Member Info for stt1

surprised
"secure a holding in an under rated stock before it re rates"

exactly. TLY have been building a diversified business model to cater for the NHS reforms. They were prepared and are now well positioned for the NHS & social care reforms going through Parliament.

It's pointless buying in once they are at full valued!!!

qwerty
"No doubt more will follow."

I think so as well. I'd expect ids to disappear.
Telling readers to buy/hold at 800p+++ and then selling out themselves.
Shameful behaviour.

My opinion has been consistent., best to trade and not get caught out...
My trade at 844p backs that up..

Looks like reality is sinking in with some.

The sp was supposed to surge at IPO/Brokers notes& targets/Q2 etc etc.
As expected it hasn't happened, has it?

Now AGM over. No TU. Yet again, disappointing reaction, as expected.

Soon to enter quiet period again.

These were supposed to surge but didn't, after:
1) Long awaited IPO. Completed, disappointing reaction.
2) Placing. Deeply discounted placing for a supposedly hot company in a hot sector. Disappointing reaction.
3) Initial broker notes/targets. They weren't significantly higher. Disappointing reaction.
4) Q2 results. Disappointing reaction.
5) New broker notes/targets. Not significantly higher despite the so called strong results. disappointing reaction.
6) AGM. Disppointing reaction.

Now what? What until Q3? If not, wait until fy?
Back to vicious circle, US following UK following US, up or down, waiting for the NEXT news... as expected..

The sp is still lower than the 870p reached MONTHS AGO .

I think it's best to trade and not get caught out again.

Just goes to show that readers should double check any BB/Social Media posts posted without links.

Boots own brand Byot based 50ml sanitiser now 1/2 price..

Should help shift stock but at what cost?

https://www.boots.com/boots-anti-viral-hand-foam-50ml-10278907

The govn had no problem passing the NI increase. The extra money will go to NHS & Social Care.

Therefore, I think Boris will have no problem with getting the long awaited Health and Social Bill passed through Parliament.

TLY built up their business model with Integrated Care in mind. The changes were expected and TLY are well positioned for them.

TLY well positioned for new ICS contracts - in the right place at the right time.

"A change in the way services are commissioned – In February 2021, the Department of Health and Social Care published a White Paper which set out a strategic shift away from the focus of competition which underpinned 2012 government reforms and removed some competition and procurement rules. In the future, contracts are expected to be commissioned less through competitive tendering and increasingly through partnerships with trusted and established private sector providers and we fully anticipate Totally being one of these."

http://www.allenbycapital.com/research/research-tot_23_2096080549.pdf

The govn has announced 1.25% increase in Employee/Employer NI and 1.25% tax on share dividends to pay for Social Care.
Covid highlighted significant problems with bed blocking, social care and lack of integrated care.

TLY built their diversified business to address the problems faced by the NHS, A&E waiting lists, Out of Hospital services and to reduce the operations waiting lists.

They offer integrated care which is what the govn/NHS is moving towards.

"Building Totally into a leading ‘out of hospital’ healthcare provider to help address the significant healthcare challenges faced by the UK now and importantly, in the future"

https://www.totallyplc.com/wp-content/uploads/2018/07/Totally-PLC_Presentation-PDF_2018.pdf

Their diversified model:

1) Urgent Care - NHS 111, Urgent Care/Walk in Centres
2) Planned Care - for out of hospital care.
3) Insourcing - To help reduce waiting lists for operations

TLY are well positioned for the govn proposals on Social care, plans to reduce operation waiting lists and integrated care.

The £5.4bln is for NHS England only. The other UK countries will get their own separate share, about £1bln for each .

The extra money is over the next 6 months.

This is great news for patients waiting for operations and for TLY's insourcing division.

"The additional funding will help tackle hospital waiting lists and the backlog of operations and treatments delayed by the coronavirus pandemic."

"Health services in Scotland, Wales and Northern Ireland are expected to receive up to £1bn in additional money following Monday's announcement, with a final amount to be confirmed at a later date."

https://news.sky.com/story/covid-19-nhs-to-receive-extra-5-4bn-to-help-deal-with-coronavirus-backlogs-government-confirms-12400811

NHS to get £5.4bn extra to deal with Covid backlog

"There is also the need to tackle the growing backlog in non-emergency care, such as knee and hip operations. The waiting list is already at record levels and the NHS still has not been able to get back to pre-pandemic levels of treatment."

https://www.bbc.co.uk/news/uk-politics-58463493

2 New contracts.
Planned division trading back to normal levels.
Insourcing trading back to normal levels.

Totally PLC Trading Strongly; In Line With Market Views

https://www.marketwatch.com/story/totally-plc-trading-strongly-in-line-with-market-views-271630912566

Tricky,
"Do 'Totally' manage to reduce the time you wait before you are seen by a consultant?"

THC, subsidiary of Totally plc, is an insourcing company, setup in Oct 2019. It was setup to reduce the growing waiting lists for certain OPERATIONS by utilising spare capacity in hospitals and matching that spare capacity with surgeons availability, on weekends.

That has got nothing to do with waiting times to see a consultant.


As you're not aware of what Insourcing is:

" is where a third-party provider of secondary care uses an NHS organisation’s premises and equipment to deliver extra clinical capacity, outside of when they are normally in use. In most cases it is essentially an extension of a hospital’s existing clinical service.

The NHS trust retains capacity planning in-house and ensures that patients are seen within the normal hospital environment by current NHS employees, normally clinical staff with day jobs elsewhere in the health service. Insourcing as a short to medium term solution means an NHS trust retains greater control and all its normal practices and procedures are adhered to."
https://www.nationalhealthexecutive.com/Health-Service-Focus/nhs-sbs-insourcing

SNN,
"It will take Q3 or Q4 to get properly noticed"

There you go, as expected, it's 'next time' again. As I've said in the 'Vicious Circle' msg stream...

IPO, initial brokers notes/targets, placing, Q2 results were all supposed to be the catalyst but all had disappointing reaction.
Because of the disappointing reaction, now it's wait until 'Q3 or Q4'...

It's always 'next time' here as was with rthm(now trmr). The longer it takes the closer they get to the Alphonso court case, the IAB court case and other industry challenges.

My 20th Aug post:
"Despite the strong Q2 results, the sp is still below the intra day high of 870p reached pre-IPO.
These were supposed to surge when:

1) they IPO'ed. didn't happen. disappointing reaction.
2) Stifel and all those brokers notes are published. didn't happen. disappointing reaction.
3) Full allocation of options. disappointing reaction
4) quiet period finishes. didn't happen. disappointing reaction.
5) US Peers published Q2 results, showing significantly ahead. disappointing reaction.
6) Q2 results. disappointing reaction.
7) New broker upgrades. disappointing reaction.

What happened?

The sp is still below the intra-day pre-IPO 870p high reach in June.
Check the sp history yourself.

Now what?"

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

Best to trade and not get caught out again.

Mdumba,
"Wasn't that the advice you gave at 738 only the day before yesterday? "

Yes and 810p now is 10% gain, isn't it?

The sp is trading 750-800p mark, until news. Below that buy, above 800p sell... easy around 10% profit.
Repeat it several times and you've easily doubled your money without the huge risk, given the red flags.

Have a look at Magnite,
on a 1month basis it's up 2.85%
on a 6 month basis it's down 40%

It's trading around the $30 mark.

Best to trade and not get caught out.

Brubru
"Well so far you have been wrong with the quarters updates? "

Have I?
I said I was expecting Q2 to be significantly ahead as it compares to a 'quieter' Q1-2021 and Q2-2020, when covid initially hit. Q2 was significantly ahead, as expected.

Industry Challenges/Privacy laws are increasingly. The investigation into IAB were delayed last year and have resumed this year.
https://www.thedrum.com/opinion/2021/03/30/the-ico-returns-rtb-are-you-ready

I see the court case against their Alphonso as a red flag and it's impact is not likely to be known for months. You may not see it as a red flag, that is your choice.

What they said in their fy2020 results.. on 10th March was:

"TV intelligence solutions
The Company’s ongoing strategy relating to connected TV (CTV) and addressable TV retargeting continues to evolve, with clear value now attributed to Tremor’s end-to-end platform further strengthened by the upcoming introduction of our enhanced suite of TV intelligence solutions which was accelerated by LG’s acquisition of Alphonso and the winding down of Alphonso as an exclusive technology partner of Tremor."

https://investors.tremorinternational.com/static-files/6a54a5d7-953b-4fba-b8a6-bbf5c3945d0d

16th March, they announced the IPO!
https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Submission-of-Confidential-Draft-Registration-Statement-for-Proposed-Offering-160321.pdf

Then 25th May:
SUBSEQUENT EVENTS
On May 18, 2021, Tremor Video, Inc. (“Tremor�) filed a complaint against
Alphonso, Inc. (“Alphonso�) in the Supreme Court of the State of New York,
County of New York. The claim is for breach of contract, tortious interference
with business relations, intentional interference with contractual relations,
unjust enrichment, and conversion. The lawsuit arises out of Alphonso’s breach
of a Strategic Partnership Agreement and an Advance Payment Obligation and
Security Agreement (“Security Agreement�) with Tremor, along with related
misconduct. Tremor complaint is for damages and other relief, including an
order foreclosing on Alphonso’s collateral under the Security Agreement, from
the Court.
https://investors.tremorinternational.com/static-files/a54c68fb-6ca0-4136-ae96-40ba4eba5875

That tells me they hastened the move away from Alphonso and there was a sudden need to list (with placing) within days of the fy results being published, timing which coincides with the alphonso dispute.

rthm/Trmr have a history of court cases/placings.

Best to trade and not get caught out again.

Malbright
"With most broker forecasts pointing to a minimum US$ 26 price I was shocked to see it drop into the 19’s yesterday before recovering to a little bit over 20."

It wasn't surprising because there isn't much interest by IIs.

If investors are going by uplift from brokers then Magnite has a higher uplift, median uplift of 68% according to this article.
If you remember rthm(now trmr) had broker's targets of around 72p(old money) when the sp was at 50p(old money), 848p and 589p respectively (new money). That target, from 4 yrs ago, was higher than the recent IPO price. The sp fell towards 100p due to industry challenges, which I warned about. Those industry challenges are increasing.

Magnite - brokers target.

The brokers target on Magnite are $48-$70 in a HYPED sector.

The sp is around $28, so the upside there, according to some is significantly higher at median of 68%.

Yet with trmr the upside based on brokers target is around 30% and that's with challenges they face.

https://money.cnn.com/quote/forecast/forecast.html?symb=MGNI

Best to trade and not get caught out again.

They are still in the vicious circle with the US following the UK following the US and dependent on US ad tech hype .

Current US sp is around $20 or 724p UK price.
There has been disappointing reaction ever since the IPO, as expected.

The rampers on here don't like anyone who trades or top-slices but if the sp crashes they will the 1st to say, in hindsight, that they are still in profit. Even though the rthm(now trmr) has crashed all the way down from eq around £28 based on events!!!

My trade at 844p shows that it's nice to have an investment decision proven conclusively right by events.

Best to trade and not get caught out.

What next? Wait until Q3 and if that disappoints, wait until fy?

Meanwhile court cases, privacy laws and industry challenges are all increasing.

I bought some this afternoon as a punt. I treat newspaper tips with a pinch of salt and there seems to be questions over their past performance.

I'll research some more before deciding whether to buy more or not.

From trmr themselves - accelerated their own solution because of losing Alphonso:
I don't think the impact of losing Alphonso will be known for months.

What they said in their fy2020 results.. on 10th March was:

"TV intelligence solutions
The Company’s ongoing strategy relating to connected TV (CTV) and addressable TV retargeting continues to evolve, with clear value now attributed to Tremor’s end-to-end platform further strengthened by the upcoming introduction of our enhanced suite of TV intelligence solutions which was accelerated by LG’s acquisition of Alphonso and the winding down of Alphonso as an exclusive technology partner of Tremor."

https://investors.tremorinternational.com/static-files/6a54a5d7-953b-4fba-b8a6-bbf5c3945d0d

16th March, they announced the IPO!
https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Submission-of-Confidential-Draft-Registration-Statement-for-Proposed-Offering-160321.pdf

Then 25th May:
SUBSEQUENT EVENTS
On May 18, 2021, Tremor Video, Inc. (“Tremor”) filed a complaint against
Alphonso, Inc. (“Alphonso”) in the Supreme Court of the State of New York,
County of New York. The claim is for breach of contract, tortious interference
with business relations, intentional interference with contractual relations,
unjust enrichment, and conversion. The lawsuit arises out of Alphonso’s breach
of a Strategic Partnership Agreement and an Advance Payment Obligation and
Security Agreement (“Security Agreement”) with Tremor, along with related
misconduct. Tremor complaint is for damages and other relief, including an
order foreclosing on Alphonso’s collateral under the Security Agreement, from
the Court.
https://investors.tremorinternational.com/static-files/a54c68fb-6ca0-4136-ae96-40ba4eba5875

That tells me there was a sudden need to list with days of the fy results being published, timing which coincides with the alphonso dispute.

Radium
"he lost his shirt in Blinkx (now Tremor) 5 years ago when he sold his shares at 50p, that’s around £5 in today’s money"

That's simply not true. people will post any lie hoping to fool the gullible...lol

50p 4 yrs ago is equivalent to 589p today. So my trade 4 yrs ago is eq to around 589p, today.

Rthm had a 10-1 consolidation:
https://www.stockmarketwire.com/article/5678159/RhythmOne-share-consolidation-approved.html

followed by a 33-28 merger with Taptica to form Trmr:
https://www.proactiveinvestors.co.uk/companies/news/213872/rhythmone-board-recommends-merger-with-taptica-213872.html

So the 50p my 50p trade was equivalent to around 589p today money.

A few months after the merger, trmr published a profit warning and the sp fell towards the 100p I predicted.
https://investors.tremorinternational.com/static-files/e5ccb6c4-828f-471b-8caf-b80ea3278c0e

Best to trade and not get caught out again.

STTsBumbag,
"TLY Mkt Cap £63mil profir £55k. BYOT Mkt Cap £22 profit £1.1mil"

As you know, Byot were ramped on the back of sanitiser sales surging, Boots, MoS etc.
Their Mcap has halved over the past 12 months, since the MoS article, as the reality of the low global consumer sales sank in.
On the other hand TLY's mcap doubled as the reality of their business' need within the NHS and the significant growth sinks in. eg TLY's insourcing division for postponed operations only started in Oct 2019 and is growing strongly with significant demand ahead, whereas Byot had been going for years and demand is slowing.

Everyone needs healthcare, covid or not. Whereas the demand for Byot products reduce as more companies enter the market and as covid restrictions are lifted.