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I've posted the company newsflow, facts and opinions based on those facts.
If you don't like the facts that's your choice.
It's over 3 months since the chairman dumped majority of his holding.
Prior to him doing so and since Dec, there were regular tips, presentations, talking the company up.
Where's all the IIs rns showing significant buying 3 months ago?
Where's all the repeated presentations, tips gone? AGM come and gone and no TU.
NHS England... waiting lists still high.
Both parities have said they want the use of private providers within the NHS.
NHS waiting list for treatment remains ‘stubbornly high’ – experts
An estimated 7.54 million treatments were waiting to be carried out at the end of March, relating to 6.29 million patients.
https://www.standard.co.uk/news/politics/nhs-england-conservatives-rishi-sunak-government-b1156607.html
up to 20% of patients on waiting lists treated by private providers
Both parties are in favour of using private providers.
Up to 20% of NHS EC Patients now being treated by Private Hospitals!!
Facts by HSJ and not spins, fabricated stories
Revealed: The ICBs most reliant on private hospitalsBy James Illman23 February 2024 Bath
Up to 20 per cent of NHS elective patients are now being treated by private hospitals in some areas, analysis by HSJ suggests.
https://www.hsj.co.uk/quality-and-performance/revealed-the-icbs-most-reliant-on-private-hospitals/7036620.article
Justdeezerts,
Not surprising though.
RedX follows Byot delisting last month.
3 Months ago, the Chairman suddenly sold > 50% of his holding because he believed there was still significant upside and wanted to help the IIs and their clients gain the potential.
Is that better?
If he had sold some as the sp had risen then fair enough.
However, the sp was rising on the back of lots of tips, repeated presentations and then SUDDENLY the Chairman sold > 50% of his holding at a DISCOUNT!! Even though the original placing said they were selling only 25%.
That to me, is dumping majority of his holding.
That is a red flag.
If you believe he still retains a significant number then the number he dumped was > than the number he retains. Therefore, by your definition he dumped, I mean sold, a very significant number.
Plus if the number retains, 21m, is still significant then the 7m options awarded to the CEO must also be significant.
Those are red flags in my book.
Contrary to Hallsworthy/Moniman etc the newsflow has been as per my assertions that they were talked up to sell.
The growth rate has slowed significantly. The Chairman knows the comany better than anyone else.
As to TLY.
Note Hallsworthy/Moniman/BillB have gone quiet on the TLY thread. The company announced a good TU, with £106m revenues. c40% IIs. Mcap £12m
The shares up 40%+ over the week.
No wonder the HVO posters Hallsworthy/Moniman/BillB have gone quiet.
Redx another one of moniman's ramps delisting. Follows on from 1gw_'s Byot last month.
Bumblebee,
Absolutely. There's nothing wrong with anyone posting an opinion but some are completely clueless.
Is it a coincidence the derampers either come from shares which had red flags and did crash 80-99% or from shares which currently have red flags.
c40% held by IIs, Chairman buying, £106m revenues for fy just ended.
£13m mcap.
TLY
Hallsworthy,
"Need some proper news flow as having just one customer seems a very risky business strategy long term - what if the NHS reduce or pull out entirely?!"
Really? Which NHS?
Lucky TLY have a diversified business then, isn't it? Including HMP, Local and national NHS, all 4 UK Nations and Republic of Ireland.
So not the one customer in your misleading post.
The ONE contract with NHS England is worth £13m where TLY is the sole resilience partner for NHS 111. That ONE contract is worth more than the current Mcap of TLY alone.
That's without all the other subsidiaries, Urgent Care, Elective Care, Company Wellbeing etc .. TLY provide their services in all 4 UK Nations and Republic of Ireland.
"As announced on 10 January 2024, NHS England committed to a further year with Totally as its sole resilience partner for NHS 111, increasing the scope of the contract, renewed at c.£13 million per annum."
https://ir.design-portfolio.co.uk/viewer/100/63432
Your comments are deliberately misleading.
Read the warning below the text entry box:
"information that is false or misleading, may constitute market abuse. This could lead to an unlimited fine and up to seven years in prison. "
If being up 11% is awesome, what do you think of TLY's 20% following their fy TU, showing £106m revenues?
Yes it was an awesome day for TLY, despite Moniman/BillB trying to deramp them. They got it wrong again.
TLY up 20% on fy TU which shows £106m revenues and improving environment. Mcap £12m
HVO up 11% on no news, just trades churning. NIL Revenues. Mcap £73m!
NHS Planning guidance released only last month. Increased opportunities.
To show how quickly TLY adapt, they have already mobilised 2 new services within a month!
"Since the publication of NHS planning guidance for 2024/25 last month, Totally's management has seen increased opportunities to support commissioners in managing demand and reducing waiting lists and the Group has rapidly mobilised two new services to directly reduce waiting times for elective care. "
NHS Guidance 2024/5
https://www.england.nhs.uk/publication/priorities-and-operational-planning-guidance-2024-25/
If you look at the trades, there's lots of sells as well.
This is typical of churning.
I've seen it on lots of shares, especially those pumped/dumped. Lots of churning, groups of buys then sells, gives the impression of huge trades overall.
Don't take my word for it, look at past trades on Byot, Trmr, rthm, nano...
The shares here are currently up only 50% since IPO and that's after all the talking up.
In terms of placing, it's not IF but WHEN.
Red flags/bear points:
Chairman dumped majority of his holding:
The chairman dumped majority of his holding in a discounted secondary placing at 28p. Nearly 3 months ago. Where's all the significant holdings by IIs?
The chairman would know the business better than anyone else, would he?
CEO has huge >7m options
He was awarded the options last year and they start to become exercisable early next year, not long now.
Having huge options awarded results in the company being talked up. Given the options are due to be exercised in a few months, it's not surprising that they were talked up. Why give huge options to the CEO?
Revenue/order book growth has reduced significantly. There's no evidence of significant revenue/order book growth, despite the new facility.
New facility:
The new facility was largely paid for by clients, who are likely to want favourable terms in return.
Given the cash, why didn't they pay for the new facility themselves?
So starting from the 1st one, prove my facts and opinions based on those facts are wrong.
Hallsworthy
"Tried, numerous times in fact. You run a mile anytime someone directly challenges your points, or completely ignore them and paste the same nonsense again to bury it."
Have you? You've even gone quiet on TLY, where you were deramping with misleading info.
They published their fy TU, positive update.
Shares currently up 19%.
c40% held by IIs
Chairman was buying.
No placing as some suggested.
HVO:
Red flags - prove you do reply and discuss or do your usual divert away.
Totally flags solid full-year performance in challenging market
https://www.sharecast.com/news/aim-bulletin/totally-flags-solid-full-year-performance-in-challenging-market--16730010.html
TLY stated that Elective Care work to reduce NHS waiting lists has increased.
The govn needs to reduce waiting times.
Crucially, TLY has been and remains the sole provider of NHS 111 resilience to NHS England.
"During the period, as 1 in 5 people in England are on waiting lists for treatment2, the Group increased the level of insourcing activity delivered on behalf of several NHS Trusts across England and the Saolta Group in Ireland. As announced on 10 January 2024, NHS England committed to a further year with Totally as its sole resilience partner for NHS 111, increasing the scope of the contract, renewed at c.£13 million per annum."
Moniman,
"only just over £2 million in cash"
They had to restructure due to problems facing the NHS. It shows their diversified business model works well.
The companies to worry about are those who hold huge amounts of cash for no apparent reason. Then suddenly you find out why and it's too late to sell.
;-)
Newgrange,
BillB is ramping HVO, where the chairman dumped majority of his holding at 28p, which I see as a red flag. The CEO there also has huge 7m options, again a red flag.
I post company newsflow on HVO but they don't like it on HVO.
BillB and his fellow HVO posters, like Hallsworthy, moniman then come on here to post BS in the hope they can silence me and contrarian view.
Moniman,
"How's that Totally disaster"
Totally Plc (TLY) announced their fy TU this morning.
Trading improving, fy revenues £106m, EBITDA £2.3m, cash £2.3m
Current mcap only £11m
Following the update, shares currently up 19%.
Polb
Revenues NIL
Mcap £70m
Placing by H1 2025, ie by end of June next year.
3 years ago they raised £25m
"Oversubscribed fundraise which resulted in an increased raise from £20m to £25m despite some investor scale back"
https://polaris.brighterir.com/public/poolbeg_pharma/news/rns/story/w95134r
Last week, they said they have £12.2m cash remaining, as of Dec 31st 2023. That balance figure is 4 months old.
" Cash balance of £12.2 million as at 31 December 2023"
https://polaris.brighterir.com/public/poolbeg_pharma/news/rns/story/w1kgoex
Their admin costs have been increasing and with the new recruits, I think admin costs are now likely to be around £4m pa.
Therefore, as of H1 end 2024, end of next month, I think they will have around £10m cash.
They have had NIL revenue over the past 3 years.
I, therefore, think they will need a placing by end of H1 next year.
Adzy,
"Stt anyone who has even a single brain cell can see (and verify for themselves)"
Is it not reasonable to highlight evidence that offers a different perspective to some of the other posts?
I say on here and other threads, readers should do check and verify everything posted by anonymous posters. It's your money.
The company newsflow and facts are in the public domain.
Contrary to Adzy's claim:
"There's not even been a first placing"
I proved, with a link to the company's rns, there was one 3 years ago.
They raised £25m 3 years ago in the first placing.
" Oversubscribed fundraise which resulted in an increased raise from £20m to £25m despite some investor scale back"
https://polaris.brighterir.com/public/poolbeg_pharma/news/rns/story/w95134r
Always best to check and verify info posted by anonymous posters.
Look at Byot, trmr, nano etc ... I posted company newsflow, facts and opinions based on those facts. Byot crashed 99.9% and was delisted last week, trmr crashed from 850p to 230p. Nano crashed 60%
https://www.lse.co.uk/profiles/stt1/?page=22
Moniman,
"I don't need to justify my posts to you."
Oh dear. Is that the best you can do after I proved you were posting BS??
You can't face facts or opinions, can you?
Just like when I proved DustinNations comments on HVO wrong and was told that it was a throwaway comment!!!
Do you like to control the narrative so gullible readers only read what you want them to?