Totally Share Discussion Threads

[porky8] 20/4/2020 14:21

Sound Financial Position ....... Says it all really ........

[thordon] 20/4/2020 14:19

lol yes , means i can buy more of the stock
Happy in a way , knowing its one of few to make a profit in the future

[nobbygnome] 20/4/2020 13:56

Complete and utter madness!

[sikhthetech] 20/4/2020 13:55

Porky,
Cash £9m, mcap £19m

Business growing strongly, revenues expected > £100m, paid interim divi.

Right place at the right time.

[owenski] 20/4/2020 13:50

And yet the market isn't buying it.

[porky8] 20/4/2020 13:49

When you think about it ...... Cash would have been £9.4 Million ..... If they hadn't paid the Dividend..... Which would equate to £1 Million Rise in 6 Months......id say that position would be the Envy of companies across the board...... Whilst other companies are going need capital raises ..... Totally seems to have no such needs...
So so undervalued and manipulated ..... True value will arrive.....

[spacedust] 20/4/2020 13:04

Never I sold the batch I bought at 14p at 12p at a loss. But I put the proceeds at 0.44p in SAR. SAR IS NOW ALMOST 1P.

[sikhthetech] 20/4/2020 12:56

CARE PROVIDER EYES EBITDA RISE AS REVENUE DIPS

[grahamwales] 20/4/2020 12:51

Dusty

You really are bored arn't you.

[spacedust] 20/4/2020 12:39

9p to 90p holds strong
Although 6p to 60p for no reason is not as weak as it was few weeks ago

[grahamwales] 20/4/2020 12:36

Porky

I am not asking her to lie, just could do with a bit more positive stuff in her announcements.

Would have been nice to know if the additional money they had recently asked the NHS for had been included in the year end cash or not bearing in mind it looks like they had only asked for it at the end of March. So they may well have had the costs but not the cash. Always leaves us trying to guess instead of making it clear.

[porky8] 20/4/2020 12:25

Graham ... Honesty goes a long way in my book .... I believe Wendy has got it in abundance ..... Unlike some other A1M companies I could name ..... The sooner we get off A1M the better.......

[deltrotter] 20/4/2020 11:43

Aye, only been four years Graham. Time yet.

[grahamwales] 20/4/2020 11:30

Del

Company is doing great she just hasn’t got the hang of how it works on AIM yet.

[deltrotter] 20/4/2020 11:28

I know Graham although I fear this was Wendy sounding the death knell for TLY today...

8-(

[grahamwales] 20/4/2020 11:27

Del

lol I pay enough f ing taxes i want something back for a change. Come on Wendy be a bit more bullish in your statements ffs. All the Pharma companies are making a fortune out of the NHS but no one seems to complain about it.

[porky8] 20/4/2020 11:26

Sikhthetech ... Yep ..... A lot of hidden Positives in the RNS....... Eventually the market will cotton on......

[deltrotter] 20/4/2020 11:20

grahamwales
20 Apr '20 - 10:53 - 13529 of 13536
0 0 0
Del

The whole point of buying shares I thought was for them to increase in value lol. Let’s hope they keep the dividends going at least.


Not in TLY Graham, it is to support the NHS. Think of it as like paying a bit of extra tax.

[sikhthetech] 20/4/2020 11:12

They also state Totally Healthcare(THC), their new business setup in Oct, IS performing strongly. I was expecting a more cautious statement on THC given routine operations have been supposedly cancelled. However, that doesn't appear to be the case, so maybe they have continued???


" Totally Healthcare, which is performing strongly. "

[sikhthetech] 20/4/2020 11:07

Covid-19 is a sensitive subject.

The fact is Covid-19 has propelled NHS 111 as the service to use, which is what the govn through their NHS long term plan were trying to promote as a way to reduce A&E waiting times.
Therefore, going forward, I think new NHS 111 contracts will have higher contract values.

TLY are well positioned for NHS 111 contracts.

[nobbygnome] 20/4/2020 11:06

>> graham

No I bought a few first thing and was hovering on the buy button to get some more but that 75k buy took out the 10.75 offer so holding off for now.

[porky8] 20/4/2020 11:01

Re RNS .... Everything that is a tad downbeat .... Is Discretely Countered.......Due to Public feeling on profiteering in the current public crisis........After all we are a partner to the NHS ..... It's the last thing you do ..... Is shout from the rooftops........may not go down too well..... Bottom line is that we are holding our own...... Read and re read the RNS .... It's all in there...... It's just some can't see it.......

[sikhthetech] 20/4/2020 10:59

EBITDA is ahead of market consensus... not management expectations as a lot of AIM companies tend to report.

Cash continues to increase, which is great. £9m. Mcap £19m!!

It is common for the NHS to suspend new contracts around the time of GE, as a change in government could result in a change in NHS policy. So it's not surprising that there were delays in awarding new contracts.


However, the crucial point is they say revenues are lower than market consensus due to delays in awarding NEW contracts..That implies brokers are expecting them to win NEW contracts. Now that GE is out of the way for another term, I expect the NHS will continue to award NEW contracts, which TLY is well positioned for.