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TLY Totally Plc

4.75
0.00 (0.00%)
23 Apr 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Totally Plc LSE:TLY London Ordinary Share GB00BYM1JJ00 ORD 10P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.00% 4.75 75,213 07:47:57
Bid Price Offer Price High Price Low Price Open Price
4.50 5.00 4.75 4.75 4.75
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Newspaper:pubg, Pubg & Print 135.7M 1.78M 0.0091 5.22 9.34M
Last Trade Time Trade Type Trade Size Trade Price Currency
15:49:03 O 10,000 4.8701 GBX

Totally (TLY) Latest News

Totally (TLY) Discussions and Chat

Totally (TLY) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2024-04-23 14:49:034.8710,000487.01O
2024-04-23 14:11:455.001,00050.00O
2024-04-23 14:11:455.00251.25O
2024-04-23 14:11:454.501878.42O
2024-04-23 14:11:314.8550,0002,425.00O

Totally (TLY) Top Chat Posts

Top Posts
Posted at 23/4/2024 09:20 by Totally Daily Update
Totally Plc is listed in the Newspaper:pubg, Pubg & Print sector of the London Stock Exchange with ticker TLY. The last closing price for Totally was 4.75p.
Totally currently has 196,546,800 shares in issue. The market capitalisation of Totally is £9,335,973.
Totally has a price to earnings ratio (PE ratio) of 5.22.
This morning TLY shares opened at 4.75p
Posted at 21/4/2024 18:44 by sikhthetech
1gw,

"Is it not reasonable to highlight evidence that offers a different perspective to some of the other posts?"

Nothing wrong with opinions. As I've repeatedly said:
If bull points can be countered then it makes the bear case stronger.
If bear points can be countered then it makes the bull case stronger.

As evidenced, virtually all your stories, suggestions have turned out to be false, ficticious.


"Yes there have been some holdings notices showing other major holders increasing, but it looks like there has been material net selling by the major holders listed in the annual report (as of late July) doesn't it? This is consistent with the share price trend since then, isn't it?"

No, look at the evidence. I said in Sept that there was no evidence of significant selling by institutions (note, significant and plural institutions). The evidence backs that assertion and you have been proven wrong.


AR of 27th July, total holdings > 3%
91,754,158

AGM result: unanimously voted for majority of the resolutions
91,552,076


91m in July and similar voted in Sept.


There is NO evidence of institutions selling between July and H1.


"And various posts by the thread owner suggesting there is no evidence of institutions selling and that the sustained shareprice decline is due to manipulation."


The share price continued to fall from around 20p in July to 10p in Sept.
Hundreds of trades, yet only a few PIs, no significant selling by institutions. So evidence suggests share price was manipulated.


I said last Sept until Jan (3 months ago, shortly after new chairman started) there was no evidence of significant selling by institutions.
Again, you're misrepresenting what I've actually said as you and your mates normally do.
There wasn't any significant selling by institutionS. We've now moved beyond fy 2024 and are now in H1 2025.


Feel free to provide the evidence of significant selling by institutions July to H1 2024.

Sounds like share price being manipulated by PIs, don't you think?






As to Stonehage:

You claimed in December that attention shifts to them

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%).


Yet only 5 days after your post, Stonehage increased their holding!!! So you were proven wrong there as well





Given you portray yourself as a well researched poster, why do virtually all your stories turn out to be ficticious? Why do virtually all your and your mates shares crash (byot down 99%, trmr down 80%, rthm down 80% etc etc etc) ?
How many multiple ids do you have and why?

Btw, your post not in 'top posts' again. Multiple ids???
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 20:43 by sikhthetech
Bruce,

"really interested in understanding what you think the upside is here. What is your target price for TLY and by when?"

I suggest you read the company's rns going back 1-2 years. That tells you exactly why the company is where it is.
You'll see that the company newsflow is completely different from what is portrayed by the derampers.

It's easier to give targets and direction of travel on ftse 100, 250 companies than it is on an illiquid share. This simply because ftse 100/250 shares are not easy to manipulate by the muppets.

As evidenced by my posts on PSN/TW/House builders/Easyjet/MKS/LLoyd



As TLY is illiquid, the gang will always manipulate the share price or post selective comments from my posts to suit their agenda. Therefore, there is no point in suggesting a target or timescale.

If you're seriously interested then read the company newsflow, read what is happening within the NHS. Read the brokers notes.

The are risks and they are not what the derampers have been posting. There's also potential, which is what 1gw and his mates prefer readers not to see.
I adjust my investments accordingly.
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 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 05/2/2024 16:13 by 1gw
The chairman is non-executive and newly-arrived, and so may not have quite such a good understanding of the state of the business as the executive directors.

So what about the long-standing CEO, Wendy Lawrence? She was appointed CEO in 2013 and so has had more than a decade to acquire shares in the company to demonstrate her belief in its future success. She is shown on the company site as owning 0.9m shares, worth around £44k at 5p/share. I think this actually omits 0.2m acquired in July 2023 through an employee share option scheme, so 1.1m shares if we include this. According to the annual report she had total remuneration of nearly £493k in FY22 and £283k in FY23, so a very low shareholding value in relation to remuneration over that decade as CEO. But where did her 0.9m (or 1.1m) shares come from? Well most of them came from an executive option scheme. She was the beneficiary of a 3m share option grant in 2019. As I read it, the proportion of the 3m that vested depended on the shareprice over the 10 business days leading up to the vesting date in June 2022 (25% vested at a shareprice of 35p up to 100% at 55p). Remarkably (?!) the shareprice did get above 35p for this period and the award paid out just under 50% meaning she acquired 1.4m shares. After selling around 50% of these to satisfy the tax liability she retained 0.7m shares from the option exercise.

What about the recently departed CFO then? She was appointed Finance Director in 2017 and CFO in 2021, so she also had a fair bit of time to demonstrate belief in the future by acquiring shares. Her total remuneration in FY22 was £297k and in FY23 was £206k. According to the 2023 annual report she held a total of 0.7m shares at 31st March 2023. Again, she was a beneficiary of the 2019 executive option scheme, being granted options over 1.5m shares of which 0.7m vested and 0.35m remained after settling the tax. A further 0.18m came from her exercise of a further option under an employee share scheme.

So the newly-appointed chairman is getting stuck in to the share buying, which is good to see. But the CEO and former CFO seem to have done exceptionally little in the way of share acquisition over many years, other than through an executive option scheme (thanks to the shareprice getting over 35p for a short period of time) and an employee option scheme.

Is it this experience that has made you sceptical of executive option schemes, perhaps, sikhthetech? btw 3m shares (Wendy's 2019 grant) is over 1.5% of the company isn't it?
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 12/12/2023 17:55 by beckers2008
Sikhthetech,
You gotta admit, I do know my stuff, don't I... Evidently as below.

""Beckers2008 - 15 Sep 2023 - 07:50:16 - 891 of 1127
Sikhthetech,

Seen the TLY share price lately, lol!
Now 7.8p on the Bid.

I did warn you at 40p and 14p but you didn't listen, as expected, lol, just lol!

Going to 5p?""
Posted at 01/12/2023 16:22 by brucethegoldfish
TLY share price is in terminal decline!

I’m assuming STT doesn’t operate stop losses. What a disaster!
Totally share price data is direct from the London Stock Exchange

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