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Very simple. Please ignore him, do not respond to him and he will, eventually, go away.
We all need to do this otherwise.....
STT - you have been warning us about Hvo since the 9p days and now we are over 200% hugger (on the back of cash generative profitability) - when will you acknowledge your warnings were a complete mistake
STT Mo Khan’s LTIP is for the period ended Feb 25 and Pinkerton’s is 2026 - a long way to go if they are talking this up. More importantly they aim for revenue of£62m this year and then on to £100m in 3 years with a significant increase in profitability - that’s how they will earn from their LTIP - the market will quickly see through talk
Haha such a worm, even the most simple mistakes you can't acknowledge. You said "in July not September" trying to correct me saying that the interims were in September. Why mention September at all if you meant to just say the trading update was in July? Why mention "interims".
You make so many stupid little mistakes
Unfortunately my email did not have the desired effect as he continues to disrupt proceedings.
Dustofnations
"While high % growth can be sustained in the early part of a company's growth phase, as a matter of basic mathematics it's absurd to expect continuous high rates of exponential growth"
That is exactly the point I've been making.
I've stated "growth has slowed significantly".
The suggestion has been that the company is growing fast, booming etc whereas the figures, revenues and order book, don't back it up.
These are their own figures:
H1 2022
Order: £70m
fy 2022
rev £50.7m
Order £76m
H1 2023
Order: £78m
fy 2023
rev: £56m
Order: £80m
fy 2024
Expected Rev £62m
"Of course, this transition to "undramatic, consistent delivery" is much less interesting for traders and speculators"
That's why I think, since December, there's been lots of media hype. To talk the company up.
Hence why I believe the Chairman/Founder dumped majority of his holding. He has the figures and can see the company's strong growth rate has slowed significantly.
Hence why I believe the CEO was awarded > 7m options, so the company is being talked up so they can sell.
Hallsworthy,
You are misquoting me again.
Please read my post of 23.46 and stop misquoting me.
My post clearly states "TU" and not results.
"Last year the interims TU, which mentioned "cash as at 30th June" was in July and not Sept!!"
https://www.lse.co.uk/profiles/stt1/
Lol interim, not tinkering
Stt "The interims are H1 2024, period ending 30th June 2024 not Sept."
Also Stt "where did I say the interims were June?"
Interim results are in September.
Also Stt "last year interim results were in July not September"
No, they weren't, seems yet again you don't grasp the most simple market definitions. There was a trading update but not the tinkering results. Unsurprising your little pighead doesn't know the difference. Just like when you said "the CEO dumped half his holding" over and over before being told the CEO didn't dump any of his holding. Just like when you didn't understand what a nominal dividend was.
You paper over the cracks over your stupidity but it's there for all to see
> The Company is growing revenue's by £6m + p.a (obviously this equates to a smaller % as they get bigger)
Absolutely agree.
While high % growth can be sustained in the early part of a company's growth phase, as a matter of basic mathematics it's absurd to expect continuous high rates of exponential growth (which is what a % increase is); you would quickly become the largest company in the country.
Absolute increases in revenue and profit are highly salient; consistency of results and delivery; optimising profit margins; stable workforce and management team; ensuring quality of work and hence establishing long-term relationships; large cash pile; increasingly stable shareholder register; attractive P/S and P/E ratios; etc.
From these perspectives the company is fantastic and I really appreciate Mo's "steady ship" approach. For example, with the establishment of a regular dividends policy and good business predictability/pipeline. These factors mean HVO is transforming into a core institutional portfolio holding (as evidenced by major JP Morgan stakebuilding, etc — you can see others on the public register such as Canaccord) https://markets.ft.com/data/equities/tearsheet/profile?s=HVO:LSE
Of course, this transition to "undramatic, consistent delivery" is much less interesting for traders and speculators, but is wonderful for long-term holders like me.
My message to the team would be: "please carry on doing what you're doing".
Hallsworthy,
"Interesting you say the interims are in June and not September."
Where do I say interims are in June?
My previous post says "period ending June 30th 2024" in reply to your post which says " cash will be higher than 37m in the September interims," .
Last year the interims TU, which mentioned "cash as at 30th June" was in July and not Sept!!
https://polaris.brighterir.com/public/hvivo/news/rns/story/rno86jw/export
Why would I care if institutions were buying in 2021 you clown?!
Interesting you say the interims are in June and not September. Can you send me the previous RNSs from June in years gone by please
Hallsworthy
"Yes, cash will be higher than 37m in the September interims, when adding in anything paid out as a dividend in between or anything spent on acquisitions"
I differ. Let's see.
The interims are H1 2024, period ending 30th June 2024 not Sept.
Hallsworthy,
"But they didn't buy in tiny amounts, did they? They bought all of the founders shares and JP Morgan have bought more since too."
You miss the point. The institutions were not buying in 2021, 2022, 2023.
There were several media tips since Dec, so the shares were being talked up.
The Chairman then dumped majority of his holding in Feb
https://polaris.brighterir.com/public/hvivo/news/rns_widget/story/xe1g9jw
Despite their intention being to only sell 25%.
https://www.share-talk.com/hvivo-plc-aimhvo-proposed-secondary-placing-of-ordinary-shares/
Provide the evidence where there has been significant(>3%) buying/holding by institutionS prior to them being talked up since Dec?
I don't think it's a coincidence the CEO's 7m options are exercisable in a year and the shares being talked up this year.
Yes, cash will be higher than 37m in the September interims, when adding in anything paid out as a dividend in between or anything spent on acquisitions
‘Are YOUR investments dependent on what I think and nobody else?‘
Mine are - I’m making a fortune here thanks.
This is what I emailed:
Hope you are well.
Would it be at all possible to investigate member stt1. For months now he has been bashing one particular company called HVIVO. He continues daily to bombard the messaging board with long and repetitive posts about how awful the company is. I appreciate you are running an open forum, however, his posts are not objective and are posted clearly to agitate and anger other investors which he is succeeding in.
If you read his posts, you will see a theme of mentioning the same negatives over and over. Again, I can only gather he is trying to disrupt and cause disharmony. Not something I myself or other users particularly enjoy.
Many thanks
Danny
Just contacted lse to complain about stt1. I don’t mind an open forum, however, his latest post is a prime example of what he is trying to achieve here. I mean, how many more times is he going to mention the chairman dumping his shares.
Hallsworthy,
"Now you're saying you think cash will be below 37 in the interims (in September? Another stupid error I'm guessing, you didn't mean interims you meant year end). "
Not at all, I mean what I've posted. Interims, ie H12024, which ends 30th June 2024. I think cash will be lower than £37m.
Are you predicting cash will be significantly higher than £37m or won't you say because you are incapable of forming an opinion?
It's funny how you ignore the facts and are very selective in the metrics to suit your agenda.
The Chairman dumped majority of his holding after the media tips or are you denying that was the case???.
It backs up my assertion that they were being talked up so they can sell.
It is a fact.
What's your opinion of where cash will be H12024 or are you refusing to answer because you don't want to embarrass yourself?
Ricky
"You have been on about Hvo being a pump and dump ever since the 9p days and compared it unfavourably with Tly which were 30p+."
That's not the case.
I've been raising questions about the business model since 2021. The sp at that time (Sept 2021) was around 27pp, marginally lower than the current sp and only 1p lower than not much lower than the founder's 28p at which he dumped majority of his holding.
I post the company newsflow.
I raised questions over the business model, the missed expectations.
Whatever happened to the significant value that was supposed to be in DiM and it's IPO???
It's not mentioned anymore is it?
Why's that?
https://www.lse.co.uk/profiles/stt1/?page=28
If a share is talked up then some will buy in believing what they being told rather than checking facts for themselves.
TLY is just one of the companies I comment on.
Facts are, around 40% of TLY is held by IIs and some were increasing over the past 6months. Plus the Chairman has also been buying.
Plus they have been winning contracts recently.
Mcap £10m
Those are facts.
So many green boxes. Soooooo sad.
Stt1 - what you think and say about HVO or me as a poster is none of my business....
Which is why I take no notice whatsoever....others, please do the same if you can :)
But they didn't buy in tiny amounts, did they? They bought all of the founders shares and JP Morgan have bought more since too.
Now you're saying you think cash will be below 37 in the interims (in September? Another stupid error I'm guessing, you didn't mean interims you meant year end). You said that for the last interims and we're so wildly out you utterly embarrassed yourself.
Must have had smoke coming out of your ears when that amazing update dropped. Can't wait for part two in april
Forgive me Birdbrain, but you say it is being talked up. Surely that is what they are supposed to do isn’t it?
Ricky,
Onto the points about the company.
"The Company is growing revenue's by £6m + p.a (obviously this equates to a smaller % as they get bigger)"
That's the point, the company is portrayed as if it's growing significantly but the figures say otherwise. Growth has slowed signficiantly.
"obviously this equates to a smaller % as they get bigger"
Yes, obviously.
Yet in their presentation, they quote 15% yoy!!!
"More importantly, profitability and cash generation is moving at a higher percentage"
I think cash will decline from the £37m (stated in the TU) when it comes to the interims.
"you stated on March 13th 'Despite all the talking up, no evidence of significant buying/holding by institutionS.' - which has since been shown to be completely wrong. "
Note the 'S' in institutionS was in caps, so highlighted. There was no evidence of significant buying/holding by institutions in 2021, 2022, 2023. Yet since the CEO gets awarded his huge 7m options, some IIs buy tiny amounts.
Also the CEOs options are due to be exercisable from a year's time. So just months before his options are exercisable, there's an increase in media tips, soon after the Chairman/Founder dumps majority of his holding. Some IIs start to buy in tiny amounts.
This is being talked up.