Member Info for stt1

TLY are aligned to NHS requirements.
They built up their business model to ensure they are well positioned for NHS changes.

The 'new' NHS proposals were expected and known about for years.

The govn always wanted to reduce A&E waiting times. Covid has pushed the urgency forward to promote NHS 111. This will be a major benefit to NHS 111 providers.

Some posters don't understand the meaning 'I' in ICS.

Passer,

Exactly.
TLY is aligned to the NHS and their plans. As such they need to adapt to NHS Plans.
They had the foresight to build a diversified business model which is in the right place at the right time for whatever health needs exist.
The so called 'new' NHS proposals were expected and TLY adapted for them well in advance.

In terms of placing, they were to build the company to align itself to the NHS needs. It's pointless claiming to be aligned to NHS needs and then not have the business model to follow it through.
Bob is well respected within the city hence why he managed to have a successful placing. He used a similar strategy with Mears which he invested £50k and made into a £500m company.

This was before the 2019 acquisition of GBH and clearly states their strategy:
TLY's Strategy:
"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

qwerty,

I agree that IIs would do their own research and form their own opinion.
I would hope PIs read the bull/bear points, do their research and form their own opinion.

Post the bull/bear points and discuss them. Simply posting about the sp without discussing the company newsflow is pointless.

Trmr (rthm/blnx/tap) have a history of rising on bullish comments and then falling back on events/challenges. Look at pre-IPO/placing and what happened at placing. Best to trade.

I believe if the bull points can be countered then it makes the bear case stronger.
If the bear points can be countered then it makes the bull case stronger.

So far the bull case has been countered, so for me the bear case is stronger.

After the IPO, there wasn't much news to post, so for over a week there wasn't anything for me. Meanwhile, Eddie/Radium/Tricky(from here) have been posting about trmr on the TLY thread.
On 7th July (10.31am) Eddie questioned why I have stopped posting on the trmr thread. I think he missed my points here, even though I hadn't posted for a week. lol
https://www.lse.co.uk/profiles/eddie21/

Anyway, there's a good bull/bear points discussion(if you ignore the personal abuse) going on the TLY thread.

The court case against their data provider, Alphonso, is mentioned in their May TU.

As the court filing was 18th May it shouldn't impact Q2/H1 figures.

I don't think the impact from losing Alphonso will be known for months,

From the company itself:
Court Case:
"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://www.tremorinternational.com/wp-content/uploads/2021/05/TRMR-Q1-2021-Trading-Update-250521.pdf

Investors presentation 14th July 2pm

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

As part of the Unruly acquisition in Jan 2020, NewsCorp were given shares.

The lock in period for these shares should have ended last week.
At same time the 'quiet period' should end Tues..

Is it a coincidence that they desperately listed before News Corp lock in period ended? 18month lock in from Jan 2020. Whilst Tosca were selling just days before the IPO and discounted placing, News Corp were locked in.

6.91% holding.

"Under the terms of the Transaction, News
Corp will be subject to an 18-month lockup period."

https://www.tremorinternational.com/wp-content/uploads/2020/01/TRMR-Acquisition-of-Unruly-060120.pdf

Eddie,

There you go, your previous post shows your complete lack of understanding of the new NHS proposals and how the NHS & TLY business models work.

When the proposals were 'leaked' in Feb you/Radium/Tricky suggested they would finish off private providers such as TLY.
At last, in you're previous post, you're clearly saying (by acknowledging the new tendering/partnership process) that private providers are STILL part NHS contracts in the future.

Well done, you got there in the end.

As expected, the new NHS proposals were expected and TLY are well positioned for them.
;-)

Forecasts – We are pleased to re-introduce forecasts which were withdrawn in July 2020.

For the year to March 2022, 2023 and 2024, we are anticipating adjusted PBT growth of 24%, 32% and 49% respectively and on a statutory basis, 700%, 188% and 122%. This growth, which is all organic, is expected to be generated by relatively modest increases in the Urgent Care division, some recovery in Planned Care but significant increases in Insourcing as the NHS attempts to reduce record levels of patients awaiting elective surgery. The latter is also a higher margin service. Already healthy levels of cash are also forecast to increase. We believe Totally is exceptionally well positioned to grow under the changing commissioning structure and believe initial fair value of 65p is appropriate.

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

Read the company/sector newsflow.

TLY well positioned for new NHS 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

Eddie,

I posted 'Vicious circle UNTIL NEWS'. You're twisting posts yet again.
What part of the words 'UNTIL NEWS' don't you understand?

Look at what happened to the sp since the IPO and heavily discounted placing.
The sp early June went to 840p and just a couple of days before the IPO went as high as 835p.

As expected then.

Tricky,
"Any company making 12% increase on net revenue will be dancing in the streets."

Not for the 1st time, you're missing the relevant facts and twisting the post.

The 12% net revenue increase and only $100k (yes k) for fy 2020 INCLUDES a full year contribution from Unruly(2019 nil) and rthm(fy2019 8 months).
It also includes data provided by Alphonso , which they have now lost.

""The Company traded strongly during 2020 as a whole, achieving a 12% increase in net revenues to 184.3 million (2019: $164.0 million), primarily driven by the performance of our Programmatic activities generating an increase of 30% to $161.6 million (2019: $124.2 million) as a result of our strategic shift to focus on our Programmatic activities as a key growth driver""

Check the table in the results - fy2020 inc full year from Unruly & Rthm.

Revenues up ONLY 2%
Net revenues up ONLY 12%
GP up ONLY 10%

https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Final-Results-100321.pdf

Ballymoss
"I was making the point that stt1 forecast that the dual listing would result in a downward spiral as a fall on either exchange would be replicated on the other."

Like a lot of the rampers on here, you're making it up yet again to influence gullible readers.

I've never said 'spiral' or said it was downwards only. I actually said 'vicious circle until news' and have said 'up or down'.
But then again, you claim to have me on filter, yet are clearly reading my posts, so it's not surprising, is it?...lol

Here's the proof:
What I actually posted was - 23/06/21 11.51
"The US & UK prices will follow each other, up or down until there's news.
That is the problem with a dual listing, with AIM being the primary listing.
Investors anxiously looking at the US."

https://www.lse.co.uk/profiles/stt1/?page=5

Eddie,
There you go, I list events which have occurred over the past 5 yrs, ask you questions about them and you evade them.

Do you think those 'once in a lifetime' events will be repeated over the next few years?
Do you think the govn will abandon the millions on the waiting lists?
Do you think the UK govn has authority over Irish healthcare?

TLY is illiquid and it takes small trades to move the sp. If someone wants to back up their point mentioning only the sp, they only have to make a few small sells.
Oh look around 1pm there was a £37 sell just minutes after a £200 sell!!!

The Tory govn only achieved a majority in Dec 2019.

As you were asleep, within 2-3 months of the GE, there was the biggest Pandemic hit and the govn had to divert all resources to tackle it. Yet contracts were renewed and not cancelled.

The pandemic means fy2020 and fy2021 were impacted.

Yet, their diversified model meant their Urgent Care division grew whilst their Planned Care division was halted. Their insourcing division(setup in Oct 2019, before covid) was also impacted.

What do you think will happen once all divisions are operating?

Financial fact from the company.

Despite the hotly contested US election and covid, their latest fy audited results show a $100k increase in adj ebitda on a $20m revenue increase!!

Total net revenue increased by only 12% to $184.3 million (2019: $164.0 million). Only $20m!!
Adj Ebitda up only £100k(2019 $60.4m)

These figures include a full year contribution from Unruly(2019 nil) and rthm(fy2019 8 months)

""The Company traded strongly during 2020 as a whole, achieving a 12% increase in net revenues to 184.3 million (2019: $164.0 million), primarily driven by the performance of our Programmatic activities generating an increase of 30% to $161.6 million (2019: $124.2 million) as a result of our strategic shift to focus on our Programmatic activities as a key growth driver""

Check the table in the results - fy2020 inc full year from Unruly & Rthm.

Revenues up ONLY 2%
Net revenues up ONLY 12%
GP up ONLY 10%

https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Final-Results-100321.pdf

Eddie,
TLY are alligned to the NHS.

Over the past 5 yrs there has been several major 'once in a lifetime' events, which disrupted the NHS - notice the huge increase in waiting times for A&E and operations:
1) Brexit referendum in 2016
2) 3 Prime Ministers
3) 2 General Elections
4) Biggest pandemic in 100yrs.
5) Biggest economic shock fall in 300 yrs

Despite those 'once in a lifetime' events, TLY have grown to build a diversified business model, which, despite the biggest pandemic in 100yrs AND having parts of TLY business shut down, have increased revenues, profits and cash, have they not?.

Do you think those 'once in a lifetime' events will be repeated over the next few years?
Do you think the govn will abandon the millions on the waiting lists?
Do you think the UK govn has authority over Irish healthcare?

Bumblebee,
Their sole agenda is to hide/distract from company news by posting personal abuse, lies and goading posts. They want a reaction, defending yourself etc, which further hides the company newsflow.
If you look at the thread, they create new msg streams for each of their posts to push company newsflow further down the list, so they hope get ignored. They do the opposite on shares they are ramping, ie to hide the red flags.
Their agenda is also to upset you, so therefore continuing the personal attacks, after which they will complain to admin to get you banned.
I've seen it hundreds of time with them.

Best stick to ignore and stick to posting about the company/sector newsflow.

Eddie,

One qtr's figures mean nothing.

Plus the Q1 results were before they filed court action against their data provider, Alphonso.

The impact of losing Alphonso won't be known for several months.

Official statement from the company:

"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://www.tremorinternational.com/wp-content/uploads/2021/05/TRMR-Q1-2021-Trading-Update-250521.pdf

Why did they need a deeply discounted placing when they are supposed to be a 'hot' company in a 'hot' sector?

qwerty,
The Newscorp lock in period ends now.

If you read back on my posts, said they were trying to list before the lock in period ends.
Unlike Tosca, who were able to sell some of their holding just days before the IPO, Newscorp couldn't because of the lock in.

As previously mentioned:
Placing.
Court case.
Overhang.

"I don't think the impact from losing Alphonso won't be known for months."

should read:
"I don't think the impact from losing Alphonso will be known for months."