Member Info for stt1

Solvista

"Hey in fairness there were lots of posters on here trolling the TLY forum and gloating at stt's losses there.."

They're same posters with multiple ids. TLY is illiquid so easy to manipulate the sp. That's why the gang attack TLY and don't mention any other shares of mine. What happens to TLY has little impact on me.

TLY have been winning contracts, have c40% II holding and the chairman/CFO has been buying and the govn have announced huge investment. I'm a buyer.

Cutters

"Your long held reasons for a drop in the price is nothing to do with why is has dropped recently"

Really? My opinions have been consistent. Do you expect the sp and newsflow to react immediately the red flags were posted?? Really??

My assertions/opinions have been:

These are being talked up so they can sell. The chairman DID sell majority of his holding in Feb 2024, whilst the company was being talked up. I said that's a red flag. Rampers ridiculed me by saying he still retains a sizeable holding!!!

The chairman then dumped his entire holding in July 2024, just 4 working days after the TU. I said that was a huge red flag.

The Chairman sells 28p/29p has set a ceiling to the sp.

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

The CEO has huge >7m options, which were back dated a year and start to exercise from Feb 2025. The shares will continue to be talked up.

As far as I'm aware, Feb 2025 is still 3 months away!! Do you disagree?

Awarding such huge options to 1 exec is a red flag.

Cash. I believe clients largely paid for the new facility because HVO need to save cash for H2. Likewise the reasons why they don't pay normal dividends.

Buying stops. The sp will drop when the II stops buying, as selling will continue.

If there's huge demand then there's nothing stopping others entering the market.

£200m mcap for a company with revenues of only £50m-£60m is too high.

Questionable business model.

Lack of 2025 revenue guidance is a red flag.

These are being pumped/dumped by the same blnx gang, using multiple ids.

etc

Why do you think the shares have been falling, Cutters? Given you don't think any of my opinions have come true, perhaps you'd like to provide your own views.

I posted company newsflow & red flags on rthm, trmr, Byot. They all crashed based on the red flags I posted. Each took around 2 years for the company to post the same red flags I post.

Strictly

Sept 18th:

"What’s your life expectancy STT? Hope your not in rude health."

Today 3.28pm:

"Hey stt can I offer my sincerest congratulations - stay humble and kind - it will change you in ways you could never imagine!"

You clearly not humble and kind. In fact, nasty to hope I'm not in rude health, aren't you??? Hoping you can sway a few gullible readers and make a few quid!!

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

Hallsworthy,

"It's finally above the 29.5p sell price of recent weeks"

It didn't stay there for the reasons I've previously mentioned, namely the chairman sold his entire holding at 28p/29p.

Obviously you backed your assertions and loaded up at 30p.

Strictly

"Personally I have been very uncomfortable with the lack of contract news and Friel gloating over his disposal."

Really? I can't find your post saying so.

My sentiment and assertions haven't changed.

My assertion has always been that this was talked up. The chairman dumping majority of his holding in Feb was a red flag and together with the huge >7m options, back dated a year, awarded to the CEO, were also a red flag.

The chairman then dumping his entire holding just 4 days after July TU was a huge red flag. His sells at 28p/29p set the ceiling.

Why has your sentiment changed? Is it because you've now sold some or majority and now need to justify to others by claiming sentiment has changed?

My posting history for all to see:

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

I see there's no discussion on here. It's all trader talk.

What's the 2025 revenue forecast?

It's so late in the year, with only 6 weeks until year end. Even if they announce some contracts (and they haven't announced any for months), the majority is likely to be recognised in 2026.

What about 2025 then?

Hallsworthy,

As to your post on TLY, comparing HVO to TLY.

Your comment:

"Hence why HVO is 10x the market cap of TLY. It shows how little understanding you have of stocks if you can't see why that is."

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

Let's look at the facts:

HVO

Chairman dumped his entire holding

CEO has huge >7m options, start exercising in just 3 months, so it's in his interest for company to be talked up.

No 2025 revenue forecast.

Where are the £40m contracts they mentioned in July which were soon to be close?

TLY:

c40% hold TLY.

They've won several contracts recently.

Chairman and CFO have been buying

Revenue forecast for fy2025, ending March 2025 is £85m

Mcap £19m

Coolnamesgame

"Maybe someone knows more than the rest of us"

The chairman knows more about the company than any PI or II.

He dumped his entire holding just 4 working days after the July TU.

He initially dumped majority of his holding in Feb, whilst the company was being talked up.

He then dumped the rest of his entire holding in July whilst the company was being talked up.

I see that as a huge red flag.

https://polaris.brighterir.com/public/hvivo/news/rns/story/xpdodqx

As per my assertions, given the CEO's huge >7m options start to exercise in just 3 months time, the company will be talked up.

That's exactly what is happening.

Alan Milburn has been appointment a top advisor to the govn.

The interesting point is he is very pro-private providers, which is great for companies like TLY.

It's also more evidence of Labour wanting to use more private providers.

Blair-era health secretary returns as NHS advisor

"Alan Milburn, a former Labour health secretary, has been made a top health adviser in the government as ministers look to reforming the NHS.

Milburn, who served under Tony Blair from 1999-2003, is known for his connections to private healthcare sector, having worked as a consultant to several firms since he left public office."

"But his appointment as a lead non-executive director on the board of the health department has sparked concerns due to his links to private healthcare."

"Some campaigners warned that Milburn's appointment showed that Labour would increase private sector involvement and undermine the NHS."

"“We will not put ideology over delivering better services for patients,” they told the BBC, saying changes Mr Milburn had made when he was healthcare secretary in the early 2000s had cut waiting lists and improved patient satisfaction.

During his time there, Milburn had made dramatic reforms to the NHS including privatising more services and rapidly increasing budget."

https://www.bbc.co.uk/news/articles/cgmvzy233w2o

Obviously a II or PI buying in will be positive. They not going to say, we made a big mistake.

Was there any mention of the chairman dumping his entire holding in July, 4 working days after the supposedly positive TU??

Look at the trades, it's obvious many are still dumping.

The strange thing is there's huge cancelled trades. Look at the last one on Fri.

1m cancelled.

Laying/spoofing????

GeordieChris,

So you're unable to confirm 2025 revenue, yet you claim

"and confirmed a lot of 2025 revenue is already booked"?

There you go, readers, take note...

Georgdie can't answer a simple question, so the conclusion has to be that he obviously didn't speak to anyone.

Not sure why posters thought the TU was good.

Cash declining and is likely to get worse. I think they have a flawed divi policy of paying c7.5% of NAV. If sales are falling, housing market uncertain then cash will decline faster.

Profits down/sales down. Still continuing a downward trend.

Look at yesterday's PSN's TU. Similary a bad update.

The Budget was bad for HBs. The huge rise in taxes impacts affordability and negates falls in interest rates. The increase in NI will cost industries like Housebuilding, hospitality, retailers significantly more.

The budget is inflationary so interest rates will stay higher for longer.

Trump's policies are inflationary.

Re SFOR. I follow ad tech. Read my comments on Trmr/Rthm, now called Nexn. Ad tech changed significantly in 2017 after Methbot fraud.

Good investor presentation.

https://www.investormeetcompany.com/totally-plc/register-investor

From H1, published yesterday

Operational highlights

-Six new contracts confirmed at a value of c.£7.5 million to be realised in the current financial year.

-A further 14 contracts renewed at a total value of c. £19 million

-New insourcing contract mobilised in the North of England, ensuring patients with long waits for elective procedures receive treatment as soon as possible.

-Energy Fitness Professionals mobilised their largest contract to date at a value of £0.5 million.

c40% held by IIs

Chairman and CFO been buying.

multiple contract wins/extensions.

Post GE, trading picked up, as is usually the case when there's change in govn.

Mcap £19m

Hotchip,

The NHS started re-awarding contracts after the GE, which was on 4th July.

So the figures are mainly for just under a 3 months.

Prior to that, they were restructuring.

Therefore, the fundamentals and results were good.

Contracts wins/extensions.

c40% held by IIs

Chairman & CFO buying.

Mcap £19m

What did the chairman at HVO do? He dumped his entire holding soon after the results and investor presentation, whilst the company was being talked up. That is a huge red flag.

HVO said they are close to signing contracts 4 months ago, yet nothing.

At least TLY are winning contracts, very busy and the chairman has been buying.

Yet you and Hallsworthy are ramping those, strange isn't it?

GeordieChris,

"and confirmed a lot of 2025 revenue is already booked"

Please let us know what is the 2025 revenue guidance then?

Otherwise you're comments are vague and only state what is already obvious and known.

As per my previous comments, the revenues for the year are largely known at start of the year. Have a look at any TU at start of the year. They state revenues around 90% booked etc

So to say 'a lot' is very vague.

Please clarify

Moniman, Labour plans have been known for ages.

The newsflow(lack of it) has been as predicted.

At least you and Hallsworthy will be able to load up lower than when you both loaded up at 30p. It'll help reduce your average.

Hallsworthy

With such significant upside, why did the chairman dump his entire holding in July, whilst the company was talked up.

With such significant upside why do the company accounts show significant slowdown in revenue growth rate.

Do you think you know more about the company than the existing chairman?

Really?

So you loading up at 29p and won't be selling a single share until they reach £100m revenues?

At least TLY are winning contracts.

Where are the £40m contracts the HVO CEO talked about in July?

HVo needs some orders.

There's a distinct lack of news since the chairman dumped his entire holding just 4 working days after the July TU/investor presentation.

I think he know the company better than any II or PI.

Why will the sp double if they reach £100m revenues in over 4 years time?

Anything can happen in those 4 years, especially as they are already hyped.

There's been several trades cancelled over the past few days.

Very suspicious activity.