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Share Name | Share Symbol | Market | Stock Type |
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Totally Plc | TLY | London | Ordinary Share |
Open Price | Low Price | High Price | Close Price | Previous Close |
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9.40 | 9.25 | 9.40 | 9.40 |
Industry Sector |
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HEALTH CARE EQUIPMENT & SERVICES |
Announcement Date | Type | Currency | Dividend Amount | Ex Date | Record Date | Payment Date |
---|---|---|---|---|---|---|
10/07/2023 | Final | GBP | 0.00125 | 07/09/2023 | 08/09/2023 | 11/10/2023 |
14/11/2022 | Interim | GBP | 0.005 | 02/02/2023 | 03/02/2023 | 24/02/2023 |
12/07/2022 | Final | GBP | 0.005 | 08/09/2022 | 09/09/2022 | 12/10/2022 |
15/11/2021 | Interim | GBP | 0.005 | 03/02/2022 | 04/02/2022 | 25/02/2022 |
06/07/2021 | Final | GBP | 0.0025 | 09/09/2021 | 10/09/2021 | 13/10/2021 |
09/11/2020 | Interim | GBP | 0.0025 | 28/01/2021 | 29/01/2021 | 26/02/2021 |
07/07/2020 | Final | GBP | 0.0025 | 17/09/2020 | 18/09/2020 | 16/10/2020 |
06/11/2019 | Interim | GBP | 0.0025 | 30/01/2020 | 31/01/2020 | 28/02/2020 |
Top Posts |
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Posted at 10/1/2025 14:43 by sikhthetech It's worth noting that over past few months, since Labour came to power, TLY have been awarded £27m of contract wins/extensions.The other crucial point is that Labour have pumped billions into the NHS and crucially have stated there will be greater use of private providers. I EXPECT TLY to win some contracts because of this increase usuage of private providers. TLY forecast £85m revenues for fy25, ie end of March but I EXPECT that will increase due to POTENTIAL contract wins now that political uncertainty has been resolved for 4+years. Mcap £17m |
Posted at 10/1/2025 14:39 by sikhthetech 1gw,The key words are expect/expected. "That all suggests the Tly contract is being under-used vs expectations or over-resourced, doesn't it?" The contract is a National Resilience Contract. NHS England have awarded that contract only to TLY 2 years running, proving that TLY is a trusted partner of National NHS England organisation. The whole point of the contract is Resilience as local NHS 111 centres were failing to answer calls within target response times. The fact TLY have an average of only 9secs(as per your post) proves the Resilience model is a huge success. For the previous year, the contract value was £10m and wgen extended, the value was increased by 30% to £13m. "Wendy said on the IMC call that they didn't see any short-term losses of major contracts, so presumably she expects the contract to be renewed/extended, but at what level?" IMC was 2 months ago!!! The original National Resilience contract ends next month. I expect it will be renewed but that's an expectation not a guarantee as others will be able to tender for it. It is common in businesses to tender for contracts, to win and lose some, is it not?. TLY mcap is £17m. The one contract you refer to was £13m, so basically the mcap. |
Posted at 07/1/2025 14:30 by sikhthetech PS,No problem. Some info: FACTS: cC45% of TLY held by IIs. TLY are aligned to the Govn & NHS plans, as you correctly mentioned. However, NHS under both Parties have used private providers since NHS inception in 1947. In fact, thousands of GPs/Locums/nurses/pa TLY provide their services in UK AND Republic of Ireland. I saw you mentioned that being in NI is a real positive because of potential US interest. TLY have contracts in Republic of Ireland with a private hospital group there. Each UK nation has it's own National NHS and local NHS bodies and each local body allocates funding for contracts. So it's not one customer, as some on here claim. TLY has a diversified business model which covers: Urgent Care(NHS 111, Urgent Care centres etc), Elective Care (Elective Surgery, physio, dermatology etc) Corporate Wellbeing, providing wellbeing services to companies. So not NHS TLY also provide their services to HMP. The Chairman, Simon Stilwel, was co-founder and ex-CEO of Liberum. The CEO, Wendy Lawrence, has worked with US healthcare companies and worked for Bupa. Broker target is 20p |
Posted at 04/1/2025 14:41 by sikhthetech More facts:c40% of IIs hold TLY. The Chairman and CFO have been buying. Forecast £85m revenues for this fy25, ending 31st March 2025. Return to profitability Labour's plans are underpinned by: Underlining the govn plans are: hospital to community analogue to digital sickness to prevention Areas TLY provide services in Mcap £14m Stop playing the victim 1gw. As I said in #21676, for months, I didn't post on any thread where you were. Yet, after Nano crashed in Jan/Feb 2023 on warnings/red flags, you were relentless on here and TwoGood2die on lse TLY BB. Why? Not another coincidence, is it? Answer the simple question. Given you portray yourself as a well researched poster, why do virtually all your/your mates shares crash and on obvious red flags? It's highly unusual for someone capable of such in-depth analysis have virtually all their shares crash, isn't it? And on the obvious red flags that even I have picked up. How many multiple ids do you have and why? |
Posted at 04/1/2025 14:00 by sikhthetech 1gw,To counter your post, read the company newsflow and my post of 1st Jan. I have no problem with anyone posting opinions. You're referring to interims, which were published 2 months ago and not recently, ie just before Christmas, as you're trying to imply by mentioning 'Christmas'. Your post is just being your usual manipulative self. You're obviously posted today as your post of 28th Dec will fall off the Top list today!!! In terms of your post. Facts/evidence: FY24. Refers to 1st Apr 2023 to 31st Mar 2024. We're now in the final qtr of fy2025, so you're referring to a period, which started nearly 2 years ago!!! Interims. They were published 2 months ago. You mention Christmas because you're being your devious self by suggesting it was more recent!! General Election (GE). 24th July, so during Q2-2025. The company has already said the NHS and the company had issues during that period. Those issues, inc doctors strike, inflation etc have been addressed by Labour. The company has also said things improved after the GE. 24th July 2024 "It was undoubtedly a difficult year for the Group but the actions on costs, structure, internal process and financial controls taken in the second half of the year have seen a stabilisation in the business and a return to positive monthly EBITDA contribution." "recent contract wins and extension announcements demonstrate early signs of commissioners taking action as the market begins to ease post-election. " Those statements were backed up by the £20m contract wins/extensions. some of which here: They then re-confirmed them in the interims, published 6th November, 2 months ago £27m of contract wins/extensions. Six new contracts confirmed at a value of c.£7.5 million to be realised in the current financial year. A further 14 contracts renewed at a total value of c. £19 million I also said in my post of 1st Jan "After years of under investment, The Govn has pumped billions into the NHS. They want to reduce long waiting time (Elective Care), A&E waiting times as well as free up thousands of GP appointments." "TLY have already won around £20m of contracts wins/extensions since Labour won the GE. They forecast revenues of £85m for fy2025, which ends in 3 months time, 31st March 2025. That forecast excludes any potential gains from Labour's new NHS Plans, as these won't be published until the spring." Mcap £14m What do you think of the £27m of contract wins/extensions announced recently? What do you think of the potential from Labour's new NHS Plans, given TLY are in the right space at the right time? Given you portray yourself as a well researched poster, why do virtually all your shares crash? Why do virtually all your stories turn out to be false? You make a dodgy 2nd hand car salesman sound honest. How many multiple ids do you have and why? |
Posted at 05/12/2024 16:53 by jugears As a Out of Hospital provider, these are all beneficial to TLY.But you will have to wait many years to see any benefit here!, its all long term, It won't benefit TLY this year, next year or the year after, It may do one day but will TLY still be in existence then, none of there business model shows any potential to show large returns, I don't ever see this company as a large player making big profits, when uk Government eventually start consultation on the NHS there will be a lot of big changes, will this one day benefit TLY? there are NO guarantees! |
Posted at 11/11/2024 22:05 by sikhthetech 1gw"No good having a good idea, or even being in the right place at the right time, if you run out of money before you can make the idea pay off." Absolutely. I've been saying that to you for years, remember, on Byot re businesses need repeat orders. They ran out of cash and had to delist, crashed down 99.9%!! Why don't you practice what you preach on shares you ramp? Re the other points, you're being disingeunous, yet again - posting some data without the full picture. Like what's happened over the same period: 2019 - TLY acquires Greenbrook, UCC company. 2019 - TLY launched a new subsidiay - Totally Healthcare - Elective Care to help reduce NHS waiting times. Note 2019, so foresight!!! 2020-2021 Covid hit the world, all hospital/clinics were cancelled. NHS contracts paused for some of TLY's subsidaries - remember it was when you/your mates were ramping Byot, saying they have unique business, Brokers conservative etc!! ;-) 2021 - TLY buys Energy Fit Pro - the Corporation Staff Wellness company 2022 - TLY bought Pioneer healthcare - the Elective Care specialists - to enhance TLY's elective care offerings(help reduce NHS waiting times)!! 2023 - Junior doctors strike, wage inflation impacts NHS and TLY. However, now resolved Acquisitions were by some upfront cash, some deferred performance based payments... Pretty standard... same as what your Byot & HVO have done!!! Why not be honest for once??? You make a dodgy 2nd hand car salesman sound honest. How many multiple ids do you have and why? |
Posted at 11/11/2024 13:54 by sikhthetech Richie"Tly just need to do a decent job and be on the best terms with the NHS and keep applying for contracts. If they try to be too pro-active or too clever it could backfire." Exactly. TLY have the trust of NHS England. Otherwise they wouldn't continue to be the sole provider of NHS 111 resilience. This is an important contract for NHS England as NHS 111 must respond to patients within a reasonable time. TLY recently won a significant Elective Care(EC) contract in N England. That is significant as the govn/NHS England desperately need to reduce NHS waiting times. I expect it will lead onto more EC contracts. |
Posted at 30/9/2024 07:40 by 1gw On the contract stuff the issue for me is that it's very difficult for shareholders to understand how a contract announcement relates to guidance because the company doesn't tend to issue RNS's for specific contract losses, only for wins/extensions. The company currently seems to have a mainly short-term business with lots of 1-year (or shorter duration) contracts, so needs a lot of contracts (new or extensions) each year to meet guidance.Look at the FY25 guidance of £85m, representing a drop of £22m on FY24. My best guess currently is that that is based on specific contract losses that they knew about plus an assumption that they don't get the winter 111 resilience contract this year (they will hope to get it but didn't want to build it into the guidance). i.e. £15m or so from the three contracts they knew they had lost (SSOT 111, Yorkshire GP OOH, St Mary's UTC) plus £7m net from the 111 Resilience (£10m base + up to £10m winter in FY24 vs £13m base in FY25). None of those 3 contract losses was notified promptly by Totally afaics. SSOT and Yorkshire GP OOH found their way into the public domain and then were eventually acknowledged by TLY in the prelims. I'm not sure they've even acknowledged the St Mary's UTC loss formally yet. And yet I think these were contracts they had held for years and had been material revenue contributors relative to some of the new contracts they have announced. Anyway, that looks like a £22m hit to urgent care revenue that is either already baked in or known to be particularly uncertain (i.e. the winter resilience contract) and means the base case revenue assumption for FY25, consistent with the £85m guidance, would be: £55m urgent care £28m elective care £2m corporate wellbeing On the assumption that Elective Care and Corporate Wellbeing revenue forecasts were both overviewed, from the growth shown in the goodwill impairment assumptions to zero growth for guidance purposes, there would appear to be plenty of scope to beat. Equally, if they can again win the winter 111 resilience contract that should put them over the top on urgent care. The downside risk though is that, particularly on elective care, they appear to be dependent on new contracts coming up i.e. the fact that one customer has budget to insource/outsource some activity in one year doesn’t seem to mean that that activity will become part of the baseload in the future. Saolta contracts in Ireland appear to be a good example of this where contracts are announced with extension possibilities but we don’t seem to get news of the extensions being exercised. So when it comes to contract announcements, we're looking to see whether they are extensions which are also effectively baked in to the guidance, or new contracts, and if new whether they are making up for an FY24 contract that hasn’t been renewed. Since they don’t announce non-renewals promptly all the market can do is applaud new contracts but with no idea about whether they are offsetting losses elsewhere – which tends to cause a pop when the new contract is announced but potentially leads to greater disappointment if the guidance doesn’t move as hoped the next time it is updated due to contract losses elsewhere. |
Posted at 10/9/2024 19:12 by sikhthetech Super"so I find the constant comparisons somewhat nugatory. " Your usual pulling wool over reader's eyes. Like your mate 1gw, a hypocrite . If you don't like comparing TLY with shares you pump then why do you? Btw, the chairman of TLY owns more shares than HVO!!!! lol supernumerary - 05 Feb 2024 - 14:52:02 - 6405 of 7987 hVIVO plc - HVO Good to see the new TLY chairman buying shares with his own money. I wonder if he'll increase his holding to the 7% the HVO chairman owns? Somehow I expect not :¬) Might I also remind the ignorant little tikh of this: So in fact the CEO of HVO already owns much the same share of his company as the new TLY NED now does, and about double that of the TLY CEO. Anyway, well done to all of them - always good to see some financial commitment. Congratulations to the HVO directors on their wise investment, and commiserations to Totally's Wendy who's been suffering a bit lately (well, actually quite a lot, and over nearly 2 years. Sad.) We'll see how the TLY guy does over the next two years. My guess is that he won't be there then, having followed the hot money he's invited in today which will likely be gone before their T-20s elapse... |
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