Member Info for stt1

FACTS and not nonsense posted by the derampers.

HOLDERS AND TRADES:

From AR. As per 27th July 2023, there are around 91m shares held by larger investors, with > 3%. They hold around 47% of the shares issued.

There were 170 trades on Friday with around 3.7 shares traded.

Shares on Loan:

Aug 638423 0.35%

Dec 297157 0.16%

2023

Jan 4650990 2.54%

Feb 5528394 3%

Mar 6471111 3.53%

Apr 6570025 3.57%

May 6560025 3.56%

Jun 6557206 3.56%

Jul 6775862 3.68%

Aug figure due with next few days.

https://my.euroclear.com/dashboards/en/guest-group-dashboard.html

(Free to register or login as guest.)

SoL surges in Jan this year.

There aren't hundreds of PIs so why hundreds of trades?

There's no evidence of significant selling by larger investors and so it comes down to shorters. The sheer increase in deramping and trolls is evidence of that.

The are a significant number of Shares on Loan and small trades. A 10k trade is only around £1k.

TLY is illiquid and so hundreds of small trades would move the sp.

We'll soon see if there's significant selling by larger investors, ie > 3%

Justdeezerts,

I'll post the facts around TLY after but I haven't posted on trmr for 2 months and Nano for 6 months.

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

They are just trolls who shares crashed due to events which I had warned about. They can't accept responsibility for their own stupidity so blame the messenger and short TLY instead!!.

Evidence:

Nano:

I posted the facts and my opinion based on those facts.

On Nano in Jan/Feb re their legal dispute with Samsung and court case/legal settlement. There were red flags in the public domain which suggested the legal settlement would be low and it was.

Read my post on "Look at the facts and form opinion on those facts" of 30th Jan which was posted before the settlement announcement.

https://www.lse.co.uk/profiles/stt1/?page=4

Nano crashed from 70p to 17p due the events I warned about.

Trmr:

The red flags for trmr, ad tech company, have been around for years.

https://www.lse.co.uk/profiles/stt1/?page=11

Trmr crashed 850p to 160p due to the events I warned about.

Excellent news, as predicted. Huge expansion to bring down waiting lists.

Both Tories and Labour favour this, so no political risk..

Regardless of who wins the next GE.

NHS to expand use of private sector to tackle waits

"Making greater use of the private sector is something Labour has called for, and that the government has been looking at since late 2022 after setting up the Elective Recovery Taskforce."

"The private sector already carries out hundreds of thousands of treatments and appointments for the NHS every year."

"But it has said it has the capacity to carry out about 30% more than it is."

"Ministers are hoping a relaxation of the rules governing the award of contracts by the NHS will create more flexibility for local health bosses to use the private sector when needed."

"In these circumstances, the private sector is asked to do the work at NHS prices."

"The rule change - known as the provider selection regime - will come in before the end of the year and means there will be greater freedom to award contracts without tendering."

https://www.bbc.co.uk/news/health-66319064

Look at the avg Shares on Loan. That tells you what has been happening here since Dec.

Dec 297157 0.16%

Jan 4650990 2.54%

Feb 5528394 3%

Mar 6471111 3.53%

Apr 6570025 3.57%

May 6560025 3.56%

Jun 6557206 3.56%

https://my.euroclear.com/dashboards/en/guest-group-dashboard.html

(data from Euroclear, which is free to register)

That's a lot to be returned, which I think will happen over the next few weeks.

Tomorrow at 11am

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

Newlands also had part of their holding as a spread bet.

So it's possible they had a margin call and were forced to sell some.

They still have over 3%.

TLY's fy2023 results will be published on Monday, 10th.

Their Investor Presentation will take place on Wed 12th @ 11am.

To register for the Investor Presentation:

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

Lots of Ad Tech companies partner with each other.

Look out for the $millions of bad debt provision. Money trmr won't receive but they will still have to pay to partners they owe to.

Because of the pay inventory works, the full extent won't be known for months. This will snowball as it did with Sizmek.

MM isn't the 1st company to run into trouble and it won't be the last.

This on top of US banks going bust and needing emergency rescue.

There you go, as expected...

The fallout from the major challenges facing ad tech continues, as expected...

fewer DSPs/SSPs, M&A activity, Privacy laws.

The problems from partners going bust, banks like SVB going bust will continue..

Inventory Payments:

The way inventory payments work, ad tech companies need huge amounts of cash just to keep going. The Trade Desk raised $200m, MediaMath $600m.

This was highlighted when Sizmek filed for Chapter 11. They too offered CTV.

Plus, the impact of losing Alphonso, data provider, court case isn't yet known. In the meantime, they will still need to pay their suppliers.

The ad tech model works by DSPs/SSPs, partnering with each other. It is usually the case that the company would pay their 'supplier' (other ad tech companies) around 60 days but receive their cut from 'customers' (other ad tech companies) around 90 days. That gap("inventory payments") has to be covered from their own cash or they setup credit facilities.

I sold at 844p 2 yrs ago and stated it at the time.

The shares have had 2 yrs to prove my trade was badly timed but they haven't have they?.

I'm sure if the sp had continued rising you and your mates would have been claiming that I was wrong as I sold too soon.

Try doing some research on ad tech ecosystem. If you had followed the ad tech newsflow then you would know the challenges which hit in 2017 and continue to hit the sector and I've warned about. MediaMath is another casualty in a growing line of failures within the sector. It isn't the 1st and won't be the last.

My posts saying I sold at 844p 2 years ago and my reasons for doing so. All there for all readers to form their own opinion:

https://www.lse.co.uk/profiles/stt1/?page=22

There you go, as expected, more ad tech companies file for bankruptcy.

The fallout from 2017 P&G demands, Sizmek bankruptcy, SVB closing continues...

As previously mentioned, the way the inventory payments work means it takes 60-90 days to receive/make payments from/to their partners.

Is it a coincidence SVB closed 3 months ago?

The newsflow for ad tech ecosystem has been as expected.

I'm glad I sold trmr a couple of years ago at 844p.

This would be a great add on for TLY if they doing the consulting/referrals.

NHS digital health check-ups launched 'to ease pressure on GPs'

The government aims to deliver more than one million of the online assessments in the first four years of the scheme, which it hopes will help prevent hundreds of strokes and heart attacks.

https://news.sky.com/story/nhs-digital-health-check-ups-launched-to-ease-pressure-on-gps-12911412

Digital NHS Health Checks to be rolled out in England next spring

https://www.gponline.com/digital-nhs-health-checks-rolled-england-next-spring/cv-blood-pressure/article/1828153

Bladey,

"but thinking they may need to raise some cash looking at final results IMO"

I also think they will need to raise some cash soon.

Despite the biggest pandemic in 100yrs from which they should've gained huge cash, they still had to have a fundraising last August. If they had to have one post the biggest pandemic then I'd thought they would need another soon.

They raised £1m last August.

https://byotrolplc.com/wp-content/uploads/2022/07/2022.07.28_CLN_financing_FINAL.pdf

Today's rns is a registration. The question is how much will they earn from it and crucially, when?

They were presented with the biggest opportunity when Covid hit.

Now WHO has declared the pandemic emergency is over.

Look around and hardly anybody bothers wearing masks nor using sanitisers.

WHO says Covid-19 is no longer a global health emergency

https://edition.cnn.com/2023/05/05/health/who-ends-covid-health-emergency/index.html

Companies will claim limited exposure but these snowball... It's not just the deposits but if partners/customers of ad tech firms can't pay their invoices then it will have a bigger exposure.

Because of the payment of inventory take months (usually 3 months), the impact won't be known for several months.

It's just the start.

According to this article, SVB had $8.3bln of mortgages, $2.6bln commercial backed debt on it's books.

15% of it's loans were on property..

I think this will snowball across the world

The govn held emergency talks to help tech companies. If this ripples across, as I expect then the housing market also need help.

"The stunning failure of Silicon Valley Bank, which was shut down by state regulators and taken over by the Federal Deposit Insurance Corporation on Friday morning, sent shockwaves through the tech industry. But it could have major implications for real estate too.

Though the bank primarily lent to venture capital and private equity firms, about 15 percent of the loans on its books were secured by residential mortgages and commercial real estate, according to its 2022 financial report. "

https://therealdeal.com/sanfrancisco/2023/03/10/sizing-up-silicon-valley-banks-real-estate-exposure/

SVB going under is not surprising at all.

I said ad tech was in a bubble and was ridiculed by the bulls for suggesting it.. As the bubble has burst, as predicted, any banks which were involved would go bust.

Newsflow has been as expected.

I'm glad I backed my research when I sold at 844p.

Lesson is to always read the red warnings and ask yourself why some are determined to hide the warnings.

It's nice to have an investment decision proven right so conclusively by events. Read the company/sector newsflow

Ginodog,

Nano's outcome was as predicted.
I'm sorry to see your trmr has also crashed after today's dire results. Again as I had been predicting.

" down 27% in the last month."

Yes my one share out of many is down.
Nano on the other hand is down 70% since the 1st settlement rns. Now trmr is down 70% from they raised around $130m only 18months ago.

It's nice to have an investment decision proven right so conclusively by events. Read the company/sector newsflow

Continuing the message stream created by Radium.

Trmr results have been as expected and I don't think things will improve.

Covid presented ad tech with a boost as hundreds of millions of people were forced to stay at home, watching tv, online streaming etc. TV sales shot up through the roof.

Now the world is living with covid, people are going out, going on holiday and so not forced to stay at home.

As predicted, the challenges Trmr face are only going to get worse.

Think outside the box.

TLY works with the NHS and govn. All governments want to reduce the long waiting lists for elective surgery, the waiting times for A&E and GP appointments.

Everyone needs healthcare, recession or not, covid or not, cost of living crisis or not. Not everyone needs advertising.

Have a look at TLY, mcap £34m, revenues expected to be around £150m and pays a dividend?.

Btw, Radium has multiple ids on advfn.

Well I haven't posted here for months and months.

The results were as predicted - dire and backed my assertions after reading/posting company/sector newsflow.

I'm glad I backed my conviction and sold at 844p some 18months ago, shortly after the IPO.
The shares haven't been as high since.

Some of you need to read company/sector newsflow as you clearly don't understand ad tech nor the way the business models work.

It's nice to have an investment decision proven right so conclusively by events. Read the company/sector newsflow.