Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Yes I called him a rat. Still think he is. I can't disclose why though.
Thanks, elrico.
It's something I've been advocating to the team for a long time.
Unfortunately, the UK market has stultified in recent years and offers very poor valuations compared to our brethren in Europe and US. There are many macro factors that have caused that situation, but they are those that readers likely already well aware of.
There's been an influx of UK businesses dual listing (or re-listing) on the US stock markets to achieve a fairer valuation in addition to the extra visibility associated with listings there.
Of course, Amryt was one of those companies that went successfully down that path.
I'm not saying there's any urgency on the topic, but I do believe it should be considered in the medium-to-long term. Naturally, the team's focus should remain on continued excellent execution and offering world-class services to their customers.
“Also on 2 February, I added Hvivo (HVO) at 29.25p. Hvivo provides the facilities for testing infectious and respiratory disease vaccines and therapeutics using human-challenge clinical trials. It provides end-to-end early clinical development services to its client base, which includes global biopharma companies. It moved into profit in the 12 months to June 2023. The 2023 calendar year will be its first profitable financial year. An update in January was positive and, like Luceco, earnings forecasts were upgraded for both 2023 and 2024. With relatively fixed overheads, new business is highly profitable, and new business guidance for 2024 and 2025 was positive. 90 per cent of 2024 revenue guidance was already contracted and had good visibility into 2025. The next news report should be the results in mid-April.”
https://www.investorschronicle.co.uk/ideas/2024/03/28/private-investor-s-diary-four-new-companies-for-my-portfolio/
Rickylfc
"The rise to 46p in 2021 was obviously based upon hype and crazy buying"
The sp crashed back down as expected. You're posting in hindsight that it was obviously hyped. No different from it being talked up now.
What's happened since the CEO was awarded 7m options? The company has been talked up again, just like before.
Look at the following dates/sp
Dec 2020 22p
Dec 2021 24p
Feb 2022 - 16p Mo becomes CEO - sp around
Dec 2022 - 10.20p despite Mo being CEO for 10months
Feb 2023 - 21p - CEO awarded huge 7m options, back dated a year
Apr 2023 - 16p fy2022 results with Mo in charge
Dec 2023 - 23.75p
Since Dec
The CEO's options are exercisable from a year's time....
Lots of media tips presentations, all repeated
Feb 2024 29p The Chairman dumps majority of his holding in a discounted secondary placing. As I predicted, the shares were being talked up so CF could sell.
CF sells majority of his holding before the fy results, which are due next week.
Veteran private investors concur that the allure of the Alternative Investment Market (AIM) is waning. Emerging enterprises and startups encounter heightened challenges in securing operational funds, often resorting to less favourable financial instruments like death spiral convertible bonds. Furthermore, the escalating regulatory framework within the European Union dissuades investors from engaging with the life sciences sector, posing a potential threat to innovation across Europe, including Ireland. This sentiment was echoed by Michael Lohan, the Chief Executive of IDA Ireland, the agency responsible for attracting foreign direct investments. In his conversation with the Financial Times, Lohan highlighted concerns that recent legislative proposals from Brussels targeting the pharmaceutical industry could exacerbate the technological divide between the United States and the European Union. This regulatory environment contributes to my belief that companies such as @PoolbegPharma, #POLB Pharma, & @hVIVO_UK #HVO must be contemplating listings in the U.S. market where valuation and conditions are much more favourable. The latter, in particular, seems increasingly probable as the company continues to expand its revenue base, enhance profitability, and solidify its position as a leading Contract Research Organization (CRO).
https://twitter.com/LEMMINGINVESTOR/status/1775632413571359033
https://www.irishtimes.com/business/2024/04/03/eu-rules-drive-pharma-backers-to-the-us-says-ida-ireland-chief/#:~:text=Michael%20Lohan%2C%20chief%20executive%20of,comes%20to%20cutting%2Dedge%20technologies
I'm not sure about red flags but all I can see is a dozens of green boxes....you guys are having fun with the local looney. 😀
You remind me of Frank Grimes from The Simpsons. He was a disgruntled employee who lived above a Bowling Alley and was obsessed with one person. It has been proposed that you might be a disgruntled ex employee, you live above a shop and have an obsession with the CEO. Frank ended up getting electrocuted. Oh we live in hope.
Stt
The rise to 46p in 2021 was obviously based upon hype and crazy buying - nevertheless, when the SP crashed back down to 10p you were still warning us of all the Hvo issues (in your eyes) that would have mean missing out on a 200% gain (if we’d followed your advice)
Also, you’ve conveniently ignored the calamitous collapse in the Tly SP from when you were telling us how well things were looking until today - minus 85%
And whilst they waiting for the opening of the new facility, they're paying for 2 leases. They will continue to pay for the old facility for several months yet.
"also the grand opening of the new facility which should bring some new contract wins as well."
You would expect them to have announced lots of contract wins, given they announced the new facility months ago.
End of Q1 and no new contracts added to this year's order book.
Rickylfc5,
"at the end of 2022 you were warning about many things at HVO "
That's very selective. Why not comment on when I first started looking at these in Q4 2021?.
Evidence...
During my 1st post, when HVO were called Orph, the sp was around 27p. On the following posts around early Dec 2021, the sp was around 20-24p.
This was pre- the CEO being awarded the huge 7m options, which were awarded in Feb 2023, back dated by a year.
Since the CEO was awarded the huge 7m options, a year ago and exercisable from a year's time, the company has been talked up.
Since it's been talked up, the sp is now only 20% higher than 2.5years ago!!!
Obviously some will fall for the talking up, as can be seen since late 2023.
Look at the evidence, the history.
Read my posts from when I initially looked at these. On this 1 page, the posts also show my warnings on Trmr (crashed from around 850p to 200p), Byot (crashed from around 10p to 0.1p
You'll see I posted warnings on Orph (now HVO)
What happened to DiM which was supposed to be the gem of the business??? Nothing
What happened to Finncap's 44p target price? Didn't happen.
Note I mention to Rivaldo about his comment on 'terrific Finncap target price' I question Rivaldo about Finncap price targets on Byot and trmr, both of which crashed, as previously mentioned.
The complete mess up of Polb spin off. That was spun off at 10p nearly 3 years ago!!! Still zero revenue (as of AR fy2022.)
Notice Moniman was loading up expecting 44p 2.5years ago. Hasn't happened.
https://www.lse.co.uk/profiles/stt1/?page=30
I said they were being talked up so they could sell.
The Chairman dumped majority of his holding soon after the company was talked up by media, didn't he? So that's happened.
The CEO has huge 7m options exercisable in a year, so obviously in the outlook in next week's results he will continue to be bullish. Let's see if he is.
Question is will they say anything about DiM
The Chairman dumping majority of his holding and CEO having huge 7m options are red flags.
On top, I think there's a questionable business model.
That’s my theory !
Cheers
Move completes June
Now we have entered qtr 2 we can look forward to results on Tuesday 9th, with a dividend to be announced, also the grand opening of the new facility which should bring some new contract wins as well. Not sure of the opening date yet, 2024 looks good to me here.
GLA
Lol 200% up Vs 85% down and countless, countless hours wasted along the way but never mentions any of that
Stt - against my better judgment I looked back at your posting history (as you encourage) and at the end of 2022 you were warning about many things at HVO such as the high overhead costs and the difficulty in maintaining contract wins and Mo buying too little too late - price then 10p price now 30p - accept you got that wrong
At the same time you were citing the fantastic opportunity at Tly with revenues growing and huge demand due to waiting lists etc - price then 31p price now 4.5p - accept that you got that one wrong as well
What a hobby this guy has. Bashing companies for years in the hope they fail so he can say I told you so. Thankfully, I have not put my life savings or remortgaged my house investing here, so am not overly bothered too much. Hope others aren’t either.
P00rman,
"1 post from stt generates 4 "Pavlov's dog"responses"
It's simple. They've seen I've been right lots of time before.
They need the gullible readers to ignore the company newsflow, company figures, the warnings here.
Have a look at Byot, down 99% on their media tip of Aug 2020 and now being delisted. I've been warning about them, posting newsflow.
Others trmr, rthm, psn, tw. etc..
My posts are all there to be seen
Northseatiger,
That's your choice. It's your money.
TLY has c40% held by Institutions. The Chairman there was buying, whereas the chairman here was dumping majority of his holding.
Wasn't it you who called CF a 'rat' on 15th Feb? Has your view of him changed over the past few weeks???
Your post:
"I remember in 2020 when I was buying at 15p and that rat CF let IIs in for 11p. No change"
https://www.lse.co.uk/profiles/northseatiger1/
Well done to the team. Another fantastic bit of recognition of their achievements.
Poorman is either stt1 or his lover :)
HVIVO won the "Best Central/Specialty Laboratory Award" at the World Vaccine Congress 2024 ViE Awards:
https://www.terrapinn.com/awards/vaccine-industry-excellence/2024-Winners.stm
1 post from stt generates 4 "Pavlov's dog"responses....
I think we can see who's in control here.....
I'd rather take notice of JP morgan over that pathetic little troll