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Here's the relevant minimal fair-use snippet:
"""
There are plenty of opportunities outside the US. “London is stuffed full of quality companies offering a real mix to investors, from solidly performing household names such as AstraZeneca, well-run businesses such as Relx, smaller innovators such as hVivo and downtrodden sectors such as consumer discretionary, where popular stocks like Games Workshop are now on reasonable valuations.”
"""
Just the same thing repeated.
The fact remains, the founder/chairman dumped majority of his holding soon after the several tips since Dec.
He dumped majority of his holding just before the results, which are due next week.
European Green Transition intends to invest in a portfolio of green economy assets in Europe. These include critical materials projects, solar and wind farms, and rehabilitation and processing projects. It has a launch portfolio of assets, including the Olserum rare earth element project in Sweden.
The IPO will be led by Panmure Gordon (UK) Ltd as bookrunner, broker and nominated adviser.
The company last week Thursday said it expects to list on April 8. It will raise GBP6.4 million at 10 PENCE PER SHARE and will have a GBP14.4 million market capitalisation on admission.
Slightly off topic, has anyone managed to buy into this IPO or awaiting 8th April?
European Green Transition (EGT), a company cofounded by serial entrepreneur Cathal Friel focused on assets and businesses needed for the green energy transition, has raised an initial £6.45 million (€7.6m) from professional investors in its initial public offering (IPO) in London.
The company has now opened the offer to small retail investors with the aim of raising as much as £500,000 of further equity by midday on April 4th, it said in a statement on Thursday.
EGT, which lists Dublin as its principle place of doing business, would have a market capitalisation of close to an initial £15 million by the time it starts trading on London’s AIM junior stock market on April 8th. Mr Friel’s stake will be diluted to about 19 per cent from almost 44 per cent as a result of the fundraising, still leaving him as the largest shareholder.
We kicked off April with a great mention of hVIVO in the Financial Times.
The article highlights how London is “stuffed full of quality companies” and proceeds’ to highlight hVIVO as an innovator with plenty of opportunity, see excerpt below:
“Rosie Carr, editor of Investors’ Chronicle, argues this is the perfect time for buy and hold investors to look at the UK market…
There are plenty of opportunities outside the US. “London is stuffed full of quality companies offering a real mix to investors, from solidly performing household names such as AstraZeneca, well-run businesses such as Relx, smaller innovators such as hVivo and downtrodden sectors such as consumer discretionary, where popular stocks like Games Workshop are now on reasonable valuations.”
hVIVO plc, Poolbeg Pharma plc, Amryt Pharma plc and the upcoming IPO of European Green Transition plc are all co-founded by Cathal Friel, who has a strong track record of establishing and scaling public companies. As you may know, Amryt Pharma was acquired by $1.48bn less than 8 years post IPO, while hVIVO has risen from 5.6p at IPO in June 2019 to c.30p today. Cathal has firm ambitions of repeating his success to date with both Poolbeg Pharma and European Green Transition.
Https://twitter.com/hVIVO_UK/status/1775117709119791279
https://www.ft.com/content/c1b1167c-9ddb-4882-b1db-d0a9ddc04643
Is anyone remotely interested in what he has to say anymore?
The company is currently paying for 2 leases, the old and new facility.
Costs they could do without.
Read the facts.
1gw_ ramps on HVO, I warn about the red flags.
Byot, is just one of those shares, I've been warning on since they were 10p.
They crashed 60% on Thurs and are now 99% down from 10p.
Virtually every share 1gw_ has ramped have crashed.
Rthm down 80%, trmr down 80%, Byot down 99% and delisting, stu bust...
Is it a coincidence that posters on shares which 1gw_ ramps then go onto the TLY to deramp there?
Read my post from 21st March and 1st April.
https://www.lse.co.uk/profiles/stt1/
He needs help!
I don't read the unmentionable ones posts anymore, but has anyone considered that he maybe working for a broker? He has been trashing Hvivo from the highs all the way down to the lows and ever since, in the mean time the institutions have been accumulating very large amounts of shares over the past 18 months..makes me very suspicious as to his motives, or is he just a troll a sick troll as many suspect?
Got a serious serious problem! He has devoted his whole life to trashing HVO - thinks of nothing else. Consumed by hate and bitterness. What a mess!
Mental illness
This is why reader's shouldn't just read posts but do some research.
"Amryt Pharma floated with a market cap of €29m and was sold last year for $1.48bn (€1.38bn)."
There's a history of reverse takeovers, spinoffs etc, which cloud the fundamentals...
The article doesn't give a full picture of what's happened to the previous IPOs, like Fastnet oil and gas. Reverse takeovers/spin offs from one to another...
Fastnet oil and gas raised $50m since IPO in 2012. 3 years later, they were conserving cash and had only $15m left. In 2015, Amryt reversed into Fastnet.
As of the latest AR and despite the IPO 2 years ago, Polb has zero revenues. Polb was spun off from HVO.
HVO being talked up with the Chairman/Founder dumping majority of his holding. Looks like HVO was talked up so that the chairman/founder could raise money for his next venture as well as gain instant PI following...
The fact he dumped the majority of his holding recently and before the fy results is a concern. Why wouldn't he do the same again?
Fastnet Oil & Gas plc was an independent oil and gas exploration company focused on identifying early-stage exploration and appraisal opportunities in offshore Ireland and Africa.
"Fastnet successfully developed a portfolio of high impact conventional oil and gas projects utilising the experience of the directors and advisory board. Having successfully raised c. $50m, Fastnet became one of the most active small cap oil and gas companies, bringing in Big Oil companies who entirely funded Fastnet’s offshore Moroccan well. Fastnet also discovered one of the larger onshore gas resources in Morocco, and did extensive work in the Celtic Sea basin.
In 2015 the Board of Directors, including its Chairman Cathal Friel decided to shift Fastnet from an oil and gas company to a life sciences company. This decision flowed from the worldwide decline in oil and gas prices (from c. $120 a barrel to c. $30 a barrel) and the associated adverse sentiment towards small cap oil and gas concerns at the time.
The Company immediately conserved its cash, reducing overhead by 95%, thus creating a substantial cash shell with c. £15m in cash."
https://www.raglancapital.ie/fastnet-oil-and-gas
A fool always see Red when the flags are Green!
This were several media tips since Dec.
The Chairman/Founder knows more about the company than any media tips.
Yet, the Chairman/Founder dumped majority of his holding soon after it was tipped and before the forthcoming fy results. He dumped majority of his holding in a DISCOUNTED secondary placing.
The CEO was awarded huge >7m options a year ago and are excercisable from less than a year's time. Of course he would talk it up.
This is being talked up just before CEO can exercise his >7m options.
Those are red flags.
Today's FT Money supplement article headlined 'UK Stocks: Bargains or to be avoided at all costs
'There are plenty of opportunities outside of the US. London is stuffed full of quality companies offering a real mix to investors, from solidly perfroming household names such as AstraZeneeca, well run businesses such as Relx, smaller innovators such as hVivo and downtrodden sectors such as consumer discretionary, where stocks like Games Workshop are now on reasonable valuations'.
Demonstrates how times have changed and how Mo has changed the perception of the company.
PD
I'm still waiting for the PE buy-out north of 50p this summer !!!! I can feel it coming.......
At the 37-minute mark, Paul Hill and John Hughman discuss HVO for about 5 minutes.
Hughman owns and is very bullish. Of course he's talking his own book, but I think his comments echo a lot of investor sentiment at the moment.
https://www.youtube.com/watch?v=lDgZmvy6pdQ
30p could go very soon especially if Mo surprises us with more big contract news at results update in April.
March 28 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Carnival, Diploma and Rational AG on Thursday.
Following is a summary of research actions on European companies reported by Reuters on Thursday.
Hvivo Plc : Peel Hunt initiates coverage with buy rating; PT 36p
Advanced Medical Solutions Group Plc : Berenberg raises PT to 300p from 290p
AFC Energy Plc : Liberum cuts target price to 68p from 85p
Belimo Holding AG : Berenberg cuts PT to CHF 530 from CHF 570
Carnival : Macquarie raises target price to 1900p from 1700p
CMC Markets Plc : Jefferies raises target price to 135p from 127p
DFS Furniture Plc : Berenberg cuts target price to 120p from 180p
DFS Furniture Plc : Berenberg cuts to hold from buy
Diploma Plc : HSBC raises target price to 4275p from 3880p
Diploma Plc : Jefferies cuts to hold from buy
Diploma Plc : Jefferies raises target price to 3,950p from 3,750p
El En SpA : Berenberg raises target price to EUR 13.1 from EUR 11.5
El En SpA : Berenberg raises to buy from hold
Forterra Plc : Peel Hunt cuts to hold from add
Hochschild : RBC raises target price to 150p from 140p
Kion Group AG : Jefferies cuts target price to EUR 60 from EUR 61
Millicom : JP Morgan raises target price to SEK 260 from SEK 190
Millicom : JP Morgan raises to overweight from neutral
Nordea Bank Abp : Berenberg raises PT to SEK 153 from SEK 150
Rational AG : Berenberg raises target price to EUR 760 from EUR 640
Reckitt : Jefferies raises target price to 4,100p from 4,000p
Redeia Corporacion SA : JP Morgan raises PT to EUR 15.6 from EUR 14.4
Safran : Citigroup raises target price to EUR 211 from EUR 161
Siemens Energy AG : JP Morgan raises PT to EUR 11.4 from EUR 9.9
Softcat Plc : Liberum raises target price to 1670p from 1440p
Teleperformance SE : RBC cuts target price to EUR 125 from EUR 210
Terna : HSBC raises target price to EUR 9.1 from EUR 8.4
Ditto
Two great summarising posts!
HVO is a great "core of portfolio" company.
- The leadership has a steady and undramatic management style;
- Meeting and exceeding their guidance;
- Transitioning to a regular dividend-paying company;
- Offering a category of services that others are unable to, with a very high barrier to entry (moat);
- Offering a strong value proposition to customers that easily pays for itself via either faster time-to-market or early project termination. This is a game-changer versus years of preclinical and P1 trials to determine basic efficacy;
- Enables categories of therapeutic to come to market that have proven impossible to test before. For example, pathogens which are very seasonal and/or exhibit unpredictable wave-like patterns of transmission in their epidemiology (e.g. a burst of severe cases rapidly transmitting, but disappears for a few years until the next cycle). HVO can control that process, rather than you having to pray that the disease will be present in the community when you kick off your P1 study;
- Good margins, gash generative, plenty of reserves for either dividend payouts or bolt-on acquisitions. No debt;
- Customers with plenty of cash and a long pipeline of new business opportunities more pathogens become accepted candidates for human challenge trials;
- Increasingly good regulatory acceptance of human challenge trials data, as evidenced by comments/data Mo' shared from customers.
Those are just some of the reasons, off the top of my head. It's really a completely unique proposition.
We are on the cusp of a real coming of age with the move to Canary wharf. A very grown up company. I can't fathom why people would be selling right now as we keep knocking on the door of 30p and I presume soon enough we'll break and never see the 20s again!
Increasing revenues
Increasing margins
Increasing profit
Increasing market
Global leader
Clients paying us for our move
JPMorgan buying
Dividend coming
Results coming
New financial year (ISAs incoming)
Unquestionable business model
There's too much going for us and no discernable downside