Totally Share Discussion Threads

[deltrotter] 14/11/2018 07:47

That is why it is so significant imo knigel. CQC don't hand out those ratings easily.

[grahamwales] 14/11/2018 07:45

Nigel

Couple of the shorters post on here they are not hard to spot :-)

[grahamwales] 14/11/2018 07:44

Dusty

Why would it matter to you as you don’t have any shares pmsl

[knigel] 14/11/2018 07:43

football, it's the independent commission that has upgraded the service. This should help secure future business. Must admit I have been watching the share price fall with amazement. Has it been shorted?

[1gw] 14/11/2018 07:37

No it's good news football because they've turned it round. They put in a lot of hard work to do it and have been rewarded by the double upgrade in Royal Stoke.

But on the other hand I think it was largely expected that they would manage to achieve an upgrade from unacceptable so I'm not convinced it will do a lot for the share price.

[spacedust] 14/11/2018 07:17

Yes I think so too. Let's just hope it transpires through to the sp

[deltrotter] 14/11/2018 07:13

Very significant news released there imo.

[savagedstock] 13/11/2018 23:53

I mentioned that possibility some time ago. This is a PE stock where i suspect a buyout at 20p to 25p would get every II clamouring for the exit....the question you have to ask yourself is what kind of a company is this. It's not growth because they're buying that...it's not a canny m and a specialist as every deal has been too expensive....it might one day be a divi play if the cash flow turns....so what is it? Better to take it private now and then relist when revenue >500m profits if 25m and a huge valuation.....just a thought....

[1gw] 13/11/2018 21:47

So could TLY play the Care UK game and partner with a private equity firm to take the company private? Is that just a better model for the healthcare sector than a public company? At the current market cap they wouldn't even have to raise very much debt to do it. If you look at the last few months' investor communication and reported financial performance through the lens of a potential management buyout, would it start to make more sense?

The fact that so many institutions have been selling down perhaps means that the remaining institutions wouldn't haggle all that hard over price if they could get a decent premium on the current price. Nice for new shareholders perhaps, but not much fun for longer-term shareholders hoping to recover their current paper losses.

[1gw] 13/11/2018 20:49

And how do you reconcile this statement in the AIM Chaos tweets:

"The nonsensical mcap is due to firesales by IIs"

with TLY's failure so far to implement the buyback that it went to such trouble to get shareholder approval for?

[sikhthetech] 13/11/2018 18:47

Coldspring,
Thanks...


From the tweet...

"Asked the FD about it, who was unconcerned. She previously worked at major competitor, Care UK."


although it's one person's unverified opinion but I agree, they are correct...

So NO mention from the FD (a genuine financial specialist) suggesting that the balance sheet IS 'horrific' .


As I've posted before, anyone who understand the way the NHS works and TLY's strategy would say the same thing..

Posters, pretending to be financial specialists, would describe the balance sheet as 'horrific'..


1gw - 19 Sep 2018 - 18:21:32 - 5379 of 6133 Totally Health - 2014 onwards - TLY
The balance sheet is horrific (apart from the cash, as I keep saying). I suggest you show it to any finance specialist and ask them what they think of it. In fact, why not ask the TLY CFO the next time you get a chance and see what she thinks about it and how she would like to change it?

[coldspring] 13/11/2018 17:22

Some excellent tweets on this company from aim chaos today. Explains why the balance sheet is the way it is.

[spacedust] 13/11/2018 15:45

Why is that mac?

[macthepak] 13/11/2018 12:43

I have decided to move my modest TLY holding into a a non trading share account.

I will not look at it again for another 12 months.

[grahamwales] 13/11/2018 12:21

That’s all I tend to see here now is footballs filtered name take it he has bought in. Lol

[football] 13/11/2018 12:16

So STT what's the answer?Totally use a lot of people's data so are they 100% compatible with all the GDPR rules? The most serious violations could result in fines of up to €20 million or 4 per cent of turnover (whichever is greater). NCC's security consultants looked at all ICO fines from 2015 and 2016.28 Apr 2017

[football] 13/11/2018 11:54

Everyday STT you post 2 or 3 links on the R1 MB's about GDPR so you are the go to person when talking about GDPR so can you guarantee that Totally are 100% OK?

[football] 13/11/2018 11:49

Am I right in thinking it's £500,000 for each breach of the rules a small company like this it could finish it off just one two claims, so can you guarantee they are 100% compliant

[football] 13/11/2018 11:45

Just cos you're involved doesn't mean your compliant are they 100% compliant

[sikhthetech] 13/11/2018 11:22

the NHS were involved with drawing up the GDPR rules...

"On 27 April 2016, new laws on data protection, which will set out new European rules on privacy in the digital age were published. They must be applied across the EU by 25 May 2018. Click for the full text. OUR OFFICE worked SUBSTANTIALLY to INFLUENCE THESE NEW RULES to ensure the BEST POSSIBLE OUTCOME FOR THE NHS."



As the UK will still be a member of the EU at this point in time, the Government has confirmed we will be implementing this piece of legislation to schedule, including through the Data Protection Bill. "

[football] 13/11/2018 11:07

STT are totally gdpr compliant and could have they violated any rules which leaves them open to prosecution

[football] 13/11/2018 11:05

Seems countries may be taken to court for violating gdpr and if countries can be taken surely health authorities could be with all the data they have and share without patients authority to do so?