Totally Share Discussion Threads

[parob] 03/5/2018 13:17

I am sure the volume is partly due to these two tweets by Aim_Chaos. He has a big following:On-boarding clients from next week and so will be looking to buy in much larger size in the near term - but have just taken 100k #TLY in personal account. I would suggest that Miton is close to having been cleared out.Trading on a NTM EV/EBITDA of circa 2.5x.Very cheap, IMO.---------Order in for a further 100k #TLY in ISA.An obvious short term trade given combo of distressed seller (Miton's fund redemption) and imminent share buyback programme.Also a very attractive long term investment. Big potential to scale up / improvement op. efficiencies at Vocare.

[someuwin] 03/5/2018 13:15

Huge volume today.

[dave4545] 03/5/2018 13:05

Clearly if just the one seller MITON then this overhang is going to clear now or has cleared now.

The volume in 30 minutes is incredible.

[parob] 03/5/2018 12:43

Just added my first batch of 38500, but it's not showing and not on nex either?

[spacedust] 03/5/2018 12:40

No just wishful thinking. We could all get few hundred thousands or millions and sit tight

[dave4545] 03/5/2018 12:12

4p spacedust ? misprint ?

[the big fella] 03/5/2018 12:02

Anyone currently have the number of shares on loan? If someone is shorting then clearly they think they can close at a lower price. They haven't been wrong so far.Seemed like a reasonable play when there is a forced seller. One wonders why there are so many heading for the exit in a hurry.

[spacedust] 03/5/2018 11:50

This may as well go to 4p and give us all a chance to be wealthier by Xmas

[microscope] 03/5/2018 10:51

I think the technicals have been driving the price short term, more than newsflow, TBF. The 5 million contract recently announced didn't move the share price, as most people would expect.
This is being shorted, I believe, quite clearly, by whom of course I will leave to your imagination.... It's not hard imho ;)

However it is encouraging that volume - of whatever sort - is picking up again today. The more trading, the sooner sellers will be gone, and the share price will recover to what I think are more realistic levels.

[the big fella] 03/5/2018 10:41

They will flush out their sellers. Once they have covered what they need that was bought at a higher price this may recover. However,for this share to turn the tide it will need positive newsflow from the company.

[dave4545] 03/5/2018 10:26

22p it is then for support, note the desperate shake by the mm on the bid just now

[the big fella] 03/5/2018 08:38

I reckon you are right Dave. The time to buy will be c 20p which would make a double bottom and also in line with the long term chart floor.

[dave4545] 03/5/2018 08:25

The herd joined the TLY ride for the overhang play. They almost cleared it but did not.

Then one by one traders sold to match any buying and now the mm's do not want to bid
for stock. Thing is I saw this coming but did not take the 24.2p that was bid at the time. I'm sure Miton will clear on the next push and volume which should kick in at 22p offer I reckon. Cannot see 21p offer again. Last 5000 at 23p showing as a buy was a mm to mm sale to drop the price.

[microscope] 02/5/2018 22:33

Yes I guess the buyer(s) bought all the loose shares that were kicking around from Miton, and now that supply line has dried up, they are probably waiting for the next opportunity.

Amusing sequence of 'trading' last week and yesterday... perhaps 8,493 is someone's lucky number :)

[spacedust] 02/5/2018 21:10

Where is all the over hang cleared bounce in sp? Nothing happening anymore

[hybrasil] 02/5/2018 11:45

Everything gone very quiet.

It will be interesting, I hope, to see what happens after the gm.

[sikhthetech] 29/4/2018 16:43

I think if Care UK coming out of the market, less competition for TLY...

The FD previously was Head of Divisional Finance for the healthcare division of Care UK.
Maybe she knows how and what Care UK contracts are worth having????

Prior to joining Totally in August 2017, Lisa was the Head of Divisional Finance for the healthcare division of Care UK

[sikhthetech] 29/4/2018 13:59

Praise for out of hours GP service in Cornwall

[gowlane] 28/4/2018 21:28

1gw I have always valued your posts and do hope you keep posting here.

On the specific issue being discussed, an excellent bit of sleuthing on your part has resolved the matter.

From the Vocare admissions document, it seems that of the £16m in payables in the Vocare balance sheet on March 2017, over £7.2m was deferred income.

Which I take to mean that Vocare received cash upfront for services to be rendered after the balance sheet date.

The contracting period straddled the accounting year end and the portion that related to the following year is shown as deferred income.

Assuming that this kind of arrangement continued then that would account for the similar working capital profile for Totally (which would then include Vocare) in Dec 2017.

This is good I would think because it suggests Vocare get paid cash up front. Would the NHS do that? Perhaps someone like Virgin Care or Capita contracted with Vocare to provide the service?

Anyway good to get it sorted as it did stick out a bit.

[sikhthetech] 28/4/2018 15:02

It's now a month since fy March 2018 end... Let's hope they get a TU out to provide some clarity....

[microscope] 28/4/2018 14:16

The victim card 1gw, how sweet, especially given your 'previous'. ;) Agreed Sikh, though some people confuse personal vendettas with the bigger picture. There are thousands of investors in most companies and sometimes posts are designed to hurt the share price (speaking generally). Imvho of course.

And we have discussed financials on here endlessly. If 1gw had added anything we thought useful, new or sincere sounding, I'm sure we would have responded in more detail (I did reply, more than once, and my reference was to 2,000 pounds of course, not that it's important, but I suspect he realized that, anyway now clarified).

We all move on.

[sikhthetech] 28/4/2018 13:28

1gw, that's ironic and funny coming from you...

nothing stopping anyone posting bull and bear points up for discussion... I've always stated that..
I form my own opinion as should everyone else...

You were given a clean sheet and decided you'd prefer to launch an attack on me instead.. lol



everyone should form their own opinion...

Look at the RTHM threads on advfn and lse and see how your mates react.... similar reaction to yours on this thread...



Search for 'tly' on these threads.
Search for 'stt' on these threads..








and this post says a lot really..





Everyone should do their own research and decide for themselves whether to invest or not...

I think the point graham was making was that if you have concerns then don't invest...he, and everyone else, are entitled to their opinions, don't you think...

I would go further and say decide for yourself whether to invest or not and at what level suits you...

It's your money...

[jailbird] 28/4/2018 13:27

Oh sh*tIf Someulose is buying here then it is time to sellI am sure he will create a new TLY thread soon and filter ppl who challenge him Watch for the copy and past RNS' as well Maybe a paid manipulator

[1gw] 28/4/2018 10:00

Sorry, my mistake. I thought this was an investor bulletin board, not the microscope/grahamwales ramping party. Microscope buying up to a couple of thousand shares a time - last of the big spenders then.

STT - nice company you keep over here. And you complain about "the family" on the R1 boards.

But 10 votes up for grahamwales' post is pretty clear, so I'll stop posting here for a while - clearly there's not much interest in actual discussion of company financials. For anyone who was interested, the notes to the balance sheet in the Vocare Admissions document on the Totally site give some clues as to why the working capital position is as it is.

Happy ramping chaps.

[microscope] 27/4/2018 23:14

Now we move into a post Miton as a seller environment and here's my 2p fwiw. Will be interesting to see if the shares do bounce next week - I think even a small move up would be a great sign, there's no chart resistance 25p to about 33p.

The mms might still have limited stock to offload but that's no longer a worry to me, and this buying continues apace. I looked back to about three weeks ago. Mon-Thurs totalled about 99,000 shares, most of these days literally less than five trades. That Friday was about 160,000 so 275,000 for the week.

Today alone there were more buys, than shares traded that entire week.

Still don't know where it's coming from. I'm beginning to think it might be a foreign investor, or bidder, who has looked at our NHS and seen the outsourcing, and thought, now there must be money to be made there somewhere.....

The method of buying is neither institutional (big blocks) nor PIs with their hundreds or up to maybe a couple of thousand pounds - far too many buys over the last week and a half for that many PIs to have suddenly decided the same thing en masse.

It's all very intriguing. When the mms do run out of stock, the spike could be extremely sharp, because the pressure on them from buyers has now become intense.

I think they have the stock, for now, rather than it being a seller, that is keeping the price restrained. That said we could buy under 21p last week, so some progress already.

In short the technicals (which will drive the price short term more than news or fundamentals) look hugely favourable and it's when not if imho we get the very sharp move up.

PS: Graham congrats on most recent post - seems from the 9 votes up your view went down a treat :)
Have a quick look back A1Minghi... they've already arrived - but regulars here know the score, they'll not be put off. ;)

All imho, as ever no advice intended..