Totally Share Discussion Threads

[spacedust] 11/2/2022 09:48

Who knows, the mms are showing weakness in the share price as it declines on fantastic news. Defo red today if history wins

[thordon] 10/2/2022 22:38

who knows , but the company showing strength in there model to grow and convert.

[doobz] 10/2/2022 14:54

Holding strong after the latest contract announcement, normally it sinks back down the following day. Could this be finally be the start of some momentum. It definitely deserves it

[knowhow77] 09/2/2022 16:49

Make that three 2 million shares bought

[knowhow77] 09/2/2022 16:47

Two large buys showing confidence

[spacedust] 09/2/2022 16:27

So the past two yrs we wasn't living with covid???? So now the strategy of living with covid is that we the public can drink and get drunk

[sikhthetech] 09/2/2022 14:46

Boris Johnson has confirmed what I believed.

They are moving more to 'living with covid' and the priority I think has changed to tackling the backlog of operations and A&E/GP waiting



"It is my intention to return on the first day after the half-term recess to present our strategy for living with Covid," Mr Johnson said at the start of Prime Minister's Questions."

[spacedust] 09/2/2022 14:46

Almost 110m worth of contracts in the past 12months. And the share price has barely moved.......amazing

[spacedust] 09/2/2022 14:39

How many millions now of contracts and extensions in the past 12 months?

[sikhthetech] 09/2/2022 12:26

Great to see another contract extension, this time £7m/yr.

As mentioned before, NHS is solid payer and provides TLY with a solid foundationa and cash to grow.

GBCol is right, previous investor presentation, they did mention they were in advanced discussion re acquisitions. Hopefully we'll hear more soon or perhaps when when they have the fy TU. Fy end is March 31st, so maybe April?

[spacedust] 09/2/2022 08:26

Tly for the past 5vyrs performed excellently. Contracts galore. Millions in the bank. But but but Sp down.

[spacedust] 09/2/2022 08:12

Defo well done tly as ive always stated. But mms wont allow this to go beyond 35p. Red by end of the week.....im only going by historical share price movrment after winning multi million pound contracts. Lets see how right i am.

[microscope] 09/2/2022 07:29

More excellent contract news this morning :).Awaiting the bog standard tiresome drivel from dusty. Well done TLY.

[sikhthetech] 08/2/2022 18:46

The waiting list is expected to continue growing for another 2 yrs before any decline. The increase depends on how many have been reluctant to come forward during the pandemic and will do so now.


There's huge demand for insourcing services, just in England.

[sikhthetech] 08/2/2022 14:14

Govn setting out plans to clear backlog of operations in England ONLY....
TLY provides it's services in all 4 UK Nations and recently, Republic of Ireland.




will take over 2 yrs to clear
currently 6m on the waiting list in England ONLY

[thordon] 07/2/2022 22:39

Foundations is key , hence why invested
We was unlucky that covid 19 hit but now better placed for weekend surgery and the delayed NHS strategy to be signed off gives us a firm footing to backlog waiting times.
Not one to gloat but in the right place at right time.
PS need my right Knee to have surgery waited for two years now , so need the government to approve this white paper.

[sikhthetech] 07/2/2022 16:10

M5,

Those lower margins are in their Urgent Care division, their foundation. They provide solid, regular revenues and cash, whilst other, higher margin, divisions grow and they buy more businesses.

During the pandemic whilst parts of the business were closed TLY continued to grow revenues and cash. That backs up the stance that UC is solid and with regular revenues and cash.

Without that foundation they wouldn't have been able to setup and grow their 'insourcing division', which they did from existing resources. This division has higher margins and was setup just before the pandemic. They are in the right place for the govn's plans to tackle the backlog of operations.

TLY also recently bought EFP to tackle staff wellbeing within organisations. Organisations are legally responsible for staff wellbeing, even if they work from home.

Increasing Recurring revenues £100m+++
Cash £15m
Mcap £65m

[m5] 07/2/2022 15:19

Had a look at this over the weekend. Does look decent but tight margins put me off. Its on my watch list. Price been in a downtrend since August. Might take a few for a trade if we get to around the 30p support area.

[gbcol] 07/2/2022 10:28

Also, in December (at time of Energy Fitness acquisition) they stated that they were in advanced discussions with a number of bolt on companies that would be funded through existing cash and would be cash generative. Expectation or at least hope, was that something on this would be announced before March results.

[longshanks] 07/2/2022 08:51

The shares of companies can go sideways for some time after a surge in the price as a new equilibrium of shareholder types is established.I saw this last week with an entirely different business, TRR, which has finally started a new surge after a year of wandering for no reason.I am confident this will be re-rated at some point in the near future because the numbers are compelling.

[sikhthetech] 06/2/2022 22:28

Hybrasil,

exactly.. Bob Holt did similar at Mears, bought in £50k, similar buy and build strategy....

I think it's a good strategy... TLY's diversified business model, which continued to grow revenues, cash during covid, even though some parts of the business were closed.

Recently expanded footprint to include Republic of Ireland for their higher margin insourcing division.
The Urgent care contracts are solid even though they are lower margin.

I think the govn is moving more to managing covid and prioritie have changed to
reducing the backlog of operations and reducing A&E/GP waiting times..


Increasing recurring revenues £100m++
Cash £15m

dividends is a bonus

Mcap £65m

How many other growing companies with £100m+++ recurring revenues and cash of £15m have a mcap of £65m?

[thordon] 06/2/2022 21:46

Well this is my no 1 stock now being not selling.
Was lucky to buy at 12p twice within 6 months , the dividends give comfort to reducing my investment.
Its very clear what Totally are achieving on the back bone of low contracts for high volume contracts on the back of this.
Good Luck , once we peaked this company over £100 Million value Tier 1 will take note.

[hybrasil] 06/2/2022 20:49

If you look at mears of which our chairman was the driver, you will see a certain similarity. Public sector contracts in an area that the public sector needs the private sector
Relax spacedust. I think this is due a good rise

[spacedust] 04/2/2022 14:37

Wrong it was the cow that jumped over the moon. Does anyone know why the cow jumped over the moon? There's actually a reason behind it. Lol

[lennonsalive] 03/2/2022 17:15

Go away with you covid stocks