Totally Share Discussion Threads

[davebowler] 25/4/2022 09:04

Allenby-
Growth opportunities and market position not reflected in share price – This is an upbeat trading update and we remain confident that further progress will be made in FY23 and FY24. We look forward to the results in July when we will have an opportunity to revisit our forecasts. Fair value remains at 75p

[hybrasil] 25/4/2022 07:36

I like that word “Substantially”
Totally is due a market relating. 50p here we come

[bountyhunter] 25/4/2022 07:30

Excellent results comfortably exceeding expectations.

[hybrasil] 23/4/2022 15:57

I had failed to notice that Robbie "the naked trader" had tipped this again.

I think we will see a sustained rise come monday

[sikhthetech] 23/4/2022 14:11

We know they are trading ahead of market expectations...

With the shift to 'living with covid' and the govn drive to reduce backlog of operations and reduce waiting times for A&E/GP, comments on expanding insourcing, planned care will be worth reading.

[thordon] 23/4/2022 11:50

Well we know the results are going to be good , the question is how much better.
Also its noted that this is starting to gain traction from main stream investors and coverage

h@@ps://aiminvestor.co.uk/open-positions/buy-totally-tly/

[hybrasil] 23/4/2022 11:29

What once was a vibrant thread has become incredibly quiet.
Mondays results look like they will be stunning
It look like we are heading for 50p in very short order

[sikhthetech] 14/4/2022 19:50

NHS England - waiting lists at record high.



Number of people on NHS waiting lists in England at record high

"Figures show 6.2m people waiting for routine hospital treatment, with A&E and ambulance waits also soaring"






Those are for NHS England only.

TLY, through it's insourcing division provides it's services to all 4 UK nations and since June last year, the Republic of Ireland.


Their other divisions, within their diversified business model, include Urgent Care, Planned Care, Wellbeing services for Company staff.

[sikhthetech] 14/4/2022 12:27

Great to see the trading ahead of market expectations...


"The Company is pleased to announce that, based on draft unaudited numbers, it anticipates being able to report performance ahead of FY22 consensus market expectations."



last 3 yrs:
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.

growing recurring revenues £122m+++, paying dividends and £11m cash in bank

Mcap £75m
sp 41p

[sikhthetech] 14/4/2022 12:22

I'm glad they announcing TU after Easter otherwise it could have been lost by the time everyone returns from holiday.

[thordon] 14/4/2022 12:03

After 3 years invested and still have no intention of selling , my average was 12p but now 10p after reinvesting the dividends' back into Totally.
Now makes up now 15% of portfolio from 5% 3 years ago.

Breaking the 42p mark should be no trouble now

[microscope] 14/4/2022 11:46

Ahead of consensus after it must feel like the kitchen sink has been thrown at them over two years of a pandemic.Fantastic effort by everyone! Bring on the full update :)

[longshanks] 14/4/2022 09:14

Wonderful to see they are trading ahead of expectations: mine were already very high.

[buywell3] 14/4/2022 07:32

advfn in their financials of Totally have:


Net Tangible Asset Value PS * -1.87 p

Is this correct ?








The only reason buywell asks is that elsewhere Year End 31/03/2021

The Net Tangible Asset Value P/S is stated as -2.39 p



And on another financial website for the same year end 31/03/2021

The Net Asset Value per share is stated as -1.92 p

[hybrasil] 14/4/2022 07:10

Once again totally delivers. “Ahead of expectations”
I have never seen a notice giving a date for a trading update containing such information

[2vdm] 12/4/2022 08:09

Add to that this is a good defensive stock with all the concerns out there.

[novision] 11/4/2022 11:46

Allenby research available on this web page.


hxxps://www.allenbycapital.com/our-research/?fwp_per_page=40

[sikhthetech] 10/4/2022 13:45

Last year the fy TU was on 13th so I'd expect it this week...

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.

growing recurring revenues £122m+++, paying dividends and £11m cash in bank

Mcap £71m
sp 38p

[hybrasil] 10/4/2022 13:20

Trading update this week?

[hybrasil] 05/4/2022 18:12

Another reason why induction healthcare might be interesting

[buywell3] 05/4/2022 00:21

April 4th 2022

NHS deploy AI to predict A&E visitation


The the use of AI to predict A&E admissions shows how AI can be used for a whole range of applications and that AI in medicine is not just limited to diagnostics.

If successful, this use of AI could help introduce AI into all areas of the NHS and transform it into a world-class healthcare system

[sikhthetech] 31/3/2022 15:34

thanks Thordon

Good summary of TLY and it's business model and prospects.



Totally integral to clearing record NHS backlog


"The Government and NHS England have set the ambition of eliminating all waits of more than a year by March 2025, a target that will be funded through a Health & Social Care package worth more than £36bn over the next three years.

A company that is integral to the government coming anywhere near its NHS backlog targets is Totally (TLY)."

[thordon] 31/3/2022 13:26

hxxps://aiminvestor.co.uk/open-positions/buy-totally-tly/

Been recommended today

[sharw] 31/3/2022 13:24

There were no trades between 08 00 and 09 00 and then a great flurry of 43 trades between 09 00 and 10 00. That suggests a tipsheet published at 09 00.

With a further 29 trades between 10 00 and noon that makes it a higher number of trades than any other day in the last 6 weeks.