Member Info for stt1

Eddie
"This otherwise would have been in 60-70p SP range ( during the biggest Pandemic in recent history) if investors thought TLY was capable and operated optimally."

Please explain why the pandemic should have resulted in the sp surging?.
They are not covid dependant.

I think it's too little too late to be making those changes. They should have been done years ago...

Given they are already in H2, I think a profit warning is still on the cards..

From the company's results, only published in Sept:
"In the short-term, revenue from product sales in the new financial year to date has been hindered by closed venues from extended lockdowns, new competition, and an excess of inventory. However, the market does now appear to be stabilising and management now expect product sales for FY22 at a level some 10 to 20% below those for FY21: an exceptional year which was itself over 90% ahead of FY20."

https://byotrolplc.com/wp-content/uploads/2021/08/FY21-RNS-final.pdf

Tricky,
Here you go as you are clueless as to how the NHS/TLY model works.
It's not all about NHS 111. They even provide GP Out of Hours services.
;-)

And Urgent Care division is just 1 of their 3 divisions. The other 2 being Planned Care and Insourcing divisions.

"Urgent Care Division
Within its Urgent Care Division, Totally works in partnership with the NHS to provide a full range of Urgent Care Services including NHS 111, GP out-of-hours (GPOoHs), Clinical Assessment Services (CAS) and Urgent Treatment Centres (UTCs), through its subsidiary businesses across England. To learn more about how this works watch our short video below."

https://www.totallyplc.com/about-us/

Tricky,
"I would go straight to A&E or dial 999"

That's fine, that's your choice, if you wish to spend hours in A&E.

Lots of hospitals have an Urgent Care Centre where non-life threatening cases are dealt with. If A&E triage thinks your case is non-life threatening then they are likely to direct you to the Urgent Care Centre.

TLY's Urgent Care Division provides Urgent Care Centres as well as NHS 111... That's handy, isn't it?

Well what else would you expect from a leading Out of Hospital provider.
;-)

Btw, The NHS 111 can book you an appt with A&E, so saving you hours waiting in the waiting area.

NHS guidelines:

"When to visit an urgent treatment centre (walk-in centre or minor injury unit)"

"If you're not sure what to do
NHS 111 can help if you need urgent medical help or you're not sure what to do.

They will ask questions about your symptoms so you get the help you need.

If you need to go to A&E, NHS 111 will book an arrival time. This might mean you spend less time in A&E. This also helps with social distancing. "

https://www.nhs.uk/nhs-services/urgent-and-emergency-care-services/when-to-visit-an-urgent-treatment-centre-walk-in-or-minor-injury-unit/

As well as TV, NHS 111 also being promoted in the media.

Use NHS 111 online service to protect busy A&Es, says health chief
https://www.theguardian.com/world/2021/nov/01/use-nhs-111-online-service-to-protect-busy-aes-says-health-chief

Use NHS 111 website rather than A&E for non life-threatening illnesses, says NHS director
Professor Stephen Powis warns of a ‘winter like no other’ amid pressures from Covid and seasonal flu
https://www.telegraph.co.uk/news/2021/11/01/use-nhs-111-website-rather-ae-non-life-threatening-illnesses/

Tough
"The next day it closed at 822p...."

The day after (26th May) the sp reached intra day high of 870p...

But that was all pre-IPO and the discounted placing.
They then had the IPO and sp hasn't recovered to pre-IPO levels.

That is despite the long awaited IPO, discounted placing, brokers notes, Q2 results the sp hasn't reached the 870p, the sp reached pre-IPO.

My 844p trade months and months ago was well timed..

;-)

As expected, watch:
Placing.
Court Cases.
Overhang.

All have happened here.

There's a campaign telling patients to call NHS 111 instead of attending A&E.
The campaign is called "Think 111 1st" and is to promote 111 to reduce A&E waiting times.
This was expected as NHS 111 was promoted as the 1st port of call during covid and worked well.

Public urged to use NHS 111 service to get advice quickly ahead of 'winter like no other'
https://www.itv.com/news/tyne-tees/2021-11-01/public-urged-to-use-nhs-111-service-for-advice-ahead-of-winter-like-no-other

Thordon,
Thank you. I read the company/sector newsflow. Also the company has a history of placings, court cases.
Even though proven right, you'll find the gang will still claim that I was wrong. lol

They'll say anything to gain reader's confidence and pull the wool over reader's eyes.

The outcome of the court case can take months.
It's possible the company will mention it in their Q3 results due this month but they won't know the judgement.

Court cases can drag on for months.

Up until now, it's only mentioned on BBs. If it appears in the media and more IIs/PIs become aware then it become known what investors really think.

If the news comes out during US trading hours then it could be too late for UK investors to react, as the sp would already reflect the US.
This is the problem with the dual listing, a point I raised several times.

Do you believe the company or the rampers?
Read the company/sector newsflow.

According to the court document, trmr have lost substantial business and are continuing to lose such business (their words).
LG are one of the biggest CTV makers in the world. There's more to this than just the financial loss and could go on for months...
Trmr have used the word 'Substantial' when they refer to loss of business. It's their words.

The Q3/Fy results should be interesting...

From the court document:
"12. As a result of Defendants’ misconduct, Tremor has already lost substantial business dependent on the LGE viewership data and is continuing to lose such business, which Tremor would have retained and/or obtained but for Alphonso’s and LGE’s wrongdoing; Tremor’s reputation is being irreparably tarnished; and Tremor’s highly-trained salesforce is at risk."

https://iapps.courts.state.ny.us/nyscef/ViewDocument?docIndex=5yQBD0QoQffyn29kXpficw==

Ballymoss,
""It's highly speculative that it will impact the profitability or cash flow at all""

As I posted in reply to your comment,
"It will be several months before anyone knows the impact from losing Alphonso."

Now do you understand why I repeatedly warned about the Tremor losing Alphonso and the court case? The Court documents clearly back up my stance that this is a major problem for trmr's business.

The rampers will say everything is fine as they are heavily invested.
I think all readers should read the court documents and form their own opinion.
Currently the court case is only mentioned on BBs, which not many investors would take note of. Once it is rns or mentioned in Q3 etc then I think it will impact the sp. Have a look at TAP(now trmr) v Uber court case and how the sp dropped after that was rns.

From the court document:
"12. As a result of Defendants’ misconduct, Tremor has already lost substantial
business dependent on the LGE viewership data and is continuing to lose such business, which Tremor would have retained and/or obtained but for Alphonso’s and LGE’s wrongdoing; Tremor’s reputation is being irreparably tarnished; and Tremor’s highly-trained salesforce is at risk."

https://iapps.courts.state.ny.us/nyscef/ViewDocument?docIndex=5yQBD0QoQffyn29kXpficw==

The fact Tosca was selling pre-IPO, the discounted placing were all pointers to something not being right. I gave my reasons for my trade at 844p, pre-IPO.

"if the results were going to be a disaster, the company are duty bound to give a profit warning"

They have been in the "quite period" for over 2 months, as they are now US listed and court documents dated during this period.

" this will be eventually settled out of court"
They normally are but the reputational damage tends to be long term.
In the court documents trmr clearly state substantial loss continuing...

I've warned about history of court cases, placings and overhangs...
so the events were expected...

I'm sure PIs will read the court document and make their own mind up. It's their money.

Q3 results next month should hopefully provide some clarity. That may lead to PIs loading up or dumping.

If there is a huge impact and I believe any court case damages reputation and can take months to settle.. If there is a rush to exit:

PIs are always last to learn about a pending disaster and by the time you eventually do know, the market makers will have the sp marked down to the floor already. Suddenly you are trying to get rid of your holding from a very low base but even then, the Market Makers won’t give you a price for large amounts of stock. You keep trying to get rid of smaller and smaller chunks as the marketprice continues to collapse before your very eyes....

As I've previously stated with blnx/rthm, in 2014 the eq sp crashed from £28 to 400p within 6 months, based on events.
In 2017 the eq sp fell from 590p to 100p based on events. In 2019 trmr took over rthm and 6 months later they published a profit warning...

The fact Tosca were selling 6 months ago, together with the filing of the court case and timing of the IPO and discounted placing, says to me that the concerns/red flags had been known about for months.

Best to trade and not get caught out again.

Gango,
Q3 results??
I think you have the wrong company.

Last year, the H1, interims, notice was on 2nd November and the results on 9th November.

According to the court document, apart from the substantial loss in business, trmr claim their reputation has also been tarnised and their salesman are at risk...
There's more to this than just the financial loss and could go on for months...

The Q3/Fy results should be interesting...

From the court document:
"12. As a result of Defendants’ misconduct, Tremor has already lost substantial
business dependent on the LGE viewership data and is continuing to lose such business, which Tremor would have retained and/or obtained but for Alphonso’s and LGE’s wrongdoing; Tremor’s reputation is being irreparably tarnished; and Tremor’s highly-trained salesforce is at risk."

https://iapps.courts.state.ny.us/nyscef/ViewDocument?docIndex=5yQBD0QoQffyn29kXpficw==

Radium,
"If/when Tremor succeeds in obtaining damages, Alphonso’s and LG’s reputation (the Brand) could suffer detrimental damage within the adtech space where such news travels quickly. "

That's rubbish. Big brands have pulled ads from Youtube(Google) etc before following outrages but they always return. The fact is advertisers need big players like LG. LG are a huge CTV maker so advertisers will think about what brings in money for them not what Alphonso did...
Google recently announced record results, didn't they?

Advertisers pull ads in protest but always return:
"It is the second time within a year that Mars has pulled ads from the Google-owned platform, following last year’s revelation in The Times about ads appearing alongside videos that promote terrorism and exploit children. "
"Even though ad advertisers care about brand image, this does not appear to translate to robust brand safety precautions, according to Nick Welch, vice-president of sales and business development at ad tech company ADmantX."
https://www.campaignlive.co.uk/article/mars-youtube-ads-withdrawal-creates-opportunity-itv-online/1489623

On the other hand, trmr are potentially losing a huge chunk of CTV as LG are a huge CTV maker.

And before anyone says there's no statement from the company.

They have been in the 'quiet period' for over a month. The document is dated 13th October. I think they couldn't say anything because of the quiet period, part of being listed in US.

I would suggest all genuine posters to have a read yourself and not rely on what the rampers are saying ... They are pulling the wool over your eyes...

As previously commented, I think the Alphonso court case was the reason behind the rush to list and the discounted placing..
Trmr have lost substantial business and IS CONTINUING to do so... Might explain the need for the discounted placing...


From the court document:
"12. As a result of Defendants’ misconduct, Tremor has already lost substantial
business dependent on the LGE viewership data and is continuing to lose such business, which Tremor would have retained and/or obtained but for Alphonso’s and LGE’s wrongdoing; Tremor’s reputation is being irreparably tarnished; and Tremor’s highly-trained salesforce is at risk."

https://iapps.courts.state.ny.us/nyscef/ViewDocument?docIndex=5yQBD0QoQffyn29kXpficw==

US Peers closed down...

Pubmatic down 3.91%
Perion down 7.2%
Magnite down 2.7%

US Peers closing sp compared to Q1:
Pubmatic:
Q1 11/08 $39.67
Q2 13/05 $32.78
current: $27.51
high: 01/03 $76.96

Magnite:
Q1 10/05 $33.47
Q2 09/08 $34.26
current: $25.50
High: 09/02 $64.39

Perion:
Q1 04/05 $17.67
Q2 03/08 $19.81
current: $27.00
high: 02/03 $29.74

"I'm sure that given the court docs are available some posters will now claim that it was, somehow all known to them, nothing to worry about, whilst they themselves sell down their holding."

There you go, months of trying to persuade everyone to ignore me and the Alphonso court case and now the docs are out, the court case must be mentioned.

As predicted, the IPO and discounted placing so soon after the Alphonso dispute started wasn't a coincidence.
This has a lot further to run...
As expected, the impact of the Alphonso court case won't be known for months.

As previously stated, there is a history of court cases/placings.
Rthm(now trmr)/Dataxu
Trmr/Uber

Best to trade and not get caught out again.
;-)