Totally Share Discussion Threads

[sikhthetech] 13/4/2021 14:50

Thanks Mighunter, great interview...

[mighunter] 13/4/2021 14:32

Vox podcast with Wendy... "Very strong position... it's been SO busy... demand through the roof."Wendy also highlights the reasons that this is not just a Covid windfall as some doubters may presume. HTtps://www.voxmarkets.co.uk/media/60758eb640e49d219ea9fbee/?context=/series/daily-podcast/

[nobbygnome] 13/4/2021 14:17

I would really reccomend not engaging with rayrac. He is a troll of the worst kind and nothing useful will come from any interaction. Just put him on filter...

[sikhthetech] 13/4/2021 14:15

Ray,

I too am expecting 100p-150p. Covid slowed things down a year but the huge increase in postponed operations will lead to significant gains for TLY's Insourcing Division.
The Urgent Care and Planned Care divisions should benefit hugely from the White Paper proposals, for which TLY have already set the foundation.

It's all integrated care which is the future.




Liontrust, pre-pandemic, talked about £250m mcap..

[nobbygnome] 13/4/2021 14:13

A big jump in the last few minut 42p short term TA target is looking very possible in the next couple of days....

[nobbygnome] 13/4/2021 14:08

Some big trades going through above the offer. About 6% of the shares traded now which is very high for TLY and very encouraging.

[microscope] 13/4/2021 14:05

In 12 months ray I think that would be a proper rating. Market isn't all about pe or market caps.Which is a lesson I wish I'd learnt long before I did.But it's the reality.

[rayrac] 13/4/2021 13:53

So you are expecting a mc of £187m by year end virtually micro? Not getting too
far ahead of the game?

[sikhthetech] 13/4/2021 12:47

I think when the govn rolls out the new NHS Long Term plans, the benefits will become obvious.
The sooner the White Paper proposals are implemented, the better. They were expected and are great for TLY.

[microscope] 13/4/2021 11:28

I'm expecting a bigger dividend increase or special payout than others. Nobody wants any Covid deaths but down to seven the other day suggests that the epidemic is on the way out at last with the vaccination programme taking control.Fantastic trading statement, ahead of expectations and cash burgeoning.Benefits very real later this year from operations backlog and it's boom time for TLY imho. Upping my personal 40p price target to 60p by year end and I think we could see a pound in 12 months.

[sikhthetech] 13/4/2021 11:24

How much higher than the £4m does anything think they will they report?



Also heading higher is healthcare group Totally PLC (LON:TLY).

It has jumped 12.16% or 3.75p to 34.6p after forecasting its full year earnings - due to be reported in July - will be well ahead of expectations and the £4m reported in the previous year. It expects to have £14.8m of net cash, up from £8.9m.

It said: "The resilient and improved trading performance across the group is due to multiple factors but primarily as a result of the company being able to respond proactively and quickly to the numerous demands for its healthcare services during the global COVID-19 pandemic, through which the company has assisted the NHS in providing frontline care across the UK."

[nobbygnome] 13/4/2021 11:23

The rise in cash is particularly impressive considering they have paid out almost £1 million in dividends this year. A moderate rise to say 0.275p per share is what I expect.

[longshanks] 13/4/2021 10:27

A progressive dividend policy is good to develop, so a measured annual increase is what I am expecting. However, I would prefer to see them using the cash principally to build the business. They must be planning additional bolt on acquisitions. Large ones will come with fund raisings, but I would like to think small ones can be financed by cash flow to avoid dilution.

[sikhthetech] 13/4/2021 10:13

I expect they might wait until covid is well under control before any special divi or buy back.

I seem to remember Wendy suggested in 1 of the interviews that once they have a handle on covid situation they might increase the divi.

Just thinking whether the current TU suggests they do now have a handle of the covid pandemic. Hoping they do re-introduce the progressive dividend.

[grahamwales] 13/4/2021 09:54

Or divi and share buy back :-)

[grahamwales] 13/4/2021 09:54

Normally like to keep around £10 million cash so even allowing for couple of million more in reserve say £12 million could be a bumper divi.

[gbcol] 13/4/2021 09:33

Great update. The imminent return of market guidance, which went down like a lead balloon when they removed it, and hopefully a hike in the dividend should lead to the share price rising to nearer where it should be.

[sikhthetech] 13/4/2021 09:09

White Paper proposals were expected and TLY business model is well prepared for them.
As expected. ;-)

"Well positioned to deliver growth under changed NHS delivery model – It is anticipated that in the future, traditional tendering for contracts by CCGs will change to one based on a public/private partnership model, in line with the new NHS Integrated Care System framework. We believe that Totally is recognised as being a trusted partner to the NHS (assisted by the fact that the CQC ratings for all its registered services are now rated as Good). Accordingly, we believe Totally is well positioned to be awarded new agreements, an example being the recent announcement that its subsidiary, Vocare, was chosen as a qualified provider to Yorkshire Ambulance Service NHS Trust, the first such agreement to be awarded under the new regime. "

[richie32] 13/4/2021 09:01

Agree, good prospects here. GLA

[nobbygnome] 13/4/2021 08:56

Yes let's gets back to discussing TLY and the fantastic update. You can see now that further growth is coming down the line. Totally Healthcare is set to pick up a huge amount of business and will have contributed a relatively small amount this year. Also remember that this is the highest margin of all the TLY business so bodes very well for profits going forward. Plus the chance of a hike in the dividend must be high...

[sikhthetech] 13/4/2021 08:50

Great TU. Despite covid impacting all operations in some way, they have performed strongly.

£14.8m cash, no debt and all deferred tax due to HMRC paid up.

Foundation set for substantial growth.

£60m mcap

[grahamwales] 13/4/2021 08:41

Way to much personal fights on these boards

[mighunter] 13/4/2021 08:33

2.3m share buys just gone through

[rayrac] 13/4/2021 08:23

Notice nobby doesn’t mention Opti by name, and a liar to boot. I have purchased their products and held the shares of Opti. But it was the lack o f performance in their products that led to me selling out of the shares!