ADVFN Logo

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Registration Strip Icon for charts Register for streaming realtime charts, analysis tools, and prices.

TLY Totally Plc

4.50
-0.75 (-14.29%)
01 Dec 2023 - 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
  -0.75 -14.29% 4.50 5,698,416 16:35:05
Bid Price Offer Price High Price Low Price Open Price
4.50 4.60 5.25 4.55 5.25
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Newspaper:pubg, Pubg & Print 135.7M 1.78M 0.0091 5.00 8.94M
Last Trade Time Trade Type Trade Size Trade Price Currency
17:07:06 O 50,000 4.50 GBX

Totally (TLY) Latest News (2)

Totally (TLY) Discussions and Chat

Totally (TLY) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2023-12-01 17:07:064.5050,0002,250.00O
2023-12-01 16:35:054.50325,00014,625.00UT
2023-12-01 16:29:344.5654,9922,505.99O
2023-12-01 16:25:544.5916,020735.00O
2023-12-01 16:18:044.5650,0002,277.50O

Totally (TLY) Top Chat Posts

Top Posts
Posted at 01/12/2023 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 5.25p.
Totally currently has 196,507,200 shares in issue. The market capitalisation of Totally is £8,941,078.
Totally has a price to earnings ratio (PE ratio) of 5.00.
This morning TLY shares opened at 5.25p
Posted at 01/12/2023 16:22 by brucethegoldfish
TLY share price is in terminal decline!

I’m assuming STT doesn’t operate stop losses. What a disaster!
Posted at 30/11/2023 14:39 by gbcol
I think TLY wanted increased costs for the renewed contract and ICB didn’t agree to that. So TLY “terminated221; the rollover, renewal of the contract and ICB allowed the contracts to end. A bit of semantics. There were however costs that TLY incurred due to the fact that the contract didn’t continue/get renewed. I think initially TLY thought they could get these back, hence why there were rumblings of legal action at the time, but obviously decided they wouldn’t be able to.

It was apparently taken in house, or at least that was what was indicated today. No doubt a contract will be tendered and awarded further down the line but whether TLY would be considered or would consider this is doubtful as it was stated today that relationships were understandably a bit tense at the time this happened.
Posted at 28/11/2023 14:39 by savagedstock
A few quick observations - more detailed look later as its on my radar

1 Margins 0923 17.4%. 0922 17% 2H23 20% FY23 18.4%. Need to reconcile this with post 20598 - if mix of business has changed GP margin should have gone up more; the gain is marginal and the decline since 2H23 quite marked. If the bulls are right, then the correct strategy is to dump urgent care and grow the other two

2 Strategy - the architect of the Buy & Build is gone, the new NE C seems very numbers driven. So it could be a positive, but the real management style is what he does with the executive team - very rare for a New Chairman to retain existing management when share price has gone from 35p plus to 6p....My instinct says it is end of buy and build - focus on cash generation and value creation from within existing resources. A new team will be needed to execute that. Given that the new Chair will be measured primarily on share price performance, he could have taken over at a good time. My two cents is that this change is much more far reaching than current comments imply

3 No chance of a fund raise - clear the IIs will say no, and new investors will be hard to convince for next 18 months until new NE Chair demonstrates what he can do (in share price terms). So the Company has £4.5M or so cash, and £2.5M of debt. Key here will be working capital needs and banking covenants.

4 I do not believe that the company results are driven solely by the NHS crisis - the real crises in the share price plummet were 1) management don't know how to run a fixed margin business 2) bloated costs and cut too late (remember the wage rises next year will be equally dramatic) 3) overpaid for acquisitions.

Having a finance guy at the helm usually implies 1)company focus will be cash generation 2) dressing it up for a sale......wonder when and at what level the PE companies will start circling - a bid of 10p might get some IIs out of jail......
Posted at 22/9/2023 15:37 by brucethegoldfish
Sikh - you are absolutely deluded if you think 1gw “and his mates” are to blame for the deteriorating TLY share price!

I’m sure their bear positions and valid questions may have spooked some to sell and some to buy, but hardly in the realms of numbers to drive an 80% fall in the share price.

Your logic would imply that 1gw is far more influential than yourself, as you’ve done nothing but ramp TLY and it’s only gone one way!
Posted at 21/9/2023 17:30 by sikhthetech
1gw,

As you are aware, the trust have to provide a continuation of service, it's normal.

A trust did the same with Devon Doctors several years ago. TLY lost the Devon contract but later the trust came back to TLY asking for their help. It's all part of normal business.

The NW London contract was unfavourable for TLY.

TLY were still awarded a £66m contract in SE London last December.




sikhthetech - 31 Jan 2023 - 13:22:18 - 19517 of 20392 Totally Health - 2014 onwards - TLY
They did say in their previous investor presentation that they are prepared to give up unfavourable contracts.

TLY lost the devon contract a few years ago but the NHS came back to TLY last year requesting help. That proves, like all companies they win and lose contracts. There's no impact across.


They won a £66m contract in SE London only last month. If there were reputational problems in NW London then they wouldn't have won the SE London one.
Posted at 15/9/2023 07:50 by beckers2008
Sikhthetech,

Seen the TLY share price lately, lol!
Now 7.8p on the Bid.

I did warn you at 40p and 14p but you didn't listen, as expected, lol, just lol!

Going to 5p?
Posted at 11/9/2023 10:28 by brimach1
Reality check No. 2

Many readers are really enjoying the irony of knowing that stt, so heavily invested in Totally PLC at prices dating back to the 95p+ days, is today licking the wounds of huge investment losses. And yes, I mean huge, he’s seriously invested in Totally Plc. Having made his first investment over a decade ago, Totally’s share price graph began its ski slope journey from the date of his very first purchase and it never recovered. Throughout the decade the downward trend has been relentless and thus, he has never had a single opportunity to sell at a higher price than he bought. And I mean, never.

It’s ten years+ since he started his investment here. Over the intervening years he continued buying while using the lse and advfm bulletin boards to pump and defend Totally’s virtues and future outstanding growth prospects. And he’s still at it, so no change there. At one stage en-route, he used his full year ISA allowance to buy Totally shares at around 60p/65p and while promoting that purchase, he actually posted the details of it on the advfm board at the time. Ten years on and Totally’s share price graph for that entire period looks like a ski slope on steroids. Recent company ‘news flow’ has pushed the share so low it’s beyond recovery in my view, and with stt so financially strapped into Totally and unable to escape, he is, quite literally, drowning in serious losses right now. His relentless pumping of this stock during this entire period on these boards has been for one purpose and one purpose only, the saving of his own skin in the face of what was so obvious to so many, the inevitable demise of Totally Plc. Forever mocking others for not listen to his investment advice and ‘news flow’, you can all see him now for the ordinary chump that he has always been. An investment guru, unable to look after his own investment and a big looser of his own money and sadly, the money of those naive punters who listen to him.

I’ve said in previous posts here, I can’t for the life of me understand how anyone ever made an investment case for Totally Plc and as things stand currently, I can see nothing to hold Totally’s share price from falling further. Accounting anomalies, CEO and CFO creditability gone, a staffing crisis that’s endemic and cannot be reconciled anytime soon in the healthcare sector, serious question marks hanging over the business model, downsizing and a cash call at a rock bottom share price a serious probability now (massive dilution). Future dividends in question, cut or possibly abandoned. Certainly, ought to be, can’t risk giving away the pennies when you aren’t earning any.
Right now, there isn’t a single visible catalyst to support the share price and so, the question is, how much further to fall? Is there any way back for Totally? What is the investment case for this POS?

Whereas I commiserate with the ordinary Joe invested here, this guy (stt) dedicated a career to damaging the hopes of so many other people invested elsewhere. He deserves all of the pain he’s getting (and more) from his losses here. What goes around comes around. Currently burning his keyboard in panic, this guy had it coming.
Watch now for a return post from him. His standard response for self-preservation is always the same, one of character assassination of the other person, typically Trumpish in style. It will contain content to ridicule, deride, undermine, and mock and most definitely contain his standard get out from under ridicule of Tremor Plc. None of it can impact me because I don’t read any of his clap. The schadenfreude however, is a pleasure for those of us who have earned the right to dislike this guy with a passion. I’m just one of many.
Posted at 06/9/2023 07:46 by 1gw
Are you fibbing jwoolley?

I've consistently offered a rational bear case to counter the outrageous ramping that has gone on on this thread, but I don't remember ever saying TLY are doomed. My parting shot after that sale in 2019 was the post below, highlighting how I thought they might make it if they could successfully replace/renew the Greenbrook contracts as they expired.

I come back to this board because the business case fascinates me and because I get pursued around other boards by you-know-who - so I'm never really allowed to forget about TLY. On the business case, my thoughts on the balance sheet are well known, and my most recent return here was triggered by the news of TLY losing the North West London contracts - which seemed to be the manifestation of one of the risks I had consistently been warning about. Covid masked the risk for quite a while as TLY were able to increase the number of "negative working capital" contracts and so boost the cash on the balance sheet, but that came to a shuddering halt in FY23 as additional covid work expired and they lost those NW London contracts. They spent a lot of the cash on Pioneer, not to mention dividend payments, and now they look to be in a spot of bother - could their balance sheet stand losing another set of contracts of the same magnitude as the NW London ones?

-------------------------------------------------
1gw - 10 Nov 2019 - 16:01:07 - 11298 of 20329

Anyway, perhaps I ought to leave you to it, now I've sold out. I'd like to say it's been fun, but it hasn't generally - this is one of the worst investment bulletin boards I've had the misfortune to participate in, on a par with the blinkx boards in the early days of my participation there.

As the paranoid one says in the thread header:

TLY is listed on AIM and is therefore, higher risk.

If I knew how, perhaps I'd highlight that statement in red. You have a number of posters on this thread who have been in for years, have been wrong for years, and have a huge vested interest in seeing the shareprice recover - and they are not shy at underplaying the risk, overplaying the potential, and playing dirty to try to discredit anyone who dares to cast doubt on their beloved investment.

It might make it - there's certainly potential if they can replace the GBH contracts and win further ones at similar margins. And buying GBH and its positive cashflow has made the peculiar current liability position on the balance sheet a bit less of an issue. But don't let anyone try to kid you that it is a low risk investment.

Ta ta for now.
Posted at 04/9/2023 16:40 by 1gw
Maybe a reality check would help some wishful thinkers?

What do you do if you own several million (or tens of millions of) shares in an illiquid AIM stock whose share price has already tanked, which already has a 1-year share price chart that looks just awful and then you see it reporting news that gives you further cause for concern?

Well, you might try to find the greater fool and look around for a deep-pocketed individual or institution that wants to increase or initiate a position at around the current price. But how likely is that? You might just order your broker to sell whatever they can at some limit price well below the current price - but how much realistically are they going to be able to get away before that limit is hit?

What you're more likely to do, perhaps, is contact management and try to understand what's behind the news. If they have an AGM coming up perhaps you try to limit management's ability to mess things up further by limiting the scope of the resolutions they want to pass. You might talk to other large shareholders and see if there's any scope for putting joint pressure on management (or the chair) to change something (or someone). If you're really fed up, perhaps you just put whatever pressure you can on them to consider a sale of all or part of the business.

You look for options for damage limitation, hoping that you can perhaps help to engineer a situation where the shareprice rallies and allows you to sell down, if that's what you still want to do, into a period of relative strength.

On the other hand, if you own just a few 10's or 100's of thousands of shares you have more options. You can sell down, possibly in chunks, on days of news where the cross-currents of short-term trading provide sufficient liquidity to get a meaningful part of your position away.

Does that make sense?
Posted at 03/9/2023 14:31 by paul planet earth1
Radium1

Posts: 800

Price: 8.75

No Opinion

RE: A further 20% fall on the cards tomorrow!Today 13:06
Many investors are really enjoying the irony of knowing that stt, so heavily invested in Totally PLC at prices dating back to the 95p+ days, is today licking the wounds of huge investment losses. And yes, I mean huge, he’s seriously invested in Totally Plc. Having made his first investment over a decade ago, Totally’s share price graph began its ski slope journey from the date of his very first purchase and it never recovered. Throughout the decade the downward trend has been relentless and thus, he has never had a single opportunity to sell at a higher price than he bought. And I mean, never.

It’s ten years+ since he started his investment in Totally. Over the intervening years he continued buying while using the lse and advfm bulletin boards to pump and defend Totally’s virtues and future outstanding growth prospects. And, he’s still at it, so no change there. At one stage en-route, he used his full year ISA allowance to buy Totally shares at around 60p/65p and while promoting that purchase he actually posted the details of it on the advfm board at the time. Ten years on and Totally’s share price graph for that entire period looks like a ski slope on steroids. Recent company ‘news flow’ has pushed the share so low it’s beyond recovery in my view, and with stt so financially strapped into Totally and unable to escape, he is, quite literally, drowning in serious losses right now. His relentless pumping of this stock during this entire period on these boards has been for one purpose and one purpose only, the saving of his own skin in the face of what was so obvious to so many, the inevitable demise of Totally Plc. Forever mocking others for not listen to his investment advice and ‘news flow’, you can all see him now for the ordinary chump that he has always been. An investment guru, unable to look after his own investment and a big looser of his own money and sadly, the money of those naive punters who listen to him.

I’ve said in previous posts here, I can’t for the life of me understand how anyone ever made an investment case for Totally Plc and as things stand currently, I can see nothing to hold Totally’s share price from falling further. Accounting anomalies, CEO and CFO creditability gone, a staffing crisis that’s endemic and cannot be reconciled anytime soon in the healthcare sector, serious question marks hanging over the business model, downsizing and a cash call at a rock bottom share price a serious probability now (massive dilution). Future dividends in question, cut or possibly abandoned. Certainly, ought to be, can’t risk giving away the pennies when you aren’t earning any.

Right now, there isn’t a single visible catalyst to support the share price and so, the question is, how much further to fall? Is there any way back for Totally? What is the investment case for this POS? Cont....
Totally share price data is direct from the London Stock Exchange

Your Recent History

Delayed Upgrade Clock

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

Support: +44 (0) 203 8794 460 | support@advfn.com