Totally Share Discussion Threads

[porky8] 29/4/2019 18:58

Very nice indeed .....

[sikhthetech] 29/4/2019 14:05

Porky,
lol...
we have the fy results, outlook and agm over the next couple of months..
It's only the 1st month in the new financial year for NHS organisations.. CCGs tend to start spending from their newly allocated budgets, so tends to be a busy time...

Sept is also H1, so maybe we'll get a H1 TU in Oct.. I wonder if Football's comment about Sept is a hidden message... lol

I, for one, am happy with my holding here and will continue to add as and when I can..
;-)

[porky8] 29/4/2019 13:20

Footy nice one Re might not be here in September ..... Sounds like a bidding war may ensue .... Totally feasible ... Thanks for the heads up ...

[football] 29/4/2019 09:37

And she goes RED again

[football] 29/4/2019 08:29

They say sell in May and come back in September but if you do that here when you come back TLY might not be here to come back toNice red week ahead

[1gw] 28/4/2019 16:06

wrong thread stt.

[sikhthetech] 28/4/2019 15:01

1gw,

Given that you are now aware that TAP's broker stated in an OFFICIAL document that they weren't anticipating Tal selling out, are you going to sell the majority of your TAP holding at a huge loss???
Especially as TAP's share price has fallen by 30% since they made that statement in Dec 2018 and last week's placing was at a huge discount...


;-)


The Finncap Note, 5th Dec 2018 on Hagai Tal's (was CEO) resignation and holding..

"We understand his immediate financial liability is limited to funds already in escrow, so no liquidation of his 14% holding is anticipated. "






1gw - 25 Apr 2019 - 08:00:58 - 8449 of 8510 Totally Health - 2014 onwards - TLY
Well I'm touched that you're both concerned about my Tap holding. And I admit (as I did yesterday morning on the TAP board, which seems more appropriate for this discussion) that it's not encouraging seeing Tal and Levy sell out (or try to).

The big difference with the Harrisons at Tly though, for me, is that I hadn't had a conversation with the CEO of the company about the likelihood of them selling out at a "low" price. And with the Harrisons at Tly it was essentially strike 3,
<...>

[grahamwales] 27/4/2019 08:31

dstar1

That’s why I suggested we meet or are you chicken. Let’s meet then see who’s hiding.

[dstar1] 26/4/2019 22:47

I guarantee I have more invested here than the majority who post here put together. They are shares people, you pays your money you takes your chance, no certainties with shares, it is exactly as it says on the tin.
If you can’t afford £10 to buy your shares then don’t cry if it goes down now and again. Some you win and some you lose. If you don’t like it then invest your money in premium bonds or leeks !!

[dstar1] 26/4/2019 22:39

Ha ha ha way out of your league G Wales. Idle threats. Easy to hide behind the Internet isn’t it you half wit.

[porky8] 26/4/2019 22:28

Speaking as an investor yourself 1GW ...... And then there's Footy ...... Talking about Boilers ...... Maybe he should call Pimlico ........

[football] 26/4/2019 21:01

STT IS WORKING A BOILER GANG HERE WATCH OUT!!

[1gw] 26/4/2019 21:00

It's a thoughtful and non-judgemental set of investors here on the tly bulletin board, each quietly appreciative of the knowledge and experience that the others bring and willingly contribute. Why not join this happy little family and allow us to welcome you too to share what insights we each may have?

If the investors on display here are in any way a reflection of the calibre of the management of the company, then it must succeed, surely?

[football] 26/4/2019 20:23

WATCH OUT NEWBIES HERE FOR STT AND HE'S GANG OF BOIKER HOUSE RAMPERS WORKING THIS THREAD

[grahamwales] 26/4/2019 19:49

1gw. If he triples revenue they will have a £100m m cap. Keep watching

[sikhthetech] 26/4/2019 19:45

TLY have been building a business to take advantage of the changes taking place within the NHS Out of Hospital ..

The business is ready... in the right place at the right time


Aside from the NHS, they are still aiming for non-NHS contracts...

The story hasn't changed...

[grahamwales] 26/4/2019 19:29

Porky

Judging by the number of high level staff they have and are recruiting I would say they are looking to take on quite a large amount of work within the next 12 months. They have also taken on a fair number of HR administrators so either they are expecting to take on new staff or recruiting temporary/agency staff.

I am expecting some serious contracts within next 6 to 12 months. Eyes peeled

[sikhthetech] 26/4/2019 18:41

2018...

Probably because the NHS 10 Yr plan was expected in summer of 2018 before the Autumn budget ...


"What's more, NHS leaders have only been given four months to work up the strategy, one of which was the holiday month of August."

"The deadline for NHS England to produce its work is in time for the budget in the autumn, presumably in November."


"It sounds exciting and there was a widespread welcome for the idea when it was announced by Theresa May in June."




Vocare was bought in Oct 2017 on the expectation of the new IUC's coming out in summer of 2018...


So an unexpected delay from NHS leaders...

[1gw] 26/4/2019 18:30

When he first put that £100m market cap ambition out there he was probably basing it on tripling from a market cap of something around £30m, based on the placing price. Presumably if he put the number in a proactive video and told the interviewer that he was really targeting it by the end of the year, then he was making similar statements to the institutions that supported the placing.

Little wonder perhaps that a lot of them lost faith and sold down and/or out during 2018 as the market cap trended steadily down.