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Justdezzerts
Not invested in AGL..
There have been some chunky buys this week!
Good morning 2Good! How yer doing today?
This week, I see AGL (your much-prized investment) is down another 20 per cent to 11.65p. A far cry from its all time high 156p on 26 May 2022. What 2-year anniversary event will you be celebrating on 26 May this year? How about framing AGL's death certificate?
DYOR
Good analysis STT1; one thing you left out though...
It is troubling still no CFO, or explanation (even a prefatory one) for Lisa vanishing.
This could indicate one of your scenarios is in play, or things a are much, much worse than we suspect.
But like you say there has been institutional buying and other mid-level chunky buys, so all very confusing.
Do everyone a big favour and switch the life support off and reduce global warming you wouldn't do this to a dog in distress!
It's a huge buy at....600 shares!
It Must Be Good ……Another Huge Munch Late Reported ..
someone’s Been Filling Their Boots Big Time ….
St1
"I, for one, have no problem if they go private because clearly there's huge demand for their services."
Really, going private means good night Vienna for all investors, basically a write off !
A post mortem more like as the patients half dead from the brain upwards!
Think that sums it up nicely stt1......its just a matter of time really .not if but when is the question.
There should be a TU within days.
My thoughts.
given the sp is below nominal value, I fully expect some CA, which could include capital reorganisation or going private.
Positives:
Both Labour and Tories have endorsed the use of private companies to bring down waiting lists.
TLY provides it's services in all 4 UK Nations AND Republic of Ireland.
NHS have endorsed TLY services, which is evidenced by the national contracts awarded to them.
Over £55m revenues in H1, so expecting around £100m for fy.
c40% held by institutions and some increased. So TLY management are backed by significant holdings by IIs.
New Chairman was co-founder of Liberum and has been buying shares. He's obviously got contacts with IIs, who would back the company.
Consultants strike has ended
Wage inflation should have reduced considerably
Mcap only £9m.
Negatives:
Junior Doctors strike is still ongoing. That is the biggest problem facing the NHS.
Sp is below nominal value. Obviously the sp was manipulated lower by certain people to get to the position where TLY are forced to act.
Therefore, I expect CA, which could be capital restructuring as they did in 2019 or going private.
I, for one, have no problem if they go private because clearly there's huge demand for their services.
The company is clearly trusted by the NHS as evidenced by the contracts, especially the national contract awarded a few months ago.
If the company goes private and then they can concentrate or building the business without the distraction of muppets manipulating the sp. Then they can come back in 2-3 years time, multiple of today's low valuation. That would be a great bonus for retirement planning.
Large trades at the end of the day yesterday. Look like buys?
@TG2D
Do you have nothing better to do than keep repeating yourself ?
Why not use what appears to be a lot of free time at your disposal to more fruitful use.
You post on this board as if you have a bad stammer, you can never quite finish what it is you are trying to say, hence the constant repetition...
Reality check!
Totally Plc
LON: TLY
OverviewFinancialsCompare
4.28 GBX −0.32 (7.07%)today
17 Apr, 11:13 BST • Disclaimer
This BB is for discussing the business prospects and not for spamming the BB day in and day out ..unquote from ANG board
Dont you think your abit of a hypocrite TwoGood ? after all you say on here, Ship sure is taking along time to sink. when it doesnt you will be the one sinking in quicksand thats for sure ..it seems your non to popular on that board either ...wonder why !
Nice 490000 Scoop …….
Shocking! 😲
Totally Plc
LON: TLY
OverviewFinancialsCompare
4.32 GBX −0.28 (6.09%)today
16 Apr, 14:16 BST • Disclaimer
Totally Plc
LON: TLY
OverviewFinancialsCompare
4.32 GBX -0.56 (-11.48%)past 5 days
16 Apr, 14:16 BST • Disclaimer
Totally Plc
LON: TLY
OverviewFinancialsCompare
4.32 GBX -1.18 (-21.45%)past month
16 Apr, 14:16 BST • Disclaimer
Totally Plc
LON: TLY
OverviewFinancialsCompare
4.32 GBX -2.93 (-40.41%)past 6 months
16 Apr, 14:16 BST • Disclaimer
Totally Plc
LON: TLY
OverviewFinancialsCompare
4.32 GBX -9,010.62 (-99.95%)all time
16 Apr, 14:16 BST • Disclaimer
The same private healthcare firms that poach staff from the NHS and pay their executives handsome bonuses for failing to deliver!
Both Labour and Tories are committed to using more private companies to help reduce waiting lists.
Labour's Wes Streeting attacks 'middle class Lefties' opposed to his plan to use private healthcare to help the NHS recover if Labour wins the election
https://www.dailymail.co.uk/news/article-13283879/Labours-Wes-Streeting-attacks-middle-class-lefties-opposed-plan-use-private-healthcare-help-NHS-recover-Labour-wins-election.html
Even the CFO has done a runner its that 👎 bad!
No cash, running on fumes, high fixed costs, terribly thin margins, one customer, just a broken business model!
Totally Plc
LON: TLY
OverviewFinancialsCompare
4.46 GBX -9,010.48 (-99.95%)all time
8 Apr, 14:26 BST • Disclaimer
Better off going private not fit as an investment model!
Why on earth would a bank offer more debt and place itself at even more risk to this utter basket case which is virtually already penny less generating next to zero profits...wouldn't surprise me the least if this firm ends up on Sky News for all the wrong reasons!
Hoping someone can respond to my concerns below. Very worrying figures and serious red flags to me, given the CFO scrambling for the exit. What is going on here?!
Why would the house broker buy in, if placing is in the offing?
Also, if they do need cash, and if (?) they have exhausted their credit facilities, could they not opt for debt instead? Stuck between Charybdis and Scylla; debt or placing - IF cash burn is accelerating and not decelerating.
But silence on trading update is never good.
I doubt the FY trading update will come before the huge, discounted placing!!! If update is as bad as expected they wouldn't be able to get the huge placing away. Hopefully still time for people to get out of this with a little beer money left for the weekend. ATB