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TLY Totally Plc

4.80
-0.35 (-6.80%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Totally Plc LSE:TLY London Ordinary Share GB00BYM1JJ00 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.35 -6.80% 4.80 4.50 5.30 5.15 4.90 5.15 1,501,741 16:35:15
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Newspaper:pubg, Pubg & Print 135.7M 1.78M 0.0091 5.38 9.63M
Totally Plc is listed in the Newspaper:pubg, Pubg & Print sector of the London Stock Exchange with ticker TLY. The last closing price for Totally was 5.15p. Over the last year, Totally shares have traded in a share price range of 4.10p to 24.50p.

Totally currently has 196,546,800 shares in issue. The market capitalisation of Totally is £9.63 million. Totally has a price to earnings ratio (PE ratio) of 5.38.

Totally Share Discussion Threads

Showing 16701 to 16725 of 30300 messages
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DateSubjectAuthorDiscuss
19/5/2019
18:51
Transition times .... Once over........ Drastically improved........ Sounds about right ..... The Bears have taken advantage ...... Here come the Bulls ....
porky8
19/5/2019
18:39
If anybody has any difficulty in downloading from Companies House, you can get a full set of the Greenbrook 2018 accounts here from Companycheck at:



You will have to sign up for an account with them – the first 5 reports are free and it only takes seconds.

At first glance Greenbrook look in good shape, £1.08m net profit after £5m of admin expenses, we must be able to find some synergies in there.

£2m cash generated from operations.

Though it must be said things improved dramatically in 2017-18, the average net profits of the 3 years to March 2018 was £500K.

gowlane
19/5/2019
18:26
It would be so funny if the fund raising was at a premium; the bears would really have to eat their words! Note I have predicted 10p and will stick to that but here's hoping!
nobbygnome
19/5/2019
18:10
Savage where do you get maximum of 4 week suspension from? Strange that you are so concerned regarding the potential acquisition. As your not invested why does it even bother you or 1gw.

You seem to be getting agitated at the thought shareholders on here are bullish. At the end of the day no one looking on the sidelines can buy in at the moment and even if/when they are able will know the crux of any deal before deciding if they want to buy or not.

My guess is that potential investors have been given sight of the accounts and forward projections and can now see that Vocare has been sorted, about health are profitable and on very good margins. Therefore if they can see their 12.5p turn into 50p in two years time they would be more than happy to invest at this moment in time.

:-)

grahamwales
19/5/2019
18:05
Greenbrooks Template .... Re Staff ... Revenue ..Profits .... Shows what's achievable ..... @ Totally ..... Plus cost savings if Greenbrooks Aquisition goes ahead .....
porky8
19/5/2019
18:04
Given that we are coming up to end May and with a placing imminent, TLY must be well advanced in the process of producing the accounts to March 2019, otherwise on what basis can they ask institutions to subscribe?

Ditto for Greenbrook, if both entities produce audited accounts then everybody knows where they stand, which would be helpful in getting investors to put in new money.

But is it possible that Totally have actually done much better in H2 than we have realised and have at last started generating decent cash flow from operations?

That would be a nice story to sell wouldn't it? Nothing we can do until we are told so no harm in considering that possibility as well for now.

gowlane
19/5/2019
17:32
The Raise will be around 12.5p ...... There will be big demand from our major shareholders .......... All wanting to average down ....or miss the boat ....
Remember our Bob has good relationships with a number of our Majors.......
So my prediction ..... 118 Million Shares @ 12.5p.......

porky8
19/5/2019
17:27
The process is described as "advanced" in the RNS. I'd be surprised if it takes more than 8-10 weeks from here, hopefully less. The sellers probably get a nice nest egg for life. Seems a decent reason to me. If 1gw (and others) could ever get over the dislike of stt, even they might see why this deal looks attractive, given Greenbrook's accounts over recent years, but it continues to imho cloud their judgement....
microscope
19/5/2019
17:10
reading these messages i must confess ....none of you have attempted to answer the most obvious question....why are GBH selling? why would you sell a business generating £2M a year of cash, after taking nice fat salaries each year....there is no logic....

and you are selling to a company whose share price has tanked 80% since the last placing....each one of you ....imagine you are the GBH board...put on their hat....why on earth would you sell to TLY?

despite certain peoples' bullishness on TLY and the industry, there are others raising very valid questions. it would be better to ponder those than to slag them off....90 day suspension....real investors will laugh you off the park, max it can be is a up to 4 weeks and even then that is poor execution......you should have the admission document lined up and ready to go...and the money should be nailed on because if i was GBH i would want to know TLY can execute before i went any further with DD...

i still hold my view, that is better management coming in with huge dilution....but ultimately a better company. for those already in, you will need to stump up huge amounts not to be diluted

savagedstock
19/5/2019
16:58
This is where the bulk of the monies are



Other Greenbrook companies like Surrey and Harrow show next to peanuts
Earls Court ( Kensington and Chelsea circa 300K worth net assets and cash total


The Birmingham /Hounslow HQ is where it's at

Turnover circa £32.35m and what looks like a profit of around £2M with £6.4m cash +£2.02m (+46.2%) vs previous year

Total Liabilities £-7.46m which was -£557k (-8.07%) vs previous year

Total Assets £9.86m +£1.79m (+22.19%) vs previous year

Net Assets £2.41m +£1.23m (+105.2%) vs previous year

Debt Ratio (%) 75.59% -9.88 (-11.56%) vs previous year

Employees 370 +119 (+47.41%) vs previous year


The other places give no staff numbers on endole





So what's it worth ?

circa 33M turnover 2M profit and a lot of new staff with a net asset value of around 2.4M and cash in the bank of 6.4M


Now there was a time when a rich predator would pay an average of Twice Turnover and 20 times profits

Those days have gone

I would say nowadays would be 2 times profits plus cash plus net assets = circa 13M

BUT this is too big for TLY with a tiny market cap of now only 6.73Mil

So I expect them to allow 50% of the cash to slide to the owners as part of the deal and TLY retain 50% as working capital

TLY pulled the trigger on this IMO because the share price was sliding and they could not risk it sliding further ... fair enough , makes sense to me.

With the chart and the state of play the raise has to be at a discount , 9p IMO

10M required = 111,111,000 shares to be issued at 9p a share

Nearly DOUBLE the existing issue of 59.8000m shares

I can't see them paying any more because I don't think Institutions would go for it.

Even now the rationale for the deal must be very clearly detailed to get the raise away IMO.

Would the existing BOD of TLY fall on their swords for the good of the shareholders as some have suggested would be a good thing ?

The cost benefits would be good and it would improve the rationale for the deal no end :

But I don't see it happening

buywell3
19/5/2019
16:56
Nice to see 1GW wanting shares ..... Maybe to cover a short....... Is more like it
porky8
19/5/2019
16:21
Best time to ramp mate as posts will disappear before they come out of suspension. As my previous post it’s not really dilution if those shares are unavailable to buy. They are raising money to add value unlike most aim companies who do placing to pay for wages. Could even get a premium placing price :-).
grahamwales
19/5/2019
16:14
Wouldn't you expect there to be an open offer to accompany the placing - to give pi's the chance to avoid too much dilution?
1gw
19/5/2019
15:50
I'd save the ramping for a bit nearer the time it comes back grahamwales. It's going to need all the help it can get, I think.
1gw
19/5/2019
15:38
1gw. If as we all expect institutional investors take all the placing shares and hold onto them then the free float will be exactly the same as it was prior to suspension. You are going to have to be very quick when it re opens to get any of your shares back.
grahamwales
19/5/2019
15:33
Porky. I’m with you on that one 90 days would be ideal, announce results, new contracts, rto, and forward looking statement. Boooooooom lol
grahamwales
19/5/2019
14:36
ii will be increasing fees again from June 10th to £19.99 a month, absolute RIPOFF.

Its long overdue I left this broker.

If anybody can recommend a cheaper broker let me know.

I am considering going to iweb-sharedealing(Halifax) for a fixed £5 a trade or X-O(Jarvis) for £5.95, neither have monthly, yearly, or inactivity fees like ii do

carlsagan1
19/5/2019
14:11
I must have missed the engulfing suspension candle on my chart.
ttreb
19/5/2019
13:48
I am so happy that you are happy about your trading. I think you got it right for all the wrong reasons...but we all get lucky occasionally.

And please take this in the right way and don't get all grumpy on me😜.....

nobbygnome
19/5/2019
13:40
Re placing ... We sit @ 11p ... How do you get that up ....You need to lower the institutions averages........ Which this will do ..... I feel they will be queuing up .... With this Aquisition news ..... Vocare turnaround nion complete....... IUC contracts in the offing.......Growth story about to take off ..... Should see the share price really get a grip and move forward ...... As I've said the longer the suspension the better ..... ( In the suspension time ,Results could be out ,numerous contract wins ,additional Aquisitions etc...... Looking rather positive in my view .....
porky8
19/5/2019
13:38
I'm very happy nobby. It's nice to have an investment decision proven right so conclusively by events.
1gw
19/5/2019
13:31
>>1gw

As usual glass half empty.

I will settle for a growing profitable business well positioned to win multiple contract following on from the NHS 10 year plan. I too will try to buy in the placing or in any open offer to lower my average price...but I am a happy shareholder who is content with the current management.

Are you ever happy about anything....

nobbygnome
19/5/2019
13:24
stt - you talk about risk and reward but you appear not to understand the concept.

I acknowledged tly was high risk (the "knife-edge" expression you [subsequently] objected to in my March'18 post) and later gave you a bear case to try to show why. If you invest in high risk stocks (as I do) they're not all going to come good and you just hope over the portfolio you win. It appears that what has sunk tly is the first point on my Sept'18 bear case:

"1. Financials

Negative net current assets combined with negative operating cashflow is not a good position to be in. Combine that with the uncertainty of turning round a big low-margin business and you can argue for red flags."

1gw
19/5/2019
13:16
Yes, it maybe great for the ongoing business, and it might even be good for those of the board/management team who get to keep their jobs. And since I sold most of my tly shares, I will look at buying shares in an open offer or when they start trading again.

But it's absolutely lousy (IMO)for existing tly shareholders compared to an alternative of demonstrating financial success in the existing business.

Run the numbers yourself. If they pay fair value for Greenbrook and issue 60 to 120 million new shares (i.e. 1x to 2x existing shares in issue), what's your exposure to business success of the merged company? And how does that compare to your exposure (if the placing doesn't happen) if they manage to demonstrate that the existing tly business is cash generative and increasingly profitable?

1gw
19/5/2019
13:08
1gw,

"the point you're missing is that the board have chosen this precise time, with the shareprice flat on its back, to issue (probably) a boatload of shares.That means effectively they lock the loss in for existing holders because of dilution."


No, I think they have chosen this precise time because it's the right time...
The NHS only published their 10yr plans in January and it's better to buy now than wait until all the NHS contracts have been allocated...
Seize the opportunities..

That's basic business planning...

sikhthetech
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