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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Totally Plc | TLY | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.05 | 0.69% | 7.25 | 08:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 7.25 | 7.25 | 7.25 | 7.20 |
| Industry Sector |
|---|
| HEALTH CARE EQUIPMENT & SERVICES |
| Top Posts |
|---|
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 17/12/2024 10:08 by savagedstock re post 21659i have nothing to say on 99% of what is written, however it is worth pointing out that when a CEO says they will do something on an investor call, they should do it. I listened to the replay of the call, and what they promised is very clear. I have no interest in getting involved with your spat and invective with others. Have a good Christmas all |
Posted at 03/12/2024 12:50 by 1gw Not that I've seen. They still haven't even put back the audio Q&A list (ie the answers they gave in the meeting with the questions transcribed) on the Investor Meet Company site.C*ckup or conspiracy? |
Posted at 22/11/2024 08:20 by 1gw I would have thought they would update the Q&A tab of the Investor Meet Company page for the meeting with the written answers. |
Posted at 19/11/2024 14:42 by savagedstock re post 21618one feels STT that you might have missed the point.....the company is not making £2M Net Profit NOW, so when it does, the share valuation today has already priced it in. So for the price to rise, the company must make more than £2M. Given that on a revenue of 85M, that implies a net profit margin of 2.3%, something the company has never achieved. So to any unbiased observer, the price is fully valued. That is neither a positive or a negative, it is a statement of where the price action is today. I am not sure how one can comment on your other points, either positively or negatively. The facts are simple 1) management got caught out in their cost base, so implemented savings - how they flow through is a matter of seeing what they report and comparing like for like 2) corporate strategy - having seen the last one end in tatters, most sensible investors will take a 'wait and see' approach. Reading between the lines, a good portion of the additional NHS money is already allocated - some £4Bn going to cover the NIC and pension charges for example (what Reeves gives with one hand, takes away with the other). So the market is waiting to see what is really available between now and April 2025 in new contracts rather than plugging holes in operating costs. So all that is being said is that with so many macro uncertainties, a board that is still to demonstrate shareholder value (look at the share price chart), this is nothing more than a punting stock, driven by newsflow. Money can still be made, as long as you get the trading range right. This really is not an environment for 'macro' or 'top down' investing. |
Posted at 11/11/2024 13:32 by sikhthetech Savage,If that's all the negatives you/1gw can find then I think the company will do extremely well. Countering your points: 1) "buy and build totally ditched" As previously stated, the company started their add/build strategy in 2016 and already built their diversified business model, virtually completed some 4 years ago. Since then they have added Energy Fitness Pro(EFP), corportate fitness subsidiary. This is an area which the govn wants as part of their strategy, ie Prevention. No point in adding any more until they have clarity from govn's NHS plan, is there? The diversified business model: 2) "no clear new strategy - seems now to be based on whatever the new nhs plan is when it is released, so reactive. In the meantime, win whatever contracts are on offer" "New" "Now". Def wrong there. Very odd comments. They have been aligned to the NHS for years. They are still aligned to the NHS, so have to wait until the govn announces their 10 year plan. No changes there. Isn't winning whatever contracts on offer what every business does???? The crucial point you/1gw miss is that NHS bodies will always continue awarding contracts, which is great for private providers. Like they are the SOLE provider of NHS 111 resilience for NHS England. They just won a significant contract in N England for EC.... 3) "Cost Base" - that was answered in the Investor Presentation. Re-listen to it. 4) "is there a corporate strategy independent of the nhs plan?" Answered in point 2. TLY are a Out of Hospital Healthcare provider. They are aligned to the NHS. NHS England being their largest customer. TLY provide their services to all 4 UK Nations AND Republic of Ireland. TLY also provide their services outside of NHS to other organisations like HMP and Hospital group in Republic of Ireland. "Even if they make £2M net profit, that is still 10X P/E now" Yes, now. Doesn't take into account the plans by the govn for the NHS, the huge waiting lists, which the govn are determined to bring down, the huge amounts of cash announced in the budget just a few days ago, does it? |
Posted at 09/11/2024 17:17 by sikhthetech The Investor presentation on Youtube for those who don't want to register for InvestorMeet |
Posted at 05/11/2024 19:14 by sikhthetech Graham"not till 7th (if you'd clicked on you own link!)" My post is correct: H1 tomorrow The link points to the Investor Presentation Thurs. Rns: "will announce its interim results for the six months ended 30 September 2023 on Wednesday 6 November 2024." " will provide a live presentation relating to the Company's results via the Investor Meet Company platform, which will take place at 11:00 a.m. (GMT) on Thursday, 7 November 2024." Facts are facts :-) |
Posted at 24/9/2024 15:29 by savagedstock STTI do not doubt that 1) there will be an NHS reorg 2) that every company supplying to the NHS has their hand out waiting for business 3) that every NHS supplier will say 'how high' when the NHS says jump.....these are the realities when an organisation like the NHS has a restructuring every 5 or so years (in line with the political cycle)..... While there is skill in divination, and reading the nhs tea leaves, it can take a year to 18 months before 'normality' resumes. What will the business strategy be in the meantime? What metrics should we measure the management on every 6 months? Yes guidance has been reinstated, so we are meant to be happy with 85M of revenue and 3.5M of ebitda? For a business whose macro environment is still unclear (as you say the fog is only just starting to lift) a 5X multiple on EBITDA seems reasonable, so the company is fully valued. The value can only rise if 1) investors are willing to pay a premium or the ebitda rockets. So until the company provide a detailed strategy at the company level (which can of course have your dollop of the NHS in it), the Sp is a random walk. For example it would be helpful if the company discussed in detail with metrics, its 1)non nhs growth strategy 2) it's use of new technology to improve margins 3) opportunities outside the UK and Ireland...... Until then i feel tly is a 'push me, pull you' sp |
Posted at 17/9/2024 11:06 by savagedstock Some time since I looked at this company. Think the same dichotomy exists between a top down bullish view, and a bottom up execution problem. The company is being shrunk (turnover obvious sign) to grow, which is normal. Problem is lack of a clear strategy, articulated in a succinct manner with measurable objectives that matter to investors. Had thought a PE firm might come in, but the macro environment for that has changed. So it will be down principally to company management to show investors the money....with their ebida guidance, seems to me the stock is fully priced.... |
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