Totally Share Discussion Threads

[hybrasil] 11/3/2022 09:40

It does look like it’s moving forwards

[spursspurs] 10/3/2022 14:27

Looks strong, and is delivering , hopefully will see 40p next week.

[spursspurs] 10/3/2022 08:38

Going higher this, cant buy any!

[sikhthetech] 09/3/2022 21:05

Supernumary
"which is why most of the RNS's aren't new contracts but merely notifications of renewals - another way of saying 'this is a contract we haven't lost'."

That's simply not the case. When the pandemic hit, it was all hands on deck for the NHS (in case you hadn't noticed!!). As nobody knew how long or what impact covid was going to have on the NHS, they resorted to contract renewals for 6/12 months. The main reason for this was because meetings were virtually impossible(staff working from home, as you hadn't noticed!!) so it wasn't possible to tender nor negotiate new contracts. Did you expect the NHS Executive to continue negotiations over contracts whilst the country was in a crisis???? Really??


Once things calmed down, hospital admissions for covid patients reduced, the NHS then reverted to new 5 yrs contracts.


No new contracts you say...
They announced £54m worth only 2 months ago.

Yet Mcap is only £65m. increasing recurring revenues £120m+++


sikhthetech - 21 Jan 2022 - 13:31:54 - 18679 of 18821 Totally Health
The main point from this morning's rns was that the contract wins/extensions are from ONE of their divisions, Urgent Care.

"Totally plc (AIM: TLY), the provider of healthcare services across the UK and Ireland, is pleased to announce that its Urgent Care division has been awarded three new contracts and multiple contract extensions to deliver services across North East England, Staffordshire, Stoke-on-Trent and South East London, together worth a value of more than GBP54 million."


They have an ever increasing footprint, 4 UK Nations and Republic of Ireland, offering Urgent Care, Planned Care, Insourcing.

[microscope] 09/3/2022 20:56

Super, contracts have been renewals, because competitive tenders stopped two years ago due to Covid.

Only just starting up again, so TLY will be winning lots of new business soon I expect!

Try not to be caught short when such news starts flowing. ;)

[supernumerary] 09/3/2022 20:31

m5 - gave you a tick up just to balance the downtick - the tikh hard at work ticking I guess :¬)

I'm sure investors here are aware that all the share price rise in the last 12 months occurred in one week in early April last year. Since then it's been static at best, but mostly in a slow decline. Strange in a year when we heard constantly about NHS staffing problems, but I guess when you've really only got one customer that's the sort of risk you run.

Even the board has recognised the problem - organic growth isn't working very well, which is why most of the RNS's aren't new contracts but merely notifications of renewals - another way of saying 'this is a contract we haven't lost'.

And hence also they're now trying to buy in growth. Monday's acquisition looks sensible enough although I'm not convinced by the price, but the 'wellness' company looks to be riding a fad that died out 5 years ago. We'll see - time and reality reveal all.

Anyway, not a fan of rising to bait tossed out by numpties with a problem, so won't post here again. Unless provoked of course :¬) Let's face it, tikh has no effect on the share price here or at Orphan - he'd have to spend money to do that...

[sikhthetech] 09/3/2022 20:23

M5,

I'm posting company/sector newsflow. Feel free to counter my posts on the Orph thread. Chasing posters with contrarian opinions off your thread is both desperate and childish.

[napoleon 14th] 09/3/2022 17:31

Some party pooper sold 80,000 & pulled the price down.

[gbcol] 09/3/2022 15:21

I think the pandemic, which lead to withdrawal of guidance and then the talk of acquisitions caused a great deal of uncertainty here for Totally. However with the 2 acquisitions now completed, and no more acquisitions expected, we now know what we are going forward with. Plus in a few weeks we will have the results out which will further underscore where we are at and hopefully give some decent forward guidance.

Uncertainty removed, earnings enhancing acquisitions completed, decent divi which will hopefully grow now no need to preserve cash for acquisitions, massive demand due to pandemic backlog - surely share price will start re-rating towards some of the targets like Cannacord’s 70p or Allenby's 65-75p. For a start, we need to break back above 40p.

[hybrasil] 09/3/2022 12:28

No shares at .355. I think its going to go better

[hybrasil] 09/3/2022 10:03

bought 50 k this am. haven't bought any in a long time

[napoleon 14th] 08/3/2022 23:53

One of my LTBH. Happy to just watch them grow, & divis are good.
S/B 40p soon.

[thordon] 08/3/2022 21:01

Totally always been the same , takes traders six months delay to start buying raising the share price.
Breaking the 40p mark is key to long term , at present a discount of a minimum of 35% to actual price.
Buying company's with your cash flow is a good trick to expand and in time this could be the next 250 index company.
Long way to go

[sikhthetech] 08/3/2022 15:30

Updated from Allenby note after Pioneer healthcare acquisition

Growing recurring revenues of £120m+++
Cash in bank approx £11m.

Paying dividends.

Last 5 years:
period revenue, cash, adj Ebitda
2017 £21.3m, £11.3m, £5.6m
2018 £42m, £10.2m, £0.2m
2019 £78m, £7.5m, £1.1m
2020 £105m, £8.9m, £4m
2021 £113m, £14.8m, £5m
*2022E £122.9m, £11.0m, £5.5m
*2023E £140m, £13m, £8.3m

*Est is from Allenby, the company broker in March 2022.


TLY in the right place at the right time and well positioned for new NHS long terms plans.

sp 34p
Mcap £64m

[spursspurs] 08/3/2022 15:27

Looking strong, cant buy any , can sell loads!

[sikhthetech] 08/3/2022 14:25

Allenby note out:

A strategically important and earnings enhancing acquisition


"Immediately earnings enhancing – The acquisition will be immediately enhancing but will have minimal impact on Group results for FY22 (apart from the cash outflow from the initial cash consideration) but will be consolidated for 12 months of FY23 for which year we are raising adjusted EPS forecasts by 30% to 3.0p (yoy growth of 65%). For FY24 we are forecasting yoy EPS growth of 39% to 4.1p (26% above our previous forecast). At September 2021, Totally had cash of £18.3m and the Group continues to generate cash.
Therefore, cash balances are still expected to be more than adequate to fund working capital, even after funding the acquisition. To reflect the enhanced earnings and strong strategic positioning of the Group we are increasing fair value from 65p to 75p."

[gbcol] 08/3/2022 13:55

Useful presentation. Doesn’t seem like there are any more acquisitions in the pipeline so they can now concentrate on integration and building organically. This Pioneer acquisition should certainly help with growth and with their margins at the higher end of the group’s activities that, has got to be very positive.

End of FY results will be around soon. Probably get some indication mid-April if we get a Trading Update like last year.

[sikhthetech] 08/3/2022 12:05

Investor Meet presentation on Pioneer Healthcare acquisition...

[spursspurs] 08/3/2022 11:15

Lets hope it gets there by next Monday :)

[mr.oz] 07/3/2022 18:34

Analysts at Canaccord Genuity slightly raised their target price on healthcare services provider Totally from 60.0p to 70.0p on Monday after the group's "immediately earnings enhancing" acquisition of Pioneer Health Care for up to £13.0m.

[microscope] 07/3/2022 15:00

Looks a decent acquisition and immediately earnings enhancing. They must have ambitious targets given the difference in potential performance related final settlements.Should grow quickly and the market clearly likes it.

[sikhthetech] 07/3/2022 14:54

TOTALLY EXPANDS WITH COUNTERPART ACQUISITION

[doobz] 07/3/2022 14:10

TLY doing the business again, well done. Looking forward to looking at the share price in a few years time

[sikhthetech] 07/3/2022 13:26

Great acquisition. There's a huge increase in business in both insourcing and outsourcing..

The AQP is a huge bonus as it allows direct selling to NHS patients. There's also the opportunities for cross selling of TLY's other services.