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Share Name Share Symbol Market Type Share ISIN Share Description
Totally Plc LSE:TLY London Ordinary Share GB00BYM1JJ00 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 38.25 37.50 39.00 38.25 38.25 38.25 143,725 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 113.7 0.1 0.2 225.0 70

Totally Share Discussion Threads

Showing 26351 to 26375 of 26600 messages
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DateSubjectAuthorDiscuss
16/7/2021
13:06
Well looking further I can see that taking out the Goodwill the company has net liabilities of circa £4000. IMO it really should not be paying a dividend. I won't be re-investing and won't be commenting further unless someone can counter my points. I do not want to be seen as a de-ramper.I genuinely thought this would be a safe haven for a LT hold but cannot come to that conclusion now
marvelman
16/7/2021
12:37
sikhthetech16 Jul '21 - 12:19 - 10876 of 10876 0 0 1 Remember Shroder. He came up with 'convincing' reasons when he was ramping blnx/rthm. I found holes in his ramping. He disappeared. In a hyped sector, when all shares within that sector are rising, it is very easy to convince people to buy. Best to trade and not get caught out again. You trading here Silky?
midasx
16/7/2021
11:45
Appreciate your thoughts savagedstock. I would really like to see a breakdown of the payables but cannot see it in the BS notes.
marvelman
16/7/2021
11:41
While turnover is for vanity etc it’s still £100 m
hybrasil
16/7/2021
11:31
Yes, it may well be silly season, but those who actually do analysis will come up with something like this..... the headline the company wanted investors to focus on is the high cash balance at the end of the year....the presumption in most peoples' mind when the original RNS was released, was that the increase came from profits. But when you do the sums looking at operating cash (everything else is not relevant) - overall improvement +6315 broken down as better payables (longing out suppliers) + 2044 better cash collection from NHS +2710 improved pre-provision profit +1000 other odds and ends +500 so the underlying trading performance was better, but nothing like what can be assumed from the first glance rns re cash position..... on the positive side - insourcing is on an annualised run rate revenue of £7M, and on 25% (roughly) margin. So operating cash should increase £1500 this year, plus whatever else OOK, 111 improvement is (no indication on that).
savagedstock
16/7/2021
10:43
I do feel a little uncomfortable about the the difference between current payables and receivables in the balance sheet ( 17455) which if fully released would leave cash in a minus 3,000 situation...does anyone have a view? Current Assets/Liabilities Trade and other receivables 8,675 Trade and other payables (26,130) Cash and cash equivalents 14,797
marvelman
16/7/2021
10:27
Will it bounce from 30p or fall straight through it?
midasx
16/7/2021
10:12
Another predictable full today! we were told by stt and the gang of rampers that this was a unaffected business by Covid19 and the money was rolling in and there would be a bigger dividend could be paid.When in fact it has been savaged by covid due to facilities being closed and the pandemic shows no sign of letting up there for their operations cannot open up and will be a further strain on their cash flow.It's ok having money in the bank but how long would it take to start eating into that and if your liabilities are more than the cash in the bank you're actually in debt.
football
16/7/2021
09:31
As you say. silly season atm
gswredland
16/7/2021
09:27
The stock market is a funny place. The results were exactly as per the trading statement and yet the price has gone from .43p to .33p. It is the silly season though
hybrasil
15/7/2021
14:22
LOL! STD you couldn't make that sh1t up sikhthetech15 Jul '21 - 14:08 - 18128 of 18128 0 0 0 The investor presentation hTTps://www.youtube.com/watch?v=ZCZDWZFtyWY
football
15/7/2021
14:08
The investor presentation https://www.investormeetcompany.com/investor/meeting/full-year-results-for-the-12-month-period-ended-31-march-2021
sikhthetech
15/7/2021
13:42
Presentation also available on twitter now via Totally account
microscope
15/7/2021
12:56
Thanks hybrasil, found it where you suggested.
kilgallp
15/7/2021
12:50
Looking at the chart maybe 30-32 a good entry point
gswredland
15/7/2021
11:57
Nobody knew covid was coming. Despite having parts of the business closed due to covid, they still increased revenues, cash and profit. They are aligned to the NHS and are prepared for the NHS ICS contracts.
sikhthetech
15/7/2021
11:42
Ebitda £5mill Ebit £0.2mill ROE 0.94% hybrasil... you are missing something in your analysis.... The depreciation and amortisation has reducted shareholder equity per share as seen on balance sheet. EBIT is a better measure of progress. All those contracts have an expiry date. Any new contracts or acquisitions paid with company cash will need to top up equity and also need to be value/earnings enhancing with a better ROE to get me excited. Good luck with that Wendy bendy!
muffinhead
15/7/2021
09:52
They usually are. Try investormeet website
hybrasil
15/7/2021
09:05
Read the news flow and not stts ramping and the gang of rampers that work with himFor 4 months they have been saying increased dividend look at the proof read the posts and do your own researchAfter yesterday's presentation you're lucky to get dividend so the company reckons due to market circumstances and you're only getting that because they did a placeing which you're paying for your own dividendAnyone notice why they didn't mention Northern Ireland or none of the rampers here put forward a question about itIs it because it's lost making?
football
15/7/2021
08:40
Sadly, missed yesterday's presentation. Anyone know if it's online somewhere?
kilgallp
15/7/2021
08:14
If you strip out the cash you have £5 million of ebitda for £50m. I think that’s cheap on any metric. For me this is my 2nd largest holding. Share prices tend to balance out but it could take some time They should not do buy backs at the current growth phase. They may need cash for acquisitions
hybrasil
15/7/2021
07:28
Personally I think they are a bit naive. They were shocked at the share price reaction when then removed market guidance. They are shocked at share price reaction this time - which I think is substantially down to not increasing the divi. It is naive to think that quietly getting on with the day job will drive the share price Over 20% down since the results!! They are clearly not getting their story out there to attract investors and need to up their game in that respect IMO. Buybacks aren’t always the answer but if they believe share price should be nearer 60p and with stacks of cash in the bank, then surely this would help. This is my largest holding and I have continued to add in recent months as I look into the detail of the company and see the medium/long term prospects but this share price performance is becoming rather frustrating.
gbcol
14/7/2021
22:19
Just been over the presentation todays by the CEO Wendy The first Q&A was the slander of a court case by individuals on multiple chat boards and confirms this is untrue and will be investigated. The other was the shock that the share priced had dropped and not a true reflection of Totally value. Also now this board is now back today as we have in the past without the negatives posted. so Wendy has said that emails was sent regarding this , suggest we also follow suit.
thordon
14/7/2021
20:44
The other interesting point was with the pandemic there are many new short term opportunities such as: Long covid. Quarantine. There's a lot going on relating to covid. Given the fluid nature of the pandemic these are short term and flexible.
sikhthetech
14/7/2021
20:43
Well presented and interesting comments on growth , acquisitions and slander. Dividend was disappointing point but understandable
thordon
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