Totally Share Discussion Threads

[grahamwales] 10/6/2019 12:14

Dusty

Buyers won’t be buying on the open market at this moment, next Monday will see the open offer close then shares will be at a premium.

[grahamwales] 10/6/2019 12:13

If institutional investors hang onto their shares private investors buying option shares leaving outsiders to pick up what they can on the open market.

Expecting Newlands to take a fair chuck to keep their % if shares equal to where they were prior to placing

[microscope] 10/6/2019 12:05

Big up-leg coming I suspect. Assuming successfully completed acquisition and placing should give market confidence in the company at last. After that I think we'll see an initial move, and as newsflow continues post results for the rest of 2019 and up to the 2020 results, TLY will be one to have in the portfolio for sure! Shrewd investors getting in now ahead of the rush.... ;)

All imho :)

[spacedust] 10/6/2019 11:44

Buyers drought b3gins soon. Next leg down. 6p to 60p for no reason on the cards still r3mains. I've been slapped down for that prediction since 25p. Now a disgraceful 10p. Defo no share buy back on the cards anymore.

[grahamwales] 10/6/2019 10:27

I notice Jon Craig used to work for Care UK

[nobbygnome] 10/6/2019 09:16

Where oh where is 1gw? He usually posts his half empty posts with stunning regularity.....but strangely he has suddenly disappeared.

Zero credibility.

[sikhthetech] 09/6/2019 13:41

GBH's Medical Director...


How will state-backed GP indemnity affect careers?


Dr Jon Craig, medical director - urgent care, at Greenbrook Healthcare, explains what he thinks the introduction of state-backed indemnity will mean for GPs' career opportunities and what it is like working in his organisation.

[sikhthetech] 08/6/2019 21:27

US Companies & NHS..

Could US companies run NHS services after Brexit?

[sikhthetech] 08/6/2019 12:57

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.

[sikhthetech] 08/6/2019 12:16

1gw,

I'm simply providing a contrarian view to your posts...

BYOT are similar to TLY in many ways...


"On a plane"

That's very convenient... Just before the GM...
funny that..

[sikhthetech] 08/6/2019 11:47

1gw,
"no-one was begging me to a view on acquisition price"

No one was here as well.. You repeatedly implied TLY paid too much, so I simply asked you what would you pay... you have still failed to answer it...


"I would expect byot to have paid a full standalone price plus a proportion of the expected synergies/upside. That is absolutely standard M&A practice."

It's the SAME as what TLY are doing... All that huffing and puffing just to arrive at the same conclusion that it's standard practice...



ARE YOU NOT CONCERNED ABOUT THE DEFERRED PAYMENTS AT BYOT THE LIABILITIES AND WHAT IF BYOT DON'T MAKE THEIR ACQUISITIONS WORK... SO SAME AS TLY

[sikhthetech] 08/6/2019 11:39

1gw,

"So far byot hasn't given me cause to change my view."


Your bear points:
The political risk of Corbyn stopping private providers/suppliers to NHS...

Byot supply NHS



Majority shareholder selling down:
Ruffer had around 30% now below 5%



PUGUGLY's reason for investing was the Ruffer's position...
PUGUGLY - 16 Mar 2013 - 12:42:21 - 164 of 3628 BYOTROL-CAN DELIVER AMAZING RESULTS - BYOT

<...>
mudbath:_ Agreed Ruffer are one of the reasons whyi have started to take a position but very much dependent when(and if) the coy becomes cash flow positive.


REPEATED PLACING, DILUTIONS
I haven't checked this but maxk posted:

maxk - 20 Aug 2015 - 20:11:42 - 2713 of 3628 BYOTROL-CAN DELIVER AMAZING RESULTS - BYOT
It's all your fault muddy, all of it!

29-08-15 .. £1.4m
25-06-14 .. £1.25m
25-06-13 .. £0.50m
21-10-11 .. £2.46m

Good at raising funds.


So what part of BYOT didn't give you concern

[nobbygnome] 08/6/2019 11:34

But 1gw is happy so nothing to worry about apparently! He clearly doesn’t practice what he preaches. Absolutely zero credibility!

[microscope] 08/6/2019 10:45

Didn't Byotrol release a profit warning the other day?

[grahamwales] 08/6/2019 10:33

£20 million turnover £1.3 million profit market cap £15.8 million

[nobbygnome] 08/6/2019 07:57

He protests too much methinks! Your credibility is completely shot....and you know it!

[1gw] 08/6/2019 07:33

On byot no-one was begging me to give a view on acquisition price and as I couldn't see anything particularly noteworthy about it, I didn't think it necessary to comment. As I did comment though, the placing price in relation to the then-recent share price looked quite good.

[1gw] 08/6/2019 07:30

And on acquisition price, my view would be the same I think. I would expect byot to have paid a full standalone price plus a proportion of the expected synergies/upside.

That is absolutely standard M&A practice.

[1gw] 08/6/2019 07:15

My approach to byot is the same as it was to tly at the beginning I think. High risk, but seems like a decent prospect with a good management team.

So far byot hasn't given me cause to change my view.

---------------------

1gw - 27 Apr 2018 - 13:26:57 - 2759 of 9228

...
I've followed Totally for years but only got round to investing in it fairly recently because I felt it was a bit fragile as a business and there wasn't enough liquidity in the shares if I changed my mind and wanted to get out. But that changed markedly with the change to an aggressive buy and build strategy with a successful placing and the Vocare acquisition. When I saw the shares in the low 30's late last year I thought it was a good entry point - well below the placing price so I felt I was being offered the chance to get on board at below the ground floor. I bought some more in March after a further price fall and then again this week after the buyback announcement.

I feel this is high risk because it relies on being able to create value from a business that someone else is happy to sell, but it appears to be well-backed and to have a decent management team and board. So at this sort of discount to the placing price, given I presume some serious due diligence was done by those taking the placing shares, I am happy to invest.
....

[grahamwales] 08/6/2019 06:55

Possibly 1st of many outstanding ratings for Medvivo/Vocare to come.

[nobbygnome] 07/6/2019 22:18

I can’t wait to see his explanation for this slight inconsistency in what he preaches!

I think you ought to post that every time he posts here. That might put an end to his sanctimonious nonsense!

[nobbygnome] 07/6/2019 22:15

>>stt

LOL LOL he doesn’t practice what he preaches. What a sanctimonious muppet.

That is one of the best posts I have seen for years and just shows he is a bitter troll who doesn’t have a clue. Game set and match LOL