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Imagine gloating about your 'track record' lol. Nobody cares
Dustofnations,
"the insinuation that having to win new contracts implies a "questionable" business model is objectively wrong "
Where have I said having to win contracts makes the business model questionable or are you making it up??
I see the 'rational debate' doesn't exist either.
I also see no one has posted any links to where they accuse me of lying. That's the problem, posters suggesting I'm lying or making up stories and twisting what I've said.
I've posted company newsflow and opinions based on facts.
Just like I did on Nano, Trmr, blnx, Byot etc - all of which inevitably crashed due to the red flags I posted.
https://www.lse.co.uk/profiles/stt1/?page=17
Re TLY, again I've posted the facts. c40% held by institutions and revenues should already be around £100m. Mcap £12m.
Although the service offered by hVivo is unique, it uses the same business model as all successful CROs (e.g. IQVIA, Icon, Syneos, Parexel, ...). Contract-based. It's in the name, after all.
Hence, the insinuation that having to win new contracts implies a "questionable" business model is objectively wrong and is mere concern trolling, designed to plant FUD into the minds of passing investors who are not fully informed about the company or the business model.
I strongly suggest people block this chronically bad faith individual.
Is he really still spouting that Questionable Business Model crap. Really!
HVO has nearly no competition, its clients are the biggest Pharmas in the world, they pay the majority of the fee up front, they make a profit and now pay a dividend.
What the hell is their questionable about that. Unbelievable Jeff.
Who honestly cares anymore, the guy has proven himself to a be 'Totally' stupid uneducated troll. Filtered!
How can stt1 post with any credibility when he spent years telling us that Totally was a better investment than Hvo - Totally gone down by 70%+ since then whilst Hvo steadily climbing
Blackrhino
"rational debate gets them nowhere when dealing with a cretin"
Where's the rational debate?
I'm posting company newsflow and opinions based on those facts.
Feel free to counter the bear points/red flags.
Where have lies been posted?
The CEO does have over 7m options.
CF did dump majority of his holding.
Revenue growth has slowed significantly.
There's no evidence of significant buying/holdings by institutions in 2021, 2022, 2023 and so far this year. Where are the TR1s?
The business model is questionable. That's my opinion based on facts...
Where's the lies?
The loony will keep posting even if no one replied to his new threads. I agree just filter the nutter.
I guess sst1 will keep posting for as long as people keep responding
They have not lost the argument, far from it, they’re just sick of the lies some people post on here and other boards and rational debate gets them nowhere when dealing with a cretin
When posters resort to personal attacks and abuse, they've lost the argument.
The facts don't change just because you don't like them.
Read the company newsflow - not the talking up, jam tomorrow but the figures, which have been mentioned in TUs and results. Growth has slowed significantly. It's all there.
You really need a psychological evaluation. How many times are you going to post the same thing worded differently? Why would CF dump his shares? How many times have you posted that in the last week, you stupid twat?
With such reports of growth, why would CF dump majority of his holding???
Read the company newsflow and you'll see why...
You'll all see that growth has slowed significantly over the past couple of years. In fact, there's hardly any growth. That tells me why the company is being talked up and why CF dumped majority of his holding.
There's a questionable business model.
Huge 7m options held by CEO.
No evidence of significant buying/holding by institutions.
I always like to hear the other side of the debate.. and so will likely never filter stt1.. or maybe I should say, not even Stt1 will be filtered by me :-)
PS letting something - all - consume, can very easily undermine ones mental wellbeing
That margins and growth will go up even more in 2025 and that hvivo will meet or beat numbers. What a great biz
https://www.voxmarkets.co.uk/articles/q-a-with-hvivo-s-mo-khan-80-million-is-the-highest-starting-order-book-in-the-history-of-the-company--f9deec6/
I resisted doing it as I wanted to hear what they said but its like listening to a broken record consistently repeating the same thing over and over so sadly I have had to filter them out.
Bill B they were both holders before the recent placing of CF's shares.
I have Stt1 otherwise known as Sickothetech filtered at the moment, but I can see you are dealing with the Troll. I believe he/she lost a lot of money on another CF project some time ago and has decided to carry out a life long trolling exercise under a number of aliases, trolling anything to do with Cathal's business interests. My only concern is that mentally unstable individuals like Stt1 often go on to commit criminal offences like stalking or worse. I just hope Stt1 isn't unhinged enough to attack CF. Anyway there plenty of evidence on here to tie Stt1 to any potential stalking events.
I invested and am happy to see what happens. Your tosh does not even enter into my decision to invest more, or sell. Stop wasting your time, you strange little creature.
BillB
"Octopus with 7.7m and River and Mercantile with 6.6275m."
IIs buying tiny amounts. IIs do buy in small amounts in various companies.
That's tiny compared to the size of the company, isn't it? :-)
Where's all the significant buying/holding by multiple IIs?
None in 2021, 2022, 2023.....
" we could all listen to stt1 and sell up and buy TLY!"
It doesn't bother me who you listen to. The facts are:
40% of TLY are held by IIs and some were increasing since H1.
You need to get laid, get out more, or at the very least, get HVIVO out of your head. All very strange.
Batterseafish,
Exactly my point.
Look at the conditions attached to the awarding of the CEO's huge 7m options. These were back dated a year and are exercisable from next year:
This tells you why I believe the company is being talked up.
"The LTIP has been designed to reward, incentivise and retainMr Khan to deliver sustainable growth for shareholders. The deemed date of award is 24 February 2022, which is the date Mr Khan was appointed CEO. Under the LTIP,Mr Khan has been awarded 7,227,273 nominal cost long term incentive options ("LTIP Options " ) over ordinary shares of £0.001 each in the Company.
Vesting of the LTIP Options is conditional upon a three-year total shareholder return ("TSR") performance against an initial 11p reference price. A portion of the LTIP Options will vest on the third anniversary of the date of award subject to the achievement of a minimum 10% CAGR TSR performance increasing on a straight-line basis to vesting in full subject to the achievement of a 22.5% CAGR TSR performance.
hxxps://polaris.brighterir.com/public/hvivo/news/rns/story/x21q5mw/export
Not going to convince me to sell, so I will just gloss over your tripe.
Brumm,
"If you care to read the RNS regarding the placing (below) , you’ll see that CF and the related Directors DIDN’T SELL THE MAJORITY OF THEIR SHAREHOLDING IN ONE GO as you claim but “approximately 25% of their current shareholding”..... "so either you didn’t bother to read the RNS or you’re lying. "
You and the person who voted you up (blindly) are reading the intention of the secondary placing. The intention was to sell 25% of the holding.
Try reading the actual result of secondary placing.
CF dumped nearly 26m shares out of the around 47m he owned pre the secondary placing.
That equates to around 55% of his holding sold in 1 swoop.
In my book, 55% is > 50% so is a majority of his holding.
There you go, so no, I wasn't lying and I did read the company newsflow. It looks like you and the person who voted you up, blindly, didn't.
It helps if you keep up with the company newsflow.
result of secondary placing:
https://polaris.brighterir.com/public/hvivo/news/rns/story/xe1g9jw/export
selling 25% in 1 go would have been bad enough but selling the majority is a red flag, as far as I'm concerned.
These markets haven't been great for a while but HVO still managed to buck the trend and show a 50% rise in the last 3 months alone, long may it continue through 2024 and beyond