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Mr Bee,
I shall leave you in this echo chamber.
Pls talk to the 🫷!
Yes it might be a good idea for you to go to Specsavers yourself when you start seeing red instead of blue its worrying for a troll
Yup like 4 lol!
Nice number of buys today, maybe some are sells its hard t o know why they do it,we all notice sometimes by your own trades that it goes down wrong to the trade however blue is the order of the day all things considered on a bad market day its very encouraging, TLY has never been a volatile stock as a rule ,steady away.
Thorganby
Really?
So how much of the NHS 111 contract extension will contribute to earnings and how much will be eaten up by wage inflation?...Did the Director's say anything on this point rather than just the headline number £13m?
Directors of company's have to give accurate information to shareholders , on this basis can not see for second half of any issue's. As a director myself you can be liable for misinformation.
So on that note see a company adjusted to the current climate.
Shadypants2
"What will be the impact on existing contracts with the minimum wage increasing by c10% from April?"
Simply wipes out any profit onnexustinh contracts and especially so on the recent NHS 111 contract extension an extra £3m eaten up by increases in wage costs, simples!
Desperate posts from those trying to bail themselves out of a sinking ship..Good luck with that one!
What will be the impact on existing contracts with the minimum wage increasing by c10% from April?
Reality check this is an uninvestible business model presenting too many financial and business risks...avoid!
Steer clear of this one..wafer thin margins, a cash strapped NHS in crisis, TLY F@@ked almost cashless, high fixed costs, loss making, high wage inflation, another Carillon that will eventually just go pop!
During covid, TLY also withdrew their guidance. This was because some parts of the business were impacted due to the covid restrictions.
Once all divisions were re-opened, guidance was re-instated. The shares surged.
I think the current guidance was suspended because of the Junior doctors strike. Elective Surgery would be impacted but the demand for NHS 111 services would surge.
TLY's diversified business model.. lower demand for one division, higher demand for the other.
TLY diversified business model:
Urgent Care
Elective Care
Company Wellness
https://www.totallyplc.com/our-services/
Elective surgeries cancelled, NHS 111 calls surge
The elective operations will still need to be performed sometime in the future, so even more business to come.
Junior doctors’ strike led to more than 110,000 patients in England having care cancelled
Impact of six-day stoppage means NHS has had to rearrange more than 1.3m appointments over past 13 months
"In all 113,779 appointments were cancelled. That total included 104,551 outpatient appointments and 9,228 elective – or non-urgent – operations. But the true number of appointments postponed is “likely to be even higher in reality”, Powis said, because many hospitals now scheduled less care on days when junior doctors would be on strike."
https://www.theguardian.com/society/2024/jan/10/junior-doctors-strike-led-to-130000-patients-in-england-having-care-cancelled
Those who read a d v f n BB.
Look at TLY threads there.
Look at the "Don't forget the warrants" thread.
Search for "2010".
There seems to be a good explanation in the 1st post as to what has happening, especially with the hundreds of trades.
Given the limited daily posts and share trading activity I would suggest no one is interested in this loss making basket case!
Unless your std1 of course and spent over ten years here lol!
Ok, thanks Bumblebee1; so maybe he is venting .
According to the official record on this site he IS still invested with TLY unless,he has recently sold ,i would say at a guess he bought in very high and is nursing a very big loss
@:TwoGood2Die (you should get IP on that name before they use it for the next Bond movie),
You are a remarkably consistently negative persistent poster on TLY.
Whilst I appreciate any factually evidenced and/or reasoned conjecture, on any stock I hold )indeed I have often found the information on the LSE for more valuable than that of IFA or MSM) I'm curious, if, you have the time and/or inclination, if you could please kindly address these questions...
Are you invested here?
Now if the answer is yes, then this begs the question, given your perennial pessimism (leaving aside its factual accuracy or inaccuracy) why are you still invested here?
Or, if you are not, then are you merely posting here out of altruistic impulse?
If this is indeed the case, and you are such a virtuous individual, don't you think the homeless, or countless others more deserving of your altruism would benefit more than some greedy, morally bankrupt, idiots like me?
And, please let us not resort to ad hominem insults.
Yeh of course it does!
Will you stop this 1% “wafer-thin” margin BS! They make about 20% gross margin on contracts.
NHS England waiting list 7.61m v 7.71m in Oct.
NHS Waiting lists higher than when pledge made by PM to reduce them.
The govn will have to do more, including more use of private providers, like TLY, if they want to win the GE. Given the NHS is used as a political football when it's come to the GE, I'd expect to see more business coming TLY way.
Everyone needs healthcare.
NHS waiting list even higher than before Rishi Sunak pledge
The PM ‘increasingly unlikely’ to hit target to reduce the waiting list – as pledged a year ago – with just months until April deadline
"Fresh data from NHS England shows the waiting list for routine hospital treatment in England has fallen for the second month in a row, from 7.71m in October to an estimated 7.61million in November."
"But analysis shows the waiting list stood at 7.21million when he made the pledge at the start of 2023. There would need to be a 400,000 drop in the December 2023 data – which is not yet published – to return the waiting list to what it was when the pledge was made, let alone cut it.
The statistics – which relate to the period before the latest round of junior doctor strikes – also show a number of other key NHS targets are being missed, including on cancer, ambulance handovers and the number of patients waiting longer than 18 months for treatment."
https://www.independent.co.uk/news/health/ae-waits-nhs-england-b2476902.html
Would not call 13 million as froth HallsWorthy,i am still waiting for your facts HallsWorthy to support your froth,you keep spouting,oh dear there isn't any only fiction concocted by you.
In the coming weeks more contracts will follow,that's for sure. Facts are better than some of the fiction on here as below for example
Vox's opinion:
Continued Trust and dependence by NHS on Private Partnerships
"The contract extension is not just a testament to Totally’s operational efficiency and expertise in handling high-demand healthcare services but also signals a continued trust and dependence by NHS England on private partnerships to support public health systems. "
"Moreover, this development highlights the ongoing challenges faced by the NHS, particularly in meeting the increasing demands for urgent and emergency care services.
As Totally plc steps into its extended role, the focus will be on maintaining service excellence and adapting to the evolving needs of the NHS 111 service."
https://www.voxmarkets.co.uk/articles/totally-awarded-key-nhs-contract-extension-valued-at-13-million-efb424e/
Yeah sure, if he doesn't pop up I'm happy to eff off but that's always been the case
Great suggestion Parob, but I fear Hallsworthy is right, SST has a vendetta all of his own and if he damages your investment here by winding up others over there, well, not his problem.
Still, I'm sure Hallsworthy and Moniman will do the honourable thing and consider staying away from here at least until SST (in one of his guises) pitches up on one of the HVO boards again. If he does (when in my view), there's just no helping the situation and you'll know that it's all of SSTs making.