Member Info for graham-wales

1gw

Posted by you on Friday and you claim to be invested ffs do you honestly expect us to believe you hold shares here. Jeez some people are so thick skinned.

TLY bear case

Well, how about this for a starter. I see at least 3 main areas of support for the bear case:

1. Financials

Negative current assets combined with negative operating cashflow is not a good position to be in. Combine that with the uncertainty of turning round a big low-margin business and you can argue for red flags.

2. Institutions selling

Institutions appear to be queueing up to sell:
3.3 million shares sold by Miton between October and May
2.9 million shares sold by Lombard Odier between October and June
0.6 million shares sold byKillik & Co between May and June
Up to 2.2m shares sold by Hargreave Hale since September 2017 (now below 3%)
Up to 2.2m shares sold by Schroders since October (now below 3%)

Who’s next? Are the MMs literally operating a queuing system on big sell orders?

3. Political uncertainty

What would a labour government mean for TLY? Even without wholesale nationalization, would the turmoil of NHS organizational change mean an existential problem for TLY given its weak balance sheet?

Disclosure: I am long TLY.
No advice intended, errors excepted, please do your own research.

Look pal the only ramping I see is from you on the R1 board. Yet you insist your invested here and yet nothing but negative posts from you. You say you came away from the AGM happier yet you continue to post negative posts. You don’t have to be a rocket scientist to work out that your not actually invested here and will no doubt continue to post only negative comments about the company.

Each to their own I suppose but not come with your bull **** about being invested here as I doesn’t wear with me ok.

Can’t wait till r1 results come out you will see some serious trolling there then pmsl

So your posting here because another poster on TLY is posting negative stuff on a share you own. Like I said earlier another football fanatic

1gw

Give it up fool of course your not long ffs

But I thought you were invested pmsl. The only bear here is the best faced lie by you

Perhaps they are looking to take over P & O I hear they have very good experience in running ferries.

When breaking the analysis down by type of A&E, we found that the patients who were reviewed by a GP were around 68% less likely to attend minor injury units than those who were advised to manage their health needs at home.

If patients have to wait longer at A&E for a minor ailment then expect this figure to rise considerably.

https://www.health.org.uk/blog/nhs-111-understanding-impact-urgent-and-emergency-care

Sounds like more business for 111 on its way :-)

https://www.theguardian.com/society/2018/sep/20/ae-appointments-system-proposes-in-nhs-targets-shakeup

Could be a good fit

http://www.thepracticegroup.co.uk

The only thing I can find on these 2 are that they seem to get involved with companies who are keen on acquisitions.

Anything from this list that Totally may be interested.

http://nyebevannews.co.uk/private-companies-in-the-nhs-a-comprehensive-list/

Towards the close of play wonder if David and Monique are buying again.

Read a bit more think it’s based on the number of operations etc that hospitals done.

https://www.hsj.co.uk/finance-and-efficiency/exclusive-ten-hospital-trusts-abandoning-pbr-for-block-contracts/7018577.article

Isn’t this where a doctor may refuse a patient into their practice if they feel they are going to be costly ie have an ongoing illness. Do they not get paid per patient who are on their register so if they have mostly healthy patients they can earn more by having a larger amount of patients on their books.

They also got bargain shares compared to us lot lol

£1,348.000 was the loss for the year. Obviously not checked by the nomad before releasing

They are also quoting operating loss. The actual loss was (1,293,931)

Looks at the sells over recent days reckon they must have their sell order at around 20o. If you buy under or around that price think we should be ok once cleared.

So no need for TLY to buy back the shares if they have another investor interested.

No value on this one

https://www.contractsfinder.service.gov.uk/Notice/f2fa5f52-ab27-4a0e-83c9-265f70e89634?p=@8=UFQxUlRRPT0=NjJNT0