Totally Share Discussion Threads

[microscope] 04/7/2022 14:46

Yeah and the outlook statement, difficult to see how it won't be very positive

[sikhthetech] 04/7/2022 14:34

Results next Tues.
Cash £15.3m
increasing recurring revenues £120m+++
paying dividends
increasing footprint

Diversified business model:
Urgent Care - NHS 111, Walkin/Urgent Care centres
Planned Care - physio, dermatology etc
Insourcing - helping to reduce the huge backlog of operations
Corporate wellbeing - provide wellbeing services for company's staff.





From fy TU:

"Based on unaudited draft numbers, the Group anticipates reporting EBITDA*, for the year ended 31 March 2022, substantially ahead of consensus market expectations of GBP5.4 million EBITDA and prior year of GBP5.0 million. This strong trading performance across the Group was driven by enhanced demand attributed to the impact of the global pandemic, which has increased demand for services and led to significant growth in waiting lists which has been regularly reported in the press. The Directors would like to put on record their thanks for the services provided by everyone who works for and with the Group.




Mcap £86m with £15.3m cash and £120m+++ increasing recurring revenues

[napoleon 14th] 04/7/2022 13:13

I'm not into schadenfreude, but a Covid resurgence will help TLY IMO...

WEEKDAY A.M.:
"NHS in for a ‘bumpy ride’
The number of people in hospital with Covid-19 is expected to continue rising, raising concern about the NHS’s ability to treat other illnesses. Jenny Harries, the chief executive of the UK Health Security Agency, warned that the present wave of infections had not yet peaked and asked people to behave in a “precautionary way”. Saffron Cordery, the interim chief executive of NHS Providers, which represents hospital trusts, said hospital bosses are “in for a bumpy ride over the coming months” as Covid infections are expected to coincide with seasonal flu pressures later this year."

[johndoe23] 04/7/2022 09:43

Robbie Burns, AKA Naked Trader, highlighted in his diary last week that there has been high level of buying past week or so, hinting at a bid possibly?! His record at finding companies which get taken out is very good...

[activmojo] 04/7/2022 09:37

Spare Health had a good write up in the Sunday Times, headline NHS PAIN AND BID TALK BOOST SPIRE. That may have highlighted the sector. Lots of merger and acquisition in this sector.

[nobbygnome] 04/7/2022 09:33

Impressive rise, nearly all buys this morning

[johndoe23] 04/7/2022 09:23

Certainly some decent buying this morning

[nobbygnome] 04/7/2022 09:01

Yes they should be a sparkling set of results with an optimistic outlook for this year. Onwards and upwards; looking encouraging this morning on level 2

[2vdm] 04/7/2022 07:48

Results due on the 12th July

[thordon] 28/6/2022 20:59

Well what's not to like dividends ; growth each year and bolt add on with spare cash flow.
No Debt

[johndoe23] 28/6/2022 13:41

48p is the next hurdle to clear

[empoggio] 28/6/2022 12:22

It's not only the results: we are likely to have an update on Q1 and forward; and dividend declaration (which, with the amount of cash, may be higher than the brokers est. of 0.75)

[gbcol] 28/6/2022 11:40

Can we not comment on share price rises until we are at least north of 60p please ;) I keep thinking we are finally on our way only for it to drop right back. Maybe this time, but then again I’ve been thinking that since 2017 when it got tantalisingly close to 60p.

[hybrasil] 28/6/2022 10:49

It looks like the results will be out this day week.

I suspect that is the reason for the rise

[nobbygnome] 28/6/2022 09:52

Really good to see the further rises here. Value always comes out in the end!

[spursspurs] 28/6/2022 09:21

Nice 😊

[bramble13] 23/6/2022 17:29

farmesbarnes. You are probably right, this is a " Cup and handle"formation. Came down today as expected before an upward trend .Watch this space

[sikhthetech] 23/6/2022 14:07

NHS Wales:
Patients waiting 2yrs at record high.


NHS Wales waiting times: Two years growth and new record

[microscope] 22/6/2022 23:48

Company achieving now what many of us were anticipating even before the pandemic. In retrospect that probably took a lot of time away from immediately growing the business, but now the fruits of TLY's hard work and well thought out strategy are being realised.First target of 60p remains intact for me.

[sikhthetech] 22/6/2022 14:15

I think more investors are beginning to see the benefits of the diversified business model which the BoD have built up.

The govn have moved to 'living with covid'.

There is a increasing number of patients waiting for elective care and the govn priority is to tackle the backlog.

TLY operate in 4 UK nations plus Republic of Ireland. That's a huge growing footprint.

[activmojo] 22/6/2022 13:56

Week pound makes this a possible take over target. Just a guess

[activmojo] 22/6/2022 13:47

Something must be going on, it could.d simply be a mention on a chat board or a leak about a new deal, it's no secret the government are throwing lots of money at the problem. This dropped into inbox

[riskvsreward] 22/6/2022 11:13

Has this been tipped somewhere or is it due to some good news leaked? Unusually strong in a very weak market.

[farnesbarnes] 21/6/2022 18:15

Indeed, starting to look like a cup and handle type pattern. Old resistance, now support. All that text book stuff. Will probably fail now.