Member Info for HallsWorthy

It's because their margins are so ridiculously low

Dear oh dear, what a post to make straight after two posts full of nothing but fact, does this mean you have no response whatsoever to the points raised? These are quite serious concerns and you should take a good look at the company if you can't actually address these points:

3.6m net debt

Large monthly outgoinga

Net current liabilities 12-15m

Trade receivables £16m Vs £26 trade payables, £10m shortfall

Negative net assets

Bumblebee (or Stt) can you discuss the bear points below properly rather than just writing "***e"? Seem quite concerning if I'm honest, but I'm sure you guys know the ins and outs and can dispel these fears quickly

Last year was 25th, see no reason it wouldn't be the same this year but also no reason it couldn't fall a few days either side

Good investigating 1gw, sadly finances looking far more scary than first thought!

When is the actual vote on the takeover offer likely to be

Nice to see River and Mercantile have taken an opening position of 2.53% or 6.6m shares. Liontrust have also increased their holding by 1.7m

26p is the new 9p

I told yo why moniman, bought HVO in August 2021, sold out for a loss by December, watched it soar and his TLY fall and with his limited ability just can't understand why

Lol suuuuure you did.

"Bought back at 8" haha yeah mate, you've must such a great investment, only down 40% in two months and will go lower still til at least the support at 2.5

Don't even need to read more than 10 words of your response.

Two of the most simple questions and you're too scared to answer either, you have no credibility to discuss bear points when you won't actually discuss your I'll informed points

What is wrong with shares on loan?

What is questionable about the business model?

Newsflash, resident BS expert Sikh ignores questions again.

What is wrong with shares on loan?

What is questionable about the business model?

Dear oh dear, I see you've been holding since at least 2019. 5 years of decline, now at all time low, and you never once thought "hmmm maybe I should sell out of this dress"? You even held when the price his the highs of 45 yet here you are holding the baby and the bathwater has long gone.

I don't think you understand a single thing about investment to not see how over valued and risky TLY is at that level, just like you don't even see it now. Totally blinkered.

I can see the investment case at 2.5-2.6 but at 4.9 it's completely overpriced, despite the incredible fall just to get to this level. Maddening to think of the Kev's people were buying in at before! Still some way to fall before investable so will sit out for now and watch - nothing worse than buying in only to realise you could have got in cheaper but holding out

Pretty much proven my point, a single client with incredibly low margins and next to zero scope to increase them. The downside seems to massively outright any potential uplift. It's a boom or bust where the boom is miniscule

I've asked you two direct questions, maybe the 6th time into now, let's try again. I'm very happy to target your other points afterwards but let's where your credibility stands on these first:

What is wrong with shares on loan?

What is questionable about the business model?

I have tried to have a bear points discussion with you maybe five times, you run for the hills everytime someone engages with you. We can give it another try on your two weakest points to start:

What is wrong with shares on loan?

What is questionable about the business model?

Like I said moniman, his first post was back in August 2021 saying he had bought HVO on a newspapers top. He turned negative in December the same year, easy to see what happened.

Spent over two years of his life since on here and advfn and yet here we are, if only he'd held instead of moving to TLY lol

It's always nice to point out if you'd invested £10k in TLY on his advice a year ago, it would now be worth £1.4k, down 86%

If you'd sold £10k of HVO a year ago on his advice, it would now be worth £26k, up 160%.

The difference between listening to stt and ignoring him is currently 1860% (1.4k Vs 26k)

:)

Super dangerous to invest in a company with effectively a single client. If the government look elsewhere, then the entire company could become worthless overnight

Yes starting to look exciting again here. MCAP only £2.8m, could 10x from here in a matter of months with how far it has fallen waiting for news