Totally Share Discussion Threads

[longshanks] 14/5/2020 07:30

Interesting idea GW, that Buywell may have posted a long-winded and unreadable post just so as to cause your link to an informed interview be hidden from sight.Perhaps Buywell is more than just a sad, deranged, misinformed individual. Perhaps STT it is time to ban him.

[grahamwales] 14/5/2020 07:27

Contract extensions are good Wendy’s comment about Totally healthcare are better :-)

[nobbygnome] 14/5/2020 07:24

Should see a nice rise this morning. Good job I bought half my sales back yesterday.....ԅ40;

[nobbygnome] 14/5/2020 07:24

Yes I am definitely in favour of banning buywell. He I said like a virus infecting this thread. However, I doubts STT will ban him becaus even I have had the discussion with him before....

[deltrotter] 14/5/2020 07:19

Today's news should stuff him graham! Concentrate on that.

Hopefully you will get your monthly top up at 50p

[grahamwales] 14/5/2020 07:13

As much as I dislike banning posters time has come to rid this board of Buywell. His posts are repetitive and have nothing to do with totally.

I’m guessing his long posts are designed to disrupt the board and put relevant information on another page stopping readers having access to information that helps in their research.

Anyway get rid of this virus called Buywell.

[deltrotter] 14/5/2020 07:13

40p today?

[napoleon 14th] 14/5/2020 06:56

News spouting non-stop about how NHS are hard stretched.
Can't be bad for TLY.

Wise & hard nosed investors endorsing TLY.
I'm LTBH as I hope Bob Holt makes another Mears.

[longshanks] 14/5/2020 06:34

Great interview to listen to GW, thank you. Pity about the interviewer herself who was quite inadequate to the task, but it provided a real insight into Bob's world.Clearly Totally is going great guns and flourishing in the current crisis. I particularly liked his stance on dividends. Looks to me like we can expect 0.35p for the FY.

[porky8] 14/5/2020 05:36

There's Good people in this world ...... And Bad........

[buywell3] 14/5/2020 04:48

----- buywell tells it like it is on Covid-19 -----
--------------------------------------------------------------------------


Politicians are now having to face a stark choice:


Carry on with lockdowns ie quarantine which bankrupts their country as we are seeing now , GDP's dropping 25% , businesses going bust and unemployment going above 20%
and that is only after wave one , approx. 2 months economic damage.


or


In the absence of a vaccine as there was in 1918 when the Spanish Flu pandemic struck

Let Covid-19 have its way with the population until 'herd immunity' reaches over 50% and the virus runs out of fresh meat to infect and subsides itself.



This is what happened in 1919 a year after Spanish Flu kicked off , it subsided in the summer sun as it ran out of fresh human meat to infect and died off. It was not eradicated , it played itself out.


------------------------------------------------------


Numbers of deaths V Size of Population in the 1918-1919 Spanish Flu Pandemic

There were 1.8 Billion people in 1918


Records back then were not what they are today

Around 50 Million people were thought to have died from Spanish Flue V 33% of the world acquiring the virus ie 600M people

This would have equated to a kill rate of just over 8% V case numbers and was done over a period of 12 months in three distinct waves.





Humans have not changed much in 100 years and looking at what is happening today and using the Spanish Flu model , which is the only one that currently bares any resemblance to SARS-COV-2 gives some idea as to what is most likely to take place.


Bringing the world to a standstill and locking down people in their own home has brought the first wave under control to those countries that have carried out such actions.

BUT even as buywell keys case numbers are rising in many USA states, case numbers are rising again in China, Germany and South Korea after relaxation of lockdown measures.

World population in 2020 is 7.8 Billion

4.33 times what it was in 1918 at 1.8 Billion

Today Covid-19 has a kill rate of about 7% from this first wave, not to dissimilar to that of Spanish flu

IF it is herd immunity that will stop the world from going broke , then politicians have to let wave 2 , wave 3 and further waves hit us till circa 50% of the world has had Covid-19.

This has to happen because no vaccine exists

Enforced lockdowns for months = world poverty and civil unrest in many countries

So buywell crunches the numbers and they don't look pretty for herd immunity acquisition:

50% of 7.8 billion = 3.9 Billion cases
A kill rate of 7% = 273 Million deaths

Look at it another way and if the Spanish Flu deaths were 50 Million V a population then of 1.8 Billion

With todays population of 7.8 Billion , 4.33 tims greater = 50M X 4.33

Gives 216.7 Million deaths
Average the two and we look at 245 Million people having to die to achieve herd immunity in 12 months in the absence of having no vaccine.

That is the blood price to save the world economy from collapse

Who would want to be a politician today to have to decide ?

We are now hearing of children being affected badly by Covid-19 , something that did not happen in china.

buywell has found there are currently over 30 mutated strains around of Covid-19 and more occurring all the time

Most influenza outbreaks disproportionately kill juvenile, elderly, or already weakened patients; in contrast, the 1918 pandemic predominantly killed previously healthy young adults.

Again looking back:

There are several possible explanations for the high mortality of the 1918 influenza pandemic. Some research suggests that the specific variant of the virus had an unusual aggressive nature. One group of researchers recovered the original virus from the bodies of frozen victims, and found that transfection in animals caused a rapid progressive respiratory failure and death through a cytokine storm (overreaction of the body’s immune system). It was then postulated that the strong immune reactions of young adults ravaged the body, whereas the weaker immune systems of children and middle-aged adults resulted in fewer deaths among those groups.


Today a cytokine storm is being associated with Covid-19 cases , sepsis and septic shock being the result of the body's own immune system over reacting to the disease and damaging the body's own organs in the process



Read this for Spanish Flu data




IMO dyor

[sikhthetech] 13/5/2020 23:35

Thanks Graham, added header..

Bob, Chairman Totally plc

Inner circle Boardrooms - founder & investor Bob Holt

[porky8] 13/5/2020 23:28

That's our Bob ....... Straight Talker ..... Very Encouraging ... Re Dividend ... Good find Graham .......

[grahamwales] 13/5/2020 22:23

Reckon we will get a pension fund investing shortly as well. It really is worth listening to this interview.

[grahamwales] 13/5/2020 22:20

Anyone listened to the interview yet. Put it this way there will be a final dividend paid.

[grahamwales] 13/5/2020 21:49

Sikh

You may want to add this. Recent interview with Bob gives a little insight what’s going on with Totally especially increasing profits. Certainly worth listening to for any long term investors.


Hopefully it works

[grahamwales] 13/5/2020 21:16

This is a major role with Totally and just goes to show how big they are getting.

[grahamwales] 13/5/2020 20:36

Shareholders updated today. Over 60% of shares held by companies/directors over 3%.

[grahamwales] 13/5/2020 20:33

Clubcat

We’re just having a laugh with Nobby regarding the 14p. Market makers do try a spook private investors into selling if the have an order to fill as microscope says.

It’s how they make money and they are much better at it than any of us.

TLY are probably one of the best positioned long term shares around at the moment.

If you look around the ones that are linked to the coronavirus not many if any large investors have taken positions as they know it’s short term.

There are plenty of small private companies linked to the NHS supply chain that TLY can acquire in the future should they get the nod from institutional investors, hopefully in a 12 month or so.

Investors are starting to sit up and take notice of why Totally are attracting some large investors at the moment and wouldn’t be surprised if we see a couple more onboard before the results are out.

[nobbygnome] 13/5/2020 20:20

Yep although closed some of it today at a nice profit! About £5 a point left....

[microscope] 13/5/2020 20:20

Knew you were spying Nobby :).... Actually close, but lasagne!

[arab3] 13/5/2020 20:00

Still got your short open on the Dow Nobby?