The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Most medical advances come a great cost from other external businesses Totally deals with outpatient services so the services they provide come closer to health care than the sick care that is core nhs work.
My tip for medical advancements…. buy POLX before the end of july or before the price breaks 75ish
Actually, I much appreciate Tricky asking the question... it's good for me to think about these questions. If I can't come up with an answer for my self that convinces me then I should probably leave the stock.
In-long your response is not warranted... and absolutely not helpful.
Well, at least he's posting useful statements you use or refute. (I'm not a holder here btw)
For example, CEO's in a large businesses with a large market cap selling doesn't mean a lot... they typically get their shares for free as part of a remuneration package. Profit warnings however are very concerning and it's important to have a strong opinion on the future outlook of the sector and how the company activities fit that outlook.
Whatever happens, I wish you all the best with Tremor... may the bull run continue ;)
The trick of the trade is getting a good price… did you not re-enter when sentiment switched direction given the apparent potential expressed in the mammoth stock price appreciation?
Pg 14 & 15 were helpful for me when reconfirming my conviction. I would however still like to see the original report where the service quality was scored. They have taken on services in a poorly managed state and improved them.
https://www.totallyplc.com/wp-content/uploads/2020/07/Totally-plc-Annual-Report-for-the-year-ended-31-March-2020-.pdf
To be clear to other holders, I also don't see totally at a 10x valuation at least not over a short period based on current knowledge and assumptions.
I’m a software developer by profession and I can unhappily say there are many alternatives to the third party cookie system used by most targeted advertisers today. Simplest form work around is to have your backend regulater the effect of the 1st party to 3rd party cookie for you but I can think of a number of potential ways for such services to cooperate.
With Radium attempting to strike doubt in the hearts of TLY investors I figured I’d pop over here and check out TRMR considering it’s the only other security he appears to post on this BB.
I’ve got to admit you guys have had an impressive run here. Any other tips you could share pre mega run that I could look into?
"... proposals, which were expected and are great for TLY"
Hi stt1... could you back up this statement with some reasoning for me?
You've stated it a lot. I'd be interested to hear your thoughts.
2017 is before my time.... I got interested in Totally around 20p on the other side of the trough on the chart.
It's not my fault they didn't get a good deal but they've done pretty well out of the last fund raise.
I stand by my statement. There's nothing concerning about recent institutional activity...
1. They're not rushing for the door
2. The price continues to gently appreciate in value
Like I said, I think there's a generally good understanding of the value this business will continue to deliver:
1. To the NHS
2. To their employees
3. To their shareholders
In that priotity order...
You can be very sure they won’t be entering production next week…. I still hope it’s in march but if you see the construction still ongoing on instagram there’s a hell of a lot still in progress.
My position feels a little over weight at the minute…. but I’m comfortable given the long term outlook.
Yes, but my intention was to state that this risk has been present since Totally gained it’s first contract and also to a limited extent accounts for the low valuation of the business.
There’s also nothing concerning about current institutional activity…. none have decreased since the leaked paper.
In my eyes it should be valued over 100 mil, even now.
ANNETTS (DANIEL JOHN)
Annual Return
Jun 21, 2020
5,619,596
BARTER-NG (LISA)
Bought
Jul 23, 2020
133,000
CAVENDISH ASSET MANAGEMENT LTD
Increase
Aug 11, 2020
18,390,000
LAWRENCE (WENDY JAYNE)
Bought
Jul 24, 2020
133,123
LIONTRUST INVESTMENT PARTNERS LLP
Annual Return
Jun 21, 2020
8,136,423
NEWLANDS (DAVID JOHN)
Decrease
Jan 21, 2021
6,605,000
ORYX INTERNATIONAL GROWTH FUND LIMITED
Decrease
Feb 02, 2021
5,330,000
PREMIER ASSET MANAGEMENT
Decrease
Oct 13, 2020
17,639,123
ROGERS (MICHAEL GREIG)
Bought
Feb 16, 2021
240,000
SNELLER (RICHARD)
Increase
Jan 27, 2021
20,274,500
While I admit this risk is present in the business I do not currently hold the view that the contracted services will (or are even likely) to be phased out. The language in the white paper seems to express mostly that Integrated Care Services and the tendering of such contacts come under some form of regulation. I think, providers like Totally that are dedicated to providing a high quality of service are likely to be called on to tender for contacts rather than have them pulled. The white paper does not say less contracts will go out to tender or even that running contracts will be pulled. More positively, there were definate implications that such contracts should be longer term to allow providers a longer period of certainty for efficiency reasons.
There is no reason… in fact it seems they confirmed being on track on instagram with pictures a few days ago.
Yeah, after reading the whitepaper fully it feels true that this will be good for totally… I picked out a few snippets that I’d like to research further but I didn’t pick out any red flags.
Could you please point me to the section that says these services will be taken back under NHS control. I finally got around to reading the whole white paper the other day and this stance just didn’t stand out to me at all.