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Hi All long term holders. I have been with this from the Open Orphan Covid highs down to the post Covid hVIVO lows.
I have significant exposure (like many probably too much exposure). I am relieved to be back up, knocking on the door of 30p again.
I thought I would be more inclined to sell as the share price recovered, but with the new facility coming online, a very healthy order book and long term visibility, JP Morgan taking a sizable stake, another dividend on its way and increased diversity in the challenge studies offered, I find myself happy to continue holding and see how this plays out.
The share price has been much less volatile with positive sentiment and increased institutional ownership giving it more of a platform. Also the business itself is solid with positive cash flow and money in the bank.
Some talk of a sale, but I think regardless of what happens, things are looking really good. If the upcoming results underpin all of this, which I think they will, my instinct is that we will move up to the low 30s in the medium term. If news unknown news, such as M&A, or contracts that show the size of the company's bigger contract abilities, a few more TR1s, or something like a malaria trial I think these could move the share price into new territory. GLA.
Quietly creeping back towards 30p...I wonder if we'll get another big contract signing soon 🤔? Would be great to see one of the new Challenge Models being signed, maybe a Covid trial in the new Canary Wharf facilities?
Lol, maybe they'll give you a free dose of Malaria to go with the chocolate digestives...
Shareholders get chocolate on their daily digestive biscuits!
I'm tempted to volunteer and book myself in for a week when they open, and see if I can get any shareholder perks!!
Not long now until the brand new expanded facilities open in Canary Wharf. Expecting big news seeing as big pharmaceutical clients have paid for the new facilities to get their drugs prioritised so it would seem. Looking like 2024 is going to be a big year for Hvivo under Mo's brilliant stewardship. GLA Adyor!
Don't stress yourself, not one single person was "taking your word for it"
I don’t think stt1 has heard the term ad nauseam.
Ricky,
"Stt is constantly talking Hvivo down saying questionable business model, no Institutional investors, low growth etc etc"
That's because I see a questionable business model.
Can you provide evidence where I've said NO IIs to prove you're not making things up or misquoting me?
I've deep concerns about their business model. It's a questionable business model.
I had concerns about other company's business models, CEO options etc. Those company shares went onto crash.
Readers, don't take my word for it. The evidence is in my 2 posts on TLY dated 21st March around 12pm and 1pm.
https://www.lse.co.uk/profiles/stt1/
The options were back dated a year. Look at the company newsflow since the CEO joined in 2022 and then compare that to the repeated media tips over the past 6 months.
There have been several media tips, presentations since around Christmas. The CEO's options are exercisable from around a year. I don't think that's a coincidence.
There's no evidence of significant buying/holding by institutionS. CEO's options are exercisable within a year. Over the past few months, some IIs have bought a few. 1 now holds > 5%.
The shares are being talked up and CEO's options due within a year. I don't see that as a coincidence.
The Chairman/Founder dumped majority of his holding last month. This was after the shares were talked up in media and presentations.
The Chairman dumping majority of his holding so soon after they were being talked up is a red flag imo.
From company rns
"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. The award of the LTIP Options is also subject to continued employment, malus and clawback provisions and will vest in full on a takeover of the Company."
https://polaris.brighterir.com/public/hvivo/news/rns/story/x21q5mw/export
Ricky,
"STT Mo Khan’s LTIP is for the period ended Feb 25 "
That's what I've been saying. More posters are realising what I've been saying and repeating the same.
The CEO was awarded huge 7m options a year ago, exercisable from a year's time.
There's no evidence of significant buying/holding by IIs 2021, 2022, 2023 then over the past few months and just months before CEO's options are exercisable, some have bought tiny amounts. 1 has bought > 5%.
With several media tips, presentations etc, the shares are being talked up since the options are due to become exercisable from less than a year's time.
Seriously guys. Lighten up. My dig was a little joke. No one could take stt seriously
B - if you read this regularly you will note that Stt is constantly talking Hvivo down saying questionable business model, no Institutional investors, low growth etc etc and may actually put people off the Company. A little dig back is not going to hurt too much
Please tell me what benefit you get from this post?
I pop on her regularly & mostly its for good quality info.
Then I read this..! Honestly grow up & ignore him.
Stt. Can you give us all a list of the companies you hate. Seems contrarianism isn't working for you. I will put 5k in each of the companies you hate and expect to be rich soon. As Delboy said "this time next year I'll be a millionaire"
Indeed - hard to see any red flags unless you are colour blind hoho.
Yip, can only take this as a positive
You may have seen that hVIVO has issued a new TR1 this afternoon, which reflects the increase in JP Morgan’s shareholding to 7.03% in HVO
https://polaris.brighterir.com/public/hvivo/news/rns/story/rdlj28x
This follows on from their TR1 published on Thursday 14 March. I am sure HVO are delighted to see such a large fund heavily invested in the company!!
J P Morgan bough another 800000 odd, taking their holding over 7% now!!
I agree, 1.74p is earnings per share not dividend just for clearness
Imho, dividends are not that important whilst Hvivo still in growth phase, I would prefer steady rise in the SP in lieu of any token dividends in the short to medium term. JMO.
Liberum are most on the ball and are forecast 1.74p in 2025 now :), up from 1.67p before
True ;) OK maiden normal dividend and who knows maybe a special too
......in fact another special " in specie dividend" was also paid the year before...
It's not a maiden dividend, a special dividend was paid last year also.