Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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The big dog has joined the party !! Hopefully he’s invited his mates !!
Now that’s more like it!!
Got no idea what that means!
GG1111? Mic drop.....
At 28.8p, the stock trades on FY2024E P/E and EV/EBITDA of 21.7x and 11.0x respectively. As of yearend 2024, we expect the company to have around £47m of net cash on the balance sheet, or around 7p per share. On an ex-cash basis, the 2024E P/E (stripping out the net interest generated on the cash) would be 18.9x. At our new target price of 40p, the EV/EBITDA, P/E and ex-cash P/E would be 16.4x, 30.7x and 29.0x respectively. We see these multiples as reasonable bearing in mind the growth, cash generation and quality of the business.
Two up and coming webinars that may shed some light on all companies Cathal.
European Green Transition - Monday 29th April 2024 @ 6pm
https://stream.brrmedia.co.uk/broadcast/662910f2fac95cca98c0ba87
Poolbeg Pharma plc - Wednesday 1st May 2024 @ 6pm
https://stream.brrmedia.co.uk/broadcast/662916cdfac95cca98c0bb60
This will include an overview of the companies by the CEO's and a brief chat with Cathal Friel. It will be concluded with a Q&A session.
All investors/non-investors are invited to these great webinars.
Sign up and pre-submit questions
This is creeping back up nicely on reasonably small volumes - I'm hopeful that the price will align itself with the various broker forecasts (mid to late 30s).
I don't come here often, but when I do guaranteed to see the same lines spouted by Stt. Give it a rest man, go do something else. Why do you care SOOOOO much about a company you aren't invested in? You really just come across as someone who is bitter and lost money here. You've posted your point of view multiple times, it's always a carbon copy of the last one. I'm not against different view but please..... At least post with something new.
"Https://www.theguardian.com/world/2024/apr/20/next-pandemic-likely-to-be-caused-by-flu-virus-scientists-warn"
Luckily we know how to make the flu 'disappear' 100% then isn't it?!?
Stt - There’s bound to be profit taking after the results and with loads of cash in the bank and growing profitability (revenue is vanity) then Hvo should rise again. You never seem to respond when asked why you were warning of the dangers of Hvo at 10p and promoting the Tly business and its model at 28p??
Ricky,
The company newsflow and evidence is there for all to see and has been as predicted.
Shouldn't you be questioning why some rampers have already been proven to be completely wrong? Why not ask them to accept they were wrong?
There could be and likely to be more talking up of the company, as the CEO's huge options exercisable date gets closer, as per my assertions.
The newflow backs my assertions to date.
Fy results:
Nothing which wasn't expected, no rise post results.
Chairman dumped majority of his holding after shares talked up and before fy results.
Revenue/Order book growth rate has slowed significantly.
etc
etc
Stt - if the market is agreeing with you and your Bear points will you acknowledge you were wrong if the SP rises again??
Thanks, @BurtonD for the link. 35-40p seems eminently achievable in the medium term based on a comparison with HVO's CRO peers (P/S, P/E, EBITDA, margin, forward revenue visibility, excellent business plan, high barrier to entry for competitors, etc).
I'm delighted to have HVO as a core holding in my portfolio — its consistent delivery has been absolutely wonderful.
Those attributes do make one wonder whether we will become a target for takeover at some point.
SZ,
"Same as last year really not a good move by the board."
As predicted, the nominal dividend hasn't made any difference.
I'm sure there'll be more hindsight opinions coming along agreeing with the bear points I've raised. My posts have been consistent.
Any more plausible throwaway comments or stories from the regulars here to pull the wool over PIs?
The US bank maintains a 'buy' rating for shares in hVIVO, citing its superior growth profile compared to peers, potential for further margin enhancement, and solid market position. The price target is 35p - a 33% premium to the current price.”
https://www.proactiveinvestors.co.uk/companies/news/1045698/ds-smith-plummets-as-mondi-withdraws-takeover-bid-1045698.html
It's not so much the value of the dividend that matters but the fact it gets flagged as such for about a month or so. That creates a mallaise with little interest and traders and the like go elsewhere for returns.
Shame the 0.2p cost us 1.2p on ex div fall. Same as last year really not a good move by the board.
By close of play 18/4
Ian will be focussed on non-challenge study aspects of the business. You can get some additional context on LinkedIn: https://www.linkedin.com/posts/hvivo_newhire-growingteam-hvo-activity-7185920971818586113-hFFA
"""
In his new role at hVIVO, Ian will be responsible for targeting non-challenge studies (Phase II full service), site services (Phase II-III), and virology laboratory services, and he will play a key role in diversifying and expanding hVIVO’s portfolio of services in these areas.
"""
Egle Pavyde also celebrated his return on LinkedIn, so it all seems fine.
I suspect this hire is part of pursuing the strategic expansion of the non-challenge study service aspects of the business that Mo has touched on a few times. He believes it will be highly synergistic, allowing cross-selling of challenge studies in a seamless way.
Is this another BD Director? Perhaps Egle is moving on?
That's a lot of words for zero content. Paper over the cracks of your ignorance