Totally Share Discussion Threads

[pugugly] 01/6/2019 11:30

Savagedstocks - Excellent - Fees are certainly out of this world - I unfortunately still hold a few but more than compensated for by others - however a loss is a loss - Ouch! Should have followed my own advice and sold out completely - Proof checking someone at Allenby needs to be censured.

OK I know the NHS is under very significant pressure but not sure if remote access is the (to coin a pun)Total solution - More time face to face with GP and specialists should be the answer PLUS of course a revised contract with the consumers of the service along the lines of "You have an obligation to take care of your body and we are here to take care of a well maintained body" We are not here to try and salvage bodies ruined by drugs - smoking- alcohol - and massively excessive weight - We will however support you in every way we can to avoid your getting into these problem areas.

Or to put it another way the strategy of the NHS must be changed from Curative to Preventative unless the whole structure is not to collapse under the weight of consumer self inflicted damage.

I could go on but I am sure all will see the implications.

[football] 01/6/2019 11:11

Shocking footage inside NHS 111 training centre shows tutors having their EYEBROWS THREADED before giving trainees the answers for exams for life-or-death jobs

[1gw] 01/6/2019 08:28

I refer you to post 8392.

[grahamwales] 01/6/2019 06:23

1gw you must think we are all stupid (don’t answer that one). Of course you don’t hold any shares and never have. I have not seen one positive post from you on here which is not what I would expect from a previous or current holder. Why do you insist on constantly lying about your position. Just man up and tell us the real reason why you post. Is it to do with Sikh?. Your pretty consistent I will give you that.

As for the other trolls unfortunately on ADFVN it seems anyone can have multiple user names so who knows.

[1gw] 31/5/2019 23:00

Dispute over contingent consideration.

11.1.1 of the admissions document discloses a claim (which tly considers to be spurious) over earn-out payments. Big numbers in the context of tly's cash balance once you strip out the requirements for the monthly working capital cycle.

Another factor that might have helped push them into strengthening the balance sheet through completion of the acquisition and placing.

[1gw] 31/5/2019 22:05

I've answered it so many times micro. I declare my buys and sells on here, usually the same day that I make them. I have never shorted tly, or any other company for that matter. I am still long tly, but with a much reduced holding. If you come along on 19th and it really bothers you maybe you can even get a look at my account history. [edit: or maybe not since it looks like the GM is in Derby]

[microscope] 31/5/2019 21:51

Thanks for NOT answering the question 1gw. As expected. You just laid yourself bare to everyone on this board imho! ;)

[nobbygnome] 31/5/2019 21:51

I think it is very sad to be so obsessed with someone that you trawl through posts from years back...... Strangely no-one is perfect and I admit I was wrong with what I wrote back then. Let's hope when TLY rerates once the purchase is out of the way that similarly you admit all your conspiracy theories were wrong.

You are a sad half empty individual whereas I am a positive very successful investor. I am supremely confident that ultimately I will make a profit on TLY but admit I am lucky to able to average down in a big way due to success elsewhere. A great example is TYR which Pug mentioned earlier. I saw value when everyone else was bailing out and ended up making around £70k. The same will happen here; it is just a matter of time.

[jamieboy12] 31/5/2019 21:47

Owenski,,, ffs can you tell me exactly what to do with my shares, I bought in at 21p so down around 50% at the moment,, we seem to have the same interests, I need advice, I want to become a billionaire aswell

[1gw] 31/5/2019 21:47

And micro - when have you not been confident?

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microscope 22 Apr '18 - 23:21 - 2601 of 8980 0  1 1

Timing is surely the key to a great investment choice. And this week I think is a near "perfect storm" for investors in TLY.

We had last week's 5 million contract, the cashpile as of Dec 31st being near the 12 million market cap, strong management of the well known Bob Holt and finally and most importantly perhaps the rapidly expanding outsourcing due to the ever-increasing strains on the NHS, whereby the acquisition of Vocare has given TLY clear first mover advantage in many areas.

Recent seller believed to be Miton (which selling created this artificially, one-off bargain share price) redeeming this week and therefore done, and we have....

....A massive buying opportunity imho!

[microscope] 31/5/2019 21:44

The same 1gw who called me a 'troll' because I ONCE brought up an old post of someone else... :)))

Are you shorting and/or have you ever shorted TLY, 1gw.

Yes?

Or

No?

[1gw] 31/5/2019 21:40

nobby - you might do well to think a bit more sometimes perhaps?
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Nobbygnome 4 Aug '18 - 20:18 - 4566 of 8979 0  1 1

>> div

So tell me, why on earth are the various funds selling out of TLY now? It is clearly (at least to me 🙄) a massive mistake. For me it is no wonder our pensions etc perform so badly because fund managers make so many inexplicable decisions. I see it so often in shares I own...

[microscope] 31/5/2019 21:32

Yup escapetohome come back in 18 months time and everyone will have their answer.

Let's just say I'm confident!

[escapetohome] 31/5/2019 21:13

A good deal or not?

The price will let you know.

[nobbygnome] 31/5/2019 20:39

1gw

You think too much and see conspiracies everywhere. It really is a bit pathetic.

Go on admit it, this is a good deal for TLY!

[gowlane] 31/5/2019 20:34

Good spotting about the award conditions for the options being set at 35p and 55p Czar, which seem demanding enough. Go for it Wendy!

[grahamwales] 31/5/2019 19:52

Well no doubt Bob gave Mitton the nod, as for accounts they seem to have some well in the first 6 months.

What does this mean though.

Larger cities outside of London also present an excellent opportunity for growth, however this is likely to require additional regional teams to mobilise and deliver new contracts, assuming Greenbrook Healthcare remains independent.

Also looks like they may be taking on a 111 service in London area.

[1gw] 31/5/2019 19:23

So when did institutions guess and why did Greenbrook sell?

Given today's acquisition rns appears to suggest Greenbrook started thinking about sale in FY18 (i.e. the period ending 31st March 2018), it makes me wonder when tly institutions who sold down/out guessed that tly was likely to be in the frame as the buyer and a placing would be required to complete. Should we be thinking of the placing discount relative to the price at suspension, the price when the Harrison brothers sold, or actually relative to the price much earlier, closer perhaps to when Miton started selling down?

It also makes me wonder how competitive the process that Greenbrook ran was, and to what extent, if any, tly has allowed itself to be bid up in order to secure the deal.

Could it have been the announcement of the Vocare deal in October 2017 that caused Greenbrook to think seriously about sale? Either defensively because they saw tly as a potential threat, or opportunistically because they saw a "generous" buyer?

[grahamwales] 31/5/2019 16:52

Are you really as ugly as a pug, they really are ugly dogs though

[pugugly] 31/5/2019 16:36

Share price 13 Oct 2014 - was 31.5p Share price today 10p - QED- The answer is in the share price - Bears 10 Bulls 0.5 - Outright win for the bears - Remember Momentum is your fried -

[owenski] 31/5/2019 16:23

So, in three years this has gone from 80p down to 10p keeps raising cash and diluting, intends to do more of the same and some people think that's not a problem.

Bargepole.

[sikhthetech] 31/5/2019 16:15

1gw,


Wasn't that when they bought Vocare.. more than a year BEFORE NHS England published the 10 Plan...



When did NHS England publish the 10 yr Plans?
When did TLY publish fy results with a fy contribution from Vocare?


They are simple questions - I'm sure even you can answer them 1gw ;-).

Give you a clue - look at the date of the rns from which your post's comment was made and compare it to the dates of the questions I've posted...

[grahamwales] 31/5/2019 16:10

Until the open offer closes this will stay around the 10p. Once closes BOOM :-)

[grahamwales] 31/5/2019 16:08

Dusty your still a dipstick :-)