Totally Share Discussion Threads

[grahamwales] 18/5/2020 09:30

Market makers still controlling the price i see.

[porky8] 17/5/2020 21:46

Trading Volumes here ....Have never been so Good......Sure sign of interest .... As said before .....There's Millions ££££££..... Looking For interesting Growth Companies ......with Plenty of upside ..... Obviously we are fitting the Bill..... With Current Stakebuilding ......

[hugothesecond] 17/5/2020 21:30

Also listened to BH on the podcast - what a sensible guy to have as Chairman - he is really hands on and am sure he will be pushing Wendy and her team to maximise relationships with NHS.

[hugothesecond] 17/5/2020 20:48

Given their financial performance and cash available, the dividend is nailed on this year that's one of the reasons why we are seeing so much institutional /fund activity.
They will want to also get on board before the price becomes too high as well - so not much time to hang around given the results will be announced in July.

[sikhthetech] 17/5/2020 17:20

Porky,

Christopher Mills..

CEO:


Snr Fund Manager:

[porky8] 17/5/2020 16:51

RE my link ...... Who is Oryx international growth fund ...... Is that all tied up with Harwood Capital ?.....

[porky8] 17/5/2020 16:41

Re Dividends ..... Nice to know ..... Our Chairman .... Is extremely Pro ......Dividend Payments .....So fully expect continuation ..... Which will be music ....to institutional investors .....
Just Noticed our new Investor ..... Likes to take large stakes in companies ....

[sikhthetech] 17/5/2020 16:32

Hugo, absolutely

from the company rns:

EBITDA ~£3.5m-£4m - AHEAD of expectations of £3.4m
Revenue ~£100m-£120m, below expectations of £120m
Cash: £8.9m

paying dividends (if they decide to declare a final, depending on feelings around covid19 and supporting the NHS.)


Mcap=£35m

[hugothesecond] 17/5/2020 16:05

There is no doubt that investment funds are happy to invest in Totally as BH has made it clear that the company understands how important to shareholders the dividend payment is. Given the range of other businesses at present who are deferring, cutting or cancelling their dividend due to Covid19 we should expect further investors to come on board over the coming weeks as we come close to the final results and and understanding that our revenue stream is looking healthy moving forward.

[rocket fuel] 17/5/2020 16:03

Well done sikh, you may have a multibagger here after all!.. am busy making money on other stuff at mo and am not invested here, but all looks good for the holders and the chart says you will be breaking out over 20 and on to new highs. Good luck folks, over n out!

[sikhthetech] 17/5/2020 14:53

graham/Porky,


excellent finds...

TLY is certainly gaining exposure... Bob Holt has a lot of respect in the city and Wendy within the NHS with her years of experience within healthcare.

They know how to spot opportunities and gain investors. Hence why the share price movements never bothered me.

[porky8] 17/5/2020 14:24

Has anyone seen this......

[grahamwales] 16/5/2020 22:06

There's currently a backlog of over 16,400 postponed surgeries in Irish hospitals.

[grahamwales] 16/5/2020 21:56

If you want a read lol.

[grahamwales] 16/5/2020 21:54

Just reading up on some stuff. They reckon around 43 million operations would be cancelled around the world due to Covid 19.

Rough figures just to catch up in the UK.


For example, based on an average cost of £4,000 per operation, it would cost over £2 billion to clear the United Kingdom's backlog.

[porky8] 16/5/2020 16:55

Massive Workload For ...... Physio Therapists ..... Coming our way........

[sikhthetech] 16/5/2020 16:31

graham,

Agree, THC should get extremely busy helping catch up with cancelled non urgent operations in UK & Ireland.
They made £750k in just 3 months, which for a new subsidiary, started in Oct 2019, is great.

If they resume soon, then there should be around 9 months of contribution for fy2021.

For those who haven't listened to it yet, worth listening to Wendy Lawrence's, CEO, latest interview


Wendy Lawrence - CEO



and Bob Holt, the chairman..
Inner Circle Boardrooms - Bob Holt - Chairman



From their TU:

EBITDA £3.5m-£4m - AHEAD of expectations of £3.4m
Revenue £100m-£120m, below expectations of £120m
Cash: £8.9m

paying dividends (Paid an interim dividend. if they decide to declare a final, depending on feelings around covid19 and supporting the NHS.)


Mcap=£35m

[grahamwales] 16/5/2020 14:47

Totally healthcare are going to get extremely busy for the foreseeable future as non urgent operations begin.


Local healthcare systems and individual providers have already started planning for this. A key objective in executing these plans must be to minimise the transmission of COVID-19 infection within hospitals, also referred to as hospital-onset infection or nosocomial transmission.

[spacedust] 16/5/2020 00:19

Good job. I'm adding in every pull back now. 60p will be hit if the contracts keep getting renewed. Wish I had more surplus cash

[thordon] 15/5/2020 22:59

Latest update 13th may 2020

Miton Asset Management Limited 25,716,835 14.12%
Cavendish Asset Management Limited 15,000,000 8.23%
Columbia Threadneedle Investments 11,532,834 6.33%
David & Monique Newlands 10,075,000 5.53%
Liontrust Investment Partners LLP 8,136,423 4.47%
Michael Steel (Executive Director) 7,676,851 4.21%
Harwood Capital LLP 7,330,000 4.02%
Richard Sneller 7,300,000 4.00%
Unicorn Asset Management Limited 5,759,291 3.16%
Daniel Annetts 5,619,596 3.08%

57.15%

See what this is next week

[porky8] 15/5/2020 19:06

Oh my word ..... Another 150,000 ....Takes them to a Whisker of 1%.....if this Accumulation isn't a Stonking Buy Signal.... I don't know what is .....

[porky8] 15/5/2020 18:51

Since the latest Holdings announcement ..... Saying 4% Holding achieved on the 11th of May ............. Someone has accumulated a further 0.9% ( 12th to 15th Of May )....
Could be the same Investor ... Or ......A new Entity taking the baton.......
IMO our shares ..... Are becoming a rare commodity .....Which could become rather valuable ......