Totally Share Discussion Threads

[sikhthetech] 06/9/2021 14:49

re last 4/5 yrs.

TLY set out to create a leading Out of Hospital provider. I think they have done exactly what they said they would. They now have a diversified business model which is ready for ICOs.

Over the last 4-5 yrs Parliament has faced unprecedented problems, which were outside of NHS/TLY control. This obviously impacted the long term plans for NHS reforms.


2016-19 - Brexit referendum and the problems it created. This resulted in unprecedented events within Parliament, resulting in NHS and other services taking a back seat. eg 3 Prime Ministers within 3 yrs!. There was no party with significant majority to secure Brexit, let alone make changes to NHS plans.

Dec 2019 - GE, which Tories win by a landslide. This made Brexit easier. Also by winning by a landslide, it would have been easier to implement NHS and other changes essential changes.

Feb/March 2020 - However, in early 2020, the world was hit by the biggest pandemic in 100yrs. The priority for govn/NHS was this 'new' virus covid. NHS UCC contracts were being renewed with no new contracts being awarded, hospitals/clinics were shut, elective care was stopped. Everything was covid, covid, covid.

With Brexit/Covid, why would NHS long term plans be in the running?? Now, there with Brexit deal done, covid restrictions easing, elective care opening up, govn are now looking at tax rises to help tackle the long waiting lists and other social care reforms.



The last 5 yrs have been unprecedented in terms of Parliament disruption.

Despite this TLY have continued to build their diversified business model and have continued to grow.

[sikhthetech] 06/9/2021 14:31

The TU shows that despite covid closing operations (Planned & insourcing divisions) of the business, it has done well. This is because they now have a diversified business model.


The 3 divisions:
Planned Care now open. This includes patients with 'long covid' being referred for rehab.
Urgent Care - 2 new contracts.
Insourcing - to tackle the huge backlog in waiting lists for elective care.

[quazie12] 06/9/2021 13:36

Points well made GBCol. The Covid falls were overdone but understandable given that a number of activities had to cease. The retreat in share price did let me build a reasonable stake over the last 18 months. Not quite sure what I would put on the company as fair value right now, I would like to see some interims first. Profitable, cash generative and debt free are all positives

[gbcol] 06/9/2021 11:31

Quasi, personally I think the divi is at a fairly reasonable level but I do think the lack of increase is one reason that the share price is depressed. I’m also a long term holder so happy to take a long term approach. That said, in the last 4/5 years, with all the progress and success, they have managed to take the share price from 60p+ to struggling to break 40p. Hardly stunning performance.

My average is less than 20p so I’m doing ok but I’m trying to understand why the share price isn’t considerably higher, because I think it should be based on what I can see.

[microscope] 06/9/2021 11:22

Not one for blowing my trumpet, as well aware I get plenty things wrong, but I'd say this morning's RNS all but confirms this


microscope30 Aug '21 - 20:22 - 18266 of 18285 Edit
0 3 0
Pure speculation but wonder if they didn't increase the dividend because they have an acquisition in their sights

[quazie12] 06/9/2021 11:19

Totally operate in an industry that has significant barriers to entry and I am more than happy if they use their competitive position and knowledge and make quality acquisitions to build market share

[quazie12] 06/9/2021 11:17

Don't really understand why investors here are so disappointed by the company's dividend policy to date.Surely if Totally is reinvesting retained earnings in a meaningful way that grows the business and ultimately the SP, then that is more important to me. The total dividend for the last financial year was £910k which is about 20% of ebitda which is a sensible and a prudent level.

[empoggio] 06/9/2021 10:06

Only recently, the directors, presumably knowing what we have been told today, and possibly more than we know, bought in at around 40.5p.

[spacedust] 06/9/2021 09:54

Sadly i am too old to jave bought in at 140p

[gbcol] 06/9/2021 09:37

You can buy plenty now but difficult to sell many. Quite an abrupt turn around. For whatever reason this isn’t a much loved share.

Maybe market foresees an acquisition, which is likely to happen and wants that uncertainty out of the way. Obviously not increasing divi was also a significant blow.

I’m still accumulating here and have a substantial holding but it is getting increasingly frustrating to be stuck at these low levels.

Edit: Sadly I’m old enough to remember when the share price was over 60p :(

[spacedust] 06/9/2021 09:36

Is this what happens after solid news?
Hate to think what happens if there was bad news

[robinyou] 06/9/2021 08:29

Very difficult to buy any decent size, have to go to negotiated trade or place order at best Market Price........easy to sell though.

[nobbygnome] 06/9/2021 08:27

Yes a solid update....

[spacedust] 06/9/2021 08:26

60p this yr

[hybrasil] 06/9/2021 07:35

Steady as she goes!

[empoggio] 04/9/2021 20:24

Thordon- anyone would think that you know what you are talking about when you speak about other countries,

[thordon] 04/9/2021 13:32

owenski - no point working then or buying a house or save for a pension or have savings.
If this was the case we would not have a good NHS system or resource to fund care.
Example in Spain it is expected that the family will care for the elderly , in fact this is across the world.
Only rich nations go alone the route to care for the elderly , in fact the NHS and Care is joined in one in Northern Ireland

[owenski] 04/9/2021 08:56

Likely to be on NI and not on income tax. They're pushing this onto working population and not pensioners who make up a large voting proportion.

It's a strange mentality not to want to fund ones own care if one has assets, why should others especially younger people who are likely not to own their own homes have to fund relatively wealthy pensioners, sell the house, you wont need it when your dead.

[cravencottage] 03/9/2021 22:47

There is some talk of a 2% rise in NI

Sadly all very beneficial for TLY.

[bountyhunter] 03/9/2021 18:46

Yes, when the government trail such things you know it is already as good as written in stone. Just a question of NI or income tax, the odds being 1% on NI.

[sikhthetech] 03/9/2021 15:31

Possible tax rise to pay for the long term plan for Social Care and reduce the huge NHS backlog.




"The government said it was "committed to bringing forward a long-term plan to reform the social care system".

In a statement, it said proposals would be set out this year."

[spursspurs] 03/9/2021 15:06

Looking good , you can now sell at over 38p , go ex-dividend next week

[barkboo] 03/9/2021 11:53

Clubcat - Brimach is a good and honest poster..unfortunately you are invested in this stock and will support Sikhthetech regardless.

I can tell you - he is a nasty and dangerous man to your wealth…and although I am a self confessed thicko, I know the difference between your and “you’re”, you my friend….do not.

Neither Brimach or myself are nobheads, I think that name is better suited to the Sikh one.

[clubcat222] 31/8/2021 19:12

yes i have you worked out and your a nobhead