Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I wish they'd move along with their acquisitions but I know cathal would be looking to pay bottom dollar. He paid £13m for the whole of Hvivo, which was an insulting amount even at the time! I hope to be on the right side of the deal this time around.
Id10t, the view/narrative is the dividend is required as a tickbox for institutions and so beings the yearly pay out
The most interesting thing is canary wharf is up and running this month! I didnt expect that. Everything else as predicted and rock solid
Still waiting for stts big predictions, he said cash would be down but too scared to name a figure?
I'll go 40m cash now ;)
Which one is your/BillB/Moniman/ reasoning for deramping TLY then?
Forgot number 4) lazy retaliation for cretins
"sp is being manipulated lower"
Haha yeah right, typical vacuous last resort sentence by desperate posters.
"Do you not support companies who help those who need help with their health?"
Couldn't care less. Owning shares in a company is not showing any sort of moral support for a company, it is business, not ethics.
"Why not just load up and sit back instead of being rattled that you had to post such a long post late Friday night?"
The most ironic thing for a man who's sat on the bulletin board of a company he doesn't own for YEARS and written thousands of lengthy posts; one of if not the most rattled person I've ever seen on Lse.
"If you could counter what I've been saying with any kind of cogent, rational argument you would have by now"
I tired, a number of times in fact, every single time u were took scared to engage me and either totally ignored the messages or tweaked your little list.
"TLY is an illiquid share and is only 1 of many shares I comment on."
Stt posts this month
TLY 10
TW 2
Byotrol 3
PSN 5
... HVO 46(!)
So no, you don't comment on "many shares" and given the sheer volume and length of time youve been posting on TLY it's clear it's 90, maybe even 100% of your portfolio so it's clear to see what's got you so "rattled". Bought in on hype, lost out, then missed out when hype turned into mature, profitable company and can't live with the fact the decisions you made were your own and no one else's fault.
Hoping someone can respond to my concerns below. Very worrying figures and serious red flags to me, given the CFO scrambling for the exit. What is going on here?!
Flova, the reasons why people deramp incessantly on bulletin boards:
1) thinking of buying, hoping to drive price down to pick up more shares.
2) used to hold but sold out, normally for a loss but not always, and want to make sure their decision was right.
3) missed a chance to buy before a price rise and are bitter.
Pretty much every share has at least one, certainly the more popular ones all do. Stt is unique with the sheer amount of time (5 years I think?!) that he has spent on here; most people eventually realise that the negativity effects themselves more than they will ever effect the share price, and they move on. We had a previous resident crazy guy here who went to the police as someone outed him, Stt *could* even be that same guy but I don't think so, to his credit even he moved on to better things.
Stts story was he held for a short period a number of years ago. Bought on a hype and sold at a loss (check his posting history back when he first spotted on orph/HVO) and backed the wrong horse in a race between TLY and HVO. He makes quite a lot of faux Pas and stupid statements and I genuinely believe he doesn't understand why HVO would be up and TLY down with his focus on revenue.
For the most part his beef is personal, with another use 1gw that drags both HVO and his TLY board into nonsense - even that board hates him and his impact but he doesnt care. There was a couple of appeals for ceasefire that fell on deaf ears, he didn't even have the common decency to respond to an affable TLY holder who posted on their board asking him to stop.
Take some comfort to think of the real world person that dedicated literally years of their life posting nearly every single day on a shared they don't hold, to watch it treble whilst they bought none and simultaneously watched their main holding fall over 90% and don't worry about the derampers, they have no effect on any share with decent volume like HVO has, so let them bang their drum til we are sold.
I'd be interested to know your reasoning, northsea, can chat privately
What fundamentals are sound?!
Agreed and I'm very worried about the finances and their trajectory; H1 showed revenue DOWN over 20% but far worse was EBITDA DOWN a very worrying 68%. Cash DOWN £6.5m to 1.7m?! And then worst of it all, swinging from a profit of £1m to a big loss of £1.7m. What’s the cash burn here? is it fair to say we might be running on fumes? It makes it all the more worrying we rely on so few clients as if the NHS bail, we are completely and utterly stuffed and the margins are bad to begin with
Move completes June
Lol 200% up Vs 85% down and countless, countless hours wasted along the way but never mentions any of that
No way in hell I'm buying into an IPO in the current market. Will be 30% down within a month im betting
Simms, you mention "very nice revenue" but H1 was only 0.146m unless I've missed something?! How much are you expecting FY revenue to be?
I seriously seriously doubt this is the nadir
Genuine question, is this company just one big fraud? Have they EVER achieved anything positive at all? Total silence bar occasional ramps that never amount to anything.
We are on the cusp of a real coming of age with the move to Canary wharf. A very grown up company. I can't fathom why people would be selling right now as we keep knocking on the door of 30p and I presume soon enough we'll break and never see the 20s again!
Increasing revenues
Increasing margins
Increasing profit
Increasing market
Global leader
Clients paying us for our move
JPMorgan buying
Dividend coming
Results coming
New financial year (ISAs incoming)
Unquestionable business model
There's too much going for us and no discernable downside
Ah sweet irony, to say "You do overplay the potential and underplay the risks on shares you ramp"
Then list out a bunch of shares and not mention TLY down 92.6% in the 10+ dire, dire years you've held.
Worryingly stockopedia now rating this a "Value Trap":
The great modern value investor, Seth Klarman, has warned "value Traps are a dagger through the heart of value investing". This is the domain of broken business models, sectors in decline and generally one of the worst places to be in the market. The key lesson to learn is to give loss making, out of favour, cheap shares a wide berth unless they start to show confirming factors. Learn more about avoiding value traps here.
https://www.stockopedia.com/share-prices/totally-LON:TLY/
Never seen such little substance to somebodies posts "this will fly for no reason, but believe me"...
You belong in the crypto worlD of HODL and TO THE MOON
Telegram link anyone?