Totally Share Discussion Threads

[sikhthetech] 13/5/2020 10:36

Nobby,

I too expect another stock market crash as more economic data comes out. Hence why I'm bearish on Housing market, holidays, hospitality...


However, TLY are growing exponentially. Everyone needs healthcare and Covid19 has shown how important it is.

New services including Airport, growing list of cancelled operations.

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

paying dividends (if they decide to declare a final, depending on feelings around covid19 and supporting the NHS.)


Mcap=£33m


If you believe TA is great then why not sell your entire holding and buy back at 14p...
unless, of course, you believe it's undervalued at the current mcap..

[grahamwales] 13/5/2020 09:48

They do seem to want these shares so is there a buyer for them or they collecting for me :-)

[porky8] 13/5/2020 09:35

Nobby ...I thought you'd sold 20% the other day....

[grahamwales] 13/5/2020 09:34

Nobby go for it you can buy them back at 14p then

[porky8] 13/5/2020 09:30

Rattling a few shares out. When will the Muncher Strike ...Willing to pay 20.5p yesterday.....

[longshanks] 13/5/2020 09:28

It wouldn't trash it, but it might help me buy a little lower ;)

[nobbygnome] 13/5/2020 09:26

What all 600k. Now that would trash the price....

[grahamwales] 13/5/2020 09:23

In fact I think you should sell your remaining shares Nobby

[grahamwales] 13/5/2020 09:14

I’m terrified sell sell sell

[deltrotter] 13/5/2020 08:56

LOL!! Classic Nobby. Sheer genius.

[nobbygnome] 13/5/2020 08:44

I see support between 15 and 16p so that is probably the place to buy.....although still wary about another stock market collapse. I am intrigued, is really no-one else worried about this? That is a serious question and not a subtle deramp....

[longshanks] 13/5/2020 08:41

Indeed. That is what I would do in their shoes. Sell at 18p and buy back at 14p, makes perfect sense.

[grahamwales] 13/5/2020 08:35

In fact I think they should both sell some more shares to see if they can get the price down a bit more :-)

[grahamwales] 13/5/2020 08:34

Long

Perhaps they should wait even longer. Perhaps after the next dividend lol

[longshanks] 13/5/2020 08:28

Yeah. I would wait until it's ready to bounce of 14p

[grahamwales] 13/5/2020 08:25

Nobby

You should wait until the end of the month at least :-)

[nobbygnome] 13/5/2020 08:24

The question is when to buy some back. Sitting on my hands at the moment.....

[deltrotter] 13/5/2020 08:14

Strewth, what goes up comes down I guess. Still, I see a strong bounce off 14p.

[grahamwales] 13/5/2020 08:09

Porky

Begs the question as to wether they should have announced the increase over 3%. Also going to 5.01% suggests they wanted to announce to get the market excited but making sure they only just went over the 5% knowing they would sell into the rush for shares.

Something to keep an eye on in the future perhaps.

[mr.oz] 13/5/2020 07:55

182,186,111 voting rights before and after the event.

Something occurred to make the small percentage rate change?

Was it an ammendment?

[porky8] 13/5/2020 06:01

Buywell ..... If you're thoughts are correct ..... It Just Strengthens Totallys .....Investment Case ..... As we've seen in the last few weeks.......Institutions taking Positions ......Others Will be Taking Note ...... £ Millions Of Pounds .....Looking for a home .......

[buywell3] 13/5/2020 04:35

Porky wtach those Germans today

buywell has a feeling they are going to cause markets trouble

Did you sell TLY yesterday by the way taking some profits ?

well done if you did

[porky8] 12/5/2020 23:13

Agree about the late notification ..... 5.01% to 4.99% .... Would be notifiable .....
Or 4.99% to 5.01 ...... Means you have crossed a full % point ...