Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
J P Morgan bough another 800000 odd, taking their holding over 7% now!!
I agree, 1.74p is earnings per share not dividend just for clearness
Imho, dividends are not that important whilst Hvivo still in growth phase, I would prefer steady rise in the SP in lieu of any token dividends in the short to medium term. JMO.
Liberum are most on the ball and are forecast 1.74p in 2025 now :), up from 1.67p before
True ;) OK maiden normal dividend and who knows maybe a special too
......in fact another special " in specie dividend" was also paid the year before...
It's not a maiden dividend, a special dividend was paid last year also.
We know strong results and a maiden dividend are coming in a couple of weeks so stt1 is panicking ;)
Another opportunity for Mo and co to lay out the strategy and upsides
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