Totally Share Discussion Threads

[nobbygnome] 01/2/2021 09:26

Looks like the next movement will be up so good luck for getting in at 30p.....

[nobbygnome] 01/2/2021 09:14

LOL

Anyway the buyers are coming back in and someone paid up for 25k.....

[carlisle44] 01/2/2021 08:59

The thing about self congratulation is one has a captive audience!

[nobbygnome] 01/2/2021 08:55

Thanks so much for that self congratulatory information. It's good to get the loose holders and traders out and maintain a relatively good level. I strongly suspect the buyers will come in before it reaches the 30p level but we will see!

[machinist] 01/2/2021 08:38

Nobby I sold out this morning, will be waiting till it comes down to about 30 before I get back in. Hope you get it at the price you want.

[nobbygnome] 01/2/2021 08:30

The question now is at what level the buyers come back in after the early morning exuberance. I am watching like a hawk and my finger is poised above the buy button?

[porky8] 01/2/2021 08:29

Another Big Volume Day .....I Suspect....

[porky8] 01/2/2021 08:27

New Services ... Nice .....

[grahamwales] 01/2/2021 08:21

Savage

Probably right Wendy has hinted contracts may change from how they were awarded, possibly more emphasis on service rather than cost. There was an indication that contracts could actually be awarded on 10 year contracts. Time will tell.

Still conscious of the deferred VAT though so not expecting too much from full year results.

[hamhamham1] 01/2/2021 08:10

Bought a few HOC at 259 today, time will tell.

Edit. Got out at 263p

I am not a trader.

[savagedstock] 01/2/2021 08:09

graham
yes fair point indeed, but at the moment we are seeing much shorter extensions. my own view is that the PPE fiasco, where the government has given billions to its cronies, is going to lead to a greater scrutiny of all public contracts, when parliament returns.
However it should not impact TLY unduly as it is clear that 1) they met contract conditions previously 2) therefore have a track record of delivery and improvement....by investing in the ratings, they have tried to create a barrier to entry as well as gain a larger footprint...
peak insourcing demand will be this year, with a smoother, or shallower, demand gradient over the next 5 years. Putting all the euphoria of the share price to one side, this should be a between 5% and 10% net margin business (the only real cost is people), so TLY should be making between £6M and £13M or so. Put a 10X multiple on that.....and that is what a PE company will be running the slide rule over....perhaps a US entrant post brexit...

[grahamwales] 01/2/2021 08:08

bw. 12 month contracts are due to COVID normal contracts for TLY are 5+2. Hopefully they will revert back to these once COVID is beaten. Gives them a little more security to invest in the business.

[bw64402] 01/2/2021 08:04

Having worked with the NHS for many years. 1 and 2 year contracts are the norm unless you're an EPIC or Cerner where it's massive systems change.

[grahamwales] 01/2/2021 07:33

Still growing although would be nice to get contracts for 5 + 2 years. Come on NHS.

[the real capitalcity] 01/2/2021 07:28

All of a sudden buying in on Friday looks like it will prove to be a good decision. ?

[nobbygnome] 01/2/2021 07:22

It's somewhat ironic to get this big contract renewal now as the price takes off. One of the reasons the price went down so far was because institutions were concerned about the relatively short contracts and their renewal. Of course in reality renewal is not a problem and they have continued to win new contracts (although not much recently because of the crisis).

Onwards and upwards

[marvelman] 01/2/2021 07:21

It was a good idea at the time Nobby :-))

[nobbygnome] 01/2/2021 07:19

I guess I won't be getting my top up at 30.5p🙄ԅ14;

[porky8] 01/2/2021 07:14

Wow Brilliant News ....

[marvelman] 01/2/2021 07:08

Well my 27p top up only a week or so ago looks like a bargain now. Terrific management here.

[porky8] 31/1/2021 22:40

Can’t Believe I Missed This One

2
2

Yellow Jersey PR
@yellowjerseypr
·
Nov 18, 2020
Healthcare client
@TotallyPLC
(AIM: #TLY) updates
@IGTV
’s
@JeremyNaylor_IG
on the lessons learnt from the first lockdown as it continues its efforts, standing shoulder-to-shoulder with the NHS, in fighting #COVID19. Watch the full video here:

Totally PLC ‘very prepared’ for the second lockdown
Subscribe ► learned a lot from the first lockdown earlier in the year, NHS service provider ...
youtube.com

[sikhthetech] 31/1/2021 19:42

Sir Tom Moore in hospital with Covid. :-(

[porky8] 31/1/2021 19:37

Just Had A Look @ The Mears All Time Chart ...And The Growth Upto Around £5.50 ....
Nice And Steady With A Few Consolidation Periods ....
What’s Interesting Is When Bob Compared The Starting Points Of .....Totally And Mears ....He Favoured Totally ....

[porky8] 31/1/2021 16:39

Bob Took Mears ....To Over £5 Per Share At 1 Point .... Making It A 55 Bagger
Could Lightning Strike Twice ....I Wouldn’t Rule It Out .....Massive Growth Written All Over This ......

[hamhamham1] 31/1/2021 14:14

Am not advocating for a PE buyout, just saying it is the right product, right sector and an appealing price currently.