutions dumping totally at any cost just to get out of it.

No doubt STT will be saying someone is buying them shares but why would anyone take 70% plus hit

[porky8] 18/2/2019 23:43

I've noticed 1GW attempting to stick the boot in ........ Certainly doing his negative PR .....across the boards .........personally ile stick with the Newlands positive actions ...........

[sikhthetech] 18/2/2019 22:29

1gw never really understood the business strategy nor the sector they operate in...

One of his bear points was Labour possibly effecting TLY existence.. the irony is that news TODAY regarding the Labour defectors actually dramatically reduces that risk...

However, it's his money ... going by his posts it looks like he sold 25k @ 14.05p & 50k @ 13.57p, both at around 50% loss...


Back to TLY...
I've always thought the Harrison brothers would sell up because of the reasoning given in my previous posts... The fact they have was therefore AS EXPECTED and the story hasn't changed...


or as Micro puts it..
Institutions buy and sell shares like the rest of us.
Amazing :)

[microscope] 18/2/2019 20:57

Institutions buy and sell shares like the rest of us.

Amazing :)

[dave4545] 18/2/2019 20:53

I do not have a issue with him tbh.

Before he sold he made both a bull and bear case 2 days ago so if he decided to sell because he believes the Vocare brothers are privy to something then fair enough.

I disagree, it's just closure for them, they have plenty of money and happy to move on with another 300k+ each

They are in their mid to late 50's they sold for 11 million and the sale of their shares is part of the clause and they now get the last of their money, they are millionaires so I doubt it's because they know something we dont.

If I was approaching 60 and had shares worth half a million I'd be selling too and living the high life, cannot take it with you.

[grahamwales] 18/2/2019 20:40

Be aware now that 1gw has sold he will be de ramping both here and on lse board. He is a trader and no doubt will try to spook holders so he can make his couple of quid trading pmsl

[1gw] 18/2/2019 19:45

microscope - I wait with bated breath for news of who else has increased. In the meantime, it seems like you need a reminder (from my post on the other board) about the weight of institutional selling since the placing. It's a lot more than Miton and Killik. If my records are correct:

Lombard Odier (ex-Henderson)
5.4m shares after placing
2.8m shares as of July 2018
<3% as of September 2018

Killik & Co
3.3m shares after placing
3.6m peak declared position as of May 2018
2.9m shares as of January 2019

Miton
5.3m shares after placing
5.5m shares peak declared position as of October 2017
2.1m shares as of June 2018
<3% as of September 2018

Canaccord (Hargreave Hale)
2.7m shares after placing
2.2m shares as of September 2017
<3% as of June 2018 (website)

Legal & General
4.9m shares after placing
4.6m shares as of October 2018

Schroders
2.2m shares after placing
<3% as of June 2018 (website)

Royal London
2.8m shares after placing
No change declared

Unicorn
5.8m shares before placing
No change declared

Seneca Partners
3.4m shares before placing
No change declared

Ameriprise (Colombia Threadneedle)
2.8m shares after placing
3.3m shares as of November 2018

And yes, before anyone gets upset at the omission, we also have the Newlands as private investors who declared in July 2018 and have been steadily increasing since then.

[dave4545] 18/2/2019 18:39

That's what I like about the Newlands they usually always announce the changes in %'s of their holdings within a few days while others take forever or do not even bother to say anything.

In FFI Old Mutual went from 9% to under 3% and still have not issued a Rns, you have to read the annual report to spot the changes.

Nobody seems to care anymore

[microscope] 18/2/2019 13:32

noted from this morning's first RNS 'The 5,737,954 Ordinary Shares represent 9.60% of Totally's issued share capital and were sold at a price of 12.5 pence per Ordinary Share to a number of new and existing institutional shareholders.'

New and existing institutional shareholders. So not just the Newlands, then. Should put to bed some of the scaremongering about institutional sellers (we knew Miton were effectively forced sellers a long time ago for example anyway, and that Killick have traded in and out quite a bit).

I'm pleased to see a stale holder on this board on the way out too. ;)

[sikhthetech] 18/2/2019 13:21

Barvin,

Yes huge damage to the Labour Party... i didn't think a change of govn would result in immediate major changes to the NHS but this does reduce further political risk ...

[football] 18/2/2019 12:33

Barvin yep goog news about Corby and good news for TLY



for the time being

[barvin] 18/2/2019 12:17

Huge damage to Labour party today by those resignations. Chances of them getting in now very slim with Corby in charge. Good news for TLY.Bob getting on the PR trail, avoidance of TLY having to buy Harrison stakes. This could be the turning point. When/ will the buybacks happen to help this get back into the 20s...

[sikhthetech] 18/2/2019 10:34

porky,

yes...
an organisation setup as a charity, converts to commercial entity only 2 yrs ago... sells a few months later... and then the charity founders sell only 4 months after their lock in period ends...

Seems credible that they were not in it to make money nor for the long term...