Totally Share Discussion Threads

[thordon] 31/1/2021 13:56

Better still hamhamham1 we hold onto our shares and sell at a 13 Bagger or in my case 30 Bagger as invested at 12p in a couple of years.

The other factor is theirs a strong base of Faithfull investors and properly would not get terms to buyout the company

[hamhamham1] 31/1/2021 12:30

This would be a good buy for a Private Equity investor, even at double current price, they would build it up and refloat or just sell on for £500m+ in a couple of years.

[nobbygnome] 30/1/2021 17:20

I will be buying more first thing on Monday morning if I can get 30.5p.....I may even pay 31p if I have to.

[nobbygnome] 30/1/2021 17:05

Dear old Zak predicting 55p for TLY in the short term and says we have a very bullish chart!

[sikhthetech] 30/1/2021 16:17

I think TLY will do extremely well without a bid.

They are in the right place at the right time. TLY are here to support the NHS and they need support now than they have ever needed in the past. Healthcare is not a luxury it's a essential.

Their diversified business model has proven to be the right strategy.

During pandemic, NHS 111 has been promoted as the 1st port of call.
For years, both Tory & Labour govns have wanted to reduce A&E waiting and help the NHS save money. NHS 111 was to support that goal by pushing patients to call NHS 111 instead of clogging up A&E with non-emergency conditions.
Covid has pushed NHS 111 to the forefront of everyone's minds.
Going forward, new contracts will start to roll out again and I think these will be on better terms for NHS 111 providers.

TLY's Planned division has largely been on hold because of Covid. However, covid has highlighted the need for everyone to look after themselves, especially around exercise.
As vaccinations accelerate, restrictions ease, I think Planned Care Division will see a surge in appointments with more physios, referrals etc

Insourcing. This is relatively new division so is jam tomorrow. I think it will also be the biggest growth driver. With millions of postponed operations the NHS need to clear the backlog and Insourcing is the only way to do it.


These figures upto fy2019 are without Insourcing (the division was setup in Oct 2019) contribution and only a small contribution towards fy2020 and H1-2021. For H1-2021, Insourcing and Planned Care didn't contribute for the full half, as they were stopped for most of during Q1, due to the 1st lockdown.
(The figures do include acquisitions)

Last 5 years:
period revenue, cash, profit/loss
2015 £0.6m, £0.4m, £0.4m
2016 £4m, £1m, £1.4m
2017 £21.3m, £11.3m, £5.6m
2018 £42m, £10.2m, £0.2m
2019 £78m, £7.5m, £1.1m
2020 £105m, £8.9m, £4m

H1-2021 (Sept 2020)
revenue: £54m(H1-2020 £49m),
Gross profit: £10.2m(£9.8m)
Ebitda £2.3m (£1.3m)
Cash £12.3m (March 2020 £8.9m)


Gross margins up
Paying dividends.

Interims H1-2021:

[nobbygnome] 30/1/2021 15:59

I stress that price is if a bid came early next week. I think we may well see 40p by the end of this coming week so any takeout price would increase proportionately.......

[porky8] 30/1/2021 15:56

60p To A £1 .... May Stand A Chance .... North Of £100 Million Mcap .... Would Be Bobs Goal Achieved ..... You Never Know If A Bidding War Develops .....

[nobbygnome] 30/1/2021 15:55

But when the current price is around 30p, even 50p is more than a 60% premium. The tragedy is the valuation was ever so low, although I guess it gave us all the chance to load up at low prices.

[jwoolley] 30/1/2021 15:51

.....and 50p is also a "ridiculous undervaluation"!!

[nobbygnome] 30/1/2021 15:47

Don't forget that the piece in the Times at the New Year said the company are a private equity target presumably because of the ridiculous undervaluation! So the possibility of a bid isn't just idle speculation...

[nobbygnome] 30/1/2021 15:44

Well yes any potential acquirers might want to get in quickly before the price runs away......

What do we reckon, maybe 50p would get the company if an offer came next week?!?

[porky8] 30/1/2021 15:17

With All This Attention.....Wouldn’t Surprise If Offers .....Started Rolling In ....

[nobbygnome] 30/1/2021 14:12

Yes over 4% of the shares traded on Friday which is unusual for TLY; its rare we even get to 1%.

You have to expect further rises next week...

[porky8] 30/1/2021 14:00

Shareholder Register Updated ......Interest Growing .... Very Rare To See Volume Like Friday ......

[hybrasil] 29/1/2021 19:25

Richard Sneller has done very well.
Interesting to see where we close this day week.
The prospects look great
You have to remember that in 2017 totally raised £15 million at .55p a share.
Now that would be a good starting point

[hamhamham1] 29/1/2021 17:12

As said here earlier (by other posters) and many times, the back log building up on the NHS is immense. The staff there would welcome a bit of outsourcing help to try and get yhe numbers down, which will take a few years i think.

[nobbygnome] 29/1/2021 16:38

Wow, a 69k UT at 32p bodes well for next week!

[nobbygnome] 29/1/2021 16:31

Bought some more just before the close at 30.5p. I expect another strong performance next week....

[sikhthetech] 29/1/2021 15:54

Steve, the shares went ex-divi yesterday. However I think the growth story here is greater than the 0.25p divi - the divi is the cherry on the cake.


"This interim dividend will be paid on 26 February 2021 to shareholders on the register as at 29 January 2021. The shares have an ex-dividend date of 28 January 2021."

[costi_1672] 29/1/2021 15:53

The ex-dividend date for stocks is usually set one business day before the record date. If you purchase a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller gets the dividend. If you purchase before the ex-dividend date, you get the dividend

[nobbygnome] 29/1/2021 15:52

>> Steve

Fraid not. It went ex dividend this morning

[temporarylikeachilles] 29/1/2021 15:46

Very happy I bought in at 10p. And 40p - or even 50p - doesn’t look far off now when TLY gets such positive exposure in the Daily Dreadnought...

[empoggio] 29/1/2021 15:44

Collecting for new major order?

[stevestacey] 29/1/2021 15:32

Hi guys, I bought in today as I like the story here.
Did I read correctly that if I own these shares today, I qualify for the dividend payment ?

[empoggio] 29/1/2021 15:30

Anyone having problems with their broker quotes? Mine has a range of nearly 8per cent!