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Good grief he won’t be answering that…. Save your fingers
Thorndon,
I post company newsflow, facts and opinions based on those facts, here and on the other shares.
Some don't like the company newsflow, facts and opinions based on facts that they think the best way to pull the wool over gullible reader's eyes is to deramp TLY.
It's far easier to manipulate the sp of an iliiquid company than counter the facts and opinions based on those facts.
It's not a coincidence that the other shares I've warned about have crashed due to the warnings I posted. Byot, down 99.9%. Trmr, down 80%. Rthm, down 80%. Nano, down 60%.
Best everyone reads the company newsflow, facts and form their own opinion.
What a disaster this company has been is there any value in this zombie company
All the trolls on hear will sooner or later disappear Thordon,i don't mind genuine criticism but on this chat it got way beyond it ...know what i mean.
Get a life , talk about totally then getting the knife out
For me added more on this share , maybe thanks to the backstabbers for past 3 years against one person
Stt - have you calculated how much wealthier you would have been if (18 months ago) you had gone against your own recommendations and had sold Tly at 28p and bought Hvo at 10p???
There have been some chunky buys this week!
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.
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.