Member Info for OXBIGTIME

TD - that’s a lot to think about. I don’t know how you would guarantee the NHS is better if privatised. Isn’t there a risk profits and dividends are put before safety and delivery? Those that can afford private are choosing (or not) to go that way already. It is queue jumping, as you say, many private operations are performed by NHS employees working across the health service and the private sector.
I’ve a brother whose a hospital doctor in NZ. He once told me about how, to attract a surgeon from the UK they agreed he could work part time. Suddenly the queue went up as that was the way the surgeon could then make more money.
I mean is that a fair system, is it all about supply and demand? The haves and the have nots. ‘Queue jumping’ for hearts, blood, livers, lungs?
I’m thinking the NHS should stay a public service, free to all. If wealthy people go down the BUPA (eg) route that’s their choice.
I’d rather put my trust in public service workers than private organisations.

Sorry. Another mistake. Can’t believe what’s happening to me recently. That news is 2021. Apologies.

Here’s some good news. From TLY Healthcare website.
Totally Healthcare accepted onto NHS Providers’ Framework for Wales as Welsh Government announces increased funding for the region
- 20 October 2021

JD you’re so right, I’m a bit prone to hurrying and probably getting a bit old for all this trading ‘work’.
Question: How do you find out if there are shortened on stock and how much?

Restless night. Got up to find a few postings on this board. That’s a few more than usual. Been interesting reading. Firstly thanks for the correction that BH is temporary COP at Boo and not CEO, my mistake.
I’ve been in TLY for quite some time and can see how as long as the NHS continues outsourcing, as it’s more cost efficient, then TLY will survive. Not just survive I’d expect them to keep growing. The recent drop in SP is I think just market jitters. I’ve put my money in and increased my holding. (Reported as sell not buy). Life’s a gamble, I just think I might have called this one right.
Didn’t do well with OXB, held on for too long. Some recent success with ITV, increased holding last week and yesterdays news was fortuitous.
TLY also hopefully will keep paying a decent dividend.
GLA

9970 at 9.52 was a buy
Watched Bob Holt on YouTube. He’s just been appointed caretaker CEO of Boo. Hope he keeps Boo going successfully and the shareholders like moi don’t lose out if the shananigans are as serious as they could be.
Don’t understand why TLY sp is as low as it’s been for a while. Bob promised it would turn into a 100m valuation. Video was impressive as his success at Mears group was hammered home. Is he trustworthy? Hope so.

Thanks I did understand that. Let put it another way, if they had not spent £2b reducing the share count the SP would have been lower still as the market has offered their opinion it’s not worth more?
What about the raising of funds offering 7.6%, what the hell do they need these funds for?

I’m new to this board. I’d appreciate some comment on a couple of points I have. LBG spent £2b on share buyback. The price didn’t go up so was this just an exercise in shoring up the price. Now they have completed a tender for investors with a min of £200k for funds. They raise £1b as they offer interest of 7.6%. Has the world gone mad? Someone’s suggestion it’s all done to help hit targets and achieve bonuses might ring true. Is LBG doomed? Nothing helping shareholders.

No love lost between Hedin and PDG. The comments that PDG made about Hedin not being interested in Pinewood seem to have set off a ‘dispute’. Isn’t Pinewood also being sued by a Japanese dealer for not delivering necessary software?
It’s all a bit of a pickle to me.
Hedin have been critical of PDG fat cat salaries and bonuses. I’d imagine they’d have no role for the CEO.
I think Hedin, who built up their shareholding I’d think at high prices in the past, even though they have tabled a 28p offer are saying….we’re being dicked around by PDG, Lithia Motors (offered 29p) if you want our shareholding 35p is what you need to go to.

I interpret the latest Hedin statement as they are willing to sell their shareholding at 35p. Should any other company decide to make a bid.
Funny way to engage?

Could the previous unsuccessful bidder come back in. If they were the US car dealership as press speculated then the current downturn in the pound makes PDG price lower for them. Just because Hedin did not join the other major shareholders to agree that bid can’t the previous bidders takeover with all other major shareholders and the board agreeing? I have put a sell order in at 28p which will probably get rejected.

Looked to me like some sizeable trades were done on Friday morning. I’d speculate Wendy, Lisa or one of the other beneficiaries of the last large share distribution (bonus) might have cashed in. They’d not have got top dollar for such sizeable chunks. Price now is still probably higher than what they will have received and market makers are taking their profits?
Long term I think TLY price will recover. I’d rather the Directors were not getting such high salaries and lucrative share option schemes. I’d of thought to keep NHS contracts contracted listed companies need to be prudent.

Still no understanding of the ‘shenanigan’s’ that seem to be going on. Last few weeks there are frequently large trades reported in grey as unknown. They don’t get added to the buys and sells totals in the summary. Why would people be selling if there’s a takeover of 28p could the deal when it’s done be less than the 21-22p current trades are going through at. Hedin group still interested?

More buys than sales and the price is down 8%. Any experienced investors with suggestions?

At last price movement of 10% and not much trading? I hope the takeover offer is good enough for the shareholders. The CEO has got his come uppance? Those pay and bonus payments are scandalous.
Don’t know if any of you are in TLY. Been doing well and yet their recent share bonus to management is to my mind very hefty. My concern there is with NHS contracts surely high salaries and big share option holdings might be frowned on? I’m happy with modest salaries and some share options just not excessive. Guess it’s all relative to everyone’s take on wealth and sharing the wealth.

Can anyone explain the drop to nearly 20p. If a takeover offer is likely then surely investors would be buying now. The 28p was just a rumour? Pendragon are not allowed to have secret talks and turn down 28p? What happens if Hedin get to 30%? Could they end up agreeing a low price with other major shareholders? Something stinks? Also the management seem hell bent on awarding themselves big salaries and bonuses? Are joe public with shares just getting duped?

I think the board would accept 32p and yes, not paying a dividend despite good results could we’ll be an indication the board are anticipating a higher offer than the 28p that was made.

Been in for a while and while I’d like to see 60p I’m more than happy with the companies performance and the future prospects. The dividend is reasonable and the Directors have been buying for some years and not selling. There’s not a lot of activity as why would anyone want to sell. I might take another dip at some point. Wish all my other dips like OXB and MIRI and COST had stayed at the high levels they once were. Been taking a big hit this last year. SCLP and OBD also contributing to losing 1/3rd of my SIPP value in just 12 months. So is TLY also a gamble? I hope not. I think 60p will come within next 3 years. 60m market cap I think is a big undervalue. GLA

My SIPP valuation gave me £30,000 for my 250,000 shares (my total investment over 3 years was c. 65k) so I looked into it.
JPJenkins put me straight, they said no, not 0.12 p per share (as on their website) but 0.0012 so only worth £300.
If 2.2billion shares are out there (Solus 41.5%, Great Elm 9.06%) that values the total shareholding in the company at just around the £300,000 mark. 220000000 x 0.0012 = 300k.
I'm moving my SIPP from Curtis Banks to ii. Sadly have to sell the shareholding to do so. £300. Lol.
Here's my trading history:
ACTION DATE SHARES HOLDING SP COST
ACCUM
BUY 22/10/18 50000 250000 4.8 2408.49 64637
SELL 14/08/18 -100000 200000 5.61 -5601.01 62228.51
BUY 07/06/18 20000 300000 5.35 1077.99 67829.52
BUY 07/06/18 30000 280000 5.35 1612.49 66751.53
BUY 11/05/18 30000 250000 6.39 1925.63 65139.04
SELL 11/04/18 -20000 220000 5.05 -1001.01 63213.41
SELL 11/04/18 -20000 240000 5.195 -1030.01 64214.42
SELL 11/04/18 -20000 260000 5.22 -1035.01 65244.43
SELL 11/04/18 -20000 280000 5.42 -1075.01 66279.44
SELL 10/04/18 -40000 300000 5.65 -2251.01 67354.45
BUY 06/04/18 40000 340000 11.15 4468.99 69605.46
BUY 23/02/18 50000 300000 10.82 5418.99 65136.47
BUY 16/02/18 40000 250000 9.04 3626.99 59717.48
BUY 01/02/18 10000 210000 9.52 960.93 56090.49
SELL 19/01/18 -60000 200000 8.88 -5319.01 55129.56
BUY 12/01/18 10000 260000 8.54 863.39 60448.57
BUY 10/01/18 40000 250000 8 3208.99 59585.18
BUY 20/10/17 8123 210000 8.28 681.41 56376.19
BUY 20/10/17 51877 201877 9.4 4885.43 55694.78
BUY 16/06/17 40000 150000 10.88 4350.24 50809.35
BUY 30/12/16 10000 110000 21.74 2185 46459.11
BUY 20/12/16 30000 100000 25.82 7757.25 44274.11
BUY 25/10/16 10000 70000 26.99 2710.25 36516.86
BUY 05/08/16 10000 60000 47.96 4808.75 33806.61
BUY 05/08/16 25000 50000 48 12011.23 28997.86
BUY 27/06/16 5000 25000 59.45 2983.75 16986.63
BUY 24/06/16 13044 20000 61.75 8066.35 14002.88
BUY 24/05/16 6956 6956 88 6132.53 5936.53
SELL 16/10/15 -2000 0 231.675 -4622.25 -196
BUY 18/09/15 2000 2000 220.75 4426.25 4426.25

64637

Thanks papucel. Dawson I thought gave a good account of growth and expectations. So much positivity I think the interviewer was mirroring that throughout!
I’m back in. As there are supply issues all over the EU I think OXB’s deal with AstraZeneca will be very beneficial to OXB. I expect a ramping up of contracted delivery numbers, anyone think likewise?
The pipeline story is also very positive and all the collaborations. Onwards and upwards..