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There's been no chat. Deathly quiet on here for days..
Wheres all the chat logs gone
Interesting times , suspected its a mixture of the two being that video communication for NHS for appointment's.
Loopup has 20 hospital using the product under a free trail during the covid period.
Vocare would be actively involved with 111 calls which would make the next step to video.
This would involve a technical company to ensure communication for appointments from both NHS and customer.
Stt1, Intersting. Id go with Thordon and that Medefer definitely aligns with their growth strategy and it looks like is being positioned for flogging off IMHO too. But agree some connection with the Totally comms side makes sense also given the increased comms requirement now everything is being handles remotely and specifically those initiated through the 111 call centres. Interesting times ahead for sure.
Aside: Bet you these guys are using the Loopup secure system or getting onto it also. Wonder if well see a connection there soon...lol... That's Loopup (lse: loop) I laugh because were deep in there too. A lot of big Meds and Legals are demanding it over the likes of zoom and teams for its security aspects and ease of use and its booming because of covid also.
Years ago, TLY had a division, "Totally Communications", which was sold off to allow the company to concentrate on healthcare. I would have thought the current BoD still have contact with them, eg Andrew Margolis is still a director there. This maybe an alternative to buying Medefer.
https://totally.tech/
Thordon, yes very interesting. They had a big BOD and management shake up 2018/19 ay and have allocated share holdngs to newbies. Wonder if some of those newbies have been parachuted in by or have an understanding with TLY? Interesting. Sounds like a Greenbank type acquisition could be on the cards without the need for a placement possibly. Good company and by the looks of it its ready to rock. if it is actually being lined up for TLY to purchase. Deffo fits the MO though..
Target for Totally to buy - looks like in company's house they are tidying up the share holders
https://www.medefer.com/
https://beta.companieshouse.gov.uk/company/08770754/filing-history
Couple of big sells yet SP has increased on what appears to be small investor buys, suggests they were immediately mopped or lets see if they are cancelled later. Interesting to try and track the MMs moves. Tight spread may indicate they want some sales to fill orders. Hold on!
Thordon. Yeh this will be the first time we get to see the hard facts about gains/growth over the initial Coved period, should be solid consolidation and progression with a good lump of increased cash in the bank, steady news no doubt. Start of Nov last year for H1 interims. The BOD do try to play it down a little here we've found. Rumours of another buy doesn't surprise me, this would definitely be in line with their fervent growth plan and as we know buying and fixing is the best way to proceed, especially in this sector and they've proven they do it well. Good news if so. Recon they would have the cash to buy a small solid outfit and still think that they could do it without placing and not pi55ing investors off. Need to see who it is first to get a better estimation hey. News news....As the say 'buy on the news/rumours and sell on the facts. Interesting months ahead for sure. Due a big big correction here soon IMHO..well overdue and don't think they can hold it at these levels for long. Yeh if you find anything lets know. Cheers.
Mending the hard part in-long , glad you was amused with our chats.
should be getting H1 results soon within the next month have to check but believe ends next week.
Still believe they are looking at a small tech company to buy , there was rumours of one need to dig that out and post
Thanks Thordo. It was my sister mate. Rocked the family but were all good and got to keep going hey.
Been frustrating at times watching you guys having to deal with the bottom feeders but did give me an opportunity as I said to see clearly through their game and for me to keep checking figures and projections and ever gaining confidence in TLY.
The over arching game I am seeing here IMHO is 'important investor clients' watching the economy and MMs/Brokers keeping it supressed for as and when they want in, they don't want it getting away just yet. Seen it with many shares now. You think its going to explode on good news and they widen the spread, dump a few shares, make a load of dummy sales they later retract, in the mean time I suspect professional de-rampers post unfounded, twisted and old bad news. Looking at the repetition they are keeping a bank of paragraphs they keep copying and pasting.
As you guys are pointing out TLY are ramping up for clear forward looking expansion. Its only manipulation fuelled by current market turbulence stopping this siting at 50p+ now.
Buy and hold fast now IMHO....
VOCARE Jobs advertised
NATIONAL
111 Project Manager – Staffordshire, Newcastle or Chippenham
NORTH
111 Health Advisor – Newcastle
111 Clinical Advisor – Newcastle
111 Health Advisor – Stockton
111 Clinical Advisor – Stockton
CENTRAL
111 Health Advisor – Stoke-on-Trent
111 Clinical Advisor – Stoke-on-Trent
In-Long sorry to hear about your bereavement in the family , good to see you back
Back in the room. I was locked out here for a while. But ready to go again. Bereavement in the family too so a bit off kilter. See Thordo and STT1 are still keeping up their solid support of TLY and dealing with Bumbags and Bumble Bees regurgitated misconceptions. Same old rubbish constantly. And MM's and brokers have been playing this like a banjo. Not much day trading out there and this is one of those rare potentials currently if they can get it moving. Don't be fooled.
As Ive said before and believe it more than ever now while sitting off for a while just looking in, they are either paid to help bring down or suppress the SP or are desperate little investors looking for a low step in where they then pump and dump.
People don't let the bottom feeders get your money. They will turn it into easy cash as you loose your hard earned and well chosen investment. There are big investors in here who have also only recently either stepped in or topped up significantly. They know the game and they are keen. Economy is growing, confidence is rising and no matter how long it takes to normalise this share is going to the top. DONT BE FOOLED by the bottom feeders. Read the accounts and see how important TLY have and continue to be to the NHS...………..This is a this is a multi 100p bagger over the next 5 years with big lifts in-between. GLA and as always DYOR...….
All the best.
Bumblebee
Not really a problem.
TLY have a diversified business. They are not Covid dependent.
Their divisions are Urgent Care, Planned Care and Insourcing.
If, or when, Covid infections increase, demand for NHS 111 will increase, as it did previously.
Any postponed ops you refer to are for TLY Insourcing division, which is a relatively new division setup less than a year ago and operates in the whole of UK and IRELAND. Even if there is a national lockdown in the whole of UK and IRELAND, postponed ops will get rescheduled at some point, so are not lost.
Also, the NHS have learnt a lot since the initial lockdown. They have seen how much the initial wave affected the health service and Nightingale Hospitals were not needed. I don't think there will be a widespread cancellation of ops within Private hospitals.
Even if there are, the Insourcing Division currently has a run rate of around £400k a month. Compare that to the annual revenue for rest of the company of £105m, as of fy 2020.
https://www.investormeetcompany.com/totally-plc/register-investor
I am not a deramper but if the beds start filling up in hospitals again because of covin the contract and the ops of other patients are going to get set back again, i hope not but the thought occurred to me based on comments on the last AGM .. could this happen again ? causing futher delays.
Could mean larger contracts:
People requiring A&E will be urged to book an appointment through NHS 111 under a trial in parts of England.
The aim is to direct patients to the most clinically-appropriate service and to help reduce pressure on emergency departments as staff battle winter pressures, such as coronavirus and flu.
The pilots are live in Cornwall, Portsmouth, Hampshire and Blackpool and have just begun in Warrington.
If they are successful, they could be rolled out to all trusts in December.