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TLY Totally Plc

8.10
0.00 (0.00%)
12 Dec 2024 - Closed
Delayed by 15 minutes
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
  0.00 0.00% 8.10 27,698 08:00:00
Bid Price Offer Price High Price Low Price Open Price
7.70 8.50 8.10 8.10 8.10
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Newspaper:pubg, Pubg & Print 106.68M -3.13M -0.0159 -5.09 15.92M
Last Trade Time Trade Type Trade Size Trade Price Currency
15:08:13 O 104 7.7008 GBX

Totally (TLY) Latest News

Totally News

Date Time Source Headline
03/12/202416:00UK RNSTotally PLC Holding(s) in Company
06/11/202414:37ALNCNewsTotally swings to half-year profit despite market challenges
06/11/202407:00UK RNSTotally PLC Interim Results
05/11/202417:00UK RNSTotally PLC Holding(s) in Company
31/10/202407:00UK RNSTotally PLC Update on Banking Facility
17/10/202406:00UK RNSTotally PLC Notice of Interim Results & Investor Presentation
27/9/202416:45UK RNSTotally PLC Result of AGM
27/9/202408:00UK RNSTotally PLC AGM Statement
27/9/202406:00UK RNSTotally PLC Contract Win and Extension
20/9/202413:30UK RNSTotally PLC Holding(s) in Company

Totally (TLY) Discussions and Chat

Totally (TLY) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
15:08:137.701048.01O
15:04:057.881,381108.77O
13:23:237.8828322.29O
12:54:057.9016,0001,264.00O
08:03:397.909,930784.47O

Totally (TLY) Top Chat Posts

Top Posts
Posted at 12/12/2024 08:20 by Totally Daily Update
Totally Plc is listed in the Newspaper:pubg, Pubg & Print sector of the London Stock Exchange with ticker TLY. The last closing price for Totally was 8.10p.
Totally currently has 196,546,800 shares in issue. The market capitalisation of Totally is £15,920,291.
Totally has a price to earnings ratio (PE ratio) of -5.09.
This morning TLY shares opened at 8.10p
Posted at 05/12/2024 16:53 by jugears
As a Out of Hospital provider, these are all beneficial to TLY.

But you will have to wait many years to see any benefit here!, its all long term, It won't benefit TLY this year, next year or the year after, It may do one day but will TLY still be in existence then, none of there business model shows any potential to show large returns, I don't ever see this company as a large player making big profits, when uk Government eventually start consultation on the NHS there will be a lot of big changes, will this one day benefit TLY? there are NO guarantees!
Posted at 19/11/2024 14:42 by savagedstock
re post 21618

one feels STT that you might have missed the point.....the company is not making £2M Net Profit NOW, so when it does, the share valuation today has already priced it in. So for the price to rise, the company must make more than £2M. Given that on a revenue of 85M, that implies a net profit margin of 2.3%, something the company has never achieved. So to any unbiased observer, the price is fully valued. That is neither a positive or a negative, it is a statement of where the price action is today.

I am not sure how one can comment on your other points, either positively or negatively. The facts are simple 1) management got caught out in their cost base, so implemented savings - how they flow through is a matter of seeing what they report and comparing like for like 2) corporate strategy - having seen the last one end in tatters, most sensible investors will take a 'wait and see' approach. Reading between the lines, a good portion of the additional NHS money is already allocated - some £4Bn going to cover the NIC and pension charges for example (what Reeves gives with one hand, takes away with the other). So the market is waiting to see what is really available between now and April 2025 in new contracts rather than plugging holes in operating costs.

So all that is being said is that with so many macro uncertainties, a board that is still to demonstrate shareholder value (look at the share price chart), this is nothing more than a punting stock, driven by newsflow. Money can still be made, as long as you get the trading range right. This really is not an environment for 'macro' or 'top down' investing.
Posted at 11/11/2024 22:05 by sikhthetech
1gw

"No good having a good idea, or even being in the right place at the right time, if you run out of money before you can make the idea pay off."

Absolutely. I've been saying that to you for years, remember, on Byot re businesses need repeat orders. They ran out of cash and had to delist, crashed down 99.9%!!

Why don't you practice what you preach on shares you ramp?




Re the other points, you're being disingeunous, yet again - posting some data without the full picture.
Like what's happened over the same period:

2019 - TLY acquires Greenbrook, UCC company.


2019 - TLY launched a new subsidiay - Totally Healthcare - Elective Care to help reduce NHS waiting times. Note 2019, so foresight!!!


2020-2021 Covid hit the world, all hospital/clinics were cancelled. NHS contracts paused for some of TLY's subsidaries - remember it was when you/your mates were ramping Byot, saying they have unique business, Brokers conservative etc!! ;-)

2021 - TLY buys Energy Fit Pro - the Corporation Staff Wellness company



2022 - TLY bought Pioneer healthcare - the Elective Care specialists - to enhance TLY's elective care offerings(help reduce NHS waiting times)!!


2023 - Junior doctors strike, wage inflation impacts NHS and TLY. However, now resolved


Acquisitions were by some upfront cash, some deferred performance based payments...
Pretty standard... same as what your Byot & HVO have done!!!

Why not be honest for once???


You make a dodgy 2nd hand car salesman sound honest.
How many multiple ids do you have and why?
Posted at 11/11/2024 13:54 by sikhthetech
Richie

"Tly just need to do a decent job and be on the best terms with the NHS and keep applying for contracts. If they try to be too pro-active or too clever it could backfire."

Exactly.
TLY have the trust of NHS England. Otherwise they wouldn't continue to be the sole provider of NHS 111 resilience. This is an important contract for NHS England as NHS 111 must respond to patients within a reasonable time.




TLY recently won a significant Elective Care(EC) contract in N England. That is significant as the govn/NHS England desperately need to reduce NHS waiting times.

I expect it will lead onto more EC contracts.
Posted at 29/10/2024 18:18 by jugears
Sick,They have also said that there will be consultation before any money is thrown at the NHS, that could take years & still be in talks at the next election! can I be brutely honest? this company would need to be winning contracts to the value in the 10's of millions to be able to make even a half decent profit & I just don't see that happening as large contracts tend to attract a very low bottom line, you would get a better return in the building society, IMEO I just can't see the share price moving much for a very long time, those that hope to see a return of 20p plus pence are going to be very dissapointed, market confidence here has gone & may never return, unfortunately some share prices never really recovetr Lloy is a classic example, you mock me for my stance on TW. but find me a company that is better managed & that has huge future potential? Sorry just being honest.
Posted at 30/9/2024 07:40 by 1gw
On the contract stuff the issue for me is that it's very difficult for shareholders to understand how a contract announcement relates to guidance because the company doesn't tend to issue RNS's for specific contract losses, only for wins/extensions. The company currently seems to have a mainly short-term business with lots of 1-year (or shorter duration) contracts, so needs a lot of contracts (new or extensions) each year to meet guidance.

Look at the FY25 guidance of £85m, representing a drop of £22m on FY24. My best guess currently is that that is based on specific contract losses that they knew about plus an assumption that they don't get the winter 111 resilience contract this year (they will hope to get it but didn't want to build it into the guidance).

i.e. £15m or so from the three contracts they knew they had lost (SSOT 111, Yorkshire GP OOH, St Mary's UTC) plus £7m net from the 111 Resilience (£10m base + up to £10m winter in FY24 vs £13m base in FY25).

None of those 3 contract losses was notified promptly by Totally afaics. SSOT and Yorkshire GP OOH found their way into the public domain and then were eventually acknowledged by TLY in the prelims. I'm not sure they've even acknowledged the St Mary's UTC loss formally yet. And yet I think these were contracts they had held for years and had been material revenue contributors relative to some of the new contracts they have announced.

Anyway, that looks like a £22m hit to urgent care revenue that is either already baked in or known to be particularly uncertain (i.e. the winter resilience contract) and means the base case revenue assumption for FY25, consistent with the £85m guidance, would be:

£55m urgent care
£28m elective care
£2m corporate wellbeing

On the assumption that Elective Care and Corporate Wellbeing revenue forecasts were both overviewed, from the growth shown in the goodwill impairment assumptions to zero growth for guidance purposes, there would appear to be plenty of scope to beat. Equally, if they can again win the winter 111 resilience contract that should put them over the top on urgent care. The downside risk though is that, particularly on elective care, they appear to be dependent on new contracts coming up i.e. the fact that one customer has budget to insource/outsource some activity in one year doesn’t seem to mean that that activity will become part of the baseload in the future. Saolta contracts in Ireland appear to be a good example of this where contracts are announced with extension possibilities but we don’t seem to get news of the extensions being exercised.

So when it comes to contract announcements, we're looking to see whether they are extensions which are also effectively baked in to the guidance, or new contracts, and if new whether they are making up for an FY24 contract that hasn’t been renewed. Since they don’t announce non-renewals promptly all the market can do is applaud new contracts but with no idea about whether they are offsetting losses elsewhere – which tends to cause a pop when the new contract is announced but potentially leads to greater disappointment if the guidance doesn’t move as hoped the next time it is updated due to contract losses elsewhere.
Posted at 18/9/2024 09:15 by 1gw
On the subject of execution, to what extent does anyone think the Totally plc LTIP Option Scheme may have influenced the decision to use existing cash resources to fund the Pioneer acquisition (announced 7th March 2022)?

Totally LTIP scheme (2019)

10.5m options to acquire shares conditionally awarded to Wendy (3m), Lisa (1.5m), Gloria Cooke (1.5m) and key Greenbrook senior management (4.5m). The 10.5m shares equated to 5.7% of the anticipated share capital following the Greenbrook acquisition.

Vesting Date: 22nd June 2022

Performance Condition: Share price over 10 Business Days ending on the Vesting Date (minimum 35p share price required). Note share price closed at 30.75p on 4th March, immediately before the Pioneer announcement.


free stock charts from uk.advfn.com

"Awards will vest on a sliding scale dependent on the achievement of certain share price hurdles measured at the Vesting Date (“Hurdles̶1;) from 25 per cent. of any Award at a price £0.35 per Ordinary Share to 100 per cent. at £0.55 per Ordinary Share, with the Hurdles being measured as the average of the mid-market price for an Ordinary Share for the ten Business Days ending on the Vesting Date."
Posted at 10/9/2024 19:12 by sikhthetech
Super
"so I find the constant comparisons somewhat nugatory. "

Your usual pulling wool over reader's eyes. Like your mate 1gw, a hypocrite
.

If you don't like comparing TLY with shares you pump then why do you?


Btw, the chairman of TLY owns more shares than HVO!!!!
lol



supernumerary - 05 Feb 2024 - 14:52:02 - 6405 of 7987 hVIVO plc - HVO
Good to see the new TLY chairman buying shares with his own money. I wonder if he'll increase his holding to the 7% the HVO chairman owns? Somehow I expect not :¬)

Might I also remind the ignorant little tikh of this: So in fact the CEO of HVO already owns much the same share of his company as the new TLY NED now does, and about double that of the TLY CEO.

Anyway, well done to all of them - always good to see some financial commitment. Congratulations to the HVO directors on their wise investment, and commiserations to Totally's Wendy who's been suffering a bit lately (well, actually quite a lot, and over nearly 2 years. Sad.)

We'll see how the TLY guy does over the next two years. My guess is that he won't be there then, having followed the hot money he's invited in today which will likely be gone before their T-20s elapse...
Posted at 21/4/2024 17:44 by sikhthetech
1gw,

"Is it not reasonable to highlight evidence that offers a different perspective to some of the other posts?"

Nothing wrong with opinions. As I've repeatedly said:
If bull points can be countered then it makes the bear case stronger.
If bear points can be countered then it makes the bull case stronger.

As evidenced, virtually all your stories, suggestions have turned out to be false, ficticious.


"Yes there have been some holdings notices showing other major holders increasing, but it looks like there has been material net selling by the major holders listed in the annual report (as of late July) doesn't it? This is consistent with the share price trend since then, isn't it?"

No, look at the evidence. I said in Sept that there was no evidence of significant selling by institutions (note, significant and plural institutions). The evidence backs that assertion and you have been proven wrong.


AR of 27th July, total holdings > 3%
91,754,158

AGM result: unanimously voted for majority of the resolutions
91,552,076


91m in July and similar voted in Sept.


There is NO evidence of institutions selling between July and H1.


"And various posts by the thread owner suggesting there is no evidence of institutions selling and that the sustained shareprice decline is due to manipulation."


The share price continued to fall from around 20p in July to 10p in Sept.
Hundreds of trades, yet only a few PIs, no significant selling by institutions. So evidence suggests share price was manipulated.


I said last Sept until Jan (3 months ago, shortly after new chairman started) there was no evidence of significant selling by institutions.
Again, you're misrepresenting what I've actually said as you and your mates normally do.
There wasn't any significant selling by institutionS. We've now moved beyond fy 2024 and are now in H1 2025.


Feel free to provide the evidence of significant selling by institutions July to H1 2024.

Sounds like share price being manipulated by PIs, don't you think?






As to Stonehage:

You claimed in December that attention shifts to them

1gw - 04 Dec 2023 - 18:26:49 - 20781 of 21163 Totally Health - 2014 onwards - TLY
So attention now shifts to Stonehage, perhaps. In July they added (at 11-12p?), saying:

<...>
Will they see the opportunity to do the same again, or are they going to feel more exposed given Sneller's sale and the collapse in shareprice since they bought in July. At 12.2% declared in July they now hold more than twice as much as any other declared holder (Columbia Threadneedle at 5.9%).


Yet only 5 days after your post, Stonehage increased their holding!!! So you were proven wrong there as well





Given you portray yourself as a well researched poster, why do virtually all your stories turn out to be ficticious? Why do virtually all your and your mates shares crash (byot down 99%, trmr down 80%, rthm down 80% etc etc etc) ?
How many multiple ids do you have and why?

Btw, your post not in 'top posts' again. Multiple ids???
Posted at 17/4/2024 16:51 by sikhthetech
1gw,

Again, you're showing your lack of understanding of the business/sector, like you did at Byot, trmr, rthm etc.


As my previous post, there are problems which impacted the NHS and therefore, TLY. Those problems were highlighted by the company over the past year or so.

As per my previous post, given the share price is below nominal value, I fully expect some CA, which could include capital reorganisation or going private.


Now +ves:

Both Labour and Tories have endorsed the use of private companies to bring down waiting lists.
TLY provides it's services in all 4 UK Nations AND Republic of Ireland.
NHS have endorsed TLY services, which is evidenced by the national contracts awarded to them.

Over £55m revenues in H1, so expecting around £100m for fy.
c40% held by institutions and some increased. So TLY management are backed by significant holdings by IIs.

New Chairman was co-founder of Liberum and has been buying shares. He's obviously got contacts with IIs, who would back the company.

Consultants strike has ended
Wage inflation should have reduced considerably

Mcap only £9m.


-ves:
Junior Doctors strike is still ongoing. That is the biggest problem facing the NHS, not what you and your mates have suggested.

Sp is below nominal value. Obviously the share price was manipulated lower to get to this position in order to force TLY to act and for you to massage your ego and try and prove you have got something, 1 thing right.

Therefore, I expect CA, which could be capital restructuring as they did in 2019 or going private.
I have no problem if they go private because the company clearly has demand for it's services. The company is clearly trusted by the NHS. I would welcome the company going private and fully back it.

If the company goes private and then they can concentrate or building the business without the distraction of muppets manipulating the share price Then they can come back in 2-3 years time in a much stronger position.
Unlike Byot, where the BoD are not trusted. They go private and it's likely Byot will still go into administration.


I'm aware of the risks/rewards and happy with them.
Totally share price data is direct from the London Stock Exchange

Totally Frequently Asked Questions (FAQ)

What is the current Totally share price?
The current share price of Totally is 8.1p.
How many Totally shares are in issue?
Totally has 196,546,800 shares in issue.
What is the market cap of Totally?
The market capitalisation of Totally is GBP 15.92 M.
What is the 1 year trading range for Totally share price?
Totally has traded in the range of 4.00p to 11.25p during the past year.
What is the PE ratio of Totally?
The price to earnings ratio of Totally is -5.09.
What is the cash to sales ratio of Totally?
The cash to sales ratio of Totally is 0.15.
What is the reporting currency for Totally?
Totally reports financial results in GBP.
What is the latest annual turnover for Totally?
The latest annual turnover of Totally is GBP 106.68M.
What is the latest annual profit for Totally?
The latest annual profit of Totally is GBP -3.13M.
What is the registered address of Totally?
The registered address for Totally is CARDINAL SQUARE WEST, 10 NOTTINGHAM ROAD, DERBY, DE1 3QT.
What is the Totally website address?
The website address for Totally is www.totallyplc.com.
Which industry sector does Totally operate in?
Totally operates in the PUBLISHING DIVERSIFIED sector.

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