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STT1,
Stick to your day job at TLY and stop meddling here.
Don't tell people to provide links or buy shares or generally tell people what to do and think.
You have brought it on yourself to attract people over to TLY, a company who generate relatively small profits.
A company that thrives on NHS tax-payer's money.
A company in an industry where fraud is rife.
Tricky,
"When Tremor published their published of 'substantially ahead of expectations' TU it was rubbished by our resident doom-monger."
I referred to the full year results which show:
During the hotly contested US Elections and covid, total net revenue increased by only 12% to $184.3 million (2019: $164.0 million). Only $20m!!
Adj Ebitda up only £100k(2019 $60.4m)
These figures include a full year contribution from Unruly(2019 nil) and rthm(fy2019 8 months)
""The Company traded strongly during 2020 as a whole, achieving a 12% increase in net revenues to 184.3 million (2019: $164.0 million), primarily driven by the performance of our Programmatic activities generating an increase of 30% to $161.6 million (2019: $124.2 million) as a result of our strategic shift to focus on our Programmatic activities as a key growth driver""
Check the table in the results - fy2020 inc full year from Unruly & Rthm.
Revenues up ONLY 2%
Net revenues up ONLY 12%
GP up ONLY 10%
https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Final-Results-100321.pdf
Finncap/Trmr:
rthm(now trmr) and Trmr have published bullish TU at beginning of the year and failed to meet previous Finncap expectations.
Check the expectations v Actuals yourself.
Finncap is free to register.
Trmr operate a full stack. Rthm(now merged with trmr) also operated a full stack.
2019 - inc 8mnths of contribution from rthm, merged in Apr 2019.
2020 - inc full year contribution from Unruly(2019 NIL) and RTHM(2019 8 months)
2019: expections - 2nd Apr:
rev expectation $495m Actual $325.8m ** $170m lower than originally expected.
adj ebitda expect $67.4m Actual $60.4m ** $7m lower than originally expected
2020 expectations - 31 March:
rev expect $424.9m, ACTUAL $404m ** $20m lower than originally expected
adj $75.3m, ACTUAL $60.5m ** $15m Lower than originally expected"
TLY:
****
TLY, as you mention them, again for Full year, they will substantially beat expectations.
"Based on draft unaudited numbers, the Group anticipates reporting EBITDA* for the year ended 31 March 2021 substantially ahead of both management expectations and the historic underlying EBITDA of £4.0 million reported by the Group in the financial year ended 31 March 2020."
https://polaris.brighterir.com/public/totally/news/rns/story/xppk83x
So it's not goodbye TLY is it? In fact, it's the start of their significant growth.
Please feel free to counter the company statements on the correct BB and provide links to back up your assertions.
Slight error,
I meant to say:
When Tremor published their notice of 'substantially ahead of expectations' TU it was immediately rubbished by our resident doom-monger.
Now he crows about the same being touted for Totally.
It seems he is biased and opinionated and cannot tolerate negativity against his beloved private healthcare company.
It sounds like he wants it all his own way.
Very, very immature (childish) behaviour - As Expected!
Grow a pair, grow up and stop taunting us on here.
Get back inside your shell and give it a rest.
Otherwise where does it all end?
When Tremor published their published of 'substantially ahead of expectations' TU it was rubbished by our resident doom-monger.
Now he crows about the same being touted for Totally.
It seems he is biased and opinionated and cannot tolerate negativity against his beloved private healthcare company.
It all sounds like he wants it all his own way.
Very, very immature (childish) behaviour - As Expected!
Grow a pair, grow up and stop taunting us on here.
Get back inside your shell and give it a rest.
Otherwise where does it all end?
As it's quiet on the trmr news front... o/t
Radium,
As TLY published their TU yesterday, in reply to your comment on here, mentioning me and TLY.
Your comments from your posts in msg stream:
"Sounds like, Goodbye Totally Plc."
"Well our resident antagonist stt is up to his hucksters in this one"
TLY published their 'substantially ahead of expectations' TU yesterday and sp has responded with a sharp rise. Crucially, the brokers have also backed up my assertion that the White Paper is good for TLY. As expected.
Can you please let us know on the TLY thread whether you still maintain it is the end of TLY?
It helps to understand the business model when researching, whether trmr or tly.
Sorry for o/t to others.
Reports suggest that ministers plan to centralise decision-making in the service and reduce the role of the private sector. These changes would see a reduced role for the private sector, while a system of contracts being put out to tender, with health groups sometimes competing against each other, would be scrapped.
Industry Challenges affect Totally Plc - AS EXPECTED
Well, one wouldn't wish him any hardship, or anyone. IMO, Boris was never going to triangulate the virtues of 'clapping on the doorstep' with the whittling down of the NHS as a predominantly public concern - it would have been political suicide!
That's all one has to say about that.
In a bonfire of the coalition Government's signature health policy, ministers are to regain authority over front line services, scrapping a decade-long drive for internal competition.
According to a leaked draft of the health white paper, clinical commissioning groups – which currently "buy" healthcare on behalf of patients – will be replaced by "Integrated Care Systems" that will answer to the Secretary of State.
Bye-bye Totally Plc as a private listed Co, then. Very painful for our resident loner, but you reap what you sow and it really couldn't happen to a nicer fella, could it?
Well, losers will keep on losing, one supposes!
What's it got to do with anything here?
Well our resident antagonist stt is up to his hucksters in this one and has been for many years, at prices over 90p. Current sp 34p and it will likely take a hit on Monday morning.
Good IMO,
...must be a guilt trip from some of the high profile receivers of covid treatment. What's it got to do with anything here?
Sounds like, Goodbye Totally Plc. The private sector is to be taken back under Public control with the latest proposed NHS reforms.
Boris Johnson is planning to roll back parts of the Conservatives’ NHS reforms in England, according to reports.
A leaked white paper details proposed changes to reduce the role of the private sector and scrap a system of contracts being put out to tender that has seen health groups competing against each other.
The proposals would see an end to reforms outlined in the 2012 Health and Social Care Act introduced by David Cameron’s government. That shake-up encouraged greater competition with the private sector….. moves that prompted criticism from professional bodies representing health workers.
https://www.msn.com/en-gb/news/other/boris-johnson-nhs-reforms-could-reduce-role-for-private-sector-in-health-service/ar-BB1drJ62