The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
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Short term memory loss!
What's wrong with you people?
Can't remember the date of the next cash raise can someone pls remind me?
Lol suuuuure you did.
"Bought back at 8" haha yeah mate, you've must such a great investment, only down 40% in two months and will go lower still til at least the support at 2.5
Pretty obvious the investor and business model is workable....one customer the Government, wafer thin margins, high fixed costs, a funding crisis, cash running out.....its a long list for why not to gamble on this one!
HTtps://youtu.be/aczPDGC3f8U?si=nSHA587N08IusVSF
"These wafer thin margins are incredibly thin, may I indulge you in one Sir!
"But Sir it's only a wafer thin margin"
Dear oh dear, I see you've been holding since at least 2019. 5 years of decline, now at all time low, and you never once thought "hmmm maybe I should sell out of this dress"? You even held when the price his the highs of 45 yet here you are holding the baby and the bathwater has long gone.
I don't think you understand a single thing about investment to not see how over valued and risky TLY is at that level, just like you don't even see it now. Totally blinkered.
Neither of you have a clue,your just speculating,i bet neither of you listened to the TLY video call did you? Moniman you wouldnt know a stressed balance sheet from toilet paper .HallsWorthy how come you are still in it then if your still convinced by your investment case on it?,you wouldn't know value if it hit you in the face,have either of you ever made money on any stocks ? er no not yet,just a couple of numpty amateurs by the looks of it ,stands out a mile your both clueless,LOL
Well I don't see this as a good investment risk even at 1 or 2p...who's to say a massive cash call isn't coming any day soon considering what looks like a stressed balance sheet 🤔? JMO but I would be sitting on hands until the dust settles on contract news before buying in? JMO Adyor!!!
I can see the investment case at 2.5-2.6 but at 4.9 it's completely overpriced, despite the incredible fall just to get to this level. Maddening to think of the Kev's people were buying in at before! Still some way to fall before investable so will sit out for now and watch - nothing worse than buying in only to realise you could have got in cheaper but holding out
Pretty much proven my point, a single client with incredibly low margins and next to zero scope to increase them. The downside seems to massively outright any potential uplift. It's a boom or bust where the boom is miniscule
Hallsworthy,
To help you understand how the NHS operates and to show there's not just the 1 client, as I've shown previously.
The UK govn collects taxes and allocates funds to the NHS. Each of the 4 UK Nations is allocated funds for their use. So 4 separate NHS organisations.
The way those resources are allocated is down to each of the NHS organisations, ie per UK Nation.
There are over 60 'local health bodies' within the 4 UK Nations.
Each of the local health bodies decides the best way to allocate their funding, giving priority to mandatory services.
Republic of Ireland has it's own Health Service. RoI became an independent sovereign nation 100years ago!!
So, that's over 70 clients and potential clients already.
Then there's the other growing businesses, with higher margins, within TLY's diversified business model. Hundreds of clients/potential clients.
The fact you quote 1 says everything about your lack of knowledge.
NHS allocation of resources was made independent of the govn in 2012.
Keep up, it might help you post facts rather than misleading comments.
NHS resource allocation is controlled by the NHS not the govn
"Structure. The English NHS is controlled by the UK government through the Department of Health and Social Care (DHSC), which takes political responsibility for the service. Resource allocation and oversight was delegated to NHS England, an arms-length body, by the Health and Social Care Act 2012."
https://en.wikipedia.org/wiki/National_Health_Service_(England)#:~:text=Structure,-Main%20article%3A%20Health&text=The%20English%20NHS%20is%20controlled,and%20Social%20Care%20Act%202012.
With NHS England:
What are integrated care systems?
Integrated care systems (ICSs) are partnerships that bring together NHS organisations, local authorities and others to take collective responsibility for planning services, improving health and reducing inequalities across geographical areas.
There are 42 ICSs across England, covering populations of around 500,000 to 3 million people.
https://www.kingsfund.org.uk/publications/integrated-care-systems-explained
They certainly won't be allowing Totally F@@ked to earn fat tax payer funded margins that's for sure they will keep them skinny and pay as little as they can get away with..This is an uninvestable stock with no future...period!
Hallsworthy,
"Super dangerous to invest in a company with effectively a single client. If the government look elsewhere, then the entire company could become worthless overnight"
They don't have 1 client.
In what way will the government, whoever is in power, look elsewhere?
So you saying the UK government will change the law and disband the Scottish, Welsh, NI executives?
The UK govn will invade Republic of Ireland and implement UK laws there? The UN and EU will just sit by and let that happen?
That's a bit of a longshot, isn't it?
Gonna be given to BOD and management here, so they can make some more money out of the poor mug investors before it goes Totally bust!
I presume you've sold out, TwoGood?
If this were a dog you would put it out of its misery with a sawn off shot gun!
Moniman
Makes East Enders look like a scene from 'The Sound of Music'.
Totally Screw@d doing well I see...
Diversified business model with the Government and its various administrative bodies....yup..that's diversified..lol
Super dangerous to invest in a company with effectively a single client. If the government look elsewhere, then the entire company could become worthless overnight
I wouldn't touch this even if a rights issue was at 1p....the financial performance looks more frightening than an episode of Eastenders! Big options coming I wonder?
Std1
No Financials and just listing various Government Bodies..
What about revenues, profits, margins and cash flow?
From TLY website:
Provide services to all 4 UK Nations AND Republic of Ireland, so not just UK
UC to NHS, HMP
EC to NHS
CW to individual corporations
Our Services
https://www.totallyplc.com/our-services/
Urgent Care - NHS 111, Urgent Care Centres
"Quality urgent care services including NHS 111, Urgent Treatment Centres, GP Out-Of-Hours services and a National Clinical Assessment Service."
Elective Care
Totally works with hospitals, commissioners and trusts to provide high-quality insourcing elective care, community and therapy services which target the reduction of waiting lists.
Corporate Wellbeing
Totally provides a range of corporate fitness, wellbeing and occupational health services.
Std1
You should stop your ramping nonsense ffs Toyally doesn't have a diversified business model it's the Government and various Government appointed bodies..Margins are wafer thin and cash running out wouldn't surprise me if there is a fund raise issued in the near future given monthly cash burn and how little there is left in the kitty! Afterall this is a loss making business remember!
The advantages of TLY's diversified business model.
When 1 of their divisions slows, the others pick up. Exactly as happened during covid, planned care stopped but NHS 111 surged.
TLY diversified business model
1) NHS Urgent Care, NHS 111, Urgent Care centres
2) Elective Care
3) Company wellbeing services.
Because of the Junior Doctors strikes, A&E will be overwhelmed. Patients have the choice to sit in A&E for hours(if they allowed in) on end, or phone NHS 111 or attend an Urgent Care Centre. NHS 111/Urgent Care Centres are both part of TLY's diversified business model.
PEOPLE are being urged to use NHS 111 for all non-emergency healthcare, as the junior doctors strike commences today, Wednesday 3.
https://www.warrington-worldwide.co.uk/2024/01/03/public-urged-to-use-nhs-111-as-doctor-strikes-begin/
"The action will not only have an enormous impact on planned care, but comes on top of a host of seasonal pressures such as Covid, flu, and staff absences due to sickness - all of which is impacting on how patients flow through hospitals.""
https://www.bbc.co.uk/news/health-67858854