Member Info for stt1

Tricky,
"When Tremor published their news of 'substantially ahead of expectations' TU it was rubbished" "Now he crows about the same being touted for Totally".

Why do have a problem with posters expressing an opinion backed up with evidence and links?

It doesn't bother me that you posting your bear points here. I and others have comprehensively countered them.
TLY are in a very strong position, with significant growth over the past year and ahead, despite Covid.

Quite simply,
If bear points can be countered it makes the bull case stronger.
If bull points can be countered it makes the bear case stronger.

Feel free to counter my points on trmr thread with links to back up your assertion.

Despite hotly contested US Elections, highest ad spend, trmr increased ebitda by only $100k($60.5m, 2019 $60.4m) and revenues by only 2%. That's with a full year contribution from Unruly(2019 NIL) and rthm(2019 8 months).
https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Final-Results-100321.pdf

I backed my conviction and bought after the White Paper was leaked and will hold.

What's wrong with just taking a position and waiting to see how it plays out? Why try so hard to persuade others into buying off the back of dubious speculation? Is it just so you can get out on an artificial spike and onto the next big thing?

As it's quiet on the trmr news front... o/t

Radium,
As TLY published their TU yesterday, in reply to your comment on here, mentioning me and TLY.
Your comments from your posts in msg stream:
"Sounds like, Goodbye Totally Plc."
"Well our resident antagonist stt is up to his hucksters in this one"

TLY published their 'substantially ahead of expectations' TU yesterday and sp has responded with a sharp rise. Crucially, the brokers have also backed up my assertion that the White Paper is good for TLY. As expected.
Can you please let us know on the TLY thread whether you still maintain it is the end of TLY?

It helps to understand the business model when researching, whether trmr or tly.

Sorry for o/t to others.

Bumblebee,
It's always best to understand the business model, read the company/sector newsflow and look for posts where facts are backed up by links. I post company/sector newsflow and links to back them up. If no links then it's speculative waffle.

The sp is stable, isn't rising so why would investors buy into a company where the White Paper is really bad news.. Honest guv.
The fact the White Paper proposals were expected, largely known about, doesn't matter... honest guv.

The problem is PIs didn't read and understand the White Paper or TLY business model.

Today's strong performance is on the back of TLY being impacted by covid. What growth when covid is stable or no longer a serious threat????

Once covid is under control, the 3 divisions will prosper, working with the new 'White Paper' proposals, which were expected and great for TLY.

1) Urgent Care division - Covid has pushed NHS 111 to the forefront of everyone's minds. Something the govn has wanted to achieve over the past decade, covid has done in a year.
2) Planned Care division - They will resume their growth once covid is stable
3) Insourcing - significant growth ahead due to operations postponed due to covid.

They have been building their business model for the NHS Plans. The sooner the govn implement the proposals the better.

Net Cash £14.8m
Earnings to beat management expectations and last year's £4m
Revenues close to £100m

Dividend paying.

Mcap £65m!!

Totally tops expectations

https://www.proactiveinvestors.co.uk/companies/news/946419/totally-tops-expectations-946419.html

There is a new video interview with Wendy.

If link doesn't show, search for "Totally plc **********"

https://www.**********.co.uk/articles/wendy-lawrence-of-totally-on-trading-update-mike-ralston-of-blencowe-resources-on-maiden-jorc-resource-84fe49a/

Radium
"Worth noting …. stt knew all this already and ‘added a few’ because the reforms were, ‘great for Totally Plc’"

Does the TU answer your comment that the White paper proposals were bad and who would invest here given the huge uncertainty?
As I said, the White Paper proposals were expected and are great for TLY.

As you say, worth noting I was adding, the proposals were expected and are great for TLY..

"says, the sp will take care of itself"
Yes, I sp will take care of itself.
As expected.

"Well positioned to deliver growth under changed NHS delivery model"
" It is anticipated that in the future, traditional tendering for contracts by CCGs will change to one based on a public/private partnership model, in line with the new NHS Integrated Care System framework. We believe that Totally is recognised as being a trusted partner to the NHS
(assisted by the fact that the CQC ratings for all its registered services are now rated as Good). Accordingly, we believe Totally is well positioned to be awarded new agreements,
an example being the recent announcement that its subsidiary, Vocare, was chosen as a
qualified provider to Yorkshire Ambulance Service NHS Trust, the first such agreement to
be awarded under the new regime. "
http://www.allenbycapital.com/research/research-tot_22_1632765276.pdf

It helps to understand the Business Model of the company you invest in.

Strong market position

Totally continues to make strong progress with its stated strategy of delivering a range of quality healthcare services across the UK and Ireland in partnership with the NHS and other healthcare providers. Over the course of the 12-month period the Group announced numerous contract renewals and new business models being delivered, many targeted to manage demand during the pandemic, which amounted to an aggregate contract value of c. £92.5m. The Group was also pleased at the end of March 2021 to be chosen as a qualified provider to Yorkshire Ambulance Service NHS Trust, the first agreement that Totally has entered into under the new NHS Integrated Care System framework.

https://polaris.brighterir.com/public/totally/news/rns/story/xppk83x

"Increased waiting lists present a significant opportunity – Waiting lists for elective care
across the UK have increased substantially due to the priority given to the high number of
COVID patients being admitted to hospital. The Group’s insourcing division is well placed
to provide services to help reduce these waiting lists and the Board therefore anticipates
significant growth in this area of business in FY2021/22. We expect FY2020/21 results to
be announced in July, at which time we expect to be in a position to re-introduce forecasts
which had been temporarily withdrawn due to the major uncertainties resulting from the
pandemic."
http://www.allenbycapital.com/research/research-tot_22_1632765276.pdf

There you go again - Proof.

This is EXACTLY what you always do, Eddie.
I post company news with links, you and your mates reply with personal attacks to hide the company newsflow trying to influence other readers. Using a new msg header every time to hide any company newsflow I've posted.

https://www.lse.co.uk/profiles/eddie21/

"Anticipating a substantial increase in EBITDA and a healthy cash position"

Anticipating a substantial increase in EBITDA and a healthy cash position – In its full year
trading update, Totally anticipates EBITDA will be substantially ahead of the £4m reported
for the year to March 2020 and ahead of its own internal expectations. This yoy
improvement to what will be a record EBITDA outturn has been driven by many factors
but is principally a reflection of the Group’s ability to respond well and in a timely fashion
to the changing demands for its healthcare services during the pandemic, in turn assisting
the NHS in providing front line care across the UK and Ireland. We also note that the Group
ended the year with a strong balance sheet of £14.8m net cash (FY2019/20: £8.9m) and
no debt.

http://www.allenbycapital.com/research/research-tot_22_1632765276.pdf

Eddie,
" YOUR self-selected facts on Tremor!!"

They are facts from the company with links to back them up. Why don't you counter them?
BBs are better for all when PIs can make informed decisions based on facts backed up with links. It's their money.

As you/Radium/Tricky suggested the White Paper proposals are really bad for TLY, simple question, which you're avoiding:
Do you see anything in today's TU which suggests TLY are not fully prepared for the expected White Paper proposals?

Your reluctance to answer and reply with personal attacks says it all really.

I'm posting company/sector facts with links to back them up...
I do the same on Trmr but you don't like company facts.
Huge difference between speculative waffle and company facts, don't you think?

The sooner the White Paper proposals are implemented in full, the sooner TLY will benefit.
Do you see anything in today's TU which suggests TLY are not fully prepared for the expected White Paper proposals?

AS EXPECTED.
;-)

White Paper proposals were expected and TLY business model is well prepared for them.
As expected. ;-)

"Well positioned to deliver growth under changed NHS delivery model – It is anticipated
that in the future, traditional tendering for contracts by CCGs will change to one based on
a public/private partnership model, in line with the new NHS Integrated Care System
framework. We believe that Totally is recognised as being a trusted partner to the NHS
(assisted by the fact that the CQC ratings for all its registered services are now rated as
Good). Accordingly, we believe Totally is well positioned to be awarded new agreements,
an example being the recent announcement that its subsidiary, Vocare, was chosen as a
qualified provider to Yorkshire Ambulance Service NHS Trust, the first such agreement to
be awarded under the new regime. "

http://www.allenbycapital.com/research/research-TOT.html

http://www.allenbycapital.com/research/research-TOT.html

Excellent TU, ahead of market expectations.
Foundation set for substantial growth.

Cash £14.8m, no debt and all deferred payments due, paid up.

When comparing property prices in London with other countries, you also need to look at property prices further afield. As these also influence international investors.

Dubai and India have seen property prices slump over the years.
https://www.globalpropertyguide.com/news-uaes-house-price-falls-decelerating-4252

Sales improved because of the Chancellor extension of SD Hol, furlough and Help to Buy.
We are now in the new H2B scheme, which is for 1st time buyers only and there are regional price caps for New Builds. Therefore, prices for new builds are restricted.
How much those price caps impact HBs is yet to be seen.

The H2B scheme in Scotland has ended. So we also need to know what impact that has had on TW for their Scottish sites.

With covid restrictions easing and shops re-opening from tomorrow, I would expect Boots(Byotrol based) anti-viral sanitiser to be selling extremely well.

However, the 50ml, 200ml and 600ml bottles are each selling around 10 bottles in the 24 hr period. Last year, they were selling around 100bottles of the 50ml in a 24hr period.

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

I think this shows that there's more products out there to choose from than there was a year ago. Other companies have entered the market and there's lots of different sanitiser to choose from.

Select the product and website will display the quantity sold over 24hrs.
https://www.boots.com/boots-anti-viral-hand-foam-50ml-10278907

According to Euroclear, shares on Loan(SoL) have now increased 4 months in a row, since the sp started moving up.
SoL are have now doubled over the past 6 months.

Oct 1547922 1.25%
Nov 1457233 1.18%
Dec 1265065 1.02%
Jan 1382006 1.11%
Feb 2158481 1.74%
Mar 2941789 2.37%
https://www.euroclear.com/en.html

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