Totally Share Discussion Threads

[ygor705] 24/2/2021 16:54

Thanks for your comments guys.......appreciated

[sikhthetech] 24/2/2021 11:52

ygor, Pre-2020 TLY were building their diversified business model, which has been shown to be the right strategy. They now have 3 divisions within their diversified model:

1) Urgent Care
2) Planned Care
3) Insourcing

That diversified business model has done well during the pandemic.

They are now in the right place, at the right time for growth.

[hybrasil] 24/2/2021 11:03

Trading statement due in 8 weeks. We will start to see share transactions gather momentum in about 4 weeks. These results are going to please. The results themselves are July

[the real capitalcity] 24/2/2021 10:30

Welcome aboard ygor!

I was put on to TLY by a fellow member of the Synairgen share guild and I looked into them too. I'd originally set it to a modest 5% profit, but further assessed a greater return is likely. (at the last RNS I could have easily and quickly achieved my 5% return, but now look to this as a slightly longer-term hold)

It is slightly irritating that this took a dive on the Govt White paper, but was oversold in my opinion by people who don't understand the workings of outsourcing v's insourcing (which is where I see the real added value)

I previously worked in the BPO sector and I don't regret my decision to hold here, the healthcare sector is ripe for disruption in the way it currently functions, and as you say this company has potential...

[ygor705] 24/2/2021 09:54

I'm a refugee from the Netcall thread. Mr Sneller's involvement with that company brought my attention to Totally so I looked at the fundamentals. I always like companies that operate in good sectors and have a reasonable balance sheet, acquisitions going on and an improving cash flow. Totally fits the bill with modest net gearing, recent acquisition activity and cash flow which suddenly turned sharply positive in the year to March 2020. Pre 2020 this outfit was a dog but things seem to have changed. Positive eps at the last interims indicate momentum in my book so I think that it's worth a punt. I'm in.

[hybrasil] 24/2/2021 07:21

Our mr sneller has bought into netcall. Net. Their results out this morning are excellent. Worth a look

[spacedust] 23/2/2021 12:51

One mm willcsoon be left on 59p. I gurantee it this yr

[nobbygnome] 23/2/2021 12:49

Now only one MM left on 32p....

[nobbygnome] 23/2/2021 11:53

One MM left on 31p....

[hybrasil] 23/2/2021 10:28

Yes I have to pay 32p for 50k

[nobbygnome] 23/2/2021 08:43

Tried to get 15k but was quoted 31.8p!

[nobbygnome] 23/2/2021 08:17

Nothing offered on the RSP except the 2500 which I just bought. Meanwhile they are bidding up for around 300k. This is about to move sharply up IMHO.....

[football] 23/2/2021 00:17

Not surprised IG are force closing positions on these companies.

[porky8] 22/2/2021 22:10

Large Buyer ....And ........Large Seller ....In Play ....

[nobbygnome] 22/2/2021 17:28

Strong day today. Looks like the price is about to take off again....

[hybrasil] 22/2/2021 17:23

Look at todays RNS on Netcall. I can't work out how much of its income is derived from the NHS. Does Mr Sneller have a great plan?

[sikhthetech] 21/2/2021 14:26

Techno
From the article

"We found him more bullish than before."

"He said investors had reacted before they had properly understood the proposals. “Really the shares should have risen, not fallen, as we believe there will be a flight towards trusted partners such as Totally to assist with the proposed reforms,” he said."


Exactly, the proposals are great for TLY. They were expected.

[nobbygnome] 21/2/2021 10:02

>> melody

That may be true of your average company but TLY has one of the most conservative/prudent management teams of the lot. I for one believe it will be broadly positive....

[pugugly] 21/2/2021 09:34

melody999 - Very good interpretation - Keep up the good work - I learnt a long time back that virtually every rns uses questionable wording that needs to be examined in detail.

[melody9999] 21/2/2021 09:18

When you read results that are 'broadly in line' then you should interpret as 'just below forecasts'

Here for 'impact would be broadly positive' you should interpret as something like 'impact is mildly unhelpful'

[geraldus] 20/2/2021 11:21

Slow Broadband here.

[techno20] 20/2/2021 11:10

Telegraph write up below...

Update: Totally

Our advice to invest in Totally, the NHS outsourcing firm, did not look particularly well timed, coming as it did a matter of days before reports that the Government wanted a smaller role for the private sector in the health service.

We went back to the investor we spoke to about the stock, John Davies of Seneca Partners, to find out if he felt able to hold on to it in light of the development. We found him more bullish than before.

“We have spoken to Totally about the possible reforms and it said it saw them as broadly positive, a view we certainly share,” he said.


“The NHS will continue to be swamped by demand and Totally is a trusted partner. I think operationally not much will change and Totally itself is convinced that there will continue to be a requirement for outsourcing – the NHS will carry on working with, and relying on, its best and most trusted partners.

“The market picked up on the possible restructuring of urgent care centres, one of the areas Totally operates in. We think the major change will be about where the centres are located. It would be sensible to move them from hospitals to the community – you don’t want them near potential virus hotbeds.”

He said investors had reacted before they had properly understood the proposals. “Really the shares should have risen, not fallen, as we believe there will be a flight towards trusted partners such as Totally to assist with the proposed reforms,” he said.

The shares had risen between our tip and the emergence of the proposals so even after the subsequent fall we are slightly in the black. A strong hold.

Questor says: hold

[verulamium] 20/2/2021 10:55

Keep up geraldus.

[geraldus] 20/2/2021 09:54

Telegraph says hold.

[sikhthetech] 19/2/2021 16:03

Verulam,

"were told the impact would be broadly positive"

The news was expected and are great for TLY.

People are clueless re the business model or simply read the headlines without understanding the detail.