Totally Share Discussion Threads

[quazie12] 17/1/2022 10:49

Yes and so was the setup to the left of your chart with higher highs and higher lows until the share price collapsed

[sev22] 12/1/2022 12:28

The technical set up is looking positive:

[sikhthetech] 11/1/2022 15:40

Expect more work for private providers, like TLY,.



NHS England had no choice but turn to private hospitals during Covid surge
Analysis: service forced into what is likely to be long-term marriage of convenience by scale of backlog

[slopsjon2] 11/1/2022 13:38

Premier Miton Group reduced from 9.68% to 4.67%

[sikhthetech] 09/1/2022 18:22

TLY's diversified business model, which includes Urgent Care, Planned Care, Insourcing is well capable of handling several NHS problem areas.

TLY's insourcing division provides it's service during evening/weekends to help reduce the backlog of operations. The provide their service in all 4 UK Nations plus Republic of Ireland.


The five steps to getting NHS off life support and back to health


1. Split emergency and elective care.

"Through Covid we learnt that private operators could carry out surgery near acute hospitals and we could do this again, so that you have elective surgery carried out in a different building.

We could also build two different buildings side-by-side, separated by a corridor but not wide enough for a trolley, so that emergencies could not supersede. Private operators are good at running such surgical treatment centres (or "hubs")."

2. Seven day working week.

"I would run this together with point number one. I believe that 60 percent and perhaps up to 80 percent of NHS problems could be fixed by splitting emergency and elective care, and working seven days a week would save tens of thousands of lives per year."
"The proposed private sector's surgical treatment centres would never compromise their beds for emergencies."

[hybrasil] 08/1/2022 13:37

over 1% of the company changed hands yesterday. Will we get a holdings rns?

[sikhthetech] 06/1/2022 15:14

1.3m have 'long covid'.

This is an area where TLY's Planned Care division can help with physio etc.


UK survey suggests 1.3 million have long Covid

[spacedust] 04/1/2022 15:51

Thanks Tia.

[sev22] 03/1/2022 17:53

The technical data is looking more promising as we enter the New Year:

[sikhthetech] 03/1/2022 14:30

As can be seen by recent news, covid is becoming more of 'how to manage the virus'. I think this is because now there is better understanding of it with treatments being available and more importantly better outcomes.

TLY have the foundation in place and are continuing their add and build strategy. They increased their footprint with their contracts in Republic of Ireland and more recently moving into Wellbeing in Companies.

[tia01] 02/1/2022 22:45

Spacedust
You alerted me to TLY on the MHC. I say to you be patient and you will be rewarded in TLY.
They are delivering the goods and the
Markets will rewards them.
Looks like the charts are indicating a rapid rise at some point but watch for the start
as it’s hugging the uptrend line.
I think you’ll be fine in a strong
Company and thinking of tipping my toe in here.

[thordon] 30/12/2021 21:38

Nice touch in direction , market is so fragmented and could grow with Totally backing as why inject £500k straight away.

[the ghost who walks] 30/12/2021 21:02

Change of strategy

[microscope] 30/12/2021 20:40

'Earnings enhancing'.

Hardly an ouch :))

[the ghost who walks] 30/12/2021 20:37

Acquisition. Ouch.

[sikhthetech] 30/12/2021 16:22

I think it's fairly obvious now that the govn is moving more towards managing covid, especially as there is more understanding of the disease, better treatments, resulting in better outcomes, even with the record of around 200k new daily infections.

[hybrasil] 29/12/2021 09:50

Spacedust

As I see it the share price based on the performance to date the increased dividend the acquisitive board should be in the 50p region.

As totally is about 15% of my portfolio I hope it gets there soon but all is looking good

[spursspurs] 24/12/2021 13:48

Merry Christmas - have a good one

[sikhthetech] 24/12/2021 12:39

Merry Christmas all.

[spacedust] 24/12/2021 08:08

Yes all good. But please comment on the share price movement recently with all the fantastic news

[sikhthetech] 21/12/2021 13:01

They have been pursuing their build and add strategy and have done exactly what they said they would.

They built the foundation, which I believe was completed with the GBH acquisition. The foundation provides them with the base, the good payer, NHS.
I see them going for growth with insourcing and now EFP.

EFP expands their footprint as well as the already diversified business model. They now have large corporate clients as well. Lots of cross selling opportunities.

I can't see what division EFP will fit in, so maybe there'll be another division?

Looks like more earning enhancing acquisitions, using current cash, are on the cards.

[longshanks] 21/12/2021 12:05

I thought Wendy seemed very on top of the brief and is clearly excited by stuff going on.It sounds like EFP gave a very strong blue-chip client base with plenty of growth potential from their software.Interesting too that they have been in dialogue with them for over 5 years.It would seem one or more similar bolt-on acquisitions is due to be announced before the end of the FY (next three months). Mental health appears to be a focus.