Totally Share Discussion Threads

[jugears] 23/1/2024 13:12

Down she goes!

[brucethegoldfish] 22/1/2024 12:52

Just checked in on TLY after a few weeks and see nothing has changed.

Share price in the doldrums, at all time lows and STT still desperately attempting to put some form of unjustified gloss on what is effectively a load of dross!

Although everyone needs healthcare so guess it will come good in the end! ;)

[jugears] 22/1/2024 10:38

Oh dear it couldn't get much worse, once investors confidence goes it can take years or never recover for an share price to recover, LLoyds is a classic example!

[willow6501] 22/1/2024 10:35

Share price looking Totally Unhealthy, excuse the pun :)

Just looking at the reviews for NHS 111 partly run by Totally, 80% negative reviews.

uk.trustpilot.com/review/111.nhs.uk

I keep missing that all important info from Sikh’s posts which is “where is the profit?”. Plenty of talk about turnover, contract extension etc, but where is the profit?

What is turnover without profit?
Why buy a share that’s loss making?
What use is a contract extension when there’s no profit?

Was reading some employee reviews earlier, majority say TLY management is clueless with no direction. Just search Totally Heath employee reviews on Indeed or Glassdoor. Sounds like all the cost cutting measures have had a dramatic effect on its services.

[pierre oreilly] 21/1/2024 20:52

You're now saying tly has 4 customers - quite a change from recently when you were saying they had 88. But the number of customers is a very strange metric on which to base an investment - another case of your analysis being really weird. M&s has 88,000,000 customers, so, according to you, it is a 22 million times better buy than tly (lol, coincidentally i could agree with that!). What matters is how much they are selling to those customers and at what profit - i asked a few days ago how much they were selling to non nhs customers and you didn't answer. I suppose you would have answered had the answer been positive for tly, but no, silence.

tly has 4, or 88, customers.
Everyone needs healthcare.

No wonder you have watched this descend from multi-pounds to 4.5p

Try looking at profit as one metric to the share price. But you may not like what you read.

[sikhthetech] 20/1/2024 15:06

Backs up my stance that there's 4 separate NHS systems at National levels, in the UK. NHS England, NHS Wales, NHS Scotland, NHS NI.


Each country's NHS takes a separate view on how to deal with healthcare within their own country. That's 4 different customers at National level.



From the official NHS Confederation website.



Devolution in the UK has led to four different health systems, each taking slightly different approaches to delivering health and care.




TLY's £13m contract (extension), with 30% uplift from original, was awarded by NHS England (National level).


It's obvious some posters don't understand and are ignorant as to how the NHS works. They see "NHS" and think everyone is controlled by the UK govn!!!

[willow6501] 19/1/2024 11:46

Have never seen any poster try and pump a share so much as Sikh.

Company is virtually out of cash, placing will be required to keep it operational in due course.

Going back through Sikh’s posts all the way back to 2014 his been saying everyone needs healthcare, which is true but unfortunately not everyone needs TLY.

If this company is so great why have you lost so much money on it, why has the share price crashed 90%+, you never answer these questions?

[pierre oreilly] 19/1/2024 11:26

I've never before heard of directors and senior managers 'contributing to the cash situation' (owtte) in any other company I've dealt with. FFS, if a company doesn't have enough cash to run the payroll then what does that say about it? Why do the directors and senior managers have to contribute to the cash situation? Doesn't look like a great cash situation to me. I would imagine that cutting their own salaries (or whatever they are doing) is the very last thing after all other cash savings have been made.

Why don't you discuss the cash situation instead of vagaries like 'everyone needs healthcare' shreek? My analysis shows that about now, it has little or none.

Re 'gangs'. At least no one can accuse you of being in any sort of gang Shreek. You seem to be the only one seeing this as a great buy atm. As you have been for months/years as the price has gone from 200p (my estimate) to 4.5p. Didn't 'Everyone need healthcare' when this was multi pounds - do you now see that 'everyone needs healthcare' isn't really a bull point for tly?

[muffster] 18/1/2024 21:32

Ill thought out post Sikh.Routinely posting about a contract win is meaningless. Its the profits they generate from contracts that countsThey lose money on all contracts. It's a loss making businessYes, new 30% uplift on contract, but to reaource that contract they lose money currently.Please have a read of accounts, the debt, the margins, the expenses then try and set out a business case here...pls don't just post...everyone needs the NHS and oh contract win.Hope that helps you understand that its profits that mean something not new loss making contracts

[muffster] 18/1/2024 20:58

Sikh, a new contract does not mean the company will improve the acid test ratio or indeed generate profits So you can keep posting the wonderful news of contract wins and the NHS trusting them, but try and look at the profit, the margins, the acid test and you will see a business that is losing money.

[sikhthetech] 18/1/2024 20:56

Pugugly

"Political risk very high (imo) "

Why is political risk high? Are you saying the next govn will make the NHS an illegal organisation and shutdown ambulances, Hospitals, GP practices and allow the waiting lists for Elective surgery to surge further??? Really??

There's always political risk in most companies. In fact the political risk to ban the NHS is nil.

[sikhthetech] 18/1/2024 20:51

1gw,

The fact is TLY were awarded a c£13m contract (extension) only last week. That was a 30% uplift from the original, therefore the NHS clearly sees TLY as someone they can trust.

"Totally plc (AIM: TLY), a leading provider of frontline healthcare services, corporate fitness and wellbeing services across the UK and Ireland, is pleased to announce it has been awarded a contract extension by NHS England to provide national NHS 111 contingency services for a further year."



TLY were also awarded a upto £66m contract in SE London, not far from NW London, the contract which ended.

Those contract wins clearly point to a deep lack of understanding in your analysis and understanding of how the NHS/TLY works.


TLY were awarded a contract in SE London, despite the NW one ending.


Either TLY have repeatedly lied about the contracts and they don't exist OR you are making up more stories. Both are possible but given you have a long history of posting stories which turn out to be fantasies, fiction, suggests it's you who is wrong.


"everyone needs healthcare" "Totally has aligned itself with the NHS"

Everyone does need healthcare, including you. Name me one person who doesn't. The King and Princess of Wales are in hospital receiving treatment so they', aren't they
TLY adapt to NHS requirements as was proven when Covid stopped services. TLY adapted to NHS requirements and were awarded contracts to help with testing at airports.



"seemingly no ability or desire to analyse or understand the financial performance of the company."

Funny. No one needs to post lengthy posts or prove what they know.
I counter posts, wherever bull/bear and post company/sector newsflow.

Look at the evidence. I post brief summaries. I'm sure the BoE read my post and decided to raise interest rates. Also ftse 100/250 companies reacted after reading my posts. Honest guv. :-)



Whereas you post lengthy posts, deep analysis and still virtually all your stories are proven to be wrong and virtually all your shares crash.

What does that say about your ability to analyse and understand companies?


Look at past 5 years - all these crashed, you were posting lengthy analysis and I was posting brief commentary. They all crashed and the company themselves stated similar challenges/red flags as I was predicting.
2019 - rthm - I posted challenges will hit because of P&G demands. GPRD etc. You were still ramping them at 590p (new money), crashed to 100p, now liquidated.
2020 - Byot - I said companies will adapt where there's demand and enter the market. You were ramping them at 10p, crashed to 0.7p
2021 - Trmr - I posted company has history of court cases, buy backs, profit warnings and warned of ad tech bubble, whilst you were ramping them at 800p, crashed to 200p.
2022 - Trmr/Byot - again, continued warnings. They issued profit warnings.
etc
etc


Given you portray yourself as a well researched, understand accounts etc, why do virtually all your stories turn out to be wrong. Why do virtually all your shares crash? You make a dodgy 2nd hand car salesman sound honest. How many multiple ids do you and your gang have and why?


So who's analysis is severely lacking and proven to be wrong time after time. The fact is the evidence shows that you are incapable of understanding companies and how company/sector newsflow will impact them.

TLY is just 1 share I comment on and the point of investing is to get more right than wrong, which the above list clearly shows.

[pugugly] 18/1/2024 14:52

Parob:_ Surprised to see you positive - Political risk very high (imo) How much have your built in for PR? and which way?

[parob] 18/1/2024 14:22

Continue to like the risk/reward down here. Have noticed some decent buying over last few days.

[beckers2008] 18/1/2024 13:33

F,

Yes, I have noticed, the village idiot Sikhthetech spamming tactics, lol!
What an idiot it is.

[pierre oreilly] 18/1/2024 10:04

Pierre,

"One customer."

Another poorly researched deramping attempt by the derampers.


That shows you know absolutely nothing about how the NHS are structured.

------------------------------------------------

Shreek, and with that final sentence you are hoist with your own petard.

An admission that there is only one nhs. (Not that it matters much either way, except you seem insistent that each division or company the nhs owns is a separate customer when it's clear to everybody except you when in disingenuous mode (which is all the time), the customer is the nhs (and it's nhs money which pays for these contracts).

Anyhow, I asked you for a breakdown of revenue from the nhs and other customers and it wasn't forthcoming.

But thanks for your 'poorly researched' label - I think I'll return it to you who has been saying tly is a fantastic buy all the way from 200p (wasn't it?) down to 4.5p.

Also poorly researched is your view and probably libelous statement that I have a 'mate' who I have never heard of from a discussion board I never visit, and the implied accusation that I am in some sort of gang.

[1gw] 18/1/2024 09:48

Thanks quazie. Yes, ironic the extent to which he goes on about "stories" when he appears both to create his own fantastic stories (gangs, multiple ids, false narratives on what others have said) and to base his biggest and perhaps only long-term equity investment on the simplest of stories i.e. "everyone needs healthcare" and "Totally has aligned itself with the NHS" with seemingly no ability or desire to analyse or understand the financial performance of the company.

[quazie12] 18/1/2024 08:13

Great accounting forensics 1gw. Excellent stuff. It's laughable that the Narcissist tries to belittle you waffling on about nothing to do with TLY. It's pathetic and almost funny except it isn't. Keep up the excellent work. That's the type of skill that helps dodge the investment traps like TLY, a classic case of

[fenners66] 18/1/2024 00:26

Except when people have the troll on filter it does not hide much.