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TLY Totally Plc

4.60
0.00 (0.00%)
18 Apr 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Stock Type
Totally Plc TLY London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 4.60 08:00:00
Open Price Low Price High Price Close Price Previous Close
4.60 4.60 4.60 4.60 4.60
more quote information »
Industry Sector
HEALTH CARE EQUIPMENT & SERVICES

Totally TLY Dividends History

Announcement Date Type Currency Dividend Amount Ex Date Record Date Payment Date
10/07/2023FinalGBP0.0012507/09/202308/09/202311/10/2023
14/11/2022InterimGBP0.00502/02/202303/02/202324/02/2023
12/07/2022FinalGBP0.00508/09/202209/09/202212/10/2022
15/11/2021InterimGBP0.00503/02/202204/02/202225/02/2022
06/07/2021FinalGBP0.002509/09/202110/09/202113/10/2021
09/11/2020InterimGBP0.002528/01/202129/01/202126/02/2021
07/07/2020FinalGBP0.002517/09/202018/09/202016/10/2020
06/11/2019InterimGBP0.002530/01/202031/01/202028/02/2020

Top Dividend Posts

Top Posts
Posted at 17/4/2024 17:51 by sikhthetech
1gw,

Again, you're showing your lack of understanding of the business/sector, like you did at Byot, trmr, rthm etc.


As my previous post, there are problems which impacted the NHS and therefore, TLY. Those problems were highlighted by the company over the past year or so.

As per my previous post, given the share price is below nominal value, I fully expect some CA, which could include capital reorganisation or going private.


Now +ves:

Both Labour and Tories have endorsed the use of private companies to bring down waiting lists.
TLY provides it's services in all 4 UK Nations AND Republic of Ireland.
NHS have endorsed TLY services, which is evidenced by the national contracts awarded to them.

Over £55m revenues in H1, so expecting around £100m for fy.
c40% held by institutions and some increased. So TLY management are backed by significant holdings by IIs.

New Chairman was co-founder of Liberum and has been buying shares. He's obviously got contacts with IIs, who would back the company.

Consultants strike has ended
Wage inflation should have reduced considerably

Mcap only £9m.


-ves:
Junior Doctors strike is still ongoing. That is the biggest problem facing the NHS, not what you and your mates have suggested.

Sp is below nominal value. Obviously the share price was manipulated lower to get to this position in order to force TLY to act and for you to massage your ego and try and prove you have got something, 1 thing right.

Therefore, I expect CA, which could be capital restructuring as they did in 2019 or going private.
I have no problem if they go private because the company clearly has demand for it's services. The company is clearly trusted by the NHS. I would welcome the company going private and fully back it.

If the company goes private and then they can concentrate or building the business without the distraction of muppets manipulating the share price Then they can come back in 2-3 years time in a much stronger position.
Unlike Byot, where the BoD are not trusted. They go private and it's likely Byot will still go into administration.


I'm aware of the risks/rewards and happy with them.
Posted at 07/4/2024 20:09 by sikhthetech
1gw
"Just noticed the header seems much shorter than last time I noticed it. Is the thread owner trying to start distancing himself from the investment?"

You're getting desperate with your stories now suggesting an update to the thread header suggests I'm distancing myself from the investment!!!! Is this to distract from your annual disasters, Byot being your latest one.
I removed some links, subsidiaries, latest ARs etc. This was simply because that information is available from their website. You see the link to their subsidiaries is in the header!!!

Given you portray yourself as a well research poster, why do virtually all your stories/spin turn out to be false? Why do virtually all your shares crash? Why do some posters from shares you ramp, turn up on TLY to deramp and manipulate the sp?


How many multiple ids do you have and why?


Here's another example of your story being proven wrong...
You suggesting Stonehage and other IIs would be rethinking their investment here as Sneller sold out.

Yet Stonehage actually increased their holding, thus proving you completely wrong again.

c40% of TLY is held by IIs and as of fy2024 end, there haven't been any TR1s suggesting they have sold out, has there?



"If they have to write down this goodwill, then that will go against profit at the time they do it."

It's funny coincidence that the share price has been manipulated lower to below the nominal value so to force the company into taking CA, isn't it?

TLY makes little difference to me whatever happens.



As of fy, 31st March, Stonehage haven't sold out, have they?


1gw - 04 Dec 2023 - 18:26:49 - 20781 of 21163 Totally Health - 2014 onwards - TLY
So attention now shifts to Stonehage, perhaps. In July they added (at 11-12p?), saying:

<...>
Will they see the opportunity to do the same again, or are they going to feel more exposed given Sneller's sale and the collapse in shareprice since they bought in July. At 12.2% declared in July they now hold more than twice as much as any other declared holder (Columbia Threadneedle at 5.9%).
Posted at 04/4/2024 21:30 by sikhthetech
Pierre,

You twist posts to suit your agenda.


"He rattles on about waiting lists and deaths as if tly is suddenly going to appear and solve all those problems"

Prove you're not a liar and post where I've said TLY is suddenly going to appear and solve all of NHS problems. You're twisting posts to suit your pathetic agenda.

TLY is 1 small company in a system where the challenges facing NHS are huge. TLY provides services which are aligned to the NHS.

The company has told the market what the current status is. I've read what the current status is and the risks and potential here.
Posted at 04/4/2024 14:38 by pierre oreilly
Banning me from the other tly board which you censor is just an admission firstly that you simply cannot answer points as you have claimed so often, and secondly that you are a liar by stating many times 'bear points are welcome, I can answer everything'.

You are incredibly stupid and irresponsible in everything you do Shreek.

Not sure TLY followers will like it much that their chief ramper has to censor and ban very reasonable posts. Just answer the points raised to show how great tly is, as you have often claimed you do, turning a bear comment into a bull comment.

There's only one type of person who bans others when they post things they don't like. And that's losers. (Not that that needs any more proof).

Remember holders here can at least get something back however small at the moment - in a few weeks or months they may not get anything. Still no answer t my analysis a few weeks ago indicating tly have little or no cash left, and any cash raise (if they can arrange a cash raise) could virtually wipe out existing shareholders). Any comment and counter analysis? Nope, thought not.
Posted at 04/4/2024 14:26 by sikhthetech
Pierre, you're not discussing TLY, are you?.

Look at all the small trades on TLY.

Manipulating the share price for financial gain IS a criminal offence.


Pierre Oreilly - 02 Apr 2024 - 00:07:56 - 7121 of 7148 hVIVO plc - HVO
sikhthetech1 Apr '24 - 19:35 - 7119 of 7120
0 1 0
Aublune

Exactly my point.

------------------------

Yes, exactly your completely wrong point, like virtually all your points. If you now see why it's incorrect, would you like to apologise to the hvo board which you have effectively accused of misrepresentation? (probably a criminal offence).
Posted at 21/1/2024 20:52 by pierre oreilly
You're now saying tly has 4 customers - quite a change from recently when you were saying they had 88. But the number of customers is a very strange metric on which to base an investment - another case of your analysis being really weird. M&s has 88,000,000 customers, so, according to you, it is a 22 million times better buy than tly (lol, coincidentally i could agree with that!). What matters is how much they are selling to those customers and at what profit - i asked a few days ago how much they were selling to non nhs customers and you didn't answer. I suppose you would have answered had the answer been positive for tly, but no, silence.

tly has 4, or 88, customers.
Everyone needs healthcare.

No wonder you have watched this descend from multi-pounds to 4.5p

Try looking at profit as one metric to the share price. But you may not like what you read.
Posted at 18/1/2024 20:51 by sikhthetech
1gw,

The fact is TLY were awarded a c£13m contract (extension) only last week. That was a 30% uplift from the original, therefore the NHS clearly sees TLY as someone they can trust.

"Totally plc (AIM: TLY), a leading provider of frontline healthcare services, corporate fitness and wellbeing services across the UK and Ireland, is pleased to announce it has been awarded a contract extension by NHS England to provide national NHS 111 contingency services for a further year."



TLY were also awarded a upto £66m contract in SE London, not far from NW London, the contract which ended.

Those contract wins clearly point to a deep lack of understanding in your analysis and understanding of how the NHS/TLY works.


TLY were awarded a contract in SE London, despite the NW one ending.


Either TLY have repeatedly lied about the contracts and they don't exist OR you are making up more stories. Both are possible but given you have a long history of posting stories which turn out to be fantasies, fiction, suggests it's you who is wrong.


"everyone needs healthcare" "Totally has aligned itself with the NHS"

Everyone does need healthcare, including you. Name me one person who doesn't. The King and Princess of Wales are in hospital receiving treatment so they', aren't they
TLY adapt to NHS requirements as was proven when Covid stopped services. TLY adapted to NHS requirements and were awarded contracts to help with testing at airports.



"seemingly no ability or desire to analyse or understand the financial performance of the company."

Funny. No one needs to post lengthy posts or prove what they know.
I counter posts, wherever bull/bear and post company/sector newsflow.

Look at the evidence. I post brief summaries. I'm sure the BoE read my post and decided to raise interest rates. Also ftse 100/250 companies reacted after reading my posts. Honest guv. :-)



Whereas you post lengthy posts, deep analysis and still virtually all your stories are proven to be wrong and virtually all your shares crash.

What does that say about your ability to analyse and understand companies?


Look at past 5 years - all these crashed, you were posting lengthy analysis and I was posting brief commentary. They all crashed and the company themselves stated similar challenges/red flags as I was predicting.
2019 - rthm - I posted challenges will hit because of P&G demands. GPRD etc. You were still ramping them at 590p (new money), crashed to 100p, now liquidated.
2020 - Byot - I said companies will adapt where there's demand and enter the market. You were ramping them at 10p, crashed to 0.7p
2021 - Trmr - I posted company has history of court cases, buy backs, profit warnings and warned of ad tech bubble, whilst you were ramping them at 800p, crashed to 200p.
2022 - Trmr/Byot - again, continued warnings. They issued profit warnings.
etc
etc


Given you portray yourself as a well researched, understand accounts etc, why do virtually all your stories turn out to be wrong. Why do virtually all your shares crash? You make a dodgy 2nd hand car salesman sound honest. How many multiple ids do you and your gang have and why?


So who's analysis is severely lacking and proven to be wrong time after time. The fact is the evidence shows that you are incapable of understanding companies and how company/sector newsflow will impact them.

TLY is just 1 share I comment on and the point of investing is to get more right than wrong, which the above list clearly shows.
Posted at 10/1/2024 15:53 by pierre oreilly
sikh,

Currently, the existing contract to which the recent news is an extension, is bringing in money - so why did tly report a nigh on 2 mill loss in the most recent accounts? not sure, with rising costs, even the higher value will reverse the loss. Afterall, tly has rising wages, and this extension requires 'higher commitment' and presumably must satisfy the 'growing demand' for the 111 service. That seems to imply additional resources for tly above the normal inflation increases - maybe not to you obviously, but it does to me.

Any idea of the increase in staff tly must commit to this extension?

I'd expect the cash to come in for the first month's service from feb probably around June (3m after the first invoice). That probably, to me at least, means cash being drawndown from their loan facility before then if they choose that route, or alternatively maybe a placing if they want to also fund the expansion you talk about. Whatever, cash atm doesn't look great and the extension doesn't alter that for several months.
Posted at 10/1/2024 13:23 by pierre oreilly
Obviously the contract signing is good, but entirely expected, news - it enables the debt facility to be more likely available for tly to draw upon until the contract itself provides some cash flow. Whether the eventual cash flow exceeds the cash burn rate is the important question. In any case, this being an extension means the current burn rate is net of the cash from existing 111 contract, i.e. the extension merely maintains the cash burn, not improves it, afaics.

This extension must have been worked into projections - it's the bread and butter contract. If this hadn't been renewed, it seems pretty obvious where tly would go without it.



The framework agreement the nhs undoubtable has with tly requires due diligence - and when I was involved with contracts with the sort of equiavlent nat grid, due diligence in part meant the contractor had to establish a few years of good profitability (the nhs or ngc don't want contractors going bust on them half way through a contract).

Not sure tly would pass, having recently declared a loss) this element of due diligence if for some reason ot had to be performed officially again. Could you throw light on this shreek?
Posted at 30/11/2023 14:39 by gbcol
I think TLY wanted increased costs for the renewed contract and ICB didn’t agree to that. So TLY “terminated221; the rollover, renewal of the contract and ICB allowed the contracts to end. A bit of semantics. There were however costs that TLY incurred due to the fact that the contract didn’t continue/get renewed. I think initially TLY thought they could get these back, hence why there were rumblings of legal action at the time, but obviously decided they wouldn’t be able to.

It was apparently taken in house, or at least that was what was indicated today. No doubt a contract will be tendered and awarded further down the line but whether TLY would be considered or would consider this is doubtful as it was stated today that relationships were understandably a bit tense at the time this happened.

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