Member Info for stt1

NHS waiting list in England hits record high in October

https://www.ft.com/content/bb967650-974a-41db-9626-fd606af781c5

That is for NHS England only. TLY's subsidiary, insourcing division (THC) provides insourcing services in all 4 UK nations AND Republic of Ireland.

Moniman,
"You sound like the expert around here, maybe you should ask CF or Finncrap?"

Why would CF know? He's job is to run the company and back up his words with actions.
Btw, didn't CF say the sp will be doubling every 6 months? What happened? I suppose some gullible PIs like yourself would believe anything without proper research.

Moniman,
Good luck with backing your conviction and loading up and holding for 2 yrs or 44p.
I assume you won't disappear or blame the management or anyone else if things don't go to plan.

Ricky
" the simple answer is you will miss out on your free shares."

In what way have Polb shareholders benefited from the IPO? The OO sp has fallen significantly since the Polb IPO and Polb sp has fallen.
Looking at that so called 'free' spin off, PIs would have been better off buying OO and Polb after the Polb IPO, wouldn't they?
Without the lock in they would have been able to sell their Polb when the sp rose and not hoping that there won't be a rush to sell when the lock in finishes. If there is a rush to sell once lock in finishes then it will be extremely difficult to sell.

For that reason I think 9 month lock ins are a bad idea.

FatherTed
"This takes years not months. I suspect some people who bought at the IPO have become impatient - and possibly did not realise the timeframes when they bought."

Agree. That's exactly the reason why it's better to buy DiM post IPO so you don't get locked in for 9 months. Then PIs are free to sell as and when they wish.

Those who got the Polb shares are still locked in, so they clearly are not the ones selling, yet the sp has drifted to below IPO price.

Moniman,
What do you think they are worth? The current mcap is 3 x next year's revenue expectation.
Are you saying they have recurring increasing revenues and revenues, cash and profits will increase year on year?

Bamb
"fully expect share price to be much much higher in early 2022 as people jump in for DIM."
Didn't people jump in for Polb earlier this year? That's still below the IPO price from months ago.
Having spin offs with 9 month lock ins is a bad idea.

Given Polb's performance to date and the lengthy 9 month lock in why shouldn't PIs wait until after DiM IPO and buy in the market. They can then sell as and when they want rather than a rush once the 9 month lock in is over.

We're in the middle of a pandemic so OO would be in a much better place than at any time in their history. It would have been really concerning if they didn't gain any contracts.

Today's contract was expected and the mcap is 3 x NEXT year's expectations. That seems high and so I think the shares are overvalued.

If the rumour is true then I think Elliot could push BoD to break up the business, Spanish, Land Bank etc. If they do go private then it can be saddled with debt and re-floated several years down the line.

If the figure quoted, £6bn is correct then it's around the current mcap so no or little premium.

I think we're heading for a housing market crash, so any offer could be a blessing in disguise for shareholders.

Maybe there'll be a rns from the company tomorrow saying whether the speculation is true.

"The world's most powerful activist investor has secretly bought a stake in Taylor Wimpey raising speculation that the FTSE100-listed housebuilder could become a £6billion takeover target. "

https://www.thisismoney.co.uk/money/markets/article-10274679/Activist-investor-Elliott-builds-Taylor-Wimpey-stake.html

It's nothing new, is it?

Look at my previous posts:
The sp has a history of rising on bullish comments and falling on events.

In 2013-14 the sp of blnx/rthm(now trmr) rose to eq sp £28 before it crashed to 400p within 6 months BASED ON EVENTS.

Blackrock a major II in blnx, were lending out shares for a fee. They stopped the practice after blnx published their 'unexpected' profit warning.
https://www.telegraph.co.uk/finance/newsbysector/banksandfinance/10947330/BlackRock-restricts-share-lending-after-short-selling-attack-on-Blinkx.html

In 2016-17 the eq sp rose on bullish comments to around 590p. Brokers had targets of eq sp 700p++. The sp fell to around 100p BASED ON EVENTS.

The current sp is still lower than the 2017 eq sp of around 590p rthm reached in 2017 before their takeover of Yume.

Thorndon
"Covid did not help Totally as Totally health care unit which makes near 30% gross was held back , as surgery was postponed."

On the contrary. TLY is not covid dependent as the diversified business has shown. Revenues & cash still rose despite some parts of the business being closed during covid. It also meant a delay in the rollout of new NHS long term plans.

However, covid help promote the various subsidiaries.

1) UCC - Covid promoted NHS 111 as the 1st port of call for any non-emergency. It's now in the public's mind to use NHS 111 1st before A&E or NHS 999. Urgent Care Centres/Walk in centres - more public were using UCC or Walk in centres instead of A&E.
2) Planned care - this was stopped during the 1st lockdown. However, the subsidiary is back up and running at pre-covid levels.
3) Insourcing. THC, the insourcing division was only setup in Oct 2019. Therefore the insourcing business was relatively new when covid forced it to close. This, I believe, was perfect timing. It presented a perfect opportunity for TLY to grow the insourcing business, staff, contacts, whilst it was closed. This is evident in the fact that soon after covid restrictions were eased insourcing division saw huge growth including increasing it's footprint to Republic of Ireland. The division now operates in all 4 UK nations and Republic of Ireland. Nothing from stopping it expanding into Europe at some stage.

The evidence of Insourcing division growth post is also In the presentation, the BoD said Insourcing doubled from H2 2021 to H1 2022.

With the increase in taxes in 4 months time, there is a huge wall of money heading to NHS.

qwerty
"people basically come on here to confirm their bias."
"Then make silly comparisons with magnate which has lost 40% in the last month"

Absolutely.
Said months ago, ad tech is hyped. Magn $16.22, about 1/4 of their sp of $64.39, only 9 months ago and 50% down compared to Q2 sp of $34.26 only 4 months ago.

It's nice to have an investment decision proven right so conclusively by events.
Best to trade and not get caught out AGAIN.

:-)

Tricky
"A really good bit of news by the company will blow the shorters out of the water!"

Wasn't:
the IPO, Q2 results, Broker notes/targets, comparison to US Peers, AGM, Investor presentation, broker upgrades, Q3 results also suppose to lead to the sp surging.

The sp is still lower than the IPO price and the intra day high of 870p reached months ago.

There's always 'it will be different next time' here.

Read this message stream.

I was saying in July, long before Q2/Q3/AGM etc that the shares have a history of rising on bullish comments and falling on events.

The shares were supposed to surge on:
IPO, discounted placing, Q2 results, Q3 results, investor presentation. Yet each has seen a disappointing reaction.

Tosca selling just days before IPO. Shroders selling just days before Q2, the discounted placing for a company supposedly in a hot sector etc..

It's good to see others are now catching up, in hindsight...
:-)

Instadeth,
"Why don't the large holders top up more substantially at this seemingly discounted price?"

Despite holding rthm(now trmr) for years, Tosca were selling JUST DAYS before the IPO.
Shroders were selling in Aug just before the Q2 results.

Tosca selling just days before the IPO was a red flag. As well as the discounted placing, the sudden change of mind to list, Shroders selling, the huge increase in shares on loan, the Alphonso court case etc.

I've said that I saw them all as questionable events.

Have a look at the short interest. It has trebled since end July, shortly after the IPO.
Short interest went from 118,847 at end of July to 229, 298 at end of Oct to 364,363 mid Nov.
So despite the supposedly strong Q2/H1 & Q3 results, AGM, investor roadshow short interest still increased.

https://www.nasdaq.com/market-activity/stocks/trmr/short-interest

The current sp is still lower than my 844p trade from months ago. My trade was based on my opinion that the sp has a history of rising on bullish comments and falling on events.

The Alphonso Court case is ongoing and the outcome won't be known for months.

Best to trade and not get caught out AGAIN.

Eddie,
"After all it is the Tremor investment that over the last year is still worth over 100% more than an investment in TLY made over the same period!!!"

What Eddie/Tricky/Radium fail to mention is that they were invested in previous incarnations of trmr, namely blnx/rthm.

In 2014, the blnx/rthm(now trmr) eq sp was around £28 in 2014 before crashing to 400p WITHIN 6 MONTHS.
In 2017, the eq sp reached around 590p, same level as today, before falling back to around 100p.

They were buying/holding at that time. Eddie continued to buy at 10-15% drops, all the way down from around £28.


Read his posts:
https://www.lse.co.uk/profiles/eddie21/?page=53

You'll notice Eddie mentions blnx went to '240p' in his post of 31 Oct 2017 11.52. 240p is eq to around £28 today.

In 2017 the eq sp was around 590p and he was still topping up.
He has been topping up all the way down from around £28 at 10-15% drops.

You'll also notice the same digs at me and TLY even back then in 2017!!!.

https://www.lse.co.uk/profiles/eddie21/?page=48

They like to mention trmr rising over the past year but fail to mention that the sp is still 80% lower than the eq sp they were loading up at in 2014 and is back to where it was 4.5 yrs ago.

The events have been as predicted. There's lots of hindsight opinions on here..

Tosca selling just days before IPO.
Shroder selling.
Discounted Placing.
Alphonso court case outcome won't be known for months, esp before Q2.
High broker targets as they were in 2013-14 and 2016-17.
Increasing Shares on Loan
Increasing Shorts in US.

US Short interest now 3 x higher than end July... 364k v 118k...
https://www.nasdaq.com/market-activity/stocks/trmr/short-interest

Best to trade and not get caught out again.

Bald_Eagle
"We all thought an American listing would propel TRMR into a higher orbit"

No, only the rampers thought the IPO would propel trmr. Then it was Q2 results/brokers tp/US Peers etc...

I didn't think the IPO would propel trmr higher and posted the company newsflow and red flags.

My 844p trade months ago was based on my conviction.

The current sp of around 580p is where rthm(now trmr) eq sp was 4.5 yrs ago, around 590p.

Tricky
"Tremor had to gain Israeli Court approval for the last buyback - it took many weeks to be granted."

The company had to gain court approval because of the balance sheet and Israeli law.

"Alternatively, if a company does not have profits or other surplus, sufficient for buyback, according to the requirement of the Law, it may seek the court's approval for such buyback, which approval may be granted if the court is satisfied (upon hearing the company and its creditors) that the company in question shall be capable of discharging its current and expected liabilities, once same become due, notwithstanding such buyback (Section 303 of the Law).The Israeli law does not prescribe any specific causes which may justify buyback. "

hTtps://www.ibanet.org/Document/Default.aspx?DocumentUid=596B69E7-A4E6-4771-8628-2656613FF530

I've said Tosca selling just days before the IPO was a red flag. As well as the discounted placing, the sudden change of mind to list, Shroders selling, the huge increase in shares on loan, the Alphonso court case.

I've said that I saw them all as questionable events.

Have a look at the short interest. It doubled since end July, shortly after the IPO?
Short interest went from 118,847 at end of July to 229, 298 at end of Oct.
So despite the supposedly strong Q2/H1 results short interest still increased.

https://www.nasdaq.com/market-activity/stocks/trmr/short-interest

The current sp is still lower than my 844p trade.

Best to trade and not get caught out.