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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.
Ignore std1 he's just trying to ramp this dying dog of a share that has absolutely zippedy doo dar future!
Wafer thin margins, high fixed costs, high wage costs, NHS in crisis and cash strapped, Totally failing to cut waiting lists, limited cash balances, no way can Totally ever earn a decent margin political dynamite can see it now...Totally makes profits and Directors get paid record bonus wouldn't cut with public opinion and a NHS in crisis..hence no government will ever let Totally earn a decent Bob, just keep it on a firm leash, miniscule margins....an investor cash pit!...May as well chuck your money on the nearest bon fire!
Only up 8% lol utter drivel RNS is that Al they can drum up a 1 year extension for £13m with a 1% margin earning £130k profit...give me a break pls!
Expect share price to revert back to its normal downward trend cash virtually gone now running on fumes a cash call must be on the cards soon!
Looks like dire financial position and this froth just serves to cover it up. Amazing one can contest any of the financial troubles the company appear to have
Totally gets one-year extension to NHS 111 contract
"“Totally has significant experience in providing quality, resilient and responsive NHS 111 services,” said chief executive officer Wendy Lawrence.
“To date we have answered almost half a million calls as part of the NHS England's National Resilience programme.
“These calls would otherwise have gone unanswered leaving those seeking to access care without the support they needed.”
Lawrence said that as demand had increased, Totally had increased capacity to help ensure that calls to NHS 111 nationally were not abandoned.
“The extension of this contract for a further year means that Totally continues to be a core partner in the delivery of NHS 111 services until February 2025.”"
https://www.sharecast.com/news/aim-bulletin/totally-gets-one-year-extension-to-nhs-111-contract--15809116.html
Lol no chance he will, dude is way too weird. Didn't even honour the guy with a response which says it all. Doesn't care for any of you, just himself
Psychologically difficult to buy when sentiment is on it’s knees but as a contrarian investor they can sometimes be the best times to buy.
Sentiment has not been helped by STT attracting holders from other stocks he trashes like HVO (which I also hold) who come here and trash TLY for revenge.
I know someone suggested a ceasefire the other day on this bb. It would be great if STT could take this advice.
Can anyone help me understand the points below? Reads very badly but some still seem bullish so I'm trying to work out the disconnect
3.6m net debt
Large monthly outgoings
Net current liabilities 12-15m
Trade receivables £16m Vs £26 trade payables; £10m shortfall
Negative net assets
Always takes mkt time to digest news like this. I see a blue open again tomorrow and a nice steady rise oner the next say 2 weeks to allow the mkt to digest.
AIMHO
Totally Awarded Key NHS Contract Extension Valued at £13 Million
"In a significant development for UK healthcare,
Totally (TLY), a premier provider of frontline healthcare services, has been granted a noteworthy extension to its contract with NHS England. "
"The contract, initially set at around £10 million per annum, was first announced on 16 January 2023. The extension, effective from 16 February 2024, marks a substantial increase in value and commitment, reflecting the growing demand for NHS 111 services."
https://www.voxmarkets.co.uk/articles/totally-awarded-key-nhs-contract-extension-valued-at-13-million-efb424e/
Hey Bumblebee. Not nice is it people having a go at an investment you're in? Now you know how other people feel - And your resident fool stt1 is entirely to blame!!! ATB