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SNN,
"CTV income suffering on comparatives, due to loss of LG data. "
The same loss of data that rampers were saying had little or no impact on trmr.
The same loss of data that I said the consequences won't be known until Q3 onwards.
Oh look, it has had an impact, as expected then.
;-)
Shows huge backlog which the govn is planning to address. Urgent/Planned Care/Insourcing.
These are all divisions of TLY - their diversified business model.
Sickest face record long waits for hospital bed
"Meanwhile, the numbers of people on hospital waiting lists for planned treatments has risen to 6.1 million.
Earlier this week ministers set out a recovery plan to tackle the backlog in treatments, which includes people waiting for hip and knee replacements.
They warned the waiting list could keep rising for two years before starting to fall."
"Dr Tim Cooksley, president of the Society for Acute Medicine, said hospitals were stuck in a "vicious cycle" of delays which was affecting patient care.
He said the waits for planned care were beginning to have an impact on A&Es, with the health of patients deteriorating to the point where they need emergency treatment."
https://www.bbc.co.uk/news/health-60334081
Eddie,
BBs are better if posters are allowed to post their opinions, bull and bear posts and then allow PIs to form their own opinion and have a better understanding of the company. It's their money, isn't it?
Posters can counter those opinions if they so wish.
Why would anyone want to have a rampers only thread???
I believe if bull points can be countered then it makes the bear case stronger.
If bear points can be countered then it makes the bull case stronger.
I have absolutely no problem with anyone posting bull or bear posts, here or anywhere else. I've countered the bear points here. Feel free to counter any of my posts on other companies, it all helps PIs form a better understanding of the company.
In terms of trmr, my trade at 844p months ago is still significantly higher than the current sp of 550p. Whilst you held on expecting the sp to continue surging, I gave my reasons for the trade, ad tech bubble, best to trade, history of placings/court cases... Oh look, they had a placing and are in the midst of yet another court case and ad tech bubble has been bursting, all AS EXPECTED!!
"As for TREMOR's investment case you need to be careful and not mention TLY and Tremor in a comparative way"
Feel free to mention Trmr's investment case on the right thread. I look forward to reading a sensible post from you!!. lol
In fact feel free to post why TLY is not a good investment by referring to the facts, company/sector newsflow.
Eddie
"Isn't this what TLY (or any other company) are supposed to do, to win contracts so they can EXIST ? "
You're showing your ignorance of the business and NHS.
NHS 111 accounts for around 20% of the total revenue.
Urgent Care contracts (NHS 111/Walk in centres etc) provide TLY with solid increasing recurring revenue, that's REPEAT business!! They are lower margin but provide TLY with the cash to grow.
The evidence. Despite some parts of their business being closed during covid, the company STILL increased revenues and cash.
Ah TRMR - Why would a so called fast growing company in a hot sector need a significant discounted placing to raise a huge $150m cash??
What was the market reaction there after the IPO/strong Q2/Q3 results??? Oh, the brokers significantly reduced their targets. Makes your comments here look pathetic, doesn't it???
The sp fell from high of 870p pre-IPO, as expected!!
My 844p trade months ago is still significantly higher than the current 550p.
Read the company/sector newsflow.
;-)
To back up my previous post, here's the current sp of US Peers with their highs.
You'll notice US Peers highs were Feb/March last year, so around this time last year.
Trmr was well before their IPO, reaching 870p.
Trmr:
Q1 26/05 822p
Q2 19/08 778p
Q3 792p US $20.01
current: US $15.23 around 550p
high 26/05 870.65p
Pubmatic:
Q1 11/08 $39.67
Q2 13/05 $32.78
current: $29.08
high: 01/03 $76.96
Magnite:
Q1 10/05 $33.47
Q2 09/08 $34.26
current: $14.70
High: 09/02 $64.39
Tricky
"But how are the general public to decide what is an emergency and what is not?"
It is very simple.
CHOICE.
It's your choice if you wish to dial 999, go to the GP or use NHS 111.
NHS 111 is a non-emergency number. Exactly like 101 is a non-emergency number for the police.
Both have existed successfully for years.
I've asked before, what is your solution for handling non-emergency conditions but you never have an answer.
Yet again, this has absolutely nothing to do with TLY or NHS 111/999 providers.
Radium
"Perion’s forward outlook is so important not alone for Perion but for the sector as a whole. "
Why is it so important?
If you look at the Peri/Magn/PubM/TTD/Trmr sp, their outlook didn't stop the sp falling significantly over the past 12 months, did it?
Hot on the heels of last week's contract extensions, TLY have announced another. This time a £7m contract extension and ONE year.
This proves their diversified business model works well, solid recurring revenues and cash, which provides them cash to grow the business.
Increasing recurring revenues of £100m+++
Cash £15m
Mcap £60m
"A week after announcing a contract extension with the London borough of Hillingdon, healthcare group Totally PLC (AIM:TLY) has unveiled another agreement.
It has been awarded a contract extension to deliver NHS 111 services across Staffordshire and Stoke-on-Trent for a further year. The extension, awarded to its Vocare division, will run from 1 April 2022 at a value of around £7mln.
Vocare already provides NHS 111 services in the region, answering around 30,000 calls per month from patients seeking advice and access to care.
Totally shares are up 4.66% to 34.8p."
https://www.proactiveinvestors.co.uk/companies/news/973578/totally-unveils-contract-extension-for-nhs-call-service-973578.html
Tricky,
I've answered this before. What has this got to do with TLY?
Firstly, they don't provide the NHS 111 service in East Sussex.
Even if they did and more crucially, whenever there is a death etc it is investigated and reported on. The coroner etc then make recommendations. NHS 999/A&E/GPs make mistakes. NHS 111 and NHS 999 use Pathways provided by the NHS to determine the action. Unless it is proven that the call handler/service provider maliciously gave out false information then it's not their fault.
Here is a recent case where the patient, suffering from sepsis dialed 999, even though he was already in the hospital!! Hospital drs/nurses didn't take the correct action!!!
"Despite omissions of medical staff, the coroner did not make a finding of neglect "
https://www.dailymail.co.uk/news/article-9441799/Patient-21-died-staff-did-not-understand-sickle-cell-disease-inquest-hears.html
Govn have announced plans to tackle the long waiting lists and say it will take years.
These are for ENGLAND only. TLY provides it's services in all 4 UK Nations AND recently expanded, their ever growing footprint to include Republic of Ireland.
Aside from the fast growing Insourcing division, TLY's other division include:
Urgent Care(Walk in centres, NHS 111),
Planned Care
Wellbeing for staff at companies - recent acquisition
HMP services.
Covid/immigration support at airports.
etc
etc
NHS waiting-list backlog will take years to clear
https://www.bbc.co.uk/news/health-60305502
Yet another contract extension, this time services at Heathrow for covid support.
The contract extension proves TLY's diversified model works well.
The govn is moving towards out of hospital care. It looks like that has now become priority...
Their subsidiaries:
1) Urgent Care - NHS 111, Urgent care centres - their regular income.
2) Planned care - Physio, referrals, out of hospital care. Growth area with the govn moving towards out of hospital care.
3) Insourcing - to reduce the backlog of operations. Huge growth area with the backlog of operations.
4) EFP - their new earnings enhancing acquisition for staff wellbeing. Companies are legally responsible for their staff. Growth area.
Additional services, like those today... support at heathrow..
Recurring increasing revenues of £100m+++
Cash £15m
Paying dividend, ex-divi tomorrow 0.5p
Mcap £64m
Radium
"t’s an easier target to hit. It will provide a credit for her when she meets it. It gives her headroom to upgrade it after Tremors’ next set of results."
Really??? Needham and Stifel had target prices of $28 and $26 respectively and they both happen to downgrade to $20 because it is an easier target to hit... I've heard it all now...lol
The fact is the new targets are around the IPO price. Therefore, it's questionable whether the IPO price was inflated.
I think it's more than a coincidence that the broker's tp are similar.
The fact remains the target prices have been DOWNGRADED by 2 Brokers.
Stifel follows Needham and downgrades Trmr's target price to $20...
The $20 is around the price of IPO last summer!!!
https://www.streetinsider.com/Analyst+Comments/Stifel+Resumes+Tremor+International+%28TRMR%29+at+Buy/19531719.html?classic=1
Those downgrades for what is supposed to be a strongly growing company in a hot sector.. or maybe...
It just goes to backup my stance that broker tp should be taken with a pinch of salt and it's best to read the company/sector newsflow and to read all bull/bear points.
My 844p trade last summer, based on events, was higher than those target prices...
bald_eagle,
"march on Sunday to protest Priti Patels decision"
If he appeals then it could take a year. If so, another year of good income for the laywers!!!
If found guilty of fraud in US then he could be joining his friend, the ex-CFO of Autonomy, Sushovan Hussain.
https://www.thetimes.co.uk/article/mike-lynch-faces-year-long-appeal-over-autonomy-extradition-order-sc77bm07b
https://www.theguardian.com/business/2019/may/13/ex-autonomy-cfo-sushovan-hussain-five-years-hewlett-packard
Curly,
"Yet again STIT has nothing to offer"
"He simply invents problems in the hope that they occur."
In that case, I'm glad you proved me wrong, loaded up at 800p+++ and are still holding.
There you go the ad tech bubble has burst, hasn't it?
Whatever happened to Radium, Tricky, Brubru, Mdumba Ginodog etc, getting it completely wrong. I won't wait for an apology... ;-)
Based on company/sector newsflow, it was obvious the company were rushing the IPO because of the events I previously mentioned at the time.
The current sp is still significantly lower than my 844p trade from months and months ago..
Trmr:
current: US $13.66 495p
high 26/05 870.65p
Pubmatic:
current: $22.87
high: 01/03 $76.96
Magnite:
current: $12.65
High: 09/02 $64.39
I don't know why lse doesn't like interviews on vox. Perhaps they are trying to stop spams, which would makes sense.
Search for "wendy lawrence totally interview" and you'll see today's interview in the list.
CEO interview on **********
https://www.**********.co.uk/media/61ea9dfdba844d857228a0d4/?context=/series/daily-podcast
Surprised,
As well Canaccord, which you posted, Allenby is also bullish.
https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2021/12/20211216-Totally-Acquisition.pdf?c2651=on
Tricky,
"stt1 said (1'st Nov 2021): "NHS 111 can help if you need URGENT medical help
Now he changes tack and says NHS 111 are a non-EMERGENCY service."
No change in tack, it's your lack of understanding.
Let me explain it in simple terms even a simple member of the public like yourself might understand.
I've deliberately highlighted the important words to help you.
A&E - stands for Accident and, um, EMERGENCY. Likewise 999.
UCC - stands for URGENT care centre. Likewise 111.
Now EMERGENCY and URGENT are 2 different things. The sentences you copied/pasted mention URGENT and NON-EMERGENCY, so I'm consistent and no change of tack.
You seem to have a problem understanding they are 2 different conditions.
NHS 111 & UCC/walk in centres are for non-EMERGENCY or Urgent care when your GP is not available.
999 or A&E are for life threatening conditions.
When to call 111:
"NHS 111 can help if you have an urgent medical problem and you’re not sure what to do."
When to call 999:
"Call 999 in a medical or mental health emergency. "
https://www.nhs.uk/nhs-services/urgent-and-emergency-care-services/when-to-call-999/
So what would you suggest as an alternative to NHS 111 for those patients who can't see their GP, have an URGENT need but it's not an EMERGENCY????
I repeat, do some research as it'll save yourself from repeatedly embarrassing yourself. lol
;-)