Member Info for stt1

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
;-)

Tricky,
"NHS 111 were not asking vital questions, they treated her illness as trivial."

It's a non-emergency service.

Here's another example where the person phoned 999, as you suggest.
Even though the patient describe her symptoms as 'profuse sweating, tiredness etc', the emergency 999 service didn't have the relevant protocol card to diagnose sepsis, so they would not have helped you as well!!.
Even her GP diagnosed Gastro problems.
It was an out of hours doctor who diagnosed sepsis.

"Ambulance service emergency call handlers have more than 30 protocol cards for dealing with different illnesses - but not for sepsis."

"After seeing her GP, she was diagnosed with gastroenteritis, which is associated with diarrhoea and vomiting."
https://www.bbc.co.uk/news/uk-wales-46827297

Btw, Out of hours doctors service are provided by Out of hospital providers like TLY!!!!

Own goal, I think. lol
;-)
Can I suggest you do some proper research. It'll save repeatedly embarrassing yourself.

Tricky.
There you go, I asked what's your solution and you didn't have an answer to the simple question. You obviously are clueless about the NHS and how they work.

Here's an article only 2 months ago regarding 2 patients who went to A&E in emergency. Sadly they both died with sepsis because of wrong diagnosis by A&E dept!!
Should A&E dept be banned in hospitals??? Perhaps you could answer this simple question!!!

https://www.independent.co.uk/news/health/nhs-deaths-dudley-fined-prosecution-b1960939.html

Absolutely clueless.
;-)

Harecramp,
"Help to buy end in March 2023."
Yes, the current scheme is due to end next year.
The point is govn are using it to persuade HBs to resolve the cladding problem otherwise HBs will be banned from the H2B scheme.

Given the high inflation rate, I think the H2B scheme is toxic and I wouldn't be surprised if the govn ended it.

HBs made millions out of govn support, inc H2B so it's in their interest to try and keep the support going.

"Michael Gove has threatened to lock major housing developers out of the Help to Buy scheme or hit them with a fresh tax raid unless they come up with a compensation scheme for victims of the cladding scandal"
https://www.telegraph.co.uk/business/2022/01/10/developers-risk-help-buy-ban-without-cladding-compensation-scheme/

According to the company themselves, they have 232 properties impacted by cladding.
I think the govn wants to close the H2B scheme, especially given the high inflation rate and are using cladding as an excuse to do so soon.
HBs made millions from the H2B scheme, what is the impact if it is closed in March?

"As a result of this clarified guidance, we have announced an additional £125 million provision, to be booked in 2021, to fund fire safety improvement works for leaseholders in Taylor Wimpey apartment buildings constructed over the last 20 years."

"We have identified 232 apartment buildings that may require fire safety works under EWS1 requirements."

https://www.taylorwimpey.co.uk/corporate/investors/2020-annual-report/fire-safety

Last year, fy2020, they said the review of the special divi has been put back a year and they will review it in 2022.
Now they are saying that they are considering a Buy Back, depending on conditions at the time of fy results.
I think the company is moving more towards trying to conserve cash probably because the future is uncertain, especially with cladding, H2B and govn support stopping last year.

"There will be no special dividend in 2021, but the housebuilder said it does intend to return excess capital to shareholders and will review the position with the next final results in March 2022."
https://www.proactiveinvestors.co.uk/companies/news/947333/taylor-wimpey-says-sales-and-prices-rise-in-healthy-housing-market-947333.html

Tricky
"In actual fact NHS 111 are not the answer"

And what should those millions of people using NHS111/Urgent Walk in centres do, go to and block A&E/GP and increase waiting times there?
The NHS needs a way to stop unnecessary visits to A&E for non-emergency problems, resulting in those who need the care, dying.
These non-emergency calls could go to their GP except there's a lack of appointments there as well.

If not NHS 111, what's your solution then?

Whatever you suggest makes no difference to TLY as they are well placed to adapt to any changes as their diversified business model has shown over the past 2 years.
;-)