Member Info for stt1

Hallsworthy,

Really? You're talking BS yet again to divert away from your/your mates baseless ramping on here and Polb

Evidence:

https://www.lse.co.uk/profiles/stt1/

https://www.lse.co.uk/profiles/hallsworthy/

I posted company/sector newsflow, here and elsewhere. I countered the posts by you and others, here and elsewhere.

The company newsflow, here, Polb, Byot, Trmr, Rthm, backs up the warnings I was posting on HVO, Polb etc.

I haven't posted on TLY since March, so I didn't disappear after their statement earlier this month, did I?

I've consistently stated they are aligned to the NHS and so anything which helps or hinder the NHS will also help/hinder TLY. Can you point me to where you mentioned the junior doctors strike will impact NHS/TLY???

Whereas you refused to counter any red flags here and Polb etc and instead resort to diverting away....

Anyone can read mine and yours posting history to see the evidence...

There you go, Polb, ramped by HVO posters now need a placing.

The Polb newsflow, red flags have been exactly as predicted.

My assertion was they would need 'placing by end of H1 2025(end of June 2025'.

Hallsworthy/Moniman and those ramping Polb for years have gone quiet on here and Polb thread?

https://www.lse.co.uk/profiles/stt1/

Why would they keep the bookbuilding offer open just to raise a tiny £100k???

If there was strong investor demand then the entire offer would have been taken up within minutes.

It's very odd that they are only raising enough money until 2027, when they don't expect to see topline data until H2 2026!!!!

There you go, exactly as predicted a year ago.

Placing by H1 (end of June) 2025!!!

The newsflow here and HVO as expected. My posts have been consistent and warned of the red flags.

The rampers like Hallsworthy, Moniman, thinice etc gone quiet. Obviously as they've been proven wrong again.

Thinice

"Strange logic! What’s the point in a Chairman holding shares if they can never exit?"

It's nothing to do with exiting at any point. Top slicing, selling some is fine. Dumping the majority of his holding whilst the company is being talked up, talks about significant contracts etc is a red flag.

If he'd sold 25% as was published to aid liquidity would then fine but he sold majority of his holding. He then dumped the remaining entire holding just 4 working days after a supposedly strong positive TU.

That is a huge red flag.

Name 1 other sitting chairman who has dumped his entire holding whilst talking up the company?

Jester

"It’s really odd as the price crashed to 12p ish because of no contracts and then surged to 19p still with no contracts. "

It's not really odd.

It's an illiquid share. When a share is pumped/dumped, the pumpers buy in and then ramp it, entice gullible in by attacking anyone posting any questions or raising concerns.

Same happened at other shares I raised concerns, Byot (crashed 99.9%), Trmr(down 80%), Rthm(down 80%) etc

Funny coincidence the posters from those shares all attacked TLY!!!!

Look at my posting history. Check out Byot, Trmr, Rthm for yourself...

Thinice,

"I believe he knows more about his own personal circumstances than any II or PI."

A sitting chairman's duty is to their shareholders and not their personal gain.

CF dumped his entire holding, in 2 tranches, a year ago. That goes against a chairman's duty towards their shareholders.

The CEO then exercises options as soon as he could.

Revenue growth rate significant lower,

chairman dumping his entire holding,

lack of contracts,

Trump's attitude towards non-USA companies,

chairman doing a runner

questionable business model

etc

red flags

Thinice,

"You not been on the TLY bb for a while"

TLY is only 1 of my shares. I have many others where I don't post for weeks, others never have.

I've been on holiday for several weeks, whilst you're still here!!.

Do posters need your permission for where I post?

Why's that?

The Soundman

"He's been pretty absent since CF announced he was bowing out"

I was on holiday for several weeks, enjoying the profits made from many investments, where I've posted the company/sector newsflow and followed my own advice.

TLY was only 1 share, which has little impact on me.

HVO is still significantly below the sp, 26.6p, I said I would have sold at.

That 26.6p sp was based on following company/sector newsflow.

The sp is still around 1/2 the sp the chairman dumped his holding at more than a year ago.

Thinice

"That said, HVO has a solid business, plenty of cash and an excellent management team."

The chairman and founder of many years, sold out last year and has just done a runner.

I believe he knows more about the company than any II or PI.

Don't you?

TLY were hit by a negligence claim.

That can happen to any company, inc HVO. In fact, it's more likely to happen to HVO, given their questionable business model.

Despite c40% owned by IIs, significant director buying, TLY still had problems.

What does that tell you about those metrics on HVO????

I posted the company/sector newsflow and showed you comparable metrics. Those ramping HVO stating IIs buying, director holdings etc are posting BS.

The red flags here still exist.

The sitting chairman, CF sold out, as predicted and done a runner.

That is a huge red flag.

There you go, as expected...

Trump threatens to end pharmaceuticals tariff exemption

https://www.bbc.co.uk/news/articles/cedyylj1v32o

Trump wants US companies to build plants in US and employ US staff. He's opposed to US companies building factories abroad, which then employ non-US staff.

Who largely paid for HVO's new facility? Clients (US Pharma?). HVO employ UK staff in a facility built using US company money. Exactly the model that Trump is against.

All non-US companies doing business with US companies will suffer. All US companies with facilities outside of US will suffer.

I've mentioned this before...Why wouldn't a foreign company(Pharma) build a facility in their homeland, whether that be China or US and carry out trials more locally to them?

Why would HVO

I think Trump's tariffs are really bad for world trade and all US companies with do trade with non-USA companies/countries.

It's only the start of Trump's campaign as he clearly has said.

Trump wants to make US great again. US companies to employ US staff not offshore where 'foreign' companies/countries benefit.

If he sees non-US companies making money out of US companies then he's policy is to act and imposing tariffs.

I expect things to get worse over the next few months...

"Panmure Liberum has issued a broker note titled “Healthcare: A ‘safeish’ haven from tariffs.”"

I've been saying "everyone needs healthcare" for years. Regardless of age, status, everyone needs healthcare.

The same comments/metrics apply to TLY, healthcare provider to the NHS.

"firm has set a share price target of 24p."

TLY's broker has a target of 20p. Current sp is 4.5p!!! So which has better upside!!!

TLY's revenue fy25, just ended, £85m... Mcap £7m

On HVO, Panmure target same as before, still only 24p, significantly below the sp that the chairman dumped his entire holding at 28/29p. Which backs up my assertion these were a 'sell' at my 26.6p over a year ago, Jan 2024.

Crucially, HVO's client's are US based. These US Pharmas are awarding contracts to a UK based company. This goes against Trump's policies.

Trump would prefer US companies to benefit. So why shouldn't a US company setup a facility like HVO in the US???

Hallsworthy,

"So trading at 0.64x revenue. Hopefully people can see how ridiculous this is getting. We could buy ourselves out in 5 years at the rate we are going."

You being selective on the metrics/fundamentals again, depending on whether you're ramping or deramping. Given you were loading up at 30p, it's not surprising.

So applying your metric of revenue on TLY, a share you regularly comment on and deramp.

TLY

Revenue £85m

Mcap £8m

so trading at 0.1xrevenue!!

Applying the same metric and comment, can you also see how ridiculous TLY valuation is?

Plus the govn have stated they will be using private providers to help reduce waiting times. They don't need to approach pharmas and wait for Letters of Intent, the govn has already made their intentions clear!!!

Everyone needs healthcare, even you!!

Carrot

"Total decline?

You mean where the SP rose above 30p just before the Budget which prompted the whole market to drop off a cliff to avoid the extra CGT?"

The budget, Trump/Starmer policies are behind some of the fall in share prices but you can't blame it all on them.

The company newsflow is the main reason this has fallen back towards 10p.

Significant growth rate was significantly lower long before the budget.

The chairman dumped his entire holding, long before the budget.

The CEO huge options were awarded long before the budget.

The company newsflow has been as expected. It's all there in my posting history.

Sol

"That's being i know Totally has collapsed in share price but the Medical director did step in and buy 4 million shares the other day"

Not just the medical director.

We have the:

1) CEO (interim) buying c641k shares

2) Medical director (EC/Pioneer division) buying 4.1m shares

3) Chairman buying 534k shares

That's a huge vote of confidence by main directors, especially in Elective Care, where the govn have an agreement with private providers and they want to reduce waiting times.

How many shares has the HVO chairman, CEO etc bought???

The shares are illiquid. Lots of small sells to push the sp lower.

With IIs holding and director buys I think there's around 45-50% held by II/directors. I haven't checked though

Oilbagger

"stt1 has added nothing of value and has killed any meaningful discussion on this forum "

I haven't posted on here for a while and all I read is about my posts.

Where's the meaningful discussion then? It's just an excuse because you got it wrong and need someone else to blame.

I posted company newsflow, facts, links to company newsflow and opinions based on those facts. The company newsflow has been as predicted.

My posts don't stop anyone else from discussing, posting or countering the red flags, does it?.

I believe the chairman knows more about the company than any PI, II or BB. The chairman dumped his entire holding just 4 working days after the July TU.

That, in my opinion, is a huge red flag.

What do you think?

Discuss.

We have this week:

1) CEO (interim) buying c641k shares

2) Medical director (EC/Pioneer division) buying 4.1m shares

3) Chairman buying 534k shares

That's a huge vote of confidence by main directors, especially in EC, where the govn have an agreement with private providers and they want to reduce waiting times.