Totally Share Discussion Threads

[hybrasil] 08/1/2021 13:28

I think we are on the verge of an upward trend

[longshanks] 08/1/2021 12:57

Totally is a service provider and is ONLY as good as its staff and how they perform.

I don't think it is as simple as attracting people who are dissatisfied elsewhere, but more about providing quality peripheral services that enable NHS trusts to prioritise critical care.

If they have the contracts, they will recruit the staff. No problem to date.

[nobbygnome] 08/1/2021 12:56

Level 2 improving all the time.

[anley] 08/1/2021 12:53

For Totally to grow it needs staff SO it looks to me that the company needs to attract good quality staff from people who are dissatisfied in working for the NHS?

Is that a fair statement as buyers are around again?

[sikhthetech] 08/1/2021 12:49

Bob is a deal maker and respected within the City.
Wendy knows the healthcare market and is respected with the NHS.

How many IIs would even consider investing in a company with < £1m revenues on the back of a person't expectations.


They were perfectly clear about their strategy, 'Add and Build' and how they would finance it, dilution, ie pay some up front, rest in performance related deferred payments. It enabled them to buy several companies by raising smaller amounts.

That strategy was used at Mears and here. Bob took Mears from £50k investment to a £500m company.

Some were too shortsighted to realise that it is a good strategy. I've consistently stated that it's a good strategy.

Through that strategy, the BoD have built a solid foundation, which is backed up by the figures.

[hybrasil] 08/1/2021 12:37

Well put longshank
I’ve a bid in for 100k at .225 and I don’t think I’m going to get them

[longshanks] 08/1/2021 12:22

That presentation is interesting to watch. It was made on the back of a speculative surge in interest following the coup d'etat by Bob in the early days of the Totally buy and build strategy.

What appears to have been a real coup was Bob getting institutions to only invest £100k apiece in the August 2015 subscription on the back of the 100:1 share consolidation. The subscription price was 17.5p. He then got those same institutions to pump in significantly more cash in the follow on placings in March 2016 (£6.2m at 62p) and March 2017 (£17m at 55p). There was the later, less impressive fundraise of £9m at 10p to finance the Greenbrook acquisition but overall the average placing share price has been 24.5p which increases to 25.8p if you add the £3.5m consideration shares for Vocare issued at 47.5p.

Bob was quite frank with you Nobby that the B&B strategy would lead to dilution, but all in all, the shares are still trading at a discount to the cumulative placings over the last 5 years.

Meanwhile, the company has moved into profitability, is paying a progressive dividend and is well placed for sustained growth as a one-stop shop for healthcare outsourcing: a £20bn market.

I really can't understand a £40m market valuation and think £200m would be a better price point. A repeat of Bob's magical 5 bagger performance should be on the cards.

Next placing at 100p please.

[sikhthetech] 07/1/2021 20:36

Bob & Wendy have transformed the company since Bob was appointed as Chairman in
2015, only 5 years ago.

Their 'Add and Build' strategy has created a diversified company, which has done well, despite covid hitting a lot of companies.
Crucially, they are not covid dependent. Everyone needs healthcare, covid or not.


Last 5 years:
period revenue, cash, profit/loss
2015 £0.6m, £0.4m, £0.4m
2016 £4m, £1m, £1.4m
2017 £21.3m, £11.3m, £5.6m
2018 £42m, £10.2m, £0.2m
2019 £78m, £7.5m, £1.1m
2020 £105m, £8.9m, £4m

H1-2021 (Sept 2020)
revenue: £54m(H1-2020 £49m),
Gross profit: £10.2m(£9.8m)
Ebitda £2.3m (£1.3m)
Cash £12.3m (March 2020 £8.9m)


Gross margins up
Paying dividends - interim dividend 0.25p due next month

Mcap £40m!!

[nobbygnome] 07/1/2021 20:22

No! I was the one who had a little joust with Bob....

[porky8] 07/1/2021 20:21

Lol Graham Didn’t See Your Last Post ....

[porky8] 07/1/2021 20:20

Hybasil .... Yep He Is ....Former Chairman At Totally ... Bob Took Over And Changed Us Dramatically.......Graham.... Enjoyed Watching The Presentation Again .....Nobby Were The One Asking If We Use The Internet ....

[grahamwales] 07/1/2021 19:51

Nobby

We’re you the one that asked about online contracts lol

[anley] 07/1/2021 18:19

Thank you for bringing the above video link to my attention............

It has taken a little longer to get the Business Model going but what Bob Holt had to say about the NHS is still the same and if anything in wanting to increase their outsourcing to service companies such as Totally.

[nobbygnome] 07/1/2021 17:14

Listening to the news conference the NHS head is talking about outside partners helping with the vaccination program. I wonder if TLY are one of those partners and if we will hear about it shortly.....

[nobbygnome] 07/1/2021 17:09

I was at that meeting and asked one of the questions....

[grahamwales] 07/1/2021 17:05

Think it was this one, but if your new worth listening and watching.

[grahamwales] 07/1/2021 17:02

Was Bob’s first investor meeting long time back now lol. It’s what got me invested in the first place.

[hybrasil] 07/1/2021 15:36

Porky
Isn’t Sinclair the guy behind advanced oncotherapy?

[sikhthetech] 06/1/2021 19:49

Longshanks, agree.

Look at the bigger picture.
TLY only completed their 'Add' stage of their 'Add and Build' strategy last year. They now have a diversified business with the 3 divisions, over the last year, has proven to the right approach.

They entered Insourcing at the right time, a few months before the pandemic. They already had Urgent Care, with NHS 111, integrated and operating.

They are not covid dependent as everyone needs healthcare, covid or not.

The company has setup the foundation and is in the very early days of growth.

Recurring revenues and their new division, Insourcing, starting to pick up in UK & Ireland.

[longshanks] 06/1/2021 17:26

£100m is too cheap for what this will become.

Dividend paying growth story in the right place to benefit from an inevitable shake up in NHS service provision once Covid has passed.

[porky8] 06/1/2021 13:13

It Would Seem A Bit Of A Shake Has Been In Play .....

[porky8] 06/1/2021 10:25

£100 Million Plus ....So Any Offer To Succeed.... Would Have To Be In That Sort Of Region ....

[anley] 06/1/2021 10:15

When was that and how was he going to do it?..............GRAHAMWALES

Thanks.