Totally Dividends - TLY

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Stock Name	Stock Symbol	Market	Stock Type	Stock ISIN	Stock Description
Totally Plc	TLY	London	Ordinary Share	GB00BYM1JJ00	ORD 10P

	Price Change	Price Change %	Stock Price	Last Trade
	2.25	9.38%	26.25	10:47:08

Open Price	Low Price	High Price	Close Price	Previous Close
24.25	24.25	26.25	26.25	24.00

more quote information »

Industry Sector
HEALTH CARE EQUIPMENT & SERVICES

Totally TLY Dividends History

Announcement Date	Type	Currency	Dividend Amount	Period Start	Period End	Ex Date	Record Date	Payment Date	Total Dividend Amount
07/07/2020	Final	GBX	0.25	31/03/2019	31/03/2020	17/09/2020	18/09/2020	16/10/2020	0.5
22/01/2020	Interim	GBX	0.25	30/03/2019	30/09/2019	30/01/2020	31/01/2020	28/02/2020	0

Top Dividend Posts

Date	Subject
15/1/2021 12:30	sikhthetech: I'm expecting a TU over the next couple of weeks. The interim dividend is due next month and needs a rns to confirm, with divi ex-date. I would expect a TU at the same time, stating how their 3 divisions are trading.. Especially given the current situation with vaccinations, testing and increased waiting lists. Interims: "The Company is proposing to pay an interim dividend of 0.25 pence per ordinary share (H1 2019: 0.25p) in February 2021. The interim dividend will be formally declared and announced ahead of its proposed payment in February 2021. The board remain confident in the Group's future prospects." https://polaris.brighterir.com/public/totally/news/rns/story/xl6lo3x Posters like 1gw are clueless. He never understood the company, it's strategy nor what is happening in the real world. The fact covid has propelled NHS, especially NHS 111 to the forefront of govn and people's minds. I think 1gw and his mates did short TLY, if you look at SoL. Read Full Thread Follow Reply
10/1/2021 18:30	sikhthetech: solooiler, TLY are not covid dependent. Everyone needs healthcare, covid or not. They have a diversified business. New Contract were postponed, not cancelled, due to covid lockdown. Those contracts were renewed. At some point the NHS will continue with new contracts. Planned division had consultations cancelled/postponed but the division is small at the moment. Insourcing had operations postponed during the 1st lockdown but resumed in the summer. This division should grow strongly over the course of the year. Given the increase in vaccinations, testing, new lockdown, flu season, I hope we'll get a TU soon with comments on how each division is faring and whether TLY are helping with testing/vaccination rollout. Read Full Thread Follow Reply
03/1/2021 14:16	sikhthetech: I wouldn't want a bid at this stage of the company cycle. The 'Add' stage of their 'Add and Build' strategy was only completed just over a year ago. Their strategy has resulted in a diversified healthcare business, as a result of which they didn't suffer any severe impact from Covid. Despite Covid, they still managed £100m++ revenues, made a profit H1, improved margins, paid a dividend. They still had £12m in the bank, as of H1. They're in the early stages of their 'Insourcing' Division, which will be a big earner in the future. NHS 111 is now being promoted as the 1st port of call, whereas pre-covid it wasn't promoted. They pay a good dividend. I think as covid becomes assigned to history, the true value of TLY will become known. New contracts will start to be awarded again (currently only extensions are awarded). Planned Care will be fully operational. Insourcing will be fully operational in UK & Ireland. Read Full Thread Follow Reply
02/1/2021 14:37	sikhthetech: TLY operate a diversified business with 3 divisions: 1) Urgent Care - NHS 111, Urgent Care Centres Vocare, Greenbrook Healthcare 2) Planned Care Premier Physical Health (PPH), Optimum Sports, About Health, Totally Health 3) Insourcing - in UK & Ireland, carrying out operations which have been postponed Totally Healthcare Planned Care Division was impacted by covid, reduced demand for physio and dermatology, whereas Urgent Care Division, NHS 111, saw a surge in demand. Urgent care is by far the largest contributor to TLY's revenue. Insourcing is relatively new division but has seen a surge in demand for non-urgent operations, which were postponed. Most of the impact felt by TLY was during the 1st lockdown. It is because they operate a diversified business model that they were not badly impacted by covid. TLY is not a covid dependent share. Everyone needs healthcare, covid or not. The need for NHS 111, physio, dermatology, postponed operations will still be around post covid. Read Full Thread Follow Reply
03/12/2020 14:12	sikhthetech: Great to see more contract extensions for TLY's Urgent Care division. TLY has recurring and growing revenues. NHS is at the forefront of govn plans, as recently announced by the Chancellor. Graham, agree, TLY are not a covid dependent company. Everyone needs healthcare, covid or not. Read Full Thread Follow Reply
03/12/2020 07:46	nobbygnome: To get back to TLY I remember the fall after the takeover of Vocare was at least partly because the IIs were wary of the business model where they had to constantly get contract renewals. I think TLY has proved beyond all doubt this was not a real concern as they consistently get big contracts renewed and indeed win new ones. Onwards and upwards.... Read Full Thread Follow Reply
11/11/2020 16:24	sikhthetech: Excellent presentation. Agree with GBCol and add the following. - Growing revenues, earnings and Cash - No Debt, repeated several times - Consistent dividend payments - no plans for progressive dividend during current climate. - Cash generative. Urgent Care Division: NHS 111 growing - TLY's service ahead of other providers, eg Ambulance Service pass on some of the work to TLY, for which TLY receive a payment. Gov plans to rename NHS 111. No problems with cashflow as NHS a good solid payer Planned Care Division: Halted during 1st lockdown, Mid-Apr to June. Staff were furloughed. All furloughed staff now back. Planned Care revenues down 50% compared to last year. Remobilised from Aug and back to 85% of pre-covid levels. No impact during current lockdown. Insourcing Division: Impacted 1st lockdown, Apr-May, remobilised June. Ireland worked every day. No impact during current lockdown. Current run rate £3.5m per month. In England there's an increase of 4m patients on the waiting list. https://www.investormeetcompany.com/totally-plc/register-investor Read Full Thread Follow Reply
11/11/2020 14:32	gbcol: I think the presentation was good and definitely worth tuning in for. Maybe they are not slick, polished performers but actually that can help as you don't get the usual corporate speak and BS. Yes they are very proud of what they are doing and how the business is doing. Nothing wrong with that IMO. Judging by the amount of notes I took, it can't just have been all waffle (acknowledge that debt explanation was waffle though and not much wiser other than it includes stuff like potential but unknown about malpractice claims that could occur in future although may not crystalise). A few of my take-aways:- No appetite in NHS for rebidding which means that contracts are just rolling over, with ALL extra work being paid for Urgent care currently 96% of revenues and doing very well Involved in various pilots with NHS which in terms of 111 has led to TLY process being accepted as NHS gold standard that other companies will have to meet Order book for Insourcing increasing above their expectations Keen on proactively growing revenues. 111 a big growth area. Frustrated by share price performance and no explanation. No expectation of doing share buybacks (advised not to do it just to support SP) Not looking at any significant acquisitions and so no plans for cash raise. Could do small bolt ons if appropriate eg technology Planned care not really affected by 2nd lockdown (unlike 1st one where it stopped). Currently running at 85% capacity. Intention of board to carry on with divi policy although not move to a progressive divi until we are through current uncertainties. All IMO and to the best of my recollection, but feel free to comment if I have mis-interpreted anything. For what it's worth, I have been adding at current levels recently and consider anything sub-18p as a steal, although TBH I've probably got plenty for my needs now! Read Full Thread Follow Reply
18/9/2020 12:34	sikhthetech: savaged, 1) TLY have acquired several companies over the past 3 yrs as part of their "Add and Build" strategy. They are not reacting to Covid and setting up NHS 111 now. NHS 111 was promoted as the first port of call for anyone with Covid symptoms. The fact TLY had the system up and running shows they are ahead of the game and not looking in the mirror. This is evident by the fact they was significant demand for NHS 111. The govn are looking at using NHS 111 to triage patients before going to A&E. That's not new. The govn have wanted to use NHS 111 to reduce A&E waiting times for years. Covid has simply brought the agenda forward. That is even better for TLY, as there should be larger contracts. TLY are well positioned to seize any opportunities. TLY have a diversified business setup which was evident because they were able to quickly adapt to NHS requirements. This diversified business model also meant that weaker demand for Planned Care was offset by Stronger demand for Urgent Care. 2) Why would a milder flu season have any effect on NHS 111 contracts? NHS 111 provides multiple services. Pharmacies & GPs have handled flu symptoms perfectly well for years. 3) Nothing to do with TLY. 4) TLY should invest in AI & Machine learning for NHS 111. That's rubbish. Why? TLY supports the NHS. It is the NHS who provide the NHS 111 & 999 Pathway system not TLY. NHS introduced NHS 111 website for Covid to ease the pressure on phone lines. TLY have had the foresight to setup their business to support NHS requirements and to adapt to them very quickly. Their Planned Care, Urgent Care and Insourcing Divisions provide a very diversified business. Read Full Thread Follow Reply
13/9/2020 18:13	sikhthetech: Over the past 4 yrs TLY has grown significantly as can be seen from their results. This was achieved as part of their Add and Build strategy. period revenue, cash, profit/loss 2015 £0.6m, £0.4m, £0.4m 2016 £4m, £1m, £1.4m 2017 £21.3m, £11.3m, £5.6m 2018 £42m, £10.2m, £0.2m 2019 £78m, £7.5m, £1.1m 2020 £105m, £8.9m, £4m Gross margins up Paying dividends. Wendy has decades of experience within NHS & Healthcare settings. Bob has decades of experience with the markets & IIs. Today TLY is a diversified business and as can be seen over the past 6 months, 1 division, Urgent Care, has been growing strongly. Vocare & Greenbrook were bought over the past 3 yrs. TLY have the right business mix and are in the right place at the right time. The govn is pushing NHS 111 as the 1st point of contact to reduce GP appts & A&E waiting times. TLY are a national provider for this and hav Read the company and Healthcare newsflow. Read Full Thread Follow Reply

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