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£8 .55 Million …….
Pioneer Cost …….£13 Million
Plus Lots Of Different Parts …..
Split Up And Sold Individually……Would Amount To Considerable Millions …..
I beg to differ and ,that's a FACT
Just look at the market cap £8m tells you the market isn't buying it!
Great Bumblebee to have such myopic loyalty but it doesn't change the fundamentals its an unworkable Investor Model...FACT!
Iam not selling but,if you feel the way you do and,TwoGood 2Die then go put yourselves out of your misery and sell . personelly i believe they are a buy so i am staying in because thats what i believe,and, if you want to get your money back thats what i would recommend for you too.
It's not a bad idea to be honest.
Are you recommending everyone sell up?
I will ask you the same question,why are you still in it then? sell up.
Short term assets - £18m
Short term liabilities - £30m
Same old regurgiated out of date rubbish we you cant back up or made up
no heavy loss
they have cash
limited funding
no cash raise on horizon
Instead of guessing its quite apparent to most on here you never listened to the investor presentation at all .or understand whats going on or the reasons behind it if you had seen the presentation.,as for high wage inflation give us some figures as this is no different a problem as to anywhere else
If there is anything not to like then get out if you think it will go pop anytime then why are you still in it ?
Heavily Loss making!
No cash!
Wafer thin margins 1%!
High wage inflation!
High Fixed Costs!
Limited funding facilities!
Dividends cut!
Dubious contract profitability!
One major customer the Government funded regional health bodies!
Cash raise on the horizon!
Just another Carillon could go pop at anytime!
What's there not to like!
TLY has a consensus rating of BUY
Your figures are dubious,and inaccurate, second half of 2023 they still had 2.5 million which had been delayed to add
Your net liabilitys are wildly inaccurate and inflated,i suggest you visit their website.i trust this will ease your concerns seeing as you are still holding TLY. or contact them directly to address your concerns being a shareholder.i trust you watched and listened to the shareholder meeting some weeks ago or, perhaps you didnt bother..Dont fret ,it will come good.
How likely the scenario is, doesn't impact how fatal it's impact could be. Over reliance on a single entity is a massive red flag, I've seen plenty of companies fail before when one supplier cut ties! Even with the NHS, the financials are troubling. Bumblebee maybe you could ease some concerns about the below? Or do your abilities not cover understanding the very life blood of a company? I look forward to you now replying again:
3.6m net debt
Large monthly outgoings
Net current liabilities 12-15m
Trade receivables £16m Vs £26 trade payables; £10m shortfall
Negative net assets
Now why would they do that HallsWorthy when they have just recieved the 13million contract,with more to come .
try reading stt1 comment and you will see there are 4 different national levels so are you saying they are all going to pull the plug ? oh yes sure, think you really need to get your head turned around the right way instead of looking backwards as you do. Surely if plug pulling was the case as you suggest even you must be able to see that they would not of continued and upheld the contract for 13 million in the first place. dear o dear.
Price drifting back as expected, can't hold a rise and the resident ramblers have no answer to legitimate questions on finances - not a single reply on anyone of the points raised!!
Serious risk of a raise in and even more worrying is NHS pull the plug and go with another supplier it's presumably curtains overnight :(
Backs up my stance that there's 4 separate NHS systems at National levels, in the UK. NHS England, NHS Wales, NHS Scotland, NHS NI.
Each country's NHS takes a separate view on how to deal with healthcare within their own country. That's 4 different customers at National level.
From the official NHS Confederation website.
Devolution in the UK has led to four different health systems, each taking slightly different approaches to delivering health and care.
https://www.nhsconfed.org/articles/can-we-make-direct-comparisons-between-nhs-england-and-wales
TLY's £13m contract (extension), with 30% uplift from original, was awarded by NHS England (National level).
It's obvious some posters don't understand and are ignorant as to how the NHS works. They see "NHS" and think everyone is controlled by the UK govn!!!
Mr Bee,
I shall leave you in this echo chamber.
Pls talk to the 🫷!
Yes it might be a good idea for you to go to Specsavers yourself when you start seeing red instead of blue its worrying for a troll
Yup like 4 lol!
Nice number of buys today, maybe some are sells its hard t o know why they do it,we all notice sometimes by your own trades that it goes down wrong to the trade however blue is the order of the day all things considered on a bad market day its very encouraging, TLY has never been a volatile stock as a rule ,steady away.
Thorganby
Really?
So how much of the NHS 111 contract extension will contribute to earnings and how much will be eaten up by wage inflation?...Did the Director's say anything on this point rather than just the headline number £13m?
Directors of company's have to give accurate information to shareholders , on this basis can not see for second half of any issue's. As a director myself you can be liable for misinformation.
So on that note see a company adjusted to the current climate.
Shadypants2
"What will be the impact on existing contracts with the minimum wage increasing by c10% from April?"
Simply wipes out any profit onnexustinh contracts and especially so on the recent NHS 111 contract extension an extra £3m eaten up by increases in wage costs, simples!
Desperate posts from those trying to bail themselves out of a sinking ship..Good luck with that one!
What will be the impact on existing contracts with the minimum wage increasing by c10% from April?
Reality check this is an uninvestible business model presenting too many financial and business risks...avoid!