Totally Share Discussion Threads

[longshanks] 23/4/2020 16:34

I doubt it is as simple as that Nobby.ODX has been a good investment for OIG: they are recycling capital into less inflated opportunities like TLY.I would say their short term capital risk profile has improved but which of the two offers a better long term potential is clearly debatable.I hold both.

[nobbygnome] 23/4/2020 16:09

Good information longshanks. Clearly they see TLY as a better long term investment. I have to say I agree with them.

[longshanks] 23/4/2020 16:07

OIG just exited ODX - a recent beneficiary of COVID-19 hopes and aspirations.Clearly they see this as one that is yet to be recognised.

[grahamwales] 23/4/2020 15:52

Market makers still looking for stop losses.

[grahamwales] 23/4/2020 14:47

Well that’s one of the long term holders I was looking for :-). Wonder if they will push for 5%

[deltrotter] 23/4/2020 14:34

Cracking fund OIG... Excellent news.

[spacedust] 23/4/2020 14:33

Coiled spring......

[spacedust] 23/4/2020 14:33

Yup and tanking down to let more in.

[grahamwales] 23/4/2020 14:26

Bloody market makers keeping it down to let them in. Hope no private investors sold any shares :-0

[sikhthetech] 23/4/2020 13:53

Decent new II...

Oryx International Growth Fund Limited
Oryx seeks consistently high absolute returns while maintaining a low level of risk principally through investment in medium and small sized quoted and unquoted companies in the United Kingdom and the United States.

[empoggio] 23/4/2020 13:46

3%! must have bought in the market in last couple days, thus paid in the 13 - 14 bracket?

[hybrasil] 23/4/2020 13:40

See RNS
New holder of more than 3%..

Good news

[grahamwales] 23/4/2020 10:35

Re rate not refund ffs

[grahamwales] 23/4/2020 10:28

Traders at it again, can’t seem to hold on to its value for some strange reason. Needs more long term investors instead of what we have at the moment.

Never mind once they announce &3 million profit we will get a refund rate without any shares changing hands

[porky8] 23/4/2020 09:47

Its just a good professional company ...Performing well ...increasing cash....rising to the challenge..... Backlog will only grow .. And make us incredibly busy....And Truly Undervalued.....

[grahamwales] 23/4/2020 08:14

Interview was better. Through the roof was mentioned more than once

[sikhthetech] 22/4/2020 14:47

The TU was great and they are increasing cash.

The cash is increasing, EBITDA beating market expections and they pay a dividend (assuming they still will).

These results, fy2020, do not include a full year's contribution from Greenbrook, bought last summer, nor Totally Healthcare, new business setup in Oct.

This year, fy2021 will include a full year's contribution from both of the above.
It will also include Service Extensions due to Covid-19.

The foundation is set for exponential growth.


Mcap £25m!!

Read the company/industry newsflow and form your own opinion

[spacedust] 22/4/2020 14:46

Uncommon approach but it forces me to hold long term and make profit on each batch thus no losses. This approach is very boring and money is ties up for a long time but the rewards are immense

[grahamwales] 22/4/2020 14:39

Hybrasil you and me both mate will see many ups and downs however if they stick to their plan we should be ok.

[grahamwales] 22/4/2020 14:07

On the way up again?

[longshanks] 22/4/2020 12:50

An odd approach Dusty.

The tax man doesn't value combined holdings in this way, so I think you would be better off changing your valuation methods.

[sikhthetech] 22/4/2020 12:46

graham,
"Sikh also", also what?

I review my position regularly when there's company/industry/economic newsflow.
If the newsflow changes then I adjust my holding, whether it be unchanged, up or down. I think the TU was good.

EBITDA ~£3.5m-£4m - AHEAD of expectations of £3.4m
Revenue ~£100m-£120m, below expectations of £120m
Cash: £8.9m

Mcap=£25m



Majority of my investments/assets are outside of direct shares as I was expecting a stockmarket crash, obviously not because of a virus.. Therefore, I drip feed into some if they reach my buy in price.

[spacedust] 22/4/2020 12:39

And now that tly are paying dividends even more reason to hold them long term.

[spacedust] 22/4/2020 12:36

I don't do averages. This is how I trade.....the batch I bought 140p will stay bottom draw.

The batch I bought at 23p will be sold at 90 to 100p.

140p will remain once I break even.

I've always traded like this. Thus way I onkynhave paper losses unless the company goes bust. Tly wont.

Barcs I have a shed loads at 150p. Then more at 92p I missed the 70p bottom.

I'll hold them long term for divi