Totally Share Discussion Threads

[nobbygnome] 21/12/2021 10:49

Yes it's all very encouraging. Earnings enhancing acquisitions from cashflow whilst doubling the dividend exudes confidence in the future. Ridiculously undervalued but it seems to be ever thus....

[melody9999] 21/12/2021 10:31

Hmmm - thought investor presentation was quite good today. More enthusiasm and drive than I noted before. Looks like 2022 is quite promising. I'm minded of the director buys at 40p back in August so taken a few more at 33.6p today.

Defensive growth in 2022 suits me.

[spacedust] 21/12/2021 00:01

Yip virtual room great news for tly resulting in share price decline

[sikhthetech] 20/12/2021 15:32

Investor Presentation Tues at 10am.


The Company is pleased to announce that Wendy Lawrence, Chief Executive Officer, and Lisa Barter, Chief Financial Officer, will provide a live presentation relating to today's announcement, which will take place at 10:00am on Tuesday, 21 December 2021.

The online presentation is open to all existing and potential investors and will consist of a presentation followed by a Q&A session, held on the Investor Meet Company platform.

Investors can sign up to Investor Meet Company for free and then click "Add to meet" Totally plc via

[sikhthetech] 20/12/2021 15:31

buywell,

Covid patients staying at home and the use of virtual wards is great news. It'll mean more patients with other conditions can be treated in hospital. Great news for the NHS and TLY.

[buywell3] 19/12/2021 22:10

Have you guys discussed how the creation of Virtual Wards will affect this ?

These involve circa 15% of Omicron patients staying at home in their own bed which is in a virtual ward



These virtual wards might catch on and become a permanent feature

[tole] 19/12/2021 13:39

https://masterinvestor.co.uk/equities/small-cap-round-up-featuring-nwor-src-and-sce/Totally (LON:TLY) – we can see you nowI like the look of this healthcare services group's latest acquisition – Energy Fitness Professionals, which is a corporate fitness provider.The £1.3m acquisition is a very useful extension to Totally range of services, providing significant cross-company advantages for the expanding group's public and private customers.This will, no doubt, be just a foretaste of more of the group's buy and build strategy.Analyst Ian Jermin at Allenby Capital is looking for the company to score £122.9m (£113.7m) of revenue in the current year to end March 2022, helping to push the pre-tax profits up from £2.5m to £3.1m, worth 1.81p (1.49p) per share in earnings and jacking the dividend up 50% from 0.50p to 0.75p per share.The build-up of this group has been sensible and steady to date, but now we could well be ready to see much more corporate activity as the company's management progresses its strategy.I am convinced that the shares, now at 34.25p, will be a good performer next year.

[footballl] 16/12/2021 09:31

Another exciting RNS with Totally proving yet again that they deliver on promises made, looks to me like this new acquisition is all about future potential and Totallys continued growth and diversification.
Like others I saw a number of nuggets in the RNS details. Firstly Totally are willing to spend £500k immediately to develop the Health Hub, half of the initial consideration so must have big plans and see potential and growth in the company. Additionally it is mentioned twice in the RNS that Totally are in ADVANCED discussions with a NUMBER of other companies so further acquisitions cannot be too far away. Maybe Jan/Feb 22 !! Mentioned twice and remember Totally board ALWAYS deliver.
Exciting times ahead for Totally.

[davebowler] 16/12/2021 09:29

Allenby-
Acquisition presents significant new opportunities for TLY Energy Fitness Professionals (EFP) is a strategically important addition to the Group’s service proposition, introducing Totally to a fast-growing market in the field of workplace wellbeing. EFP has built up a blue-chip list of corporate clients and Totally now has the opportunity to offer EFP’s services to its own extensive customer base, including the NHS, as well as adding additional services to the platform such as physiotherapy and virtual GP. We expect more bolt-on acquisitions to be concluded in the months ahead that will further strengthen the Group’s healthcare delivery proposition. Group profit forecasts remain unchanged at this time although year end cash has been reduced by £1m to £14.6m following the acquisition.

A major player in workplace wellbeing and corporate fitness services - EFP was founded in 1990 by Alan Gallacher and Robert Radford, both of whom will remain with the business. It is the UK’s largest privately-owned corporate fitness provider and has built an impressive list of prestigious blue-chip clients over the past several years. – Mental and physical wellbeing services – EFP provides services to support employee wellbeing in the workplace including gym management, gym design and mental wellbeing, the latter being delivered through its digital platform “Health Hub”. Totally has committed additional funds of up to £0.5m to further develop Heath Hub into a market leading platform. Forming part of Totally’s buy & build strategy, EFP provides the Group with the opportunity to offer diversification across its contracts and enhance its services targeting workplace wellness, including physical and mental health and wellbeing services. The Acquisition also presents the opportunity to deliver enhanced digital services, which complement the existing service offerings of Totally and EFP. – Consideration of up to £1.3m – The total consideration for the acquisition is up to £1.3m in cash on a cash free/debt free basis. The initial consideration will be satisfied by the payment of £1.0m and up to £0.3m on a deferred basis dependent upon the audited financial performance of EFP for the financial year ending March 2023. The earn-out target for FY2023 would, if met in full, result in EFP’s trading returning to pre-COVID levels. In the year to March 2021 EFP reported revenues of £983,708 and a profit before tax of £444,691, which included the impact of both government support and the COVID pandemic. – Further bolt-on acquisitions likely in the coming months - The acquisition is in line with the Group’s buy & build strategy that was reiterated in Totally’s interim results in November, that “the Board will accelerate the buy and build strategy that was implemented when the current management team was assembled some years ago. The Group is in advanced discussions with a number of bolt-on businesses that would strengthen its proposition and bring further earnings enhancing opportunities”

[spacedust] 16/12/2021 08:34

Great rns. Smart acquisition. On that note i genuinely feel we will finish red as we nirmslly do on fantastic news. Hope im wrong for once

[microscope] 16/12/2021 08:15

This acquisition makes perfect sense and the RNS is well worth an in-depth read as there are several nuggets in there, not just the financials.There are high margins, technology synergies and improvements to be had, and the promise of further acquisitions in the short term, inter alia!The acquired business also has a massive target market in for example mental health in business, which I imagine is currently under-developed.Great to see the company branching out too.Seems to me we are entering a very exciting and new stage of the company's growth, success and development.

[spacedust] 16/12/2021 08:14

Will it transpire in share price rising more though?

[longshanks] 16/12/2021 08:14

Interesting too to read Wendy's rationale.Health and well-being of NHS workers is an area that they are looking to address - not just those of the general public.Hmmm. I smell big bucks.

[lennonsalive] 16/12/2021 08:10

Health and well-being a massive focus in the future

[longshanks] 16/12/2021 08:02

An interesting acquisition that diversifies the business away from more traditional healthcare towards the more pro-active ways of keeping people fit and well.I can see some good synergies with this. Well done the team at TLY

[lennonsalive] 16/12/2021 07:44

Good value purchase that makes money. Well done TLY

[nobbygnome] 16/12/2021 07:17

The company have delivered as usual. A nice earnings enhancing acquisition for minimal cash outlay. Looks excellent to me....

[sphere25] 15/12/2021 15:21

1.35m dump here at 33p - anomalous print for TLY.

Someone looking for liquidity?

Looks like they found some here. Someone sat there with a big buy order maybe?

Judging by some of the moves out there, it does feel like there is a need for some liquidity to sell into regardless of the fundamentals.

Fortunately it isn't full on chaos.

All imo
DYOR

[sikhthetech] 11/12/2021 15:53

NHS England waiting lists hits a new record nearly 6m now.


NHS waiting list in England hits record high in October

[spacedust] 09/12/2021 15:44

I dont doubt the board one bit. Yr after yr after yr of constant profit increases. Aim share paying dividends... Raised by a whopping 100%.

But none of that matters if the share price stays in the doldrums. We acquire a multi billion dollar profit making company. If the share price stays in the doldrums then it really doesnt matter too much

[sikhthetech] 08/12/2021 20:41

spacedust, you've been saying the same for the last 18months, since they were around 10p!

The TLY BoD have said they are close to announcing an earnings enhancing acquisition which will be paid for by current cash.

So far the BoD have done what they set out to do, so let's see what they buy and how it fits in with the current business model.

[spacedust] 08/12/2021 20:02

Sp tanking is whats not to like. 140p to 33p

[nobbygnome] 07/12/2021 07:53

But the company has said it will be an earnings enhancing acquisition paid for out of existing cash. What's not to like......

[2vdm] 07/12/2021 07:50

No shareholders like the unknown!

[thordon] 06/12/2021 21:10

Totally always grows in value , just takes time.
Two years ago we had £8 million in the bank now £18 Million which would be higher if no dividend.
Growth 14% in revenue year on year ( organic )
Only thing holding back is the bid for another company , some shareholders do not like the unknown.