Totally Share Discussion Threads

[sikhthetech] 04/6/2019 17:08

The Acquisition provides Totally with a strong and commercially attractive opportunity to continue to execute its buy and build strategy, with the aim of building the Company into a leading out-of-hospital healthcare provider, providing more comprehensive services across the country, helping to address the significant healthcare challenges faced by the UK.


Greenbrook Healthcare has experienced substantial revenue growth in recent years with revenue growing from £23.8 million in the financial year ended 31 March 2016 to £33.4 million in the year ended 31 March 2018 (equivalent to 40.1 per cent. growth over the two financial years).

[owenski] 04/6/2019 13:45

The track record here looks to be 60p to 6p, but for very good reason. lol

[spacedust] 04/6/2019 13:44

6p to 60p for absolutely no reason.

[sikhthetech] 04/6/2019 13:30

1gw,

I thought it would have been obvious, especially to a trader like you...
trading happens for all sorts of reasons..

buyers, sellers, shorters, rthm gang with their multiple ids manipulating the share price to fit their agenda... etc etc etc

;-)

[spacedust] 04/6/2019 13:10

I will buy 100ks at 6p

[spacedust] 04/6/2019 13:09

As predicted share price is below placing price. 6p will be hit (in the absence of any surprise fantastic news) and there is nothing none of you can do anything about it.

Then it will rise to 60p for no reason within 12.months.

Just sit back relax watch and see it unfold right in front of your very eyes

[1gw] 04/6/2019 12:08

Aren't the rampers surprised there are buys going through under 10p? Surely there must be huge demand at that level from all the other rampers wanting to avoid dilution? Why wait for the lottery of the open offer if you can buy cheaper in the market? I mean nobby, you must be in the market for over 1m just on your own aren't you? And as for stt...

[owenski] 04/6/2019 11:29

Gotta love these bulletin board industry experts, day in day out telling everyone how great the company is

And yet

The share price tells a different story.

Wealth death by dilution, not to say the businesses they buy are that great either.

The Market is - all the participants, and the verdict is given thus.

[football] 04/6/2019 10:53

ditto



football3 Jun '19 - 10:09 - 9047 of 9057

just look at all of them sells has thr share price goes RED yet again

[sikhthetech] 04/6/2019 10:53

Owenski,

by market, you mean the desperate rthm gang with their multiple ids, don't you???


TLY have managed another reverse takeover.. GBH, a profitable, growing company...
a company which gives them a strong foothold in the lucrative London & SE area...

[owenski] 04/6/2019 10:23

Meantime, the reality is, the market sees this as a bargepole stock

[sikhthetech] 04/6/2019 09:39

Proposed acquisition - Greenbrook Healthcare

The Acquisition provides Totally with a strong and commercially attractive opportunity to continue to execute its buy and build strategy, with the aim of building the Company into a leading out-of-hospital healthcare provider, providing more comprehensive services across the country, helping to address the significant healthcare challenges faced by the UK.

· The Acquisition allows the Group to obtain a further foothold in the urgent care sector in the UK with Greenbrook Healthcare being a leading provider of UCCs in the Greater London area.

· The Board believes the services offered by Greenbrook Healthcare are highly complementary to and offer synergies with the Group’s wholly-owned subsidiary Vocare Limited (“Vocare”), one of the UK’s leading national specialist providers of urgent care services.

· The total consideration for the Acquisition is £11.5 million on a cash free and debt free basis, with a normalised level of working capital.

· The Consideration will be satisfied by the payment of £9.0 million in cash on Completion and as to the remaining £2.5 million by the issue of the Consideration Shares on Completion. The cash consideration payable on Completion will be satisfied using the net proceeds raised pursuant to the Placing and the Open Offer and existing cash resources of the Company.

· Greenbrook Healthcare has experienced substantial revenue growth in recent years with revenue growing from £23.8 million in the financial year ended 31 March 2016 to £33.4 million in the year ended 31 March 2018 (equivalent to 40.1 per cent. growth over the two financial years).

· With effect from Admission, Michael Steel, the Chief Executive Officer of Greenbrook Healthcare, will join the Board as Executive Director.




and at the RIGHT TIME

Create Integrated Care Systems everywhere by Apr 2021.

"In the meantime, within the current legal framework, the NHS and our partners will be moving to create Integrated Care Systems everywhere by April 2021, building on the progress already made. ICSs bring together local organisations in a pragmatic and practical way to deliver the "triple integration of primary and specialist care, physical and mental health services, and health with social care. They will have a key role in working with Local Authorities at level, and through ICSs, commissioners will make shared decisions with providers on population health, service redesign and Long Term Plan implementation."

[sikhthetech] 03/6/2019 13:38

1gw,

YOUR bear case hasn't changed.. You claimed this morning that I dismissed it...
I proved that you dismissed YOUR own bear case...
But true to form you're twisting the posts..


All shares have bull/bear case.. I have my risks reward for my holdings...
You have yours... It's your money, it's up to you what you do with it..


At least with your 'newly' found risks, you would have sold out and won't humiliate yourself at the GM or AGM...

OR
true to form, are you a hypocrite and have continued to hold..




1gw22 Oct '18 - 14:26 - 5898 of 6905 Moderate | Ban
0 1 1
As I believe I have tried to explain at length stt, there are positive and negative aspects to an investment in tly (and to most if not all investments).

I have invested because on balance I believe the potential upside of a multibagger if they get Vocare right outweighs the potential downside of it going under or needing to raise more finance on dilutive terms if they get Vocare wrong.

[grahamwales] 03/6/2019 13:33

1gw Doesn't every company publish risks to their business or is it just Totally then?

[1gw] 03/6/2019 13:00

stt- the bear case and the bull case coexist. It's only after the event that you know which was right. I invested because I thought the chances on the bull case winning out were reasonable. It turns out the bear case was stronger (at least to this point). As far as I can see, the bear case I put forward was largely what came to pass: a weak balance sheet meant they looked to be in trouble when Vocare didn't turn out as they hoped; continued institutional selling drove the price down; and more recently fears of a Labour government probably played a part as well.

The fact that Totally have explicitly added 2 of those risks to the admission document (ie they weren't in the Vocare one) and the other (political risk) is still prominent, suggests to me that Totally to some extent see it this way as well.

[spacedust] 03/6/2019 12:54

6p to 60p for no reason still beckons. Amazing I've called 6p since it was in late 20s

[spacedust] 03/6/2019 12:26

This month should see the share price fall below 10p. Sp always falls below placing price regardless of which aim company it is

[buywell3] 03/6/2019 10:52

buywell has said it before and I will say it again in case any newbes here want to take note


………;…… The prospects for any company are only as good as its CEO ………;……


or if you would like to consider that another way, a good CEO can turn a bad performing company into a good one … but a poor CEO can't.


If you stick to that mantra you won't go far wrong IMO.

dyor

[football] 03/6/2019 10:09

just look at all of them sells has thr share price goes RED yet again

[buywell3] 03/6/2019 10:07

Lots of hot air on here when it is quite simple to summarise
1)
The share price chart of TLY is terrible
Anyone buying it on the current trend is playing 'catching the falling knife'

2)
TLY made a mess of their last acquisition Vocare, paid too much
The share price chart says so


3)
The share price chart reflects what the TLY BOD actions have achieved
It says that there has been consistent destruction of shareholder value for years.


Conclusion

The CEO and BOD need replacing it is that simple

[sikhthetech] 03/6/2019 10:03

1gw,

"I made a bear case in post 5435 and you dismissed it in 5440, stt."


You dismissed YOUR OWN bear case, remember!!
Look at the date of your post 5435 and the date of this post, you claiming that the rewards outweigh the risks...



1gw22 Oct '18 - 14:26 - 5898 of 6905 Moderate | Ban
0 1 1
As I believe I have tried to explain at length stt, there are positive and negative aspects to an investment in tly (and to most if not all investments).

I have invested because on balance I believe the potential upside of a multibagger if they get Vocare right outweighs the potential downside of it going under or needing to raise more finance on dilutive terms if they get Vocare wrong.

[football] 03/6/2019 09:34

grahamwales All your posts are bull cases lol yet you try to convince posters the sb is rising and have been invested for some time. Think its called BS.