Totally Share Discussion Threads

[savagedstock] 03/12/2024 13:50

I am not into conspiracy theories. I do feel however that the CEO has a strong duty to all their shareholders, and if you say you're going to do something, do it. I have highlighted before that it's the little errors that concern me

[1gw] 03/12/2024 12:50

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?

[savagedstock] 03/12/2024 10:22

re post 21647

Is there any update on the answers the Company was going to provide? Thought would have a look as TLY drifts back lower, but keen to get all the info first. Thanks

[sikhthetech] 28/11/2024 15:55

NHS Ireland record number of patients on waiting lists



NI hospital consultant waiting lists at all-time high


"Northern Ireland has recorded its highest ever number of people waiting for an appointment with a hospital consultant.

More than half a million people are now on lists to have their first consultation with a specialist."

[sikhthetech] 26/11/2024 13:31

A pilot having Mental Health specialists working at NHS 111 has produced excellent results. It all helps to keep patients out of hospital/A&E.

Hopefully, the govn will roll this out nationwide.



Mental health nurses on 999 calls reduce ED admissions

"A new pilot project that sees mental health nurses speaking on 999 calls has seen a 40% reduction in the number of people in mental health crisis being admitted to emergency departments (EDs).

The project in the South Eastern Health Trust area, funded by the Public Health Agency (PHA), sees 12 mental health practitioners from the trust work with the Northern Ireland Ambulance Service (NIAS) in its control room in Belfast at the weekends."




NHS 111, TLY's corporate Wellness subsidiary - all helps to keep patients out of hospital/A&E, so freeing up resources.


TLY services:

What we do:
"Our corporate customer services play a role in reducing reliance on healthcare by promoting healthy lifestyles and physical and mental health."

[1gw] 26/11/2024 08:23

Not yet. In fact they took the existing audio Q&A down at the weekend (perhaps to add the written answers) and haven't put it back yet.

[savagedstock] 26/11/2024 08:17

Re 21645

Thanks....did you find the answers?

[1gw] 22/11/2024 08:20

I would have thought they would update the Q&A tab of the Investor Meet Company page for the meeting with the written answers.

[savagedstock] 21/11/2024 23:10

Re post 21643

Regulations nowadays are fairly onerous. They will no doubt need their accounting team to prepare the responses, the board to approve them, the lawyers to review and the Nomad to sign off. Even so, two weeks is plenty of yime, particularly as these questions were very foreseeable.
Do you know where the answers are usually posted on their website?

[1gw] 21/11/2024 10:32

Taking their time responding to those IMC questions that they deferred aren't they? Or have the answers been published somewhere I haven't noticed?

"We will respond to that and we will publish the answer...I will get Laurence to reply to that solidly so everybody can see the reply."

"We will reply to that factually in writing so that nothing is misunderstood."

[jugears] 20/11/2024 13:59

ouch ouch ouch, gets worse every time I look, but on the bright side the whole market has fallen recently from house builder to banks ,insurers etc tec etc.

[sikhthetech] 19/11/2024 22:37

Wales to use private care to cut NHS waiting lists



"Private healthcare will be used to reduce long waiting times in the NHS, the Welsh health secretary has said.

Jeremy Miles said £50m allocated to tackle the problem will be given to health boards to provide more treatments, tests and outpatient appointments.

He promised 16,000 more people will be treated by the end of March 2025, with private hospitals used where necessary."

[savagedstock] 19/11/2024 14:42

re post 21618

one 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.

[sikhthetech] 19/11/2024 13:38

Govn needs a campaign to persuade Patients with Non-Emergency conditions to use NHS 111 or UCC. Otherwise A&E dept will become overwhelmed very quickly.



Doctors warn of ‘massive’ winter crisis in UK’s overstretched A&E departments

[sikhthetech] 14/11/2024 13:47

NHS managers to be sacked in failing hospitals


"Hospitals can expect to be ranked on indicators such as care delivery and finances, so patients can see whether they are receiving a good service."




As per 1gw's suggestions, these failing local NHS trusts will be closed down, doctors/nurses/clinicians will refuse to work there because it's not a supportive environment!!!!

Really, 1gw???

Your comments. You really think GP surgeries, local NHS bodies will get closed down or doctors/clinicians will refuse to work in a place which is regarded as failing ???
"Normally, people like to go where the working environment is supportive don't they, especially if they have a choice because their skills are in demand?"

"I'm talking about the GPs who Totally needs to deliver its services and the commissioning boards that determine who gets awarded GP contracts."



You clearly don't understand the NHS and TLY business model.

[sikhthetech] 13/11/2024 21:32

Supernumerary
"the divi hasn't been reinstated "

They restructured last year. The GE was only 4 months ago and the govn 10 year plan should be published in the spring. I don't anyone who was expecting the dividend to be reinstated.


"She says that they're not bothered about increased costs - NI thresholds and rates, and living and working wage rates in particular - but most other companies I've looked at seem to think it's a big problem"

What are these other companies?. The huge tax increases impact retailers, hospitality, HBs etc more.

TLY provide their services to the NHS, the organisation that the taxes were increased for!!.

There's been wage and NI changes in the past. It's nothing new, is it?

[1gw] 13/11/2024 21:10

I really didn't think the original post of the Pulse article was ambiguous. Irritating maybe, to true TLY believers to see a negative article in a journal like Pulse, but not difficult to understand. Clearly not likely to help Totally in its search for new GPs to work for it on an employee or contract basis, and probably not likely to impress those who have new GP outsourcing contracts to award.

But instead we get:
"Healthcare doesn't need publicity"
"Why would a GP think twice about working for a UCC?" (Que?)
"Where do you go if you need healthcare?"
and my favourite perhaps:
"We're talking about doctors, clinical staff!!!"

[fenners66] 13/11/2024 20:37

1gw - "Normally, people like to go where the working environment is supportive don't they, especially if they have a choice because their skills are in demand?"

I'm sure the troll doesn't understand the concept - likely they have never actually been in demand.

[nobbygnome] 13/11/2024 19:36

In the presentation they said they will be cash generative in the second half and are continually assessing reinstatement of the dividend. It won’t happen this year though…

[supernumerary] 13/11/2024 19:33

It's like the school playground again - 2 lads having a bit of argy-bargy while another stands by shouting 'Fight, fight!' Which everybody knows isn't going to happen because it's not the real world!. lol

Meanwhile, on more important matters, I was glad to see that Wendy had added a touch of red to her outfit, I presume to mitigate the Addams Family effect - do you think she reads this board? - although I do think another colour might have been wiser... Weird though that they can't organise the presentations to look normal - why are they both staring at the security camera in the corner, trying to look innocent?

Anyway, the business. Still seems to be haemorrhaging cash, and the divi hasn't been reinstated so they obviously don't think that's going to change much. She says that they're not bothered about increased costs - NI thresholds and rates, and living and working wage rates in particular - but most other companies I've looked at seem to think it's a big problem, so I'm not so sure. Particularly difficult when you're competing against your own customer for staff and you're on worse terms of trade :¬(

I'll be interested to see how it all turns out, but I have to say I think they're struggling, and even if they do manage to win more business as Wes Streeting splashes the cash, their margins will get eroded so they'll end up in the same place. Glad I'm on the sidelines, watching.

[sikhthetech] 13/11/2024 17:42

1gw

"Normally, people like to go where the working environment is supportive don't they, especially if they have a choice because their skills are in demand?"

We're talking about doctors, clinical staff!!!

If your statement was even fractionally true then the NHS would collapse.

During covid, how many doctors/clinical staff were working in a supportive environment??? They lacked PPE and support.
Yet they continued working.

How many doctors/clinical staff work in war zones, without medication, clinical equipment?

You think they should give up just because the environment is not supportive??


You have zero chance of working as a clinician as you've the wrong qualities and attitude towards people. You would dessert a war zone and run a mile if there was a pandemic.

You'd be perfect as a dodgy 2nd hand car salesman though. You have the right qualities for that. ;-)

[1gw] 13/11/2024 17:38

Who's talking about patients? I'm talking about the GPs who Totally needs to deliver its services and the commissioning boards that determine who gets awarded GP contracts.

Those are the important (to Totally) constituencies who may be negatively influenced by that particular article.

[sikhthetech] 13/11/2024 17:34

You miss the point.

Where do you go if you need healthcare? TLY?
No, you go to your GP or pharmacist.
They could direct you to the appropriate organisation, like NHS111 or UCC. These could be run by TLY.

you, as a patient, don't search to see which organisation runs the NHS 111 or UCC. Just like you don't check to see if the ambulance trust will turn up if you dial 999?

[1gw] 13/11/2024 17:27

Normally, people like to go where the working environment is supportive don't they, especially if they have a choice because their skills are in demand?

"On the personal impact of Totally’s management decisions, the GP said: ‘I don’t think I’ve ever come across anything as demoralising as this, to be perfectly honest, and I’ve worked for lots of trusts.

‘The whole thing is demoralising, I’m actually sitting here half contemplating resigning, handing in the computer, and calling it a day.' "