Totally Share Discussion Threads

[hybrasil] 06/12/2021 13:25

the stock market is difficult to comprehend sometimes. Look at the trade volumes here 6 months ago as opposed to now.
Totally is in way better shape now than 6 months.

[sikhthetech] 04/12/2021 14:09

£700 million to support NHS this winter

[sikhthetech] 03/12/2021 13:09

quazie,

Good luck to you as well. I see TLY as having built the foundation and are growing...

As per my previous post, I see UCC as their 'bread and butter' and the other divisions as the growth.

Insourcing division doubled their revenues for H1 2022 compared to H2-2021 and also increased their footprint to inc Republic of Ireland.

All divisions are up and running and growing with around 1/3 of mcap as cash.


recurring revenues > £100m+++
Cash £18m
paying dividends.

Mcap £60m

[spacedust] 29/11/2021 15:29

Please keep the good news away frim here

[quazie12] 29/11/2021 12:51

SikhI wish you and other shareholders well with your investment here. I fundamentally disagree with you on the medium term prospects of Totally and having invested originally in the teens as a value proposition,have taken profits and will now move on. Key issues, lack of pricing power and poor margins and profitability.All the best Q12

[thordon] 28/11/2021 22:32

I can fully understand sikhthetech where they are coming from as a company that generates high gross turnover but small gross profit.
The good old saying seeing the light through the trees - blinded to what is now but what awaits in the future in this case Covid 19 has had a effect on major expansion growth.
That said we are now seeing the buds of fruits.

Its why this share always is six months behind in share price ; look at past it takes another positive RNS to jump the share.

I'm long term so have benefited from low share price as all dividend's are auto bought in Totally.

Anyway good luck all , this is my diamond and respect the board comments

[sikhthetech] 28/11/2021 20:31

As I posted in #18584
"The way I see it, UCC division is their foundation, their bread and butter and insourcing the growth areas."


They aimed to build a leading OOH business before ICS are rolled out and they have done that.

Perhaps Savaged, Owenski or Quazzie could tell us how many competitors are in a similar position?

The BoD have done exactly what they said they would.

[thordon] 28/11/2021 19:48

Well Totally have done well during Covid 19 , once restrictions have been fully lifted the higher margin work will drift in.
Can completely understand the views and well pointed out.
What am impressed with higher growth , free cash & in two years double the cash reserves.
Company has the high ground on any potential company's to buy with mix of cash and shares.

[owenski] 28/11/2021 19:22

Their smaller higher margin business will likely close down yet again and all they'll have is teenagers answering 111 calls reading from a flow chart, bulk of their money is low margin phone calls.

[sikhthetech] 28/11/2021 19:18

quazzie
"That alignment with the UK NHS is precisely the problem for Totally"

On the contrary, re-read my post as well as previous posts on how the company has built a diversified business model. They have expanded their footprint to include all UK Nations and now Republic of Ireland.

It is because they have such a diversified business model that they have continued to grow despite covid. They are not covid dependent as everyone needs healthcare, covid or not.

They also provide their services to non-NHS organisation..

[football] 28/11/2021 11:27

Richard Burgon MP
@RichardBurgon
£100 BILLION of public money has gone to non-NHS providers of healthcare over the last decade.

500,000 patients have had their GP services quietly passed into the hands of a US health giant.

This is what the privatisation of our NHS looks like.

We must fight it all the way.

[football] 27/11/2021 20:15

Is this the last nail in the coffin for Totally?





Sir Keir Starmer hints he would BAN private healthcare if he were PM

[quazie12] 25/11/2021 12:04

Sikh I think the problem Totally has is in the text of your last post. That alignment with the UK NHS is precisely the problem for Totally, a highly concentrated and price sensitive customer base means lack of pricing power and hence margins/EBIT. Private Healthcare Hospitals on the other hand, have fragmented customer base with little bargaining power

[owenski] 24/11/2021 17:17

This just isn't an attractive business model.

[quazie12] 24/11/2021 17:15

I will flip the question you asked me back on you. Which acquisitions do you believe, to date have added shareholder value ? Pls discuss

[quazie12] 24/11/2021 17:14

Perhaps all of them, Vocare Greenbrook PPH. The evidence is the distinct lack of EBIT due to amortisation of goodwill so in spite of 113 million turnover and ebitda of 5m, the company basically broke even.

[sikhthetech] 24/11/2021 15:58

savagedstock,

The company set out to become a leading OOH provider and are aligned to the NHS. Buying Vocare & Greenbrook was essential to building their diversified business model to keep aligned to the NHS requirements, now and in the future.

The way I see it, UCC division is their foundation, their bread and butter and insourcing the growth areas.

They built the foundation and are now bolting on higher margin, earning enhancing businesses.

[sikhthetech] 24/11/2021 15:11

quazzie
"I think the inflection point for me was the wake up call that Totally had probably paid too much for acquisitions."

Which acquisition do you believe they paid too much for and why?


Buywell,

You're still clueless. TLY is not a traders share... in terms of automation, that'll be great news as it'll save staff costs.

[microscope] 24/11/2021 08:14

Buywell's new improved 111 service in action! :)

'Thank you for calling 111.
Please select from the following options.
If you have alopecia, press one.
For hiccups it's two. Three for tropical diseases, and four for any other illnesses, or to speak to one of our customer service robots.'

'Hello you're through to Spartacus.
How.
May.
I.
Help.
You.
To.
Day?'

:)

[microscope] 24/11/2021 07:02

Buywell recently told us robots will soon be operating on many of us, now it seems they're taking over 111 (which would probably save TLY money :) ).Perhaps the most worrying thing about all this is that Fishomania may soon become Robotomania, where will it all end :((As for the little chart, looks like the moving averages have a rather selective timeframe ;)Crackpot alert!

[buywell3] 23/11/2021 22:14

If 20% of TLY turnover is made by answering 111 calls
Then what happens when technology replaces the humans doing the answering ?


Manpower alone is not the answer to the backlog problem that the NHS now has unless it is skilled manpower in the form of accredited Nurses/Carers, Surgeons and Doctors.

These will be needed in the forthcoming local Surgery Hospital Hubs which Javid is creating and not before time either.

Such new Hubs will need to have the latest surgical equipment and technology if the backlog of over 6M has a chance of being reduced

-----------------------------------

buywell opines that what has happened recently regarding the chart shape has resulted in :

The TLY chart has just undergone a 'Death Cross' event

Death Cross

A downside shorter term moving average crossover constitutes a death cross and is understood to signal a decisive downturn in a market.
The death cross occurs when the short-term average trends down and crosses the long-term average, basically going in the opposite direction of what is known as a golden cross.









Imo Dyor

[nobbygnome] 23/11/2021 11:31

Some good points have been made above but the main points for me are it generates increasing amounts of cash and is paying an increasing dividend. Yes the margins in some parts of the business are low but the higher margin parts particularly THC are increasing turnover so the overall margin will improve.

Plus I strongly suspect that the next acquisition will begin to take them away from just being a people business as they previously have talked about a technology related purchase. I think it will be something to do with automation of parts of the business. We will see but IMHO the market is currently being extremely harsh on this growing ambitious business

[quazie12] 23/11/2021 09:34

Excellent post Savaged and right on the money. I think the inflection point for me was the wake up call that Totally had probably paid too much for acquisitions.