Totally Share Discussion Threads

[ttreb] 20/5/2019 19:17

It should be all done within three months.

[football] 20/5/2019 18:14

So no share buy-back so Bob and Wendy could line their own pockets when they sell the company

[grahamwales] 20/5/2019 16:20

Posters can guess but truth is no one knows probably not even the BOD at this stage.

[macthepak] 20/5/2019 16:01

Any idea how long the shares will be suspended?

[sikhthetech] 20/5/2019 14:54

OUT-OF-HOSPITAL CARE PROVIDER MOVES FOR COUNTERPART


"An out-of-hospital care provider, which recently relocated its head office from London to Derby, has revealed it is in the advanced stages of acquiring a counterpart.

Totally plc is seeking to take over London-headquartered Greenbrook Healthcare, which runs urgent care centres across the capital."

"Business’ managed under Totally plc include NHS 111 provider Vocare, Totally Health, Premier Physical Healthcare and My Clinical Coach."

[football] 20/5/2019 14:47

Sorry just wanted 8888

[porky8] 20/5/2019 13:15

Not many companies have guaranteed income ... Market meltdown shouldn't really affect us ..... In fact chances are our services would be far busier ...

[porky8] 20/5/2019 11:04

Nice thing is we will always get paid ..Downturn or not

[sikhthetech] 20/5/2019 10:57

buywell,

agree the markets are on a edge and a sell off is likely.... especially ad tech, house builders, banks, utilities.. also the political uncertainty won't help....


Wouldn't you say then it's the perfect time for the shares to be suspended.. then come back from suspension after the market sell off, just in time for the fy results...

[porky8] 20/5/2019 10:22

To the contrary ... I'd say it was the shorters taking advantage of the transition period... True value will prevail....The Greenbrook acquisition if it comes off ..will be a big .. Big development... I believe Totally could be a top riser in 2019
..certainly plenty of news in the pipe line.

[grahamwales] 20/5/2019 08:35

Depending on how many shares they borrowed they could end up paying thousands then to top it off they will have to buy the shares back. Oh dear

[porky8] 20/5/2019 08:05

Interesting to see the Shorters coming out of the woodwork......

[grahamwales] 20/5/2019 07:49

Question. Do shorters still have to pay commissions on the borrowed shares while TLY are suspended. If so I can see why the negative posted are upset

[buywell3] 20/5/2019 07:44

If the average profit over 3 years for Greenbrook is 500k

The combine can't support all existing Management

Management savings MUST be made to make this acquisition work

A good point has been made , why did Vocare sell and why are Greenbrook selling ?

I would venture it is because TLY overpaid for Vocare and are going to do the same again

[ttreb] 19/5/2019 23:41

keep a little of your views back for the next three months of suspension or you will have run out of topics to discuss.

[sikhthetech] 19/5/2019 23:08

The company, the risks you state, the reasons you sold, the sector they operate in, the political risks are all the same...

Bob is negotiating as the case with Vocare...so same there as well...

The company is the same as it was pre the proposed acquisition announcement but with GBH ADDED as TLY's subsidiary..


"Tly is pretty much gone if the placing numbers work out the way it looks they might."

"I have to say though that if Bob and Wendy are still leading the show post-placing, it would make me less likely to invest."



You mean like when the placing numbers favoured Vocare but TLY continued with their strategy with Bob and Wendy continuing in their roles...

[1gw] 19/5/2019 22:55

It seems likely to be completely different stt.

Balance sheet is likely to look much better, depending on cash raised in the placing.

Greenbrook FY18 balance sheet is great (positive net current assets, positive operating cashflow, no intangibles at all on the balance sheet as far as I can see)

Tly subsidiaries may be a drag, but perhaps Greenbrook management can turn them round and anyway that's not principally what I'd be buying given the relative weight of Greenbrook and Tly in the new company.

What relevance has the Harrisons selling out to an investment in Greenbrook? That was the signal to sell down tly, which I took.

Again, what relevance has tly's buyback fiasco got to do with an investment in Greenbrook, especially if Greenbrook (or new) management are in charge?

Don't you get it? Tly is pretty much gone if the placing numbers work out the way it looks they might. This would be an investment in a growing, profitable, cash-generating business, with the mess that is tly thrown in as potential upside if new management can turn it round.

I have to say though that if Bob and Wendy are still leading the show post-placing, it would make me less likely to invest.

[sikhthetech] 19/5/2019 22:54

Porky,

absolutely...

Not long to see how well TLY did for fy2019... Given the proposed acquisition, I'd say the outlook looks promising..

[sikhthetech] 19/5/2019 22:51

1gw,

"are you not interested in how it all went so wrong?"

Tell us, where did it all go so wrong...

THE STORY HASN'T CHANGED, THE STRATEGY HASN'T CHANGED....

The BoD are doing exactly what they said they would...as they said months ago in July...



"Done what we said we would do"

[porky8] 19/5/2019 22:51

Re greenbrook worth £12m to £20m ( 500 staff ...£30m revenue ... £1m profit )
Totally 2000 staff .... £90m revenue or there abouts .......if Totally could make £3m profit......would that value Totally @ ..... £36m to £60m plus Greenbrooks £12m to £20 m ...giving a combined valuation of between ...£48m to £80 m........

[sikhthetech] 19/5/2019 22:44

"a chance to buy into a new company."

Is that the best you can do.. feeble reason..


Whatever happened to your bear points:
political risk?
'horrific' balance sheet?
TLY subsidiaries performing poorly?
the failure to show cash generation?
The harrisons selling out?
Still no buy backs



There could possibly be MORE placings & dilutions as Bob & Wendy CONTINUE their Add and Build strategy and buy more companies...


TLY'S STORY HASN'T CHANGED SINCE YOU SOLD AT A MASSIVE 50% LOSS... The bear points still exist..

GBH is a competitor of Vocare and uses similar model...

The same management, the same sector, the same businesses, same models..


Surely you can come up with something more believable than it's a GBH IPO... In English they would say that you're a BS poster..
;-)



1gw - 16 May 2019 - 09:18:00 - 8659 of 8868 Totally Health - 2014 onwards - TLY
Archy - if you're still around and want to see what the bear case is, I think post 7489 still makes a reasonable attempt.

In addition there's an element of doubt about the judgement of the management I think following:
1. The failure to follow through on a share buyback after going to the expense of calling an EGM specifically to authorise the board to do one
2. The failure to demonstrate cash generation in 1H results despite saying in the October TU that "cash generation continued to be strong"
3. The Harrison Brothers (former owners of Vocare) selling out their near 10% combined stake in Totally