Member Info for HallsWorthy

Sorry but why do you think trellis is "low risk"? Very high cash burn and zero revenue is the very definition of high risk.

Not that I'm saying its not an investment opportunity but you must understand it's a high risk one.

The headline of 2x cash Vs mcap is certainly interesting but the cash burn is concerning. One of those strange situations where itlf they just folded up the company everyone would be 100% better of but what in reality is the return on capital employed going to be here?

Am I right that they've achieved nothing of note on the revenue front so far? What is the forecast path to revenue (let alone profit) here?

That's a lot of words for zero content. Paper over the cracks of your ignorance

Get ready for lift off! Good results expected but even before then they'll be the prospective chasers and a big boost

How are people still here talking about the technicalities of drilling and the flow rates?! Just how long do you have to be deceived before you realise the truth?

Well I took another 17500 odd, future looks bright but also presuming the seller will kick back in and there'll be some acquisitions sooner rather than later.

What are you talking about Stt?! No one mentioned "life" apart from you. The very simple point, unsurprisingly missed by you as is so often the case, is that in human challenge trials you can more carefully control other variables which "real world" trials cannot.

The throwaway pollution comment was clearly a random example which you've strangely latched on to, but the point is you have someone in a bed in quarantine you can watch what they eat, drink, breathe, how long the sleep for, how often and how long they sit on the toilet etc etc.

What a huge benefit to be able to control so many variables.

I'm honestly astounded by your stupidity sometimes, I'll add this one to the list of "really stupid things Stt said once". I just hope for your sake it's on purpose.

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