Share Name Share Symbol Market Type Share ISIN Share Description
Totally Plc LSE:TLY London Ordinary Share GB00BYM1JJ00 ORD 10P
  Price Change % Change Share Price Shares Traded Last Trade
  +1.20p +5.31% 23.80p 481,278 14:00:20
Bid Price Offer Price High Price Low Price Open Price
23.60p 24.00p 23.80p 22.20p 23.10p
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 4.0 -1.5 -8.0 - 14.23

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Totally (TLY) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2018-05-25 15:28:5223.603,000708.00O
2018-05-25 15:17:4623.601,583373.59O
2018-05-25 14:43:3623.808,4031,999.91O
2018-05-25 13:35:4123.604,3661,030.38O
2018-05-25 13:16:3623.802,459585.24O
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Totally (TLY) Top Chat Posts

DateSubject
26/5/2018
09:20
Totally Daily Update: Totally Plc is listed in the Software & Computer Services sector of the London Stock Exchange with ticker TLY. The last closing price for Totally was 22.60p.
Totally Plc has a 4 week average price of 22.20p and a 12 week average price of 20.50p.
The 1 year high share price is 60.50p while the 1 year low share price is currently 20.50p.
There are currently 59,795,172 shares in issue and the average daily traded volume is 206,245 shares. The market capitalisation of Totally Plc is £14,231,250.94.
24/5/2018
16:15
savagedstock: I agree that with all this good news about, the share price's failure to respond is baffling.....however relying on buyback announcement by the company is, imho , fanciful. Micro companies, which this is, should never use shareholder cash to buy back their shares, that is not why they received their cash in the first place. They should be putting that cash to work, growing the business. If the strategy is Buy & Build, then Buy, then Build. Vocare is completed and being digested, so get on with the next one. Earnings Accretive acquisitions will drive the share price, not any buyback. Why? Because buybacks are used for mature businesses that want to enhance EPS....this company has no E (not a positive one anyway), so there is little point. Instead get a positive E and the share price will take care of itself. So the question is will we see a positive E in the FY results announcement, presumably sometime next month? We know that the TLY ex Vocare is not profitable, but fingers crossed. So that leaves Voc....now as I recall the company stated at the time of the admission document for vocare, that they expected vocare to be profitable between september and march, though loss making before that. If they deliver on that then the price will react accordingly, so the quicker they provide a trading update the better....it has been 2 months now since year end. i am sure that the ceo will not want to disappoint, so you may get something like it was loss-making to March, but profitable thereafter (april and may). How the market will take that is unclear, but in all likelihood, positively. Everyone references Mears group, but i think you have to be a little careful. All the money made by Mears is in facilities management - the domiciliary care business has been loss making for some time. They have been walking away from contracts, trying to push through price increases, and struggling with serious staff churn, the national living wage etc...So if you want to read across from Mears the healthcare part to TLY, it makes grim reading....it is probably better to look at TLY as a standalone entity and see if the management team can meet the challenge.
24/5/2018
15:20
microscope: Well I'm both surprised and disappointed by the share price. I had - and have - high hopes for the business, and still believe prospects have never been better, one day the hunter will become the hunted and TLY will be bought I think. The combination of Vocare, the cash position and the proposed buyback I believe all lend strength to the whole bull case, and I see the risk/reward chances as hugely weighted to the upside. The shareprice has not however tested the recent low, so there's no obvious reason yet imho why we should go below that figure. I've not sold a single share and although as always nobody can tell the future, I currently have no intention of doing so. One theory (i have a few about the shareprice lol) is that this will conveniently help the company to launch the buyback at a great level.
08/5/2018
21:22
nobbygnome: Ok so here goes. I was the only shareholder present at the GM so had free reign to ask as many questions as I wanted. Unfortunately Bob wasn't there but most of the rest of the board including the non execs were. Wendy answered most of my questions. So here are the major points 1. There are currently 12 Integrated Urgent Care contracts to bid for although TLY won't bid for all of them. To give some idea of the size the biggest is £96 million over 5 years so these are seriously big contracts. Of course the other major bidder is Care UK which is going through a bit of a hiatus at the moment so there is no doubt TLY are in a good position to win some of these contracts. 2. The 111 service in Wales is up for bids currently, although nothing has happened in Northern Ireland yet. 3. The final results will probably be early July although a precise date hasn't been decided on yet. 4. The Cornwall contract which effectively is an IUC type contract is the best performing service in the country 5. I asked whether Vocare is profitable and of course they wouldn't answer that question directly since they are in a closed period. However, they said the share buy back scheme is because they have surplus cash. So a business which was haemorrhaging cash would not have surplus cash and be in a position to do a share buy back. So I think it is safe to assume that Vocare is at least at break even, if not profitable! 6. Miton have sold all the shares in one fund but actually still have shares in another fund which they are holding on to. Killick sold out but then promptly bought a bigger holding right back, which seems a little strange. Wendy said she did not know of any other institutions which were selling. In summary my take is that the board were oozing confidence and there was much talk of the 'ridiculous share price'. My assumption is that acquisitions will be put on hold until the share price is higher and so in the short term a share buy back is better use of the surplus cash. However, it is only an authority to buy shares and of course they may or may not use it! So I don't think there is any guarantee they will but I would be surprised if they didn't buy at least some of the 10% permitted. All IMHO and reproduced with my best endeavour but I can't guarantee everything is 100% accurate. GLA Nobby
03/5/2018
10:51
microscope: I think the technicals have been driving the price short term, more than newsflow, TBF. The 5 million contract recently announced didn't move the share price, as most people would expect. This is being shorted, I believe, quite clearly, by whom of course I will leave to your imagination.... It's not hard imho ;) However it is encouraging that volume - of whatever sort - is picking up again today. The more trading, the sooner sellers will be gone, and the share price will recover to what I think are more realistic levels.
25/4/2018
12:09
savagedstock: Having been negative since the relisting at 55p (though I never shorted), I am now looking at it closely from a long perspective....however i have a few reservations still which perhaps someone might care to shed some light on 1. the contracts they disclose are the total value, not the annual value, so 40m of new contracts (post 2687) is closer to 8m a year. For vocare with 80m of sales a year that is only 10% renewal, or 10% growth assuming that 100% of the existing business renews for the following year. So what i want to know is how much of vocare's annual revenue renews automatically for the next 3 years? 2. What margins are these contracts on please? Are these cost plus, or fixed price/ in the NHS world, I would prefer cost plus, and i strongly believe that which of these two has a meaningful impact on share valuation 3. Who is actually running this company - I prefer to invest in micro caps when the CEO has a significant holding - in this case Mr Holt and Ms Lawrence have 2% between them. Messers Harrison have 9.6%, so who calls the shots at the Board Meetings? This is particularly important when difficult decisions need to be made, including those which might affect deferred consideration. 4. Why are they buying back shares when they need the money for more acquisitions to execute their stated strategy? Most good CEOs believe the share price will take care of itself over time - build a solid, profitable business paying dividends, and the share price will reflect that. 5. I still have a flea in my ear about who bought the building and leased it back to the company. For me its about transparency...... I agree that we could see 30p when overhang clears, but over 50% of the shareholders are in at 55p. What is TLY telling these investors? I am usually very slow to take a position, so maybe my questions / thoughts are not for everyone.
22/4/2018
23:21
microscope: Timing is surely the key to a great investment choice. And this week I think is a near "perfect storm" for investors in TLY. We had last week's 5 million contract, the cashpile as of Dec 31st being near the 12 million market cap, strong management of the well known Bob Holt and finally and most importantly perhaps the rapidly expanding outsourcing due to the ever-increasing strains on the NHS, whereby the acquisition of Vocare has given TLY clear first mover advantage in many areas. Recent seller believed to be Miton (which selling created this artificially, one-off bargain share price) redeeming this week and therefore done, and we have.... ....A massive buying opportunity imho!
21/4/2018
10:44
microscope: Thanks Dave I've figured it out now. Not wishing to blow my trumpet but imho this post is very important re TLY, imho, and means we can expect a major rebound in the share price imminently Miton Asset Management 5,474,909 9.16% Miton have been liquidating large chunks of their portfolio as they have to redeem several fund holders by the 28th of this month. They are also selling down WEY (check their trading yesterday). I'll find the quote from the Wey thread and add it here in a few minutes. EDIT: NOW ADDED BELOW This selling is completely UNrelated to anything to do with the company's business progress. I reckon we have only a few days left to load up on Miton stocks if we fancy them. Off to check one of my other holdings too, incase they are Miton related! This is huge, the rebound will be bigger than I thought, If they are redeeming by 28th they will have completed their sales by next Friday HERE IT IS: From the WEY thread, where Miton is also a holder . bigboyblue7 Apr '18 - 11:48 - 895 of 924 0 0 0 I've held here since October but not posted before. The following from luckyorange on lse goes a long way toward explaining the recent drop and the reason why Miton have reduced their holding: Probably Miton selling down, we have the same problem over on VRS, Shareholders in Miton UK MicroCap have requested to sell over 10% of the investment trust’s shares in the annual share redemption facility taking place this month. Previous redemption levels have been modest at the £113 million fund launched by smaller company managers Gervais Williams and Martin Turner three years ago. This year, however, the company has received requests to sell from holders of nearly 18.5 million shares or 10.8% of its capital. If new buyers for the shares are not found the trust’s market value will slip below £100 million, a significant threshold for the big wealth managers that are its main investors. From the CityWire website And they have the cheek to say that WEY and VRS have 'pulled back' over the month , wonder why that is , oh yeah they are selling millions! hTTps://resources.mitongroup.com/srp/lit/NDKE87/Fact-Sheet_Miton-UK-MicroCap-Trust-plc-Miton-UK-MicroCap-Trust-plc-Ordinary-Shares_28-02-2018.pdf ' AND "bigboyblue9 Apr '18 - 12:52 - 906 of 924 0 0 0 From the VRS board, it seems that Miton have to pay their shareholders who are redeeming by 28th April. That would suggest they will finish selling off however many shares they need to in WEY, VRS and others by then, if they haven't already." I bet people 'in the know' have been shorting some of their holdings too, Hence the smaller buying as shorters probably closed the last two days. So one more week and they will be finished, but in reality I suspect they need a few days to distribute the funds, so yesterday would either be the end, or very near it. I will be shopping next week! WEY and of course TLY :)) Less mad about VRS but I will take a look over the weekend. AIM is notoriously slow with holding RNSs. My guess is that by the time we get it, the rebound will have taken hold.
29/3/2018
12:27
sikhthetech: 1gw, Good Post. Cash is important to focus on with TLY... The current cash amount is important as TLY strategy is to acquire companies by paying a small upfront cash amount and the remaining as deferred, performance based cash. 15/03/2016, TLY raised £6m and over the course of the year, they bought 3 companies for initial consideration of approx £2.3m and max consideration of £14m... Therefore, they immediately owed more than the cash they have. NHS has many problems and there is a distinct lack of connected care... The changes started several years ago, when the govn announced their 5 yr plan to give patients more choice - 'Shared Decision Making'... TLY raised £6m 15/3/2016 Premier Physical Health £371k then £6.75m https://uk.advfn.com/stock-market/london/totally-TLY/share-news/Totally-PLC-Proposed-Acquisition-Premier-Physical/70762600 About Health £1.83m then max £7.7m https://uk.advfn.com/stock-market/london/totally-TLY/share-news/Totally-PLC-Acquisition-of-About-Health-Limited/71744769 15/11/16 Optimum Sports Performance £400k then max £650k https://uk.advfn.com/stock-market/london/totally-TLY/share-news/Totally-PLC-Acquisition-of-Optimum-Sports-Performa/72914200 Then in 2017, they raised £17m and so far, spent £6.5m initial consideration on Vocare acquisition and have £11m in cash (as of Dec 2017). 27/2/17 Raise £17m https://uk.advfn.com/stock-market/london/totally-TLY/share-news/Totally-PLC-GBP-18M-Placing-and-Open-Offer-Notic/73955929 6/10/17 Vocare £6.5m cash + £3.5m shares + £1m based on ebidta (march 2018) Max £11m https://uk.advfn.com/stock-market/london/totally-TLY/share-news/Totally-PLC-Proposed-Acquisition-of-Vocare-for-up/75807794 Therefore, cash is important... it provides some guidance as to whether they are likely to need further placing for working capital.... I, too, would like an update, well before Sept, preferably within the next few weeks...
30/1/2018
21:36
nobbygnome: So a very interesting discussion with the entire TLY team. It was good that Bob, Wendy and Lisa the FD were all there. The most important fact I ascertained is that VOCARE IS PROFITABLE so is not draining the cash in the business! Yes the margins are thin at the moment but they are looking to improve the margins to high single digits in the near future. They said there was much scope to modify the organisation and processes within Vocare to improve the financial performance. In addition, they are bidding for multiple new contracts associated with the NHS's move towards integrated urgent care contracts. There are only 2 companies who are currently licensed to bid for these contracts of which Vocare is one. Northern Ireland and Wales (and maybe Scotland) are also about to introduce 111 services as in England which means there are those contracts to bid for as well. So this means there are multiple further contracts Vocare will win in the near future. Apparently the biggest problem is having enough people to put all these bids together for the large no of contracts! In terms of acquisitions they are being approached all the time by suitable companies. They are looking at 2 seriously but my feeling is that these won't happen in the very short term. They want the share price higher for if/when they need to raise more money for these acquisitions. In terms of the current share price they are as bewildered as I am as to the ridiculous low valuation. I think once it is clear that Vocare is not going to drain cash, there will be a sharp rerating. Interim finances to end of Dec will be published in March (because they are changing the year end to end of March) and these will show that Vocare is not a financial issue. The other businesses continue to win contracts but because of the relative size compared to the overall turnover, they have stopped reporting them individually. They confirmed all the other businesses are profitable. So my considered opinion is that investing in this company is now a complete no brainer! It is clearly ridiculously undervalued and the management expect a rerating in the short term. IMHO it is a strong buy and I will continue to put my money where my mouth is! GLA Nobby
18/11/2017
13:24
macthepak: If TLY share price continues to go down as predicted by the Eicchi Hiromitsu indicator with entry point at 32.02p to 32.45p, I will have to start buying at 32.45p. See how next week unfolds.
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