Member Info for justdeezerts

Https://www.investorschronicle.co.uk/content/1dc4d6b3-fdc2-4778-8c15-998db7543677

Wacca is right , even with his tongue in cheek.

Why would any investor fill his boots at these low prices, when not one Director has added a meaningful number of shares to their own shareholding since April 2022? - BTW, the SP then was equivalent to 210p in today's new money.

DYOR

As a retired CFO of a listed company, I think it a bit rich that the Board felt there was no need until now to notify shareholders of a negligence claim, the magnitude of which surely would be regarded as having a material impact on TLY's business.

Presumably when applying for new contracts, or the renewal of existing ones, the Board would have had an obligation to disclose the '2018 incident' when contract tendering. Such a disclosure would surely have impacted on TLY's chances of securing further business.

Despite the Board not knowing until recently the FULL extent of the size of the claim (￡10m plus??), I find it hard to believe that the initial amount of the claim was considered so inconsequential as NOT to require the Board to issue an RNS at that time

Failure to disclose this significant contingent lability immediately after the 2018 incident was made known to the Board, shows a total lack of transparency and only now (when it's far too late) are certain Directors falling on their swords - shame on them...

We will have to wait to see whether the EU continues this trade war by imposing additional tariffs on US goods imported into Europe, which is a growing market for ITX…

HI Sales $2.8m @ 38% =GP $1,064m

H2 Sales $3.7m @ 32.2% = GP $1,192

Year Sales $6.5m @ 34.7% = GP $2,256m

So whilst H2 sales increased by over 32% on H1 sales, note that it was at a reduced GP of 5.8% (ie. $204k less GP)

Hopefully the sales forecast for 2025 has not been projected at the 32.2% gross profit margin earned in the last half of 2024!!!! Can't see the any economies of scale in H2 higher sales.....

DYOR

Starmer is committed to revolutionising the NHS through the use of AI.

All forms of media are trending on how appointments at GPs and hospitals will be carried out through AI and mobile phones. Yes, there will be security issues, but in the end AI will almost certainly dominate the way forward on our overblown, outdated and unmanageable NHS.

What investors need explained from TLY's Board is how the company has adapted / will be adapting its systems to become a strategic part of this AI revolution

Without some clarification on TLY's future longterm policy, investors will think twice about committing funds here.

DYOR

2good, my dear friend - on your SYME BB, you need to get a grip of the English language to become believable:

'Huntch' is not a word, nor is 'Dodgey'. But then again, you post gibberish on here, too!

Back to school?......

Good afternoon 2Good, investment advisor extraordinaire holding shares in blue-chip, SYME.

For the record (for those interested), SYME has 71 BILLION shares in issue (yes, it's no typo, 71 BILLION) and has income of £140k pa making a net LOSS of £4.6m. Apparently, its net worth is calculated currently at MINUS one hundredth of ONE penny - (0.01p)

This is the background expertise of the person telling us about TLY's impending doom - really?

2Good - you just worry your little head about SYME, where you are heavily invested and let the rest of us worry about TLY, where you are not!

EBITDA (earnings before interest, taxes, depreciation, and amortization) is a key metric for assessing a company's financial performance.

It's used by investors, analysts, and banks to compare businesses and evaluate a company's potential.

So don't be kidded by CEO's comings and goings. As with many things, they have an unpredictable shelf life - clearly this one has gone past their sell-by date.

Telling shareholders of a lost contract 24 hours before losing it, when a period of notice was surely required, was plain daft - awful timing!

It's just one person deemed no longer capable of remaining at the helm - was it resignation, before being pushed, probably??

Only time will tell if TLY is a one-trip pony, but I wouldn't pass judgement based on anything our current Government is doing, (or not doing) for our NHS.

IN, or OUT - sitting on the fence is not an option IMHO.

DYOR

EBITDA is an important investor's tool. More indicative than Income and Net Profit as it refers current operational trends.

Despite the loss of this NHS contract, EBITDA fro 2026 projected as same as for 2025 - ie. £3.5m. That implies other businesses in TLY are making up lost profitability.

If you think TLY is going bust, just get out now, whilst you can!

SYME old rubbish 2good! Your investment down another 7per cent the morning (and it's only 11.25am).

DYOR

I'm with you iWTO - the company is completely undervalued, if the EBITDA for 2026 proves the same as for 2025.

However, it is obvious that news leaked well ahead of this RNS and once the Board saw this undercurrent, they should have nipped it in the bud and been more proactive by issuing this RNS much earlier.

After all, TLY have only lost one aspect of their NHS services and whilst it has been a large generator of revenue, we are not told how much it contributed towards the bottom line.

The RNS also mentioned that the Board had included in the 2026 budget a lower level of revenue from this particular income stream, so perhaps there was already an expectation that they would lose some of it, or even that it was going to be less profitable.

Today's 27 per cent drop in the market cap on this RNS is ridiculous and the SP does not reflect the true value of a company going forward with two successive years' EBITDA of £3.5m pa.

DYOR

My main concern about this latest RNS is that the Board (in my view) has not been completely up front with shareholders.

The fact that this £13m contract ends on 15 February and shareholders are only told the day before is disingenuous and outrageous.

I very much doubt that Robert Harris took up his non-Executive role without knowing about this latest turn of events.

Surely there would have been an advance notice period for termination of this NHS contract - they aren't simply cancelled overnight!

Coupled with the significant amount of share disposals seen on this BB in the past few weeks, further concerns must be raised about the lack of immediate transparency being shown here.

Furthermore, it is hard to accept that the Board is unable to give shareholders an indication of the level of exceptional costs involved with this contract loss.

UNCERTAINTY is the curse of investment.

And finally, given that the Board traditionally makes presentations to investors, perhaps one should be scheduled for sometime in the next couple of weeks to restore some confidence, or to face the music at the very least.

Er, Halls the Wise One! You've lost 30 per cent on HVIVO in the past 3 months.....Pot & kettle??

SYME old jokes -simply too good to cry!

And we all thought that 2good had disappeared to concentrate on prize investment SYME, which has all but been wiped out!

Do we really take note of any comments he / she offers on this BB?

Check this website - it lists 16 manufacturers of itaconic acid operating in the US:

https://us.metoree.com/categories/6167/

If Trump is true to his word, he will put punitive tariffs on supplies from China to force companies like ITX to change to local suppliers

Hence JS's warning in his latest update IMHO.

Undercarriage - they’re all bots nowadays, even the so-called professional analysts employed by brokers use AI assistants to firm up their recommendations.

Gone are the days when real people were able to dissect financial accounts to locate shares which are genuinely undervalued .

Where are the ‘newbie’ Warren Buffetts??

Itaconix (AIM:ITX)

Simply Wall St Financial Health Rating: ★★★★★★

Overview: Itaconix plc develops plant-based polymers for home and personal care applications in North America and Europe, with a market cap of £17.94 million.

Operations: The company's revenue is derived from two main segments: Formulation Solutions, contributing $1.51 million, and Performance Ingredients, generating $5.10 million.

Market Cap: £17.94M

Itaconix plc, with a market cap of £17.94 million, is focusing on expanding its plant-based polymer offerings through strategic initiatives like the SPARX program, aiming to introduce safer and more sustainable products in collaboration with industry partners. Despite being unprofitable and having a negative return on equity of -18.4%, Itaconix has no debt and maintains sufficient cash runway for over a year based on current free cash flow. The company’s revenue is primarily generated from Performance Ingredients (US$5.10 million) and Formulation Solutions (US$1.51 million), with forecasted revenue growth of 31.53% annually.

DYOR