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Should moon today
Sneller out
As I have mentioned on the advfn bb, this is a trade for me at this stage but I will re-assess depending on newsflow and price action.
I like to buy when negativity is at its peak.
IMO Sneller has provided a nice trading opportunity here, but each to their own.
7.2p is my current target price.
@Parob
Thanks for that insightful explanation.
And yes lets hope the technical's are correct but that might not be able to overcome sentiment.
I think it will take some positive news flow before we see any sustained upward traction.
Parob
An insider Sneller dumped his shares out of frustration and left and you think you know better...Good Luck!
Why is TLY 'ridiculously cheap'...its loss making, got no cash, losing contracts, concerns over its balance sheet and goodwill impairments, thin to non existing margins, high wage inflation, one customer, dividend has been cut...I don't get it..????
Redinjun,
I entered over the last 2 trading days (at 4.7 and 4.3) with an average at 4.5p.
I’ve been watching for months and took the plunge when it was obvious a large seller was offloading causing the market cap to drop to what I consider a ridiculously cheap level. The results weren’t great but didn’t warrant such a huge drop, and the sp would probably have dipped to 7-7.5p following the interims if it hadn’t been for the large seller. Much of the bad news was already priced in. A 12M chunk was sold last week and then a 3.6M block delayed sell showed up today from Friday, totalling 15.6M. Sneller’s last TR1 showed he held 8.99%, 17.6M shares, but it’s highly possible he continued to sell down to 8% (without having to notify) which equals 15.68M, so you can see how I deduced it was him!
I think this will recover quickly from this price now he’s out. The stock is very oversold technically so I’m expecting a very strong bounce.
Looks like you were right Parob looking at the RNS; remarkable intuition -exactly did you manage to deduce Sneller sold out?
And you have never posted here before, are you invested?
TG2D - Hmm! See you've only been around here since July 2023. Also note you post about ANG, where share price down in 18 months (from 150p to 13p). Lost money there, too? Ouch!
GLA
One assumes investment funds will be forced to dump shares if company drops below certain valuation?
Just waiting for the TR1 now which will attract more attention to the stock.
99% sure its Sneller who has been selling and he’s now out.
Apart from the FACT the results were sh@t that is..Top many clearly acting irrationally here.
The banks RCF is just £2.5m barely 3 months cash burn at £800k per mth.
What's that tell you the bank doesn't want to risk its money with a big lending exposure.
This is a loss making business thin margins at best with working capital issues and tied to the Government purse strings.
On the one hand there's an election next year so NHS ques will be a political issue..On the one hand no Government wants to see a private firm racking in millions of profit on the back of tax payer funding executives fat cat bonuses and
pay rises..then there is TLY struggling to deliver service levels as expected and as a result contracts are being cut or simply lost to competitors.
Personally the firm delisting would be the beat option of survival..As it is the current business model is unworkable!
Quite correct stt1,Liontrust has been buying relatively recently,I am sure you have like many others noted the buy /sell ratio,this means the mm,s are to my mind responsible for the reductions in the sp going down heaverly despite all the buying,naturally you would get some sellers on a daily basis but the buying trend is far higher and they know it so, in my opinion the logic behind it regards the market makers is to it hold the price down so they can buy up all the under valued shares then,make a killing sooner or later when the price recovers on the hoards they have bough cheap, maybe that's why some have tried to buy in and cannot. well that's my theory anyway but i bet i am not far wrong.
On a timescale i would say the recovery in the sp will be in the new year at this stage. I have a sneaky feeling the board have some idea when the contracts will resume because at the meeting Q2 was mentioned indirectly so maybe they think it will be around then
Find a different broker.with X-O and can buy 75,000 shares, no problem.
Yup, with Barclays I can sell my entire holding in one trade, but I can't buy even 10 quid's worth. Laughable.
...on my platform. What does that say? Someone wants our shares cheap?
I'll give TG2D his / her due. Has done a great job in talking down TLY over recent weeks.
I've seen the recent presentation and unless the Board is lying through its teeth (and I don't think that for one second), shareholders are told that the second half year (which is already one third of the way through) will show positive cash flow - I take that to be a sign of a return to profitability. TLY also has an untapped 2.5m bank facility and we are assured there is no intention of calling on shareholders for funds - I take that as being within the next 12 months.
Slow take up of NHS tenders appears to be due to lack of money in many NHS trusts leading to the NHS slowly falling apart. No political party will be allowed to let the NHS slide into oblivion - a combination of public finds and private sector money is the only rational answer.
I repeat the wise words of investment guru, Warren Buffett: "Price is what you pay, value is what you get".
Sub 4p this week!
Totally Plc
LON: TLY
OverviewFinancialsCompare
4.31 GBX −0.19 (4.18%)today
4 Dec, 08:34 GMT • Disclaimer
"We know that Fleming, Liontrust, Fleming have all been selling!"
Can you provide evidence of TR1 since fy results were published in July?.
On 3rd Oct, just 2 months ago, Liontrust increased their holding. Can you provide evidence Liontrust have been selling since they increased?
https://ir.design-portfolio.co.uk/viewer/100/60322
Are we all forgetting the huge Director buys recently.
Surely they see it as a cheap share!
"The information on this page was last updated on 26 April 2023."
Maybe they should update the page considering the share price has crashed 76.8% in six months!
We know that Fleming, Liontrust, Fleming have all been selling!
Wouldn't surprise me if the Board have already appointed third parties to look at options whether this be a placement or delisting all in my opinion..But a loss making business with little in the way of cash reserves looks very precarious..
No-one not worth the risk!
So many saying possible offers for TLY!
So who would be a possible buyer!
Who are TLYs competitors with cash
According to TLY's website, there are over 90m shares owned by IIs, around 46%.
https://www.totallyplc.com/investors/shareholder-information/shareholdings/
From Investor Presentation:
No intention of placing.
https://www.investormeetcompany.com/totally-plc/register-investor
Good luck with 'cash offers'...Totally's margin is 1%, high wage inflation, no cash, in effect the Government holds the purse strings...too many downsides with high wage inflation, bigh fixed costsabd overheads, and loss making or mispriced contracts, and no opportunity to pass on costs to the Government ergo the tax payer...this is all before all the hidden issues in the balance sheet with working capital, good will, write downs on over paying for acquistions unravel.....
I doubt very much there will be any buyers maybe closer to the 1p mark as a cost cutting turn around opportunity by a specialist pe firm.
As it stands the current business model doesn't work with very limited cash reserves and thr dividend cut...Just look at the RCF facility banks arn't willing to lend more than £2.5m says it all really!