Totally Dividends - TLY

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
2.50 6.33% 42.00 16:35:24
Open Price Low Price High Price Close Price Previous Close
40.50 40.50 43.25 42.00 39.50
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Industry Sector

Totally TLY Dividends History

Announcement Date Type Currency Dividend Amount Period Start Period End Ex Date Record Date Payment Date Total Dividend Amount

Top Dividend Posts

sikhthetech: If a company is interest in being involved in the healthcare, NHS/non-NHS, market then it's cheaper to buy the company already set up than build it from scratch. TLY spent years building the foundation and it would be a real shame if someone did bid. I for one believe they will do significantly better on their own. Bob built Mears from a £50k investment to a £500m company. He said he wants to do similar here, hence the 'add and build' strategy. The Add part of that strategy has largely completed and now it's time for growth. Not comparing it to qxl but they announced an MBO, which flushed out a bidder then a 2nd. In the end, the company went for 100x the share price since that MBO. It was recently sold on for multiple of that price.
sikhthetech: TLA, I couldn't see anything untoward from the names you mentioned. It seems to me that TLY has been building their 3 divisions, of which Urgent Care is one. They only announced the divisions last year, prior to which each subsidiary was mentioned individually. Now the 3 divisions and the previous subsidiaries are: 1) Urgent Care, which is combined GBH & Vocare. 2) Planned Care, which is combined Optimum Sports, About Health, Premier Physical Health. 3) Insourcing. I would expect some staff to leave when each division was created by combining the previous subsidiaries. I think this was in preparation for the new iCS. TLY bought GBH 2yrs ago, June, after which there was a period of integration. So Looking at the last person you mentioned, Sivanthi Sivakuma, according to Companies House (if she is the same person), she was a Dr, a director of Seventy, Seven Two Ltd, which was dissolved in 2018, just 6 months before TLY bought GBH. I can't see she was a director or a significant person within GBH. What was her role? The new appointments, area/regional director, mentioned on here were for ICS, which ties in with TLY's newly merged GB/Vocare, Urgent Care Division, mentioned above. Therefore, it seems to me that it's a new role. "The newly formed Totally Urgent Care Division...following the integration of Vocare and Greenbrook." Do you or your contact work for GBH that you believe staff may have left and the new roles are not because of GBH/Vocare integration?
sikhthetech: TLA, "I know through contacts that almost all of the Greenbrook directors have gone over the past few months" Can you please post the names of these GBH directors who have left TLY recently? Especially as TLY acquired GBH June, 2 yrs ago!.
the real capitalcity: Welcome aboard ygor! I was put on to TLY by a fellow member of the Synairgen share guild and I looked into them too. I'd originally set it to a modest 5% profit, but further assessed a greater return is likely. (at the last RNS I could have easily and quickly achieved my 5% return, but now look to this as a slightly longer-term hold) It is slightly irritating that this took a dive on the Govt White paper, but was oversold in my opinion by people who don't understand the workings of outsourcing v's insourcing (which is where I see the real added value) I previously worked in the BPO sector and I don't regret my decision to hold here, the healthcare sector is ripe for disruption in the way it currently functions, and as you say this company has potential...
sikhthetech: Currently, the proposals are for NHS England only. TLY's insourcing division won't be impacted as they help the NHS to reduce the huge list of postponed operations in all 4 UK Nations and IRELAND. If, at some point, the other UK Nations follow the proposals, I think it will be fantastic news for TLY. TLY in the right place, at the right time. Foundation set for growth. Read the company/sector newsflow.
sikhthetech: Thordon, The arrival of the de-rampers just strengthens the bull case. They haven't said anything which is new and are clueless about the model, TLY and NHS. The facts are: 1) The proposals were already known and so are not new. TLY were already aware of them. 2) They affect the way services are sold via CCGs in NHS ENGLAND only. 3) TLY Insourcing division operate in all 4 UK Nations and Ireland, so it doesn't impact Insourcing. 4) The proposals look at Social care, joined up care, which is great for TLY's Planned Division.
thordon: Will TLY staff keep working next week - YES Will TLY staff keep working next Month - YES Will TLY staff keep working next six Month - YES Will TLY staff keep working in the next Year - YES Will TLY staff keep working upto April 2022 - YES after this point we are entering some contracts that require extending.
sikhthetech: I think TLY will do extremely well without a bid. They are in the right place at the right time. TLY are here to support the NHS and they need support now than they have ever needed in the past. Healthcare is not a luxury it's a essential. Their diversified business model has proven to be the right strategy. During pandemic, NHS 111 has been promoted as the 1st port of call. For years, both Tory & Labour govns have wanted to reduce A&E waiting and help the NHS save money. NHS 111 was to support that goal by pushing patients to call NHS 111 instead of clogging up A&E with non-emergency conditions. Covid has pushed NHS 111 to the forefront of everyone's minds. Going forward, new contracts will start to roll out again and I think these will be on better terms for NHS 111 providers. TLY's Planned division has largely been on hold because of Covid. However, covid has highlighted the need for everyone to look after themselves, especially around exercise. As vaccinations accelerate, restrictions ease, I think Planned Care Division will see a surge in appointments with more physios, referrals etc Insourcing. This is relatively new division so is jam tomorrow. I think it will also be the biggest growth driver. With millions of postponed operations the NHS need to clear the backlog and Insourcing is the only way to do it. These figures upto fy2019 are without Insourcing (the division was setup in Oct 2019) contribution and only a small contribution towards fy2020 and H1-2021. For H1-2021, Insourcing and Planned Care didn't contribute for the full half, as they were stopped for most of during Q1, due to the 1st lockdown. (The figures do include acquisitions) Last 5 years: 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 H1-2021 (Sept 2020) revenue: £54m(H1-2020 £49m), Gross profit: £10.2m(£9.8m) Ebitda £2.3m (£1.3m) Cash £12.3m (March 2020 £8.9m) Gross margins up Paying dividends. Interims H1-2021:
costi_1672: The ex-dividend date for stocks is usually set one business day before the record date. If you purchase a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller gets the dividend. If you purchase before the ex-dividend date, you get the dividend
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.
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