Totally Share Discussion Threads

[deltrotter] 25/5/2018 11:07

Isnt it private clients of killick?

[spacedust] 25/5/2018 10:58

Not if killick don't stop playing games. If they sell their 6% then who knows where the share price will be but I'll pred8ct and say that killick will buy and go over 6%. They are just toying with tly

[escapetohome] 25/5/2018 10:09

20p is double bottom, reversal from there?

[deltrotter] 25/5/2018 08:12

Low volume drop guys... Level 2 has improved so I expect we move higher sharply on a few buys...

[microscope] 24/5/2018 23:02

Ok thanks Spacedust, fair enough! I don't think you need to worry about taxes - at this stage I'd think they will have tax credits, not liabilities.

[spacedust] 24/5/2018 21:55

No microscope I'm in and staying in. I'm just trying to see why the tank with so much good news. Tax issues comes to any company any time. AIR suddenly had taxation issues and price dropped from 150p to 70p.

I was right when thinking killick up to their old tricks. They just Ppear to buy and sell like any pr8vate investor. Very silly

[grahamwales] 24/5/2018 20:15

Guys its just Killik buying and selling, with suck low shares around they can push it up and down with the smallest amount of shares. When they sell its time to buy as they will want them back at some stage.

Stay positive and build up your holding, big news to come on NHS reforms will see more private companies getting bigger contracts.
watch this space.

[microscope] 24/5/2018 19:17

Lolll looking to get back in cheaper, by any chance, Spacedust? ;)

Bob Mears is a huge name for a company this size. I have absolute faith in his management. Also i beg to differ on the buyback, straightforward economics to buy back undervalued shares that were issued at a higher price. And at 25p it would cost about 1.5 million. Hardly disruptive to future acquisitions when you have a cash rich business.

Vocare are cherry picking the contracts with the best margins - it looks to me as though Totally have realized that Vocare is going to be a lot bigger than they thought when acquiring it.

All good. And all imho.

[spacedust] 24/5/2018 17:22

I hope we don't get a nasty surprise like suddenly out if woodworks we see a rns stating 'fraud'or 'tax p3nalty' etc

[savagedstock] 24/5/2018 16:15

I agree that with all this good news about, the share price's failure to respond is baffling.....however relying on buyback announcement by the company is, imho , fanciful.

Micro companies, which this is, should never use shareholder cash to buy back their shares, that is not why they received their cash in the first place. They should be putting that cash to work, growing the business. If the strategy is Buy & Build, then Buy, then Build. Vocare is completed and being digested, so get on with the next one. Earnings Accretive acquisitions will drive the share price, not any buyback. Why? Because buybacks are used for mature businesses that want to enhance EPS....this company has no E (not a positive one anyway), so there is little point. Instead get a positive E and the share price will take care of itself.

So the question is will we see a positive E in the FY results announcement, presumably sometime next month? We know that the TLY ex Vocare is not profitable, but fingers crossed. So that leaves Voc....now as I recall the company stated at the time of the admission document for vocare, that they expected vocare to be profitable between september and march, though loss making before that. If they deliver on that then the price will react accordingly, so the quicker they provide a trading update the better....it has been 2 months now since year end. i am sure that the ceo will not want to disappoint, so you may get something like it was loss-making to March, but profitable thereafter (april and may). How the market will take that is unclear, but in all likelihood, positively.

Everyone references Mears group, but i think you have to be a little careful. All the money made by Mears is in facilities management - the domiciliary care business has been loss making for some time. They have been walking away from contracts, trying to push through price increases, and struggling with serious staff churn, the national living wage etc...So if you want to read across from Mears the healthcare part to TLY, it makes grim reading....it is probably better to look at TLY as a standalone entity and see if the management team can meet the challenge.

[microscope] 24/5/2018 15:20

Well I'm both surprised and disappointed by the share price. I had - and have - high hopes for the business, and still believe prospects have never been better, one day the hunter will become the hunted and TLY will be bought I think. The combination of Vocare, the cash position and the proposed buyback I believe all lend strength to the whole bull case, and I see the risk/reward chances as hugely weighted to the upside.

The shareprice has not however tested the recent low, so there's no obvious reason yet imho why we should go below that figure. I've not sold a single share and although as always nobody can tell the future, I currently have no intention of doing so.

One theory (i have a few about the shareprice lol) is that this will conveniently help the company to launch the buyback at a great level.

[grahamwales] 24/5/2018 12:41

Not necessarily, best interest would be to prevent shares issued to part purchase previous companies hitting the market. Also if they buy them back at a reduced price would mean they actually pay less than agreed for those companies

[che7win] 24/5/2018 12:40

The trend continues down, terrible chart.Looks like it wants to go below 20p IMHO.

[cottoner] 24/5/2018 12:37

'The Directors will only exercise the authority to purchase Ordinary Shares where they consider that such purchases will be in the best interests of Shareholders generally.'



The best interests of the Shareholders generally would be a purchase of Ordinary Shares now IMO.

[grahamwales] 24/5/2018 09:24

You traders are so funny always looking to make a couple of quid

[barvin] 24/5/2018 08:40

It's offering very good value now. Just re-read the interims, all looks good.Really cheap and an easy 30% rise short term from here imo

[spawny100] 24/5/2018 08:06

Agree spacedust. Something smells not right here to so I exited with a small profit a while back. Will watch from sidelines.

[spacedust] 23/5/2018 21:54

Graph looks scary now. Down to 10p? If so I'll be in mixed emotions

[spacedust] 23/5/2018 21:53

Thanks Micro

Are killick up to their old tricks and now decided to sell again

[deltrotter] 23/5/2018 20:35

its dropping on low volume tbsf - that is why i say it is weak.

[thebigshortfella] 23/5/2018 18:37

deltrotter - what price would you define as weakness? Thanks.

[deltrotter] 23/5/2018 16:03

I am waiting to pounce on this weakness guys....

[microscope] 22/5/2018 20:49

Spacedust your post wasn't moderated, it's still there. Infact Sikh copied it and answered your point. The moderate/ban is just what the blue posters who start threads must see when reading the thread :)

It was langstor whose vile post was removed. I think Advfn should have the authority to ban that poster's IP address and username

[cantrememberthis2] 22/5/2018 18:12

Come on chaps where's the buy backs? I can't keep supporting share price with my buys its not fair. Bid very weak as if MMs don't want stock... Puzzling