Member Info for Dartron

Oh dear, the luck and hope strategy might not work on AIM.

Joint broker not welcomed news. Had to sell today. Shame.

I think what Pompal meant was that it isn't any more down than its peers. In general I am happy currently buying stocks with a 10 year outlook to retirement. I have enough knights shares already, but happy to hold. Trading update later this month?

This could be massive for TLY, if the government subsidises health care checks for companies, then TLY are ready to go to pick up the work. This is the high margin stuff IMO. I can really see this happening too, as the government seem to want to do anything but fix the NHS.

https://www.totallyplc.com/our-services/corporate-wellbeing/

https://www.personneltoday.com/hr/annual-health-checks-for-workers/

https://www.theguardian.com/politics/2023/mar/05/ministers-consider-worker-health-checks-to-tackle-labour-shortages

She is currently a director at Touchstone Exploration Inc. I can see why Paul hired her.

Got out break even this morning. BatM is just full of promises, not promise in my opinion.
I actually think its too diversified, with little synergies between the business it creates a high cost base. They would be better to just pick a business and focus on it. For 112 mcap, 3M operating profit is rather poor. Revenue ok, but too much cash being used to run the company, not enough cash being retained. Makes BVC currently over priced IMO, and yes the business has potential but why are we not seeing it being realised?
Cyber and networking still loss making, is a big part of the problem. If you split those, then Cyber is keeping networking afloat, just. This could turn round next year if Edgility sales pick up, but I have to say its been slow getting off the ground.

This paragraph sums it all up for me:
BATM's primary use of capital is investment in research and development and its go-to-market strategy, capital expenditure and for working capital. The Board also considers returns to shareholders to be an important element of its strategy to deliver shareholder value as demonstrated during the year by distributing a dividend totalling $4.3m (declared in December 2021) and executing a buyback of 4,495,000 ordinary shares for a total of $1.3m.

I will ignore for a few months and see, either I want these very cheap (which they are not currently) or I want to pay more after some substantial revenue news is released. Holding and hoping is not a strategy here.

Here is what I think happened*:
10th Jan - https://www.lse.co.uk/rns/TLY/issue-of-equity-and-total-voting-rights-whec9f1aff4r6w8.html
Issued 2,799,373 new ordinary shares as part of the employee benefit trust.

23rd Jan - https://www.lse.co.uk/rns/TLY/employee-benefit-trust-share-sale-neo9hdinuy7kzat.html
3 members of the BOD sell 1,384,671 shares at 32.8 to satisfy tax liabilities.

2nd Feb - https://www.lse.co.uk/rns/TLY/employee-benefit-trust-share-transfer-ayvwra3qvlumqog.html
The remainder of the shares 1.4M are transferred to the 3 members of the BOD.
This gave Wendy Lawrence (CEO) now holds 845,431 and Lisa Barter (CFO) now holds 481,654 Ordinary Shares.

3rd Feb - https://www.lse.co.uk/rns/TLY/exercise-of-options-directorpdmr-tvr-1iyruszjiszmre3.html
Lisa Barter, Chief Financial Officer, exercised share options over a total of 180,000
Lisa Barter holds now holds 661,654 Ordinary Shares in the Company, which represents approximately 0.34%

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So its hardly dumping shares. The employee benefit trust issued 2,799,373 shares. If we assume BOD members are on 40% tax, then we would need to sell around 1.3M shares to pay the tax. (not possible to accurately calculate tax liability without knowing personal circumstances). It would have been great if they were all kept, but in reality unless you have bags of cash sat about, you have to sell some of your gain in order to pay the tax. Exactly the same as in any inheritance tax scenario.
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I think the timing made it look worse than it was, and the fact Lisa Barter exercised more options and kept them all is encouraging. Neither have a large stake here, and I really think now is the time for them to be buying, however this of co**** depend on their personal circumstances and whether they have access to funds.
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* I am an amateur investor, I think the above is correct. Please do not rely upon it and seek your own verification

https://twitter.com/Osirium/status/1631228098501922817?s=20Some great news to share - we've been named as a finalist for the Security Excellence Awards, run by @Computing_News! We're up for the award in the Security Innovation of the Year category. We can't wait for the winners to be announced in April in London.

03-Mar-23 09:44:44 20.625 1,000,000 Unknown* 19.75 20.00 206.25k O
Pretty sure its a buy. Above highest paid all day.

I thought that Lokies required SaaS subscription to be useful? Do you think that would also be sold on amazon? I dont.
I interpreted the tweet as Amazon might be using them, themselves.
I hope the price can hold 6p, that would be a great base for positive news next time. It must be coming.

Looks like it is breaking out. Wondering the bank managers aunts best friend is buying some TPX stock?

As luck would have it, I sold some TLY shares the day before they crashed from 30p to 20p. I bought BVC at 24.8 IIRC.
It does seem to have bounced, and if it can hold then we have higher high and higher lows, so potentially next target could be 35p on the next higher high. You never know with BVC. I have room for more, if we get the double bottom on disappointing results, but volume implies the market thinks the results will be good.

PS FC, Investors chronical ran this article in December: 'Currys thumped by higher gilt yields'

I believe everybody has had their shares. The shares were issued before Christmas, around November time (sorry writing from memory). The thing is that they are under a lock in. I moved SIPP in late November and queried this. My Verici shares are still held by my old broker as they cant even be transferred to a new SIPP. I have copied the pertinent line from the email thread : "they had been informed by their custodian that the Verici Dx shares were currently in a ‘lock-in period’ until 26th June 2023 and will remain in their custody until they can be transferred. "

I am not well researched in Verici DX, but the EV value is compelling, and I might buy some more.

15.82 to 14.76, threshold crossed 2nd March. They cant be the reason for the fall from mid January?
However 2nd March was the day the price began to recover. Who knows. That is quite a big holding considering the company is only rated a 'hold'. All these stocks seem to be falling now.

Did you see BEG purchased surveyors/property auction firm Mark Jenkinson for £0.4m cash.

Glad she actually did some PR. She has redeemed herself a little after selling her options.
A few things stood out to me, as very positive so I topped up at 19.80 which printed as a sell.
Opportunities are vast. Confident this will unwind. If year end was in end of June figures would look better.
All party agreement that healthcare needs all providers including private providers to provide care.
Looks like a PE of about 5 under 20p.

v o x m a r k e t s

https://www.**********.co.uk/articles/wendy-lawrence-of-totally-strong-revenue-growth-gives-us-confidence-in-our-prospects-moving-forward-0d6110f/

Ebit
https://kalkinemedia.com/au/news/real-estate/brief-caverion-q4-adjusted-ebita-rises-to-eur-387-million
Deal (2 bidders)
https://www.marketwatch.com/story/caverion-evaluating-takeover-bids-to-present-view-by-march-9-5f361c47

Company sounds a little different, Seems perhaps more aspects of building hardware than Marlowe. Didnt look too long.

Hi, I meant to say I will look at the Finnish business in next day or two. Wondered where you found out about it?
I meant by no update, that they don't provide trading updates. Results are end of June.
Someone is buying today - again.

Berenberg cuts Chemring price target to 370 (380) pence - 'buy'