Totally Share Discussion Threads

[football] 21/6/2021 12:48

What a classic pump and dump by stt and the gang trapping in all in new punters while they said off short again Dyor

[gbcol] 21/6/2021 12:09

Did similar this morning 2vdm. Company does appear well run but not well loved by the market. Can’t understand how it can be falling back at this point. share price should be much higher, certainly above 50p IMO. Hopefully the results, including positive forward guidance and an enhanced divi will give the share price a serious kick up the butt.

[2vdm] 21/6/2021 11:42

Just picked up another 10K at 38.125p and hope we'll see the normal rise before results. I like this company. It appears to be well managed and working in a great sector at the moment. Fingers crossed

[nobbygnome] 20/6/2021 08:16

Obviously not good news for the NHS and people using it.....but good news for TLY who will be raking in the cash again!

[nobbygnome] 19/6/2021 07:51

We are probably a couple of weeks away from the results so I am just thinking about the profit level we might expect. I am predicting around £6.5 million with more importantly probably a forecast for another substantial hike for the current financial year. I base that on the fact that THC should massively increase their turnover this year and as we know this is the division which has the best margin. In terms of the dividend I expect an increase to 0.3p for the final dividend making 0.55p for the year.

So plenty to look forward to in the next few weeks and I remain confident that the bowl up to the high 50s will be completed. There is every reason to think this is achievable.

[football] 18/6/2021 15:52

Timmmmmmmmmmmber!Watch out for STD and he's pump and dump gang working the message boardsI wonder if then no fee no-win lawyers are getting itchy feet or will they wait for the pandemic to end because it may look in bad taste suing the NHS/111 while the pandemic is still going onRemember it's only the pharmaceuticals that got a get out of free jail card and can't be sued if The vaccines don't work everyone else is fair game

[grahamburn] 18/6/2021 14:36

Should correct post 17820 as it didn't make sense even to me! The first line should have read:

"Still feel that anyTHING ABOVE A "reasonable and nominally average" increase would be politically sensitive."
__________________________________

To be clear, am sure a sensible increase is to be expected and welcomed, but a dramatic increase would probably seem politically insensitive in the present environment.

Apologies for not checking the previous post before hitting send.

[thordon] 17/6/2021 20:42

Well more looking forward to the positive results

[sikhthetech] 17/6/2021 19:47

graham,
I don't think any divi increases this year in divi would be politically sensitive.
Last year, they had staff on furlough so was a different situation.


A lot of companies who postponed divis last year have now started paying them.

So a divi increase or a special divi would be a nice icing on the cake.

[grahamburn] 17/6/2021 13:00

Still feel that any "reasonable and nominally average" increase would be politically sensitive.

Remember, Totally is totally committed to the untouchable NHS - and must not be seen to aggravate the albeit illogical public/private debate.

[cravencottage] 17/6/2021 09:21

Also what are TLY gonna do with surplus cash on the balance sheet?

Earnings enhancing acquisition or special divi for share holders?

Defo a win win for those holding TLY stock

[nigeldoug1] 16/6/2021 21:00

Coming soon...market guidance!

[hybrasil] 14/6/2021 09:55

Three weeks to the results

[cravencottage] 12/6/2021 09:59

Agreed..

Totally are right in the “ Sweet spot” of their growth phase and with all that Lolly on the balance sheet are shareholders gonna receive an enhanced divi😊

[nobbygnome] 11/6/2021 20:13

Well if nothing else the cash position suggests the results will be excellent. What a great company this is. Right place at the right time.....and still only a market cap of £74 million....

[hybrasil] 11/6/2021 20:09

Yes I agree these results and how they are presented is important. However as I have said and backed up with further purchases taking this into my 2nd biggest holding I believe they will be excellent

[football] 11/6/2021 18:20

Watch the pump/dump.

These are being pumped/dumped. Who will be the ones left holding???.

[savagedstock] 11/6/2021 16:35

just catching up with all the thinking here (thank you)...just reinforcing the points made re trading update (some time ago), which shows cash generation is good. Will be good to see the FY numbers, and crucially 1H21 data to see performance comparison between lockdown and post lockdown.

Structurally should continue to do well, but will need a strategic rethink in terms of rapid technology substitution (it is dangerous to extrapolate from what one sees at a micro level in health and social care, but the direction of travel is clear, if not the speed).

So assuming this is a 10X to 20X PE company(depending on management ability to get to a 10% net margin), we should see net profit hitting between £8 and 12M in 2021 ...so a good upside from here...

interest in healthcare, specifically healthcare technology is extremely buoyant at the moment )PE players could easily pay 30X....). to get to the 'lofty' valuations, TLY need to demonstrate how they use technology, and what the marginal return on that is.....if 10% to 20% of the revenue could be SaaS based, this will really fly....but for that you need a strong management team that invests the cash it generates into areas which stop the inflow of patients in the first place.

in the meantime, i remain a (very small) but happy holder....

[sikhthetech] 10/6/2021 14:47

Hospital waiting list tops 5m in England





That's England only.


TLY's insourcing division operates in all 4 UK nations AND Ireland.

I think there is significant growth ahead. The govn announced a £1bln recovery fund and even a small percentage would be significant increase.


TLY operate a diversified business model with their 3 divisions:

1) Insoucring
2) Planned Care
3) Urgent Care

[hybrasil] 09/6/2021 08:27

Have put an order in
Edit
Ut s often produce an odd price. I was able to buy 50 k at just over 40.
Now very little stock around

[nobbygnome] 09/6/2021 08:04

Strange if rather impressive UT at 42p!

[hybrasil] 08/6/2021 18:30

Chunky 500000 traded today at 40p

[hybrasil] 07/6/2021 12:35

Volume beginning to build. If they follow last year results will be on the 6th July