Totally Share Discussion Threads

[parob] 03/12/2023 13:13

Interims presentation link here for anyone who hasn't seen ithTTps://youtu.be/uTWJEQ9git0?si=BY2xDKocCQLunXU1

[sikhthetech] 03/12/2023 12:49

1gw,

"You might have thought that a prudent management would be looking at options to increase their capacity to deal with unexpected events, rather than just hoping that their base case plays out."

Can you provide evidence that they have not already done so? Given all your other well written stories(suggesting significant selling by IIs, will run out of cash, CFO will be replaced by interims etc etc) haven't come true, why do you think this one will?

If that's the best you can come up with then I think we'll be ok.


The fact is they reduced overheads by 30%, the divi was cancelled.
The fact is they are still winning contracts.

[sikhthetech] 03/12/2023 12:42

Melody9999

"We'll all be better off if we try to help one another with analysis of the company rather than wasting time criticising other posters."


Exactly.

If the bull points can be countered it makes the bear case stronger.
If the bear points can be countered it makes the bull case stronger.

I countered the deramping stories. As you know, I countered the ramping stories with facts and newsflow on Byot and that crashed, currently down 95% from 3 years ago high of around 10p.


The fact is none of 1gw's and his mates deramping stories on TLY have come true. There's no evidence of significant selling by IIs instead Liontrust increased
all AGM resolutions passed,
divi was paid and no cash call,


The evidence:

[bones699] 03/12/2023 12:27

Corrected for typos from the LSE BB.

TwoGood2Die

Posts: 1,011

Price: 4.55

No Opinion

RE: One for the knackers yard!

Today 11:03

"Good luck with 'cash offers'...Totally's margin is 1%, high wage inflation, no cash, in effect the Government holds the purse strings...too many downsides with high wage inflation, high fixed costs and overheads, and loss making or mispriced contracts, and no opportunity to pass on costs to the Government ergo the tax payer...this is all before all the hidden issues in the balance sheet with working capital, good will, write downs on over paying for acquistions unravel.....

I doubt very much there will be any buyers maybe closer to the 1p mark as a cost cutting turn around opportunity by a specialist pe firm."

[bones699] 03/12/2023 09:18

From the LSE BB!

One of the more sensible posts I might add from the smorgasbord of utter dross posted there by desperate rampers living in 'LA LA LAND'!

Seems more readers are thinking the same!

TwoGood2Die

Posts: 1,008

Price: 4.55

No Opinion

RE: One for the knackers yard!

Today 09:14

"Share price expectations this week?"

"Sub 4p on the cards Totally would be better off delisting and going private it's not an investable stock."

[bones699] 02/12/2023 23:00

Too true PPE and well said someone needs to tell the truth here Sikthetech's been telling porkies since his inception in a petri dish!

[paul planet earth1] 02/12/2023 16:02

On a serious note I think Totally will be forced to delist and go private..it really cant continue in business as it is!

[paul planet earth1] 02/12/2023 15:46

Lol..Sikthetech f@@ked!

[bones699] 02/12/2023 14:24

Sikthetech's analysis comprises nothing more than spending 10 years paying premium on Adfvn so that he can ramp all the way down from his 300p entry point a hopeless basket case that is Totally F@@ked! and control the dialogue!

[bones699] 02/12/2023 14:21

Roll Up Roll Up....this way for free tickets to the Titanic this is your captain speaking Sikthetech!..㊔2;🚑🛶🛟⏰A039;🌊㈐7;❄️☔️㇪5;🪣🚣🚣‍a92;️🚣‍♂ᥧ9;⚠️ 940;️⬇️〽A039;🎻

[quazie12] 02/12/2023 13:29

Posted below over two months ago. This fella is never wrong. Slags my qualification or suggests that I am a liar. Also has accused me of stating that the management were dishonest yet can never prove it because I never did. Sikh sorry but you have zero credibility but carry on with your drivel chat with Smithie who clearly cannot distinguish between an asset and a liability. Well Sikh where is your own analysis exactly. You assert TLY is not a one customer company, but you actually know it pretty much is give or take, yet you post this guff link. Utter drivel. There will shortly be some real facts for you to address here.

[fast lane] 02/12/2023 13:18

Get real as soon as you can.

Buy AG.

Listen, if you have the courage.

[parob] 02/12/2023 12:55

Yes I agree 1gw. At this stage this is a trade for me, then I'll re-assess based on any news flow. If it weren't for the large seller (probably Sneller - the only other holder it could be is Stonehage Fleming) I think the shares would still have dropped following the interim results but only by 10/20% as the bad news was already priced in imo. At 4.6p it's been a 50% drop.Current share price is rotten for those buying higher up but a real opportunity for those buying now/averaging down imo.

[1gw] 02/12/2023 12:22

No sign of a big trade at 4.2p in yesterdays trade list to back up hoppy13's suggestion that Sneller had placed the rest of his holding at that price. That's a bit odd given that the bigger trade the previous day was reported the same evening. But could it be that the reporting has just been delayed until next week, either because it was a Friday (no-one in the office?) or because they want to get a bit more of it away to buyers before reporting? Or was the broker hoppy13 talked to just mistaken? There should be a holdings notice soon to confirm at least who the 12m belonged to I would hope.

I agree it looks interesting for a (risky) punt at this level, in the hope that there is a material bounce if it looks likely that the seller has finished. But the dip towards the end on Friday perhaps suggests there might be more to work through before all the seller's shares have found a home. If it was known by some of the big holders (who might have been approached as potential counter-parties) that Sneller was out Friday morning, wouldn't some of them have been tempted to buy the dip? And why are the CEO and CFO not buying shares at this level?

In the slightly longer-term though, I think there are still the same questions around the company, including weakness of the balance sheet, sustainability of the urgent care business at reasonable margin, quality of the management and controls around financial reporting.

[parob] 02/12/2023 11:22

I haven't been a fan of this company in the past, but having gone through the interims and watched the presentation twice, I feel this is hugely undervalued at this market cap.I am expecting this to bounce hard once the seller is out, might be a trade, could turn into a hold depending on news-flow.Maybe a couple more days around this level (may even dip a little further) as the seller supplies the market with their remaining shares, but once they're out I think we'll see a strong move up from this level.The results, whilst not great, don't warrant a 50% drop in share price, with market cap dropping from £18M to just £9M. I have cash ready if it drops further and will also buy as it starts to recover. I like to buy when negativity is at its peak. Reminds me of MIRI at 1.25p about 6 months ago.

[tia01] 02/12/2023 11:16

Just maybe this is in oversold drive as Directors are buying big!
At some point the sellers will be done but at what point!
It will take time to restore confidence

[melody9999] 02/12/2023 10:31

Commiserations to all shareholders that have lost money here.

We'll all be better off if we try to help one another with analysis of the company rather than wasting time criticising other posters.

[fenners66] 01/12/2023 22:22

New All Time Low here ?

Keep coming thick and fast...

[bones699] 01/12/2023 21:37

Paying premium for ten years and trying to ban users from telling the truth won't save him either!

[paul planet earth1] 01/12/2023 17:12

Sikthetech going down faster than the Titanic!

Totally Plc
LON: TLY
OverviewFinancialsCompare
4.50 GBX −0.75 (14.29%)today
1 Dec, 17:07 GMT • Disclaimer

[quazie12] 01/12/2023 16:56

Good luck with a meaningful reply Cameron. You cannot debate with an utter numpty

[brucethegoldfish] 01/12/2023 16:22

TLY share price is in terminal decline!

I’m assuming STT doesn’t operate stop losses. What a disaster!

[pierre oreilly] 01/12/2023 16:15

sikh, I had a few minutes so i thought i'd have a quick look at tly since you mention it so much. I'm not here to slag it off as revenge for you doing just that on hvo since I think that may be counter productive.

But if you'd like my thoughts on the parameters I think very important, then here they are. They are unbiased.

I'm afraid from an initial look,, it doesn't meet my criteria, or anywhere near, and i'm surprised it meets yours.

The things I think very important are divis - not in themselves but relative. I think a company passing a divi is a big warning sign that all is not well, to say the least. To me, and i realise i'm probably alone in this, a passed divi us the real underlying way to see what the directors really feel about the near and medium prospects. Agreed?

The next warning for me is cash. Cash cash cash. cash is king. without cash even companies with a great story and great prospects go bust. (Agree?).

At least tly have some, 1.5m iirc. Great, only it had 6.5m iirc last year. So a burn rate of 5mpa. Gulp. About 3/4 months till it has no cash, on those numbers. So, as i see it, tly either raises more cash or goes bust. that's fair isn't it? You undoubtedly understand - but others may not - when a small cap needs cash. Vultures come in and want their pound of flesh. Existing holders can get diluted to next to nowt, either by a placing or rights, or loans backed by issued shares or options or other very generous actions to make it worthwhile vultures with cash can be persuaded to keep this alive. Happened to me a couple of weeks ago in MXC.

That's all I've looked at, not in any deep manner, but enough for me to dismiss this as any sort of likely profitable investment now or medium term. You must see that. Maybe you don't and are genuinely ignorant of factors which enable companies to firstly survive, and then prosper. I'm surprised if you are in here.

That's all from me forever on here. I looked into it and thought i'd post my thoughts. I'm sure you'll doubt me, but i can assure you they are unbiased and I had no idea what I'd find here. I see a few do come here to slag it off in revenge, and it wouldn't surprise me at all if that suits your agenda very well, i.e. slag off hvo knowing some will do the same here since you claim to hold, but probably just want the price down before you buy. Accurate?

Just thought of another point - director buys. I used to own a small cap where a director bought a few and a few weeks later sold a lot. He did it 4 times while i held. It was European motor if you'd like to look it up. So be careful with those.

[1gw] 01/12/2023 16:06

And on the revolving credit facility, we don't know the constraints. If it really has been taken out for working capital purposes, then isn't the amount that can be drawn down likely to be linked to working capital balances? And since those are negative in the urgent care business, isn't it likely to be linked to working capital balances in the elective care business?

[fenners66] 01/12/2023 15:57

Its a troll
Best not engaged with at all.