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Thorndon
"Covid did not help Totally as Totally health care unit which makes near 30% gross was held back , as surgery was postponed."
On the contrary. TLY is not covid dependent as the diversified business has shown. Revenues & cash still rose despite some parts of the business being closed during covid. It also meant a delay in the rollout of new NHS long term plans.
However, covid help promote the various subsidiaries.
1) UCC - Covid promoted NHS 111 as the 1st port of call for any non-emergency. It's now in the public's mind to use NHS 111 1st before A&E or NHS 999. Urgent Care Centres/Walk in centres - more public were using UCC or Walk in centres instead of A&E.
2) Planned care - this was stopped during the 1st lockdown. However, the subsidiary is back up and running at pre-covid levels.
3) Insourcing. THC, the insourcing division was only setup in Oct 2019. Therefore the insourcing business was relatively new when covid forced it to close. This, I believe, was perfect timing. It presented a perfect opportunity for TLY to grow the insourcing business, staff, contacts, whilst it was closed. This is evident in the fact that soon after covid restrictions were eased insourcing division saw huge growth including increasing it's footprint to Republic of Ireland. The division now operates in all 4 UK nations and Republic of Ireland. Nothing from stopping it expanding into Europe at some stage.
The evidence of Insourcing division growth post is also In the presentation, the BoD said Insourcing doubled from H2 2021 to H1 2022.
With the increase in taxes in 4 months time, there is a huge wall of money heading to NHS.
Surprised, nice post mate, nice to read some sense on here at last. Agreed, this is lining up very nicely, GL......
Hi Thordon, mate choices have been good and Im well up and been averaging down on loop, if you noticed my posts over there I feel there is something brewing exactly the way I absolutely believed that AML was being played and it turn around, its lining up nicely, it is still a good find mate and I have averaged down there massively, I think that is on the brink of something big, really do.
TLY your right covid looked good to us but we knew it was going t obe a big player years ago way before covid but it will be a biggy Ive no doubt in that and my original investmint there over 200% up and I put quite a bit in so I've had 2 real good players that set me free-ish. Itx..well that's a very promising prospect and Ive got £20k at 4.5 and expect that to do very well and Im not looking a t it, that was a good find. All good mate and we need to remember to play with our minds not our hearts. GL and Ill catch up with you when one of these breaks to look at the the next best out there.
https://twitter.com/surprised_trade/status/1466333317071052807
broker note 15.11.21
..... following the strong 1H, Totally is confident of meeting FY22E market expectations and has increased the interim dividend to 0.5p (+100%) accordingly. However, if winter patient volumes are supported by increased NHS funding we believe our estimates could see risk to the upside. Maintain BUY and 60p target price.
H1 2021 turnover rose 13.8% y/y to £61.6m with EBITDA up 42%% y/y to £3.3m (5.4% margin). The interim dividend has been increased to 0.5p/share (+100% y/y) reflecting a trading performance ahead of expectations
Totally has an advanced pipeline of bolt-on opportunities as it seeks to accelerate its buy and build strategy. With £18.3m cash at 30 September 2021, it is targeting businesses that can enhance its service proposition and offer earnings accretion
In-long im still investing long - Totally and ITX been good to me ; Loopup was unseen but learnt the hard way should of sold some to cover investment but end of day I'm cool thats investing and had a moan once on the board then regrouped and said right is there life in this share and answer was yes.
Anyway im in two minds in Totally hoping for share rise but near dividend day to be lower as all dividends are reinvested automatically.
If this carry's on in dividends then in less then 5 years have made my investment back.
Covid did not help Totally as Totally health care unit which makes near 30% gross was held back , as surgery was postponed.
The expansion in Ireland was welcomed as well .
Its called watching a stock, checking its credentials and buying in at the right time. Very little luck in trading and Ive been doing it very successfully as I learnt the hard way. Im doing very well and only because as my name suggests Im In long so no bottom feeding here ramper. Best work on doing some research before you get burned and start calling people names. Serious investors piled in 7 years ago? No dont think so, some sharks no doubt worked cash off inexperienced hopers but even if they didn't sell they'll get their money back id say at least 10 fold with this investment. Obviously this is supposition but based on good circumstantial evidence and 20 years experience along with many other big names now apparently long term in the company. GL gents.......
In-long re your...the serious investors see its potential, etc.
Serious investors piled money into this one 7+ years ago at prices over 90p+. They were selling the same story back then. It's been on the decline ever since and they are still peddling it. You got lucky buying in at the very bottom. That happens sometimes for bottom feeders. You have made a few quid but that's about all you're going to get. The other early birds that I referred to above (Canute's one of them), are nursing big losses for years. Canute has been nursing his loses here for so long now, he has grown a beard. Find a better home for your money. This one is going nowhere.
Lol....where you 2 getting your information from a Christmas cracker, it is absolutely unfounded? After this started out with the usual SP up in downs, it balanced out and I bought in 2 years ago, I put a good bunce in and its 200% up. 100% per year isn't bad, I don't know how good the rest of your investments are reockerfella but that isnt a bad return in my books and the best is still yet to come IMHO... :-))) Doesnt matter what garbage you guys churn out all the serious investors see its potential and to many to mention are on board and make up the uppermost percentage of the holding here. GL lads...you need it.
YES, but It will only take ONE NHS Trust to change policy and start to cancel contracts for the SP to be hit HARD overnight. Not to mention what may come out of the politicians mouths at any point.
The Market has NOT and will not distinguish nor care about how many different NHS trusts there are hence the lack of investment over such a long period, markets are never wrong for long.
The risks in TLY are reflected in the stagnation and the falling SP
Yesterday only 6 people in the whole country traded TLY shares only 6…!!!!
Best to be objective and not let blind share emotions and attachments get in the way of sound investment decisions.