Totally Share Discussion Threads

[sikhthetech] 22/10/2021 14:32

Barky,

"sikhthetech, your TLY are killing people"

Someone has died and you're using it to further your nasty agenda.
Unlike your BB mates pretending to die there is a real tragedy here.


You are clueless on how the NHS works.

Millions of people use NHS 111 every year - out of those millions there will always be the 1-2 tragic incidents, where mistakes are made.

GPs make mistakes, drs within A&E make mistakes resulting in patients dying. However, GP practices, A&E still exist. The NHS 111(or similar) won't cease to exist because of isolated incidents.

As long as they are investigated and changes made to ensure they don't happen again.


NHS 111 & NHS 999 use the SAME NHS Pathways software. If there are software/algorith problems, as there are in this case, then these will exist for both 111 & 999 and the fault lies with the NHS not NHS 111 providers. The same is the case if A&E or GPs make mistakes, it is the NHS who make compensation. Insurance exist for this purpose..

NHS 111 & NHS 999 using same NHS Pathways software where several patients died due to software glitches.
999 service hasn't been closed down, has it?

This from 2 yrs ago - did NHS 999 or NHS 111 cease to exist???.
Coroners link eleven deaths to glitches in NHS 111 and 999 ...


NHS 111 & NHS 999 use same Pathways software provided by National Clinical Governance Group

"NHS Pathways and the Directory of Service is a clinical tool used for assessing, triaging and directing contact from the public to urgent and emergency care services such as 999, GP out-of-hours and NHS 111. It enables patients to be triaged effectively and ensures that they are directed to the most appropriate service available at the time of contact."


every question asked and every piece of care advice given is linked to at least three pieces of the most up to date clinical evidence

there are over 800 symptom pathways within the clinical assessment tool

it is under constant review and direction by the National Clinical Governance Group, which is made up of NHS clinicians with extensive experience in the urgent and emergency care services



Thousands of people died due to covid. The govn action contributed to their deaths.
Perhaps the government should abolish the PM job and Parliament.

What do you think Barky?

[football] 22/10/2021 14:05

how long before this lot start getting phone calls?

and that's when profits and divi go out of the door




SUING THE NHS

GET FREE ADVICE. 24hr Claims Helpline 0333 987 4161

Can you sue the NHS for malpractice / negligence?

[football] 22/10/2021 13:57

Could start lossing contracts if they can't fill them jobs posts soon!

34 job places waiting to be filled and could THAT be putting peoples lifes in danager if you don't have the staff to pick up the phones and paying min wage isn't going to cut it now days


hxxps://www.glassdoor.co.uk/Jobs/Totally-Plc-Jobs-E12518.htm?filter.countryId=2

[football] 22/10/2021 13:54

Glassdoor not looking good for TLY is it?


Got to love the best thing about TLY is


" Pros Going home at the end of the day? "




1.0
★
Work/Life Balance
★
Culture & Values
★
Diversity & Inclusion
★★
Career Opportunities
★
Compensation and Benefits
★
Senior Management
★
Current Employee, more than 1 year
Badly run
18 Mar 2021 - Anonymous Employee
Recommend
CEO Approval
Business Outlook
Pros

Going home at the end of the day?

Cons

Terrible environment to be in
Spoken down to all the time
Such a large case load for work and unrealistic deadlines
No motivation
Work hard = bigger workloads but not money wise.
Watched like a hawk/child
Unprofessional
No work life balance
Not flexible at all
Never fully follows covid rules
Managers pass on their workload to the team
Managers off sick or ignoring calls more than working
No career progression
Offer of qualifications never followed through
No clear objectives just trial and error all the time

Advice to Management

Get new management


1.0 ★
Current Employee
Bad CEO
15 Mar 2021 - Ops Manager
Recommend
CEO Approval
Business Outlook
Pros

None that are worth mentioning

Cons

CEO and Leadership team are very poor

[barkboo] 22/10/2021 09:35

"The coroner warned there was a "real risk" that people who phone 111 looking for medical help "are being misled over the role and capability of the 111 service"

[barkboo] 22/10/2021 09:30

Sikhthetech, your TLY are killing people in my part of the country!

"Failings by NHS 111 contributed to the death of an autistic teenager, a coroner has ruled"

I have never heard a good word about the service in this region.

[hamhamham1] 21/10/2021 07:16

Wow, see Barclays last quarter results!

[si c] 20/10/2021 08:58

Held a small amount here for sometime. Being chart driven I bought a chunk more yesterday, great close with a bullish candle right on the support line.

[sikhthetech] 19/10/2021 15:01

GBCol,

I agree they have mentioned an acquisition (Tech was mentioned to help with remote consultations) for some time and it would provide clarity if they announced one or said they're not looking anymore. I suspect they haven't found a suitable acquisition, so it would be impossible to say that they do or don't need a placing for an acquisition, especially if they don't know how much they need. I think saying one way or another and then changing their minds is more damaging than keeping quiet.

TLY used to have a IT company, Totally Communications, as a subsidiary, which was demerged years ago. That could be a good route to acquire a tech company and they would already know the BoD.

Previously speculation was Medefer and Totally Communications as possible acquisitions. The former using the same acquisition strategy as TLY used for their other subsidiaries.


sikhthetech - 24 Sep 2020 - 12:44:28 - 16273 of 18383 Totally Health - 2014
graham,

Interesting about Medefer. They do seem to have a business which would fit nicely with TLY Urgent Care division.

I wouldn't say they are out of TLY's reach. TLY could follow their previous acquisition strategy which Bob used at Mears and here - pay some upfront and the remaining as performance related payments in the futur


In terms of recruiting some tech guys, TLY had a division, "Totally Communications", which was sold off years ago. I would have thought the current BoD still have contact with them, eg Andrew Margolis is still a director there.
This maybe an alternative to buying Medefer.

[gbcol] 19/10/2021 14:37

STT yes I think the add & build strategy has been good in general for Totally, and improved the business substantially, if not the share price

However I think the uncertainty around whether another acquisition is imminent and whether that will require fundraising, is one of several reasons the share price is depressed (IMO it is depressed anyway).

They obviously can’t announce an acquisition before it’s a goer but they could state something along lines of there not being intention to fundraise for it. Admittedly it’s a tricky one, but they have been talking about possible bolt-ons for a long time without anything appearing to happen..

[sikhthetech] 19/10/2021 14:18

quazie,

If you think the fair value is 33p then why didn't you sell when they were higher?

Everyone will have their own opinion of what they think the company is worth. I treat brokers targets with a pinch of salt.

The BoD have been using their add and build strategy for years, so it's nothing new. I, for one, think it's a good strategy. They wouldn't have been able to build a diversified business model and become a leading Out of Hospital provider, with £100m++ revenues, without it.

A point I have previously raised before when 1gw was also questioning it.

The fact is Bob Holt successfully used a similar strategy with Mears.

[quazie12] 19/10/2021 13:39

Apologies I meant pre tax profit

[longshanks] 19/10/2021 09:41

I'm not sure how D&A can seriously impact EBITDA. Maybe I'm just ignorant but I thought the whole point of EBITDA was to show a performance indicator that hides the effects of depreciation and amortisation.

[quazie12] 19/10/2021 08:50

Well for a start the next interims will bolster my opinion as to whether the acquisition based growth has been done at the right price or not.

[hybrasil] 19/10/2021 08:16

Quazie

I don't agree.

I like the buy and build strategy. I have for me a substantial holding here. It does seem likely there is some acquisition in the offing.

Im more of a patient investor and will be here for some time yet.

[quazie12] 18/10/2021 17:54

As I posted this morning, the half year interims in particular revenue growth are going to be critical to Totally and also in whether I to continue to hold here.

[quazie12] 18/10/2021 17:51

Totally plc Ebitda is seriously impacted by the depreciation and amortisation of acquisition goodwill. Hopefully as the businesses bed in and grow revenues (and margins) then we will see a big jump in not just free cashflow but also ebitda

[quazie12] 18/10/2021 17:48

I am a holder here and whilst it is not a bear case, my post # 18332 sets out why I believed that 33p was a fair price and I disagree fundamentally with the broker target price of 60p+ (from memory). I seriously do not understand how on earth they could professionally justify that share price and a current FCF yield of 3% ffs

[quazie12] 18/10/2021 11:11

For me the next set of interims are going to be a major catalyst for the share price which simply doesnt stack up on an ebitda basis yet although the free cash flow yield is a bit more reasonable.

[thordon] 16/10/2021 10:22

The problem was started 6 months ago when the board was bombarded with negative comments , this suppressed the shares and taken time to rebound.

60p was the target , Totally may go for a IT platform which would changed the scope of Totally group and indicated.