Totally Share Discussion Threads

[2vdm] 16/2/2021 14:29

Yes, I agree and topped up a bit too early it seems. Looks like a healthy future. If the NHS is happy with the current services from TLY, why would they want to risk bringing in a newcomer. TLY seem to have done a good job as evidenced by contracts and contract extensions

[spursspurs] 16/2/2021 13:23

Hybrasil - yes thanks for heads up , have added today :)

[longshanks] 16/2/2021 12:10

What is written between the lines of the white paper seems abundantly clear to me.

The Government wants better treatment, faster response and less inefficiency from the NHS. Totally is in an enviable position to do for NHS outsourcing what Mears did for council outsourcing of social housing.

I have backed up the lorry and am loading these on whilst I can. Cheap as chips.

[sikhthetech] 16/2/2021 12:07

Hybrasil

"Totally could be in a position to benefit from any change."

absolutely, the news was expected and is great for TLY. It won't be 2 yrs before PIs realise, I'd within the next 2 months, if not sooner.

[hybrasil] 16/2/2021 12:04

Yes all that I have read (and I have also been in touch with the co) would indicate that Totally could be in a position to benefit from any change. It is extremely nimble and can respond quickly. I think we ll look back in two years time and say that the move was good for Patients the NHS and totally

[nobbygnome] 16/2/2021 12:00

Level 2 now looking very encouraging. Close that short Del!

[nobbygnome] 16/2/2021 10:50

This is the key paragraph I think. Can we think of a company which is clearly 'most qualified' to carry out various services? And since there won't be a competitive tender process decisions will be much quicker. This is absolutely great news for TLY. I would buy back your short Del.

'According to a consultation on the new rules for competition in the NHS, seen by the Times, a “valuable ongoing role” will be played by the private sector. Instead of putting every service out to tender, NHS chiefs will be able to continue with a provider or select one which is clearly most qualified without going through the competitive process.'

[nobbygnome] 16/2/2021 10:45

And I was incorrect, Del is now short. He has been a bit inconsistent in his signals recently...

[deltrotter] 16/2/2021 10:36

Is that round number 7200 Nobby?

TLY getting smashed again - but I shall be having a cheeky top up at 20.

[sunnyweekend] 16/2/2021 10:31

hxxps://www.wsws.org/en/articles/2021/02/16/nhso-j01.html
Other avenues of privatisation are also widened. Smyth’s Times article reveals, “People waiting for routine care will be able to choose treatment from any company that meets NHS standards and prices as the health service struggles to reduce waiting lists that have grown sharply during the pandemic.” The new legislation will remove “unnecessary hurdles” put in the way by health chiefs and allow patients “to choose treatment from any company registered by the Care Quality Commission that is competent to carry it out and meets NHS prices.”

Investors Chronicle assures its readers that while, “On the surface, these proposals may seem like a blow to the private sector… the vast majority of this private sector outsourcing has not come through the clinical commissioning group bidding process.”

The removal of the tender process “is therefore unlikely to stymie post-pandemic opportunities in the private sector. In fact, with NHS England under sole control of a health minister who desperately needs to clear the backlog of overdue operations and prevent criticism of the government’s handling of the pandemic, private sector outsourcing could actually be on the rise.”

[homeboy] 16/2/2021 10:29

price still falling, the market is telling you something, following muppets like stink-the-breath costs money, they are clueless and always believe they are right and everything is a conspiracy, the news is out as to what's coming to the nhs, muppet chops stinky is deluding himself

the market is giving a signal here

[nobbygnome] 16/2/2021 09:59

The 7150 buy is mine; the storage amount makes a round number in one of my accounts. I will continue to pick up stock if it drifts off more.

[hybrasil] 16/2/2021 09:40

Spurs

It look like the ride is starting at dpeu!

[football] 16/2/2021 09:37

This is going down quicker than a pro on a Friday nite



the news in the NHS White Paper could be really bad as it seems there is a leak with all this selling

[homeboy] 16/2/2021 08:36

stink-the-breath sends an email to the company asking them to hold his hand and mop his brow plus change his nappy while they're at it

what reply do you think a company might send, of course they're going to say everything is wonderful

that's why old stinky is a muppet, reads everything and understands nothing without someone telling him what to do

change is coming, the government rightly or wrongly are re-nationalising the nhs, this will affect tly's business model

share price dropping again today, watch what the market thinks and not clueless stink-the-breath

[2vdm] 16/2/2021 07:53

Agree Nobbygnome

[baddogrex1] 16/2/2021 07:53

Thank you everyone for your replies
Politicians,who needs them,useless self serving parasites
One only has to look at the Republicans who fearing they might loose their jobs failed to impeach Trump
“Yes Minister” was an incisive documentary and should be compulsory viewing for the electorate

[thordon] 15/2/2021 21:45

Nobbygnome - could not of said it better
Long Term so its part of the game played out by the negatives

[nobbygnome] 15/2/2021 17:56

>> bad

A few points.
1. Nobody really yet knows the impact of the proposals. How can the company comment on proposals when they don’t know the detail.
2. In an email reply to me, the CEO said she was not concerned by what she had heard in the statement but my answer above applies.
3. Nothing happens quickly in the NHS so there will be plenty of time for the business to adapt to the new environment.
4. In the meantime the company will do exceedingly well particularly with regard to THC reducing the massive waiting lists for operations and procedures

The timing of the statement was extremely unfortunate because after a big rise it gave the market a reason to act negatively. However, I suspect ultimately there will be little negative effect and as STT suggests opportunities will arise.

I could go on but that is enough for now.

[sikhthetech] 15/2/2021 17:08

baddog,
"quiet surprised that a company with their track record has not published an RNS making the position clear regarding the NSH relationship"

After the article was published on 6th Feb, I posted that they don't need to issue a statement as the news was expected. So I'm not surprised they haven't issued one.



sikhthetech - 07 Feb 2021 - 15:51:36 - 17325 of 17416
graham
"Hence why we need some sort of clarification from the company."

Why does it need clarification from the company? The news was expected and is great news.

People haven't read the article properly, have misunderstood it or don't understand the business model.

I've been looking for an opportunity to load up and so if this presents the opportunity then I will seize it.

[empoggio] 15/2/2021 17:06

baddy: much of what was in the report was already more or less known. In any case,, yes, the closed period, but also, there is nothing concrete in what is after all a leaked proposal paper, and in the middle of total disruptive out-of-line operations due to the pandemic; it's not as if there is a loss or a gain of something real, like a contract. For these latter reasons, TLY did not set a guidance for this year, albeit indications that 'business was strong'. In addition, as you say, the results are due round the corner, and closed period or not, some sort of indication of sentiment (forward) within the narrative of the results will address the issues of this report.

[homeboy] 15/2/2021 16:54

'stink-the-breath' is clueless, like most of these punters he cant read between the lines and relies on cut and paste sound bites and then thinks he knows stuff but misses the point

the point being - major overhaul of nhs and bringing back work including outsourced contract awards back into the nhs, this issue isn't whether this is a great idea or not, if politicians are involved it'll be a disaster, but it will affect tly

and now a clueless numpty on t'other thread is asking another clueless numpty what to do, couldn't make it up, or to put it simply, the blind are now leading the blind, lol

the market is dumping - there's your answer

[baddogrex1] 15/2/2021 16:33

Nobby you are well regarded by those that follow you and you have not acquired those followers by not doing your due diligence
I am relatively new to totally and quiet surprised that a company with their track record has not published an RNS making the position clear regarding the NSH relationship in the light of the political ducking and diving that Boris is engaging in to try to blame anyone he can for the dreadful incompetence and cronyism surrounding the PPE provision
Are they actually prepared to sacrifice effective private services such as totally to make Daily Mail readers believe that they are cutting out the deadwood!
What they are doing is leaving the deadwood and sacrificing what could be the salvation of a bloated and ineffective NHS choking in an administrative straight jacket
Or is it that the sheepol have got it all wrong again
Results up soon so are we in the closed period and does this mean they can’t clarify Do I back up the truck and fill it on unsubstantiated weakness or do I load up what’s left of my profit and drive away to pastures new
Your respected opinion would be most welcome
Rex

[football] 15/2/2021 14:21

Looks like the rats in STD's pump & dump gang are jumping ship!!!



next stop 20p????



and then the pump % dump starts again with new mug punters



DYOR!