The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Ginodog,
Dont let any 'confrontation shy' people here dampen your spirit.
I guess not all were made to fight on beaches!
My thoughts exactly tricky
Well done Ginodog, keep it up
Well someone was willing to " LOAD Up at £6++++"
500k shares yesterday.!!
I am afraid to say for all the wrong reasons Angelis
Radium- Thanks
I have not read any of the repetitive Cut & Paste jobbies for months and have developed the art of scrolling through them to a fine art now. IF I do see something entertaining ( and he does entertain me a lot of the time) I may respond .
I think we all should be entitled to our secret guilty pleasures !!
Have a nice weekend everyone
Radium
I also have it on good authority that in February 2020 STT1 went short on 'Byotrol plc' when the SP was around 2p, the SP now is well over 6p. Was amazing to observe how he was struggling and his desperation as the SP was rising.
Stt1, seems to have developed a Knack for getting his investments "Totally" wrong.
And now he is reduced to having to converse and exchange views with a Poster on ADVFN, who was and still is predicting a delist and bankruptcy for Tremor !!
STT1
Do you realise that 1 year ago if anyone had invested an equal amount of money in both TLY (your favourite share) and Tremor when their SP was at their lowest, 9p and 85p respectively, that investment now would be worth 100% more in TREMOR !?
Yet another one of your Infamous "Investment Decisions" proved so wrong by actual events !!
Take a little time to study NHS and its capabilities and you will see that IF NHS need to, they will put all those services together in-house and Save Taxpayers money down the line.
If one thinks it will be 5 years till the negative effects of the rationalisation plans in NHS show themselves that’s being rather short-sighted
RISK here is already holding the SP back as serious investors are re-thinking what might be coming next in the public domain
Any short term back log and quick gains by Totally will be very short lived if the government policy starts to over ride the Business Model here and the contracts start to be moved in-house.
As a NEW investor you have to be a very brave person to contemplate making a medium/longer term investment here, whilst the shadow of Government re-thinking about NHS is hanging over. Markets do not like uncertainty and being held in a Limbo within a share. And that’s a fact!
"The fy ends 31st March and there should be a TU in April"
=================================================================================
Now, surely no one here is expecting TLY Board to say anything other than some warm words trying to re-assure the Pis do you!? Of course they will. The TU may even be positive ( FOR NOW).
We are talking about medium term effects here and whether a NEW investment in Outsourcing providers such as TLY would carry a heavy opportunity cost and an eventual dead-end outcome.
It’s the Uncertainty that would be the main issue here.
In-long
Interesting post and thank you for highlighting the Extracts regarding how to identify a RAMPER. Did you have any particular Ramper here on this BB in mind? The description fits one person here like a hand in glove.
Perhaps before you start to play the victims here you be kind enough to spend a bit of time on Tremor BB to recognise what a REAL De-Ramper actually looks like. He won't be hard to spot on Tremor BB, just follow the Multiple Repeated Copy and Pasted posts which sometimes number in Dozens per a day!! Once you have identified that De-Ramper also check his posting history.. Over 30,000 posts ( ALL NEGATIVE) should provide further clues.
Thank you
"I’m sure you find opportunities once politicians start debating the subject"
==========================================================================
Dynaheir
Be careful what you wish for!. Once the politicians DO start to talk about extending NHS services in-house there are going to be a lot more nervous investors in TLY and similar service providers to NHS.
As a NEW investor you have to be a very brave person to contemplate making a medium/longer term investment here, whilst the shadow of Government re-thinking about NHS is hanging over. Markets do not like uncertainty and being in a Limbo within a share. And that’s a fact!
Centralisation, Coming under the control of, re-nationalisation ( under NHS ), call it what you want if you have to play with words.
They all mean and point to ONE THING , the threat of sections of outsourcing and other services currently provided by the private sector taken in-house under NHS. The potential threat is there, its question of level of RISK and lots of Unknowns as they unfold.
As I said each potential investor in TLY and other service providers to NHS need to examine how much Risk they are willing to take in the medium run and what the opportunity costs are likely to be if they invest.
Good evening and see you all tomorrow if time allows
Any NEW potential investor here who understands the NHS and has heard about the leaked White Paper would have to evaluate the RISK now overhanging any service provider to NHS such as TLY.
Its so entertaining to see STT1 struggle with finding and presenting any NEW material in support of his outdated and irrelevant arguments. Talk of being desperate !!
STT1, you should have listened to your once a friend "Gowlane" in Dec 20 and bought Tremor. You would have doubled your money.
Any moment now EXPECT our resident 'Jack in the Box' to pop up with some amazing piece of "NEWS".
Perhaps about the Tremor CEO selling 700K shares ? That should rattle the markets alright
We then will ALL be DOOMED !!
Interesting to see how A) Nasdaq and B) our US peers shape up over the remainder of this month..
It is now much easier to draw a like for like financial data comparison with US peers from the accounting perspective and hence establish a more solid current undervaluation case for Tremor.
Once NHS slowly recovers and emerges back from the straines of Covid, there certainly will be a time for reflection and rediversification of resources.
And that's when the potential danger to private outsourcing providers such as TLY will be more felt and under scrutiny
Well, regardless of whether what TLY and similar service providers do is Ethical or not its hard to see a bright sentiment for TLY, whilst it's under the shadow of NHS centralisation plans
Wasn't there a £630k Buy yesterday that went largely unnoticed, and the SP still closed lower!!?