||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Totally Share Discussion Threads
Showing 9751 to 9775 of 9775 messages
Agree, further acquisitions should increase the revenue expectations..
We should hear about the next acquisition soon...
The current mcap is around 2x cash...|
|So to look at it another way TLY are trading at around one times 2018 earnings if you take out the cash! If the cash is used for earnings enhancing acquisitions that looks very cheap!
Of course that revenue is based on the business at present. We know that further acquisitions are coming which should increase those figures substantially certainly for 2018. And they already have the money in the bank for those purchases......
I am very content with the way this is shaping up. Keep up the good work Bob!
|The Stow health contract...Feb 2017
"Under the Contract Totally Health will provide training to NHS General Practitioners ("GPs") at Stowhealth to better detect atrial fibrillation ("AF"), a heart condition in patients, as well as implement a clinical health coaching programme to help patients with AF manage their condition and reduce the risk of stroke."
|Porky was right....
The referral for the Stow Health contract came from Bayer...
Porky8 - 04 Mar 2017 - 13:41:42 - 1403 of 1479 Totally Health - 2014 onwards - TLY
Did you notice ....... Sponsors of the Stowhealth contract .....
Bayer AG htTp://www.google.com/url?sa=t&rct=j&q=bayer+ag&source=web&cd=15&ved=0ahUKEwjHxIqo-7zSAhVZGsAKHXfYAhcQFgiQATAO&url=https%3A%2F%2Fwww.bayer.com%2Fen%2Fbayer-group.aspx&usg=AFQjCNGkuUJwqVdlwvNZkSRtdBi9vsWFAw|
|The 35,000 Coaching sessions mentioned in the Sunday Mail article is total number of sessions since TLY started Health Coaching.|
|The revenue and profit expectation in the Mail on Sunday...I'll put them in the header...
fy2017 £10.6m £25k
fy2018 £14m £1.5m
|Let's hope we get acquisition news soon...
according to the DM article, TLY are expected to make a couple of acquisitions this year...|
|I am surprised the price hasn't gone up more on the level of buying. Remember only about 10% of the shares are not in the hands of big holders so effectively about 5% of the free float has been bought this morning.
I wonder if we will get an AGM release later which may give further impetus.
|The Mail on Sunday ..... Has a readership ....... Circa 1.5 million ..... AGM Tomorrow......... Timing.........I smell news ......|
|This is what social care needs from the green paper to avert a crisis
We'll have to wait for the results of the General Election to see who comes into power to see what their plans are for Social Care and the NHS...
thanks... good article highlighting what Tly do and the current status..
When they started D2C, the plan was to recruit 10,000 patients in the 1st year... with about 2 months to go, it'll be interesting to see how many they have recruited..
The 35,000 coaching sessions, in about a year, is very impressive...|
|Thanks Porky. I think we may get a good rise tomorrow morning....
In the end sadly I can't make the AGM tomorrow. Even for me occasionally work gets in the way of my investing 😜
Good coverage in the Mail .
|I'll decide over the weekend...|
|Anyone going to the AGM on Monday? I am contemplating going along as this is one of my biggest holdings now.
|Devolution of health and social care
|Can technology save the NHS?
|Henderson transfer their funds to Lombard...
This is after Lombard bought a Henderson subsidary, so it's a transfer of fund...
"The transition of the team is expected to be completed in the first quarter of 2017, after which the alternative funds and sub-manager of the long-only fund currently managed by the Volantis investment management team will be moved across to Lombard Odier IM."
|nobby, well spotted..|
|Was just looking at the About Health website and there was an additional contract extension announced on the 7th March with Lancashire North CCG, which was not the subject of an RNS! The contract is worth £120k for a year starting this month.
I guess they are winning so many contracts they don't announce all of them.....
absolutely, with the cash, huge II support and BoD's optimism, it is looking positive... BH has set himself a nice short term target and the BoD's 'add and build' strategy' seems to be progressing well...
The BoD now need to back up their comments with solid financials...|
absolutely... 1 or 2 great acquisitions and the share price will fly...
Now they have the money, I wonder how they are doing with the 4 they were thinking about...
Hopefully, they would have a better idea and started DD by the time of the agm...|
|FWIW I have just looked at the 5 year chart. If you believe in TA, you will be able to see that a long term bowl is forming. The top of the bowl is 190p and should be reached later this year according to the chart, which ironically would equate to a market cap of about 100 million!
So all over bar the shouting 🤔.......
|Thanks Porky for the link.
Excellent interview which reinforces my positive view about the company and Bob Holt! The target of £100 million market cap has been repeated so just a three fold increase from here.....