The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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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
Hallsworthy,
"The throwaway pollution comment was clearly a random example which you've strangely latched on to, but the point is you have someone in a bed in quarantine you can watch what they eat, drink, breathe, how long the sleep for, how often and how long they sit on the toilet"
The comment was made by dustofnations, whilst he was also commenting re Mo's comments. DoN was also praising Mo for replying to his question.
How do you know DustofNations made a throwaway comment? Is he a mate?
It raises the question as to how many other comments are also throwaway comments?
My comments, bear points/red flags have been consistent. The company newsflow backs up what I've been saying.
As expected, results published and no surge.
The bear points/red flags haven't been countered or proved wrong.
Look at the current sp. The Chairman dumped majority of his holding at 28p. As Chairman/founder, he knows the business better than anyone else.
Yes agree - I will resist any further reaction.
One last and final appeal before I leave this board. Please, please everyone ignore the guy!!!! It is the only way to get rid of him. You are falling right into his trap, every time and making this board less than pointless!!
Can HVO test a new antidote to the filthy virus that has infected this board?
Well I took another 17500 odd, future looks bright but also presuming the seller will kick back in and there'll be some acquisitions sooner rather than later.
Mr. Singh always feels the need to latch onto new tangential topics where he believes he may get some purchase, having been thoroughly debunked.
His behaviour is definitional Sealioning:
https://en.wikipedia.org/wiki/Sealioning
Demanding evidence and debate, faux expressions of 'concern' and civility, filling the boards with bad-faith nonsense designed to exclude beneficial conversation.
Sealion Singh outwardly humiliates himself on a frequent basis, but is undeterred from his mission.
For example: Air pollution is well demonstrated in the literature to be a significant cause of asthma exacerbations.
Ideally, you would want to control the quality of the air participants breathe during a pioneer/challenge clinical study, given asthma is a respiratory condition.
Outside of a challenge model in an advanced facility such as those offered by hVivo that is very difficult to achieve, given this is an ambient factor that one cannot control (e.g. traffic, poor indoor air quality, etc).
Here's a meta-analysis:
https://www.thelancet.com/journals/lanplh/article/PIIS2542-5196(22)00302-3/fulltext
You will find numerous studies over decades showing this. There is nothing to argue about.
The team have mentioned this is an area of interest for them to get into, regarding challenge studies.
Yet Sealion Singh will continue on arguing regardless, because it's his job. He has not even the most rotten of wooden legs to stand on. He's the equivalent of a pub bore talking over everyone else.
Sealion Singh doesn't deserve the expertise or insight of this group; he humiliates himself with his lack of knowledge of science, finance, business, and accounting.
For example, Sealion Singh doesn't seem to understand how fixed instruments work.
Sealion Singh has more than earned his place on my filter list, and no doubt his various aliases shall join eventually.
What are you talking about Stt?! No one mentioned "life" apart from you. The very simple point, unsurprisingly missed by you as is so often the case, is that in human challenge trials you can more carefully control other variables which "real world" trials cannot.
The throwaway pollution comment was clearly a random example which you've strangely latched on to, but the point is you have someone in a bed in quarantine you can watch what they eat, drink, breathe, how long the sleep for, how often and how long they sit on the toilet etc etc.
What a huge benefit to be able to control so many variables.
I'm honestly astounded by your stupidity sometimes, I'll add this one to the list of "really stupid things Stt said once". I just hope for your sake it's on purpose.
A final dividend for the year ended 31 December 2023 of £1,361,000 () i
Turnkey,
My assertion is that revenues/order book growth has slowed significantly. The figures from the company back up my assertion.
The Chairman would have known the figures. I think that's why he dumped majority of his holding 2 months ago, well before the fy results.