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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
  0.35 1.46% 24.35 621,990 16:27:17
Bid Price Offer Price High Price Low Price Open Price
24.20 24.50 24.35 24.25 24.25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 127.37 1.26 0.59 41.3 46
Last Trade Time Trade Type Trade Size Trade Price Currency
16:27:18 O 15 24.50 GBX

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Date Time Title Posts
04/2/202322:25Totally Health - 2014 onwards19,566
03/2/202311:02Don't forget the warrants !!. (Co. runs for the directors imho)595
11/7/202110:42Tumbleweed.47
11/7/202110:41Totally receives contract extensions worth Ј19.55m16
11/7/202110:41totally disinterested??54

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Totally (TLY) Top Chat Posts

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Posted at 31/1/2023 20:39 by sikhthetech
TLY have a diversified business model with subsidiaries:
1) Urgent Care(the contract in question)
2) Planned Care, physio etc
3) Insourcing - Pioneer Health to reduce the huge backlog of operations.
4) Company Wellbeing - provide services to corporations for staff wellness..

TLY started with UC to build a foundation.
UC contracts are TLY's bread and butter whereas insourcing, company well being are the growth areas. These are higher margins.

So TLY don't have to work hard to replace any profit lost from lower margin UC contracts.

That's what sensible businesses do. Build a foundation and then grow.

The contract in question represents a contract within 1 subsidiary.

TLY provide their services to all 4 UK nations plus Republic of Ireland.

https://www.totallyplc.com/our-services/

Posted at 31/1/2023 20:25 by sikhthetech
Pugugly

lol. 3 votes up within minutes. still milking the same rns.

The whole rns from a week ago refers to the HSJ article, NW London ICS citing legal reasons, isn't it?.

Therefore, it's obvious TLY will be working with legal advisors until this matter is concluded.
That's what all companies do. They not going to instruct legal advisors then half way through do their own thing without legal advise!!!!



The real interesting fact is the hundreds of trades. There aren't dozens of PIs invested in TLY, are there?.

So where are these hundreds of small trades to move the share price lower coming from???
Who's behind these dozens of small trades?


Until you look at 1gw's mate Barkboo's claims.
He does hundreds of trades every day. He also has a gang of friends with 6 figures to support his trading.

https://uk.advfn.com/cmn/fbb/thread.php3?id=44682089&from=377&to=377

The trmr gang, yet again.

Posted at 31/1/2023 13:30 by savagedstock
just revisiting TLY after a while. For transparency, traded it from 16p to 35p, so missed the top (as usual). Considering buying back in.....but there are a couple of issues i need to understand better
1) why did the directors sell half of their free LTIP shares to pay the tax? Surely their advisers could have come up with a different, but perfectly legal, scheme. The shares are free - so 2% dilution roughly for existing shareholders. Need an explanation of why the Directors did not put their hands in their pockets to meet the tax liability, and perhaps secured the debt against the shares
2) despite several times asking the same question, TLY never answer it. If you strip all the BS away, TLY simply supplies services for a (fixed) fee - yes, it can fluctuate given certain parameters. But that is the essence of this company. It simply does not make any money, which means that either its cost base is too high, or the contract values are too low. In the current environment I cannot see how they will be able to change either of that. And it is not an incremental gain business, unless it wins additional contracts in the same hospital / place where services are delivered. They desperately need a technology for labour substitution, but I doubt this is something the NHS will tolerate.

As I have said before TLY should have a net margin of between 5% and 10% to deliver any sort of shareholder value. So on say £150M of sales the net should be between £7.5M and £15M - on a 7X PE (which is more than fair given the quality of the business, implied equity yield of 14%, which feels right given Risk free rate of 4% and a 10% risk premium and execution risk), gives a MV of between £52M and £105M.

MV now at bottom end of that range suggests the market does not have confidence in the management to deliver.

It is also worth pointing out that the NHS has been the graveyard of so many (un)listed businesses, and many (like Kooth) are gravitating towards the USA. The mantra of NHS, NHS, NHS and NHS outsourcing is just that....mantra. It is not a bankable business strategy.

I think this may well be oversold, but it is a trading stock, not a lock away and leave one (alas)

Posted at 31/1/2023 11:05 by 888icb
I suspect what has happened is that Greenbrook knowing exactly how much this contract costs to run have tendered higher than their existing contract and higher than another tenderer. Whilst the hospitals are supposed to take account of quality, in practice they will usually take the lowest tender. Perhaps they will come back to Greenbrook when they get poor service from the new provider. They are probably hoping to retain most of the current staff under TUPE but that means they will inherit the existing cost base, which will make it hard for them to make a profit if they have won with a cheap bid.
I think the TLY share price will bounce back quickly once the full story can be told.

Posted at 30/1/2023 20:07 by sikhthetech
The share price was at 27.75p 19th Oct, just 3 months ago.

The share price then rose on H1 results and contracts news. Reached around 36p mid December, so in about 2 months.

I expect it'll do similar.


btw, if you look at Mikeh30 posts, you sell he's ramping same shares as 1gw.
This his post just before TLY slide on Fri and today.
https://uk.advfn.com/cmn/fbb/thread.php3?id=50793063&from=1513&to=1513

Then followed by his misleading posts on TLY thread.

Posted at 25/1/2023 17:46 by sikhthetech
TLY have a diversified business model with subsidiaries:
1) Urgent Care(the contract in question)
2) Planned Care, physio etc
3) Insourcing - Pioneer Health to reduce the huge backlog of operations.
4) Company Wellbeing - provide services to corporations for staff wellness..

TLY started with UC to build a foundation.
UC contracts are TLY's bread and butter whereas insourcing, company well being are the growth areas. These are higher margins.

So TLY don't have to work hard to replace any profit lost from lower margin UC contracts.

That's what sensible businesses do. Build a foundation and then grow.

The contract in question represents a contract within 1 subsidiary.

TLY provide their services to all 4 UK nations plus Republic of Ireland.

https://www.totallyplc.com/our-services/



Anyone who suggests TLY are going bust or they would have problems with other contracts is completely clueless as about the NHS.

Posted at 25/1/2023 16:21 by sikhthetech
1gw,

"As such, I would have thought Totally may now have to work hard to replace the profit contribution from these contracts."

Welcome back!! NOT.

Again...
The reason for buying Greenbrook was made clear at the time but you're still clueless about the NHS and TLY. It had nothing to do with this one contract. As the original contract is old then the terms would have been unfavourable. The BoD have stated they will return old unfavourable contracts.

TLY provide services to the NHS and so are aligned to their requirements. Therefore, TLY must ensure their business model includes NHS requirements or they need to change their strategy.

The NHS is moving towards integrated care, which is exactly what TLY business model does. They bought Greenbrook to ensure they are fully prepared for ICS.

Businesses have to adapt to where there is demand or they will fail as competition will enter the market. It's basic business as I've explained to you several times as red flag on Byot!!.


2019 - Greenbrook acquisition document:

"BACKGROUND TO AND REASONS FOR THE ACQUISITION
The Board believes Greenbrook Healthcare to be a strong acquisition candidate, for the following reasons:
l Growing market for outsourced urgent care services
The Directors believe that publications such as the Integrated Urgent Care Service Specification published in August 2017, which calls for all A&Es to establish adjacent UCCs1, and the NHS Long Term Plan published in January 20192 demonstrate the potential market for services being provided by both Vocare and Greenbrook Healthcare. The Directors also believe that there is increasing demand for urgent care services nationwide and a need to develop innovative delivery models to support the delivery of key NHS national performance targets."

"l New services and opportunities
The acquisitions completed to date by Totally have offered opportunities for the Group to enhance the portfolio of services it delivers as part of an out-of-hospital healthcare strategy. This strategy is in line with NHS policy and its vision for the delivery of out-of-hospital healthcare services. The Directors
believe the acquisition of Greenbrook Healthcare will help enable Totally to deliver further on its strategy to become a leading provider of out-of-hospital healthcare in the UK. In addition, Totallyâ€͐2;s existing range of out-of-hospital services, in addition to its UCC offering, covering, inter alia, NHS 111, GP OoH
services, integrated urgent care, physiotherapy, community-based dermatology, referral management services and clinical health coaching provide opportunities to support Greenbrook Healthcare and the urgent care services it can provide and offer to patients. "

Posted at 24/1/2023 20:33 by ammons
Dearie me Sikh, stop trying to gloss over bad news. If the contract had been renewed because of TLY's wonderful performance they would have shouted it from the rooftops. If TLY had been performing well then they would have kept the contract. The contract "came to its natural end" because it suited the NHS to naturally end it due to TLYs poor performance. If TLY were any good then the NHS would have naturally re awarded it to TLY.
Posted at 24/1/2023 14:40 by paul planet earth
TLY on 23rd January announced a dividend why did the share price collapse 10% on the 'good' news are the directors hiding something?

Are more contracts being cancelled, revised, closed..NHS needs to cut costs. TLY provides only non essential services these can be cut.

Posted at 14/11/2022 14:36 by sikhthetech
Those who invested in Totally (LON:TLY) three years ago are up 158%

"Now it's worth having a look at the company's fundamentals too, because that will help us determine if the long term shareholder return has matched the performance of the underlying business.


To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time.

During three years of share price growth, Totally moved from a loss to profitability. Given the importance of this milestone, it's not overly surprising that the share price has increased strongly."


https://uk.movies.yahoo.com/those-invested-totally-lon-tly-120959736.html

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