focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
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From the ADVFN site, courtesy of rivaldo: https://podcasts.apple.com/gb/podcast/the-exchange/id1569138869?i=1000648512846
In case you missed it, hVIVO was mentioned in the Daily Mail Midas share tip over the weekend....
https://newspaper.mailplus.co.uk/data/3991/reader/reader.html?#!preferred/0/package/3991/pub/13629/page/58/content/714430
Wednesday 13th March 6pm
https://ukinvestormagazine.lpages.co/uk-investor-magazine-conference-at-the-lse/
GLA
STT
SENSELESS
TRAGIC
TORMENTED
Are you blind? I even told you the date of a tr1 yet you still claim it's not there? Haha
Clearly didn't know what a nominal dividend was when you first posted about it, maybe better just to occasionally hold your hands up and say "yeah I learnt something" rather than dig yourself a bigger hole with every post - you do that quite a lot in fact, which is why you can never discuss shares on loan or the business model
Hallsworthy,
"Stt "Still no TR1s""
Where's all these TR1 showing significant holdings by InstitutionS you refer to? I've said there's no evidence of significant buying/holding by InstitutionS 2021, 2022, 2023. Some institutions hold 1-2% but institutions do take punts in companies.
Look at TLY, the share you claim you held and like to comment on:
https://www.lse.co.uk/profiles/hallsworthy/
TLY have published several TR1s over the past few months with institutions increasing. In fact, there was another only a couple of trading days ago, Thurs where the Canaccord declared > 5%. I'm asking where's the similar run of TR1s here????
"Having no idea what a nominal dividend is"
The company themselves have said they INTEND to pay a Nominal dividend. You're claiming it will be 1p, I'm saying nearer to 0.1p based on my experience and company statements.
Why do you have a problem if someone disagrees with you?
There were several media tips early in the year.
My comments have been consistent and based on company newsflow.
This was/is being talked up so they can sell and the Chairman/founder did.
The Chairman and founder dumped majority of his holding so soon after it was talked up.
The CEO has a huge 7m options, awarded a year ago and exercisable in a year.
The revenue growth has slowed significantly.
This is being talked up.
Read the company newsflow.
Tipped by Midas in the Daily Mail today as one of "the Great British businesses that lead the world":
Https://www.thisismoney.co.uk/money/investing/article-13176813/MIDAS-BUDGET-SPECIAL-time-shout-rooftops-invest-Great-British-businesses-lead-world.html
"The life scientific
The UK is recognised the world over for its prowess in life sciences from discovering new drugs and developing vaccines to producing advanced medical kit. Last week, the Chancellor highlighted his commitment to this sector, with funds and strategic support.
Hunt is not alone in backing British biomedical brains. As he delivered his Budget, AstraZeneca announced a £650 million investment in the UK to bolster scientific skills and help develop new vaccines. This shot in the arm should filter down to a host of smaller life sciences firms.
HVivo, for instance, has developed trail-blazing trials for vaccines, helping to bring them to market faster and so saving lives.
Its shares have soared from 10p to 27p since Midas recommended them in January last year, but the stock should continue to deliver. Boss Mo Khan works with some of the world's biggest drug firms and HVivo has also helped develop vaccines for respiratory syncytial virus (RSV), the bug that swept the US and UK last winter and can be fatal for infants and the elderly."
Congratulations dustofnations..that sounds like a very well thought out strategy ..you have obviously done your homework just like our many institutional investors who will have meticulously done their due diligence before committing clients funds ..
Unlike that plonker who keeps posting drivel here ..can’t remember his name …you know that Walter Mitty character..think his name began with an S
Congratulations dustofnations..that sounds like a very well thought out strategy ..you have obviously done your homework just like our many institutional investors who will have meticulously done their due diligence before committing clients funds ..
Unlike that plonker who keeps posting drivel here ..can’t remember his name …you know that Walter Mitty character..think his name began with an S
I have decided to add to my holdings. I do feel that HVO are still undervalued relative to their financial metrics and business development plan.
That's a factor of the UK stock market more widely (especially AIM), but I hope it should correct over the coming year or so.
As a company that's performing very well and paying regular dividends, it seems an excellent fit for my preferred approach to investment.
I look forward to the regular dividend policy, and some insight into how cash will be redistributed to shareholders.
Stt "Still no TR1s"
Can't even read a basic TR1 from 2nd Feb.
Add that to the list of clueless statements he's made:
Having no idea what a nominal dividend is
Asking why pharma doesn't build their own CRO offering
Not knowing how to read a tr1
Constantly saying "questionable business model" without ever explaining the throwaway quite, to a company with an incredibly strong business model
Saying how low the cash balance would be in results, then it turned out it had actually gone hugely up.
Not understanding shares on loan.
Encouraging people to invest at TLY at 46.5P
Discouraging people from investing in HVO at 9p
Aka "you're right, I had no idea what a nominal dividend is, until I just googled it"
He is clearly trolling now. Is it due to him being bored, bitter, disturbed or all three? Who knows. Better still, who bloody cares.
Hallsworthy,
"I don't think Stt knows what nominal means. Add that to the list of misunderstandings"
It's best to read the company newsflow. It saves making such ignorant, clueless and embarrassing statements. It would also help you understand the business.
If they declare a nominal dividend then it'll clearly be nearer to 0.1p than 1p.
Your lack of understanding their intention to pay a 'nominal dividend' explains why you're clueless in understanding the other bear points and red flags I've raised:
Questionable business model.
The CEO has huge 7m options.
CF dumped majority of his holding recently.
Growth has reduced significantly.
Lack of buying/holding by institutionS. Still no TR1s but institutionS.
Their clients largely paid for their new facility.
Huge shares on loan throughout 2023.
etc
The CFO set a very clear expectation for nominal dividend amount in the Investor Meet Company interims presentation (12th September). It's still up on the IMC site and if you go to the Q&A tab you can hear that answer in response to Q16 "What is a nominal dividend Vs normal dividend, and why have you chosen this approach?"
He suggests that whereas their special dividend cost £3m (0.45p/share), a nominal dividend might be around £1m. So that would indeed be 0.1p to 0.2p / share.
Of course expectations can change, but at the time that was what was being considered.
I agree Kilman, I can't see them declaring anything like 1p. I'm hoping and expecting the April update to demonstrate better use of the money we've got in the bank
Oops I don't think Stt knows what nominal means. Add that to the list of misunderstandings
They have stated they intend to pay a nominal dividend, which should be announced alongside fy2023 results.
Last year, the fy results were announced towards end of April, so these are some 6 weeks away. The ex-divi date will be several months away.
As they said the divi will be nominal, it's likely to be nearer to 0.1p than 1p.
From H1 2023:
Dividend
The Company intends to pay a nominal annual dividend going forward, details of which will be announced alongside publication of the Group's audited results for FY23.
https://polaris.brighterir.com/public/hvivo/news/rns/story/rgz9g3w/export
CF dumped majority of his holding. I think he would have waited had they intended to pay a proper divi soon.
The nominal divi payment will be several months away.
Questionable business model.
CEO has huge 7m options.
That would be over a £6.5m cost. I just don't see them setting it that high, especially when they are looking for a bolt on acquisition this year,
I'd guess 1p per share
The dividend hasn't been announced yet. The amount and payment date will be announced as part of FY23 results in April
Hi been away from the boards for a while, anyone know when we go ex dividend?
Thanks in advance.