Totally Share Discussion Threads

[grahamwales] 04/7/2018 16:16

All buys no movements, must have a sell order imo.

[sikhthetech] 03/7/2018 22:47

Porky, thanks...
I'm still here, topping up whenever I can...

[porky8] 03/7/2018 20:07

Sikhthetech
Re 12.04 post ....... Spot on .....

[zebbo] 03/7/2018 17:04

Savagedstock - made an investment error. One of those poor chaps that are unable to sell up and move on, TIP - grow a pair take the hit and move on

Full of carp...filtered...

[deltrotter] 03/7/2018 15:20

A bit early to say that investing at 55p was a mistake imo. Let's see what they are later this year or next year. Everything in between is noise...

[longshanks] 03/7/2018 14:50

My guess is Killick

[sikhthetech] 03/7/2018 14:48

savage,
The II who made a mistake, by investing in TLY at 55p, is not personal stuff - it is related to TLY and possibly it's other II investors...

They may know something, which would be revelant and useful info to discuss on here.

Who were the II?

[difference] 03/7/2018 14:46

You don't comment on personal stuff savvy, - unless it's Bob Mears, maybe, you're not here to deramp! Stream of blind negativity despite that.

Yep, whatever.

[savagedstock] 03/7/2018 14:38

Sikhthetech/ graham
I do not comment on personal stuff...just on the company that is being discussed on the board. If you find my comments unhelpful you are more than welcome to ignore. Thanks

[grahamwales] 03/7/2018 12:50

Savage

They obviously followed Bob Holt after investing in Mears then? Who are they as would be useful info for this board to research. In actuall fact then you have very little exposure to Totally via an investment company not sure why your so concerned. I take it they have investments in other companies do you post on those boards?

[sikhthetech] 03/7/2018 12:39

savage,

thanks... who was the investment company, buying in at 55p, so people know to avoid them....

Maybe they know something, so a link would be appreciated...

[difference] 03/7/2018 12:33

Most remarkable coincidence. you posting on TLY thread since last October, savvy, despite apparently no interest in investing in the Health sector, indeed having given strict instructions to the contrary, and now having found out you're invested in a company called Totally Health, the very one you've been posting about all this time.
Someone had too much too much Somerset scrumpy, perhaps? :)

[grahamwales] 03/7/2018 12:19

Savage

Many thanks for your reply so do you have TLY shares or is it an investment company that purchased the shares in TLY. If so perhaps they know more than we do

[sikhthetech] 03/7/2018 12:04

savage,

"portfolio managed by a third party, despite my instruction that there was to be no investment in any health related company"

Not a good third party, is it, if they don't follow your instructions?

Instead of creating your profile here in Sept, why didn't you instruct the third party to sell out last Sept/Oct.
Surely you have a good reason to sue them or report them to the FCA...

[savagedstock] 03/7/2018 11:55

Graham
i have found out that i have some association as it (still) is in a portfolio managed by a third party, despite my instruction that there was to be no investment in any health related company...c'est la vie......and unlike others i cannot afford nor tolerate a huge loss. So i have started digging and genuinely unimpressed (mild to say the least) by what I have learned to date.....without putting too finer a point...a medical assessment would be that the company needs a colonoscopy, followed by substantial colonic irrigation....

[grahamwales] 03/7/2018 11:05

There was a reason they gave themselves 15 month buyback period so don’t get hung up on the fact that they have not bought any shares to date.

The Resolution specifies the minimum and maximum prices which may be paid for any Ordinary Shares purchased under the authority. The authority will expire on the earlier of the date 15 months from the date of the passing of the Resolution and the conclusion of the Company's 2018 annual general meeting.

Savage

Was just wondering if you had a history with Vocare or Totally as you seem to be taking a lot of interest in this share.

[longshanks] 03/7/2018 10:46

Normalised working capital is exactly what it says it is: the amount of capital used/required to run the business before extraordinary requirements e.g. costs associated with reorganisation.

[savagedstock] 03/7/2018 10:16

Porky8

Debt free means they have no borrowings - whether long term debt, short term debt or bank overdrafts. It does not include creditors, whether Trade, PAYE, or anyone else they owe money to in the course of business. The key line you need to focus on in the announcement is 'normalised working capital'...now what on earth does that mean and who is going to judge that.....i think this is where you will find the cash has gone.

Just a thought...

dyor

[alamaison5] 03/7/2018 09:20

So, no more talk about the buyback?
:-)

[porky8] 03/7/2018 07:56

Cash Free ....Debt Free ....

The Company has conditionally agreed to acquire the entire issued share capital of Vocare Limited ("Vocare") for a maximum consideration of £11 million on a cash free and debt free basis (the "Acquisition"). The total consideration is being satisfied through:

[savagedstock] 02/7/2018 22:27

longshanks

clearly we have different experiences with IIs. Be that as it may, no investor will sit comfortably on a 60% loss on no news from the company...unless of course there have been meetings behind closed doors of course...

where i disagree is the delivery on strategic objectives - you cannot make this point until the full year results are out. I could say a great detail about the current management team, but suffice it to say that Bob Holt never made any money from healthcare - Mears makes its money from replacing 10p light bulbs for £2....their home care business has consistently not turned a profit for several years and many of their customers are fed up being constantly badgered for more money or threats of walking away from contracts......have a close dispassionate look at the management team....

where the failure in thinking is that people accept the bogus mantra of outsourcing as gospel without taking into account the dynamics of the industry in which they want to invest. Most businesses that outsource work from the NHS are all privately owned, and the larger ones are VC backed...you need a lot more capital to run a business that is on a fixed contract with escalating costs...just look at what is happening to renal units that outsourced themselves from the NHS...only the consultants have made any money....and these are guaranteed patients every month, not like voacare whose patients are one-offs....i have not as yet seen vocare's working capital needs, but given they needed £7m (unpaid PAYE, creditors etc) to stay afloat, i would hazard that a large chunk of the remaining cash has been used or tied up....hence no share buyback even when they got authorisation....liquidity is becoming very tight in the real world right now.