The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hallsworthy,
"Need some proper news flow as having just one customer seems a very risky business strategy long term - what if the NHS reduce or pull out entirely?!"
Really? Which NHS?
Lucky TLY have a diversified business then, isn't it? Including HMP, Local and national NHS, all 4 UK Nations and Republic of Ireland.
So not the one customer in your misleading post.
The ONE contract with NHS England is worth £13m where TLY is the sole resilience partner for NHS 111. That ONE contract is worth more than the current Mcap of TLY alone.
That's without all the other subsidiaries, Urgent Care, Elective Care, Company Wellbeing etc .. TLY provide their services in all 4 UK Nations and Republic of Ireland.
"As announced on 10 January 2024, NHS England committed to a further year with Totally as its sole resilience partner for NHS 111, increasing the scope of the contract, renewed at c.£13 million per annum."
https://ir.design-portfolio.co.uk/viewer/100/63432
Your comments are deliberately misleading.
Read the warning below the text entry box:
"information that is false or misleading, may constitute market abuse. This could lead to an unlimited fine and up to seven years in prison. "
Doctor the patient isn't quite dead its just been zombified lol!
This is such a basket case zero growth potential a dead duck!
If thats how you feel and is also your attitude to a positive RNS then CASH OUT BillB
Very happy to see the price rise here but also feeling very "frothy" I'm expecting a pretty sharp pull back sadly. Need some proper news flow as having just one customer seems a very risky business strategy long term - what if the NHS reduce or pull out entirely?!
As i said yesterday - Dead cat bounce! 'Totally' useless company.
I only borrowed it from Stt1...
@moniman you total twat. Take your 'big red flag' and smother yourself with it. MORON!
Just over £2 million cash and 10% decline in turnover is not what I call a robust update. I'd be fearful of the big red flag re. potential for a big cash raise, but JMO Adyor!!!
A set of good results for the year , with cost savings of £3.5 in staff costs should see a strong 2024.
@moniman - you're so full of s h i t e . Are you short here?? Of course you are. That's why you're gonna get you a r s e fried and you deserve it.
GLALTH
NHS Planning guidance released only last month. Increased opportunities.
To show how quickly TLY adapt, they have already mobilised 2 new services within a month!
"Since the publication of NHS planning guidance for 2024/25 last month, Totally's management has seen increased opportunities to support commissioners in managing demand and reducing waiting lists and the Group has rapidly mobilised two new services to directly reduce waiting times for elective care. "
NHS Guidance 2024/5
https://www.england.nhs.uk/publication/priorities-and-operational-planning-guidance-2024-25/
Turnover Down!! Big red flag?
Big RED flags for Stt1..Very low on cash it seems?
Ah, lots of green boxes, Stt1 panicking I wonder???
Totally flags solid full-year performance in challenging market
https://www.sharecast.com/news/aim-bulletin/totally-flags-solid-full-year-performance-in-challenging-market--16730010.html
TLY stated that Elective Care work to reduce NHS waiting lists has increased.
The govn needs to reduce waiting times.
Crucially, TLY has been and remains the sole provider of NHS 111 resilience to NHS England.
"During the period, as 1 in 5 people in England are on waiting lists for treatment2, the Group increased the level of insourcing activity delivered on behalf of several NHS Trusts across England and the Saolta Group in Ireland. As announced on 10 January 2024, NHS England committed to a further year with Totally as its sole resilience partner for NHS 111, increasing the scope of the contract, renewed at c.£13 million per annum."
Moniman,
"only just over £2 million in cash"
They had to restructure due to problems facing the NHS. It shows their diversified business model works well.
The companies to worry about are those who hold huge amounts of cash for no apparent reason. Then suddenly you find out why and it's too late to sell.
;-)
Does anyone think they will need to do a big placing in H1 2024 to keep the banks happy?
Newgrange,
BillB is ramping HVO, where the chairman dumped majority of his holding at 28p, which I see as a red flag. The CEO there also has huge 7m options, again a red flag.
I post company newsflow on HVO but they don't like it on HVO.
BillB and his fellow HVO posters, like Hallsworthy, moniman then come on here to post BS in the hope they can silence me and contrarian view.
Big RED FLAG again, only just over £2 million in cash, most companies would be panicking at these levels wouldn't they. Cash Raise H1 2024 I wonder?
When you see a result like that you just know the doomsters are worried,its not at all what they wanted to hear,TLY admit its not easy but,they are weathering the storm and recovering,not overnight maybe but they will recover and this RNS shows the first steps to it,all the lies and half truths people on here have spouted ,all the doughters trying to pput people off but they are the ones given time who will disappear off this board,they are the idiots on here ,and father ted where have you sprung from yes the RNS is positive ,we all know about past years too,its present day we are interested in and not looking backwards,if you dont like what you read with the company then get out you clot,anyone would think you wasn't invested the way you talk you should be pleased with the RNS ,you dont want to hear it SELL UP . and same goas for the rest of the doomsters,bet your all losers anyway.
Anyone who thinks this is a positive RNS needs to look at the reporting of ‘gross’ and ‘net’ cash position compared to previous years. Then think about why they have chosen to report in this way, this year.
In fact, read the whole thing again. Critically.
Turnover is vanity, whatever the level it is what you get out of it that matters.
Derampers now arriving. Today's news must be good!!
Dead cat bounce??