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It's been boring a very long time, but you can't reason with someone who has psychologic issues. You just have to feel sorry for them.
I don't understand why an individual would obsess compulsively over another board and constantly post negatively about this share.
We all get that you are against this share and that's fine it's a free country, you've made that very clear and everyone understands. Please can you just stop now, it's getting boring and feels like groundhog day.
If you're right down the line and the SP tanks then congratulations and take the higher ground, you can then say we should have listened.
Otherwise we are here for a stock with revenues locked up for 2024, visibility into 2025, improved margins due to a new facility, a regular nominal dividend whatever it will be and hopefully some acquisitions along the way. Outside of this it's a company that have a mission and the company serves a bigger purpose - they want to help push quicker challenge trials and eradicate diseases and viruses, you should want this company to do well I would have thought..?
Had a quick peruse over Frank Grimes’ posts last year. He was posting about red flags back in October, yet the chart shows a steady uptrend since then. Hope no one listened to Frank last year. I am quite new here and won’t and never will listen to Frank as he has some sort of illness and has never heard the term ad nauseam.
Forecasts for fy results?
The figures are largely known.
It's obvious Mo will be talking up the company.
It's known the new facility should be ready.
Most of the info is already in the public domain.
Perhaps posters could come up with what the company could surprise everything with or is it already in the price?
Contracts? Not long to go if they going to announce any.
Cash? Will they publish the cash as of end of Qtr 1, ie 31st March 2024?
Northseatiger
"Let's just say I should have sold at 47p but never because..."
The question is going to be will you be saying at some point you wish you sold at 28p, ie the same price the Chairman dumped majority of his shares?
Hallworthy, I wish I could but not possible. I've been here since 8p amd still holding. Let's just say I should have sold at 47p but never because...
Yes, amazing that one person can repeat the same potential issues so many times - even over the Easter break. I mean , get a life.
There are many companies i think have a 'questionable business model' - personally i don't invest in them and avoid posting on those BBs.
I'd be interested to know your reasoning, northsea, can chat privately
STT questionable human value? Answer - Nothing. Zero.
Oh dear another green box just appeared. Now I wonder who that might be...Mr Red Flag Totally troll 🧌 I wonder 🤔? 40p by the end of year I'm guessing as the Canary Wharf facilities get fully utilised with big pharma clients queueing up. £100 million turnover target won't be too hard to achieve in the next couple of years it would appear? Cash pile well in excess of £30 million at last count is some achievement considering the company had almost zero cash about 4 years ago. Fair play to Cathal and Mo for revamping the business into the number 1 player in the field globally. A real UK success story with support from top 5 international pharmaceutical companies and government backing. The moat around Hvivo is amazing for the size of the business and competition is almost zero in this highly specialised and regulated business. Aimho Adyor GLA!!!
Northseatiger,
The fact CF, Chairman/founder, dumped majority of his holding so soon after the shares were talked up and before the fy results is very questionable.
The fact it was done via a discounted secondary placing and at 28p is questionable.
Why would the chairman/founder be so desperate to dump majority of his holding whilst the new facility was being setup and before the fy results were published?
I think there is a questionable business model.
It's already clear from company rns that revenue/order growth has slowed significantly.
Strong buying again into the results window next week, I can see 30p barrier going tomorrow or early next week, has Mo got another big contract surprise lined up again for results day I wonder? JMO ADYOR!!!
Yes I called him a rat. Still think he is. I can't disclose why though.
Thanks, elrico.
It's something I've been advocating to the team for a long time.
Unfortunately, the UK market has stultified in recent years and offers very poor valuations compared to our brethren in Europe and US. There are many macro factors that have caused that situation, but they are those that readers likely already well aware of.
There's been an influx of UK businesses dual listing (or re-listing) on the US stock markets to achieve a fairer valuation in addition to the extra visibility associated with listings there.
Of course, Amryt was one of those companies that went successfully down that path.
I'm not saying there's any urgency on the topic, but I do believe it should be considered in the medium-to-long term. Naturally, the team's focus should remain on continued excellent execution and offering world-class services to their customers.
“Also on 2 February, I added Hvivo (HVO) at 29.25p. Hvivo provides the facilities for testing infectious and respiratory disease vaccines and therapeutics using human-challenge clinical trials. It provides end-to-end early clinical development services to its client base, which includes global biopharma companies. It moved into profit in the 12 months to June 2023. The 2023 calendar year will be its first profitable financial year. An update in January was positive and, like Luceco, earnings forecasts were upgraded for both 2023 and 2024. With relatively fixed overheads, new business is highly profitable, and new business guidance for 2024 and 2025 was positive. 90 per cent of 2024 revenue guidance was already contracted and had good visibility into 2025. The next news report should be the results in mid-April.”
https://www.investorschronicle.co.uk/ideas/2024/03/28/private-investor-s-diary-four-new-companies-for-my-portfolio/
Rickylfc
"The rise to 46p in 2021 was obviously based upon hype and crazy buying"
The sp crashed back down as expected. You're posting in hindsight that it was obviously hyped. No different from it being talked up now.
What's happened since the CEO was awarded 7m options? The company has been talked up again, just like before.
Look at the following dates/sp
Dec 2020 22p
Dec 2021 24p
Feb 2022 - 16p Mo becomes CEO - sp around
Dec 2022 - 10.20p despite Mo being CEO for 10months
Feb 2023 - 21p - CEO awarded huge 7m options, back dated a year
Apr 2023 - 16p fy2022 results with Mo in charge
Dec 2023 - 23.75p
Since Dec
The CEO's options are exercisable from a year's time....
Lots of media tips presentations, all repeated
Feb 2024 29p The Chairman dumps majority of his holding in a discounted secondary placing. As I predicted, the shares were being talked up so CF could sell.
CF sells majority of his holding before the fy results, which are due next week.
Veteran private investors concur that the allure of the Alternative Investment Market (AIM) is waning. Emerging enterprises and startups encounter heightened challenges in securing operational funds, often resorting to less favourable financial instruments like death spiral convertible bonds. Furthermore, the escalating regulatory framework within the European Union dissuades investors from engaging with the life sciences sector, posing a potential threat to innovation across Europe, including Ireland. This sentiment was echoed by Michael Lohan, the Chief Executive of IDA Ireland, the agency responsible for attracting foreign direct investments. In his conversation with the Financial Times, Lohan highlighted concerns that recent legislative proposals from Brussels targeting the pharmaceutical industry could exacerbate the technological divide between the United States and the European Union. This regulatory environment contributes to my belief that companies such as @PoolbegPharma, #POLB Pharma, & @hVIVO_UK #HVO must be contemplating listings in the U.S. market where valuation and conditions are much more favourable. The latter, in particular, seems increasingly probable as the company continues to expand its revenue base, enhance profitability, and solidify its position as a leading Contract Research Organization (CRO).
https://twitter.com/LEMMINGINVESTOR/status/1775632413571359033
https://www.irishtimes.com/business/2024/04/03/eu-rules-drive-pharma-backers-to-the-us-says-ida-ireland-chief/#:~:text=Michael%20Lohan%2C%20chief%20executive%20of,comes%20to%20cutting%2Dedge%20technologies
I'm not sure about red flags but all I can see is a dozens of green boxes....you guys are having fun with the local looney. 😀
You remind me of Frank Grimes from The Simpsons. He was a disgruntled employee who lived above a Bowling Alley and was obsessed with one person. It has been proposed that you might be a disgruntled ex employee, you live above a shop and have an obsession with the CEO. Frank ended up getting electrocuted. Oh we live in hope.
Stt
The rise to 46p in 2021 was obviously based upon hype and crazy buying - nevertheless, when the SP crashed back down to 10p you were still warning us of all the Hvo issues (in your eyes) that would have mean missing out on a 200% gain (if we’d followed your advice)
Also, you’ve conveniently ignored the calamitous collapse in the Tly SP from when you were telling us how well things were looking until today - minus 85%
And whilst they waiting for the opening of the new facility, they're paying for 2 leases. They will continue to pay for the old facility for several months yet.
"also the grand opening of the new facility which should bring some new contract wins as well."
You would expect them to have announced lots of contract wins, given they announced the new facility months ago.
End of Q1 and no new contracts added to this year's order book.
Rickylfc5,
"at the end of 2022 you were warning about many things at HVO "
That's very selective. Why not comment on when I first started looking at these in Q4 2021?.
Evidence...
During my 1st post, when HVO were called Orph, the sp was around 27p. On the following posts around early Dec 2021, the sp was around 20-24p.
This was pre- the CEO being awarded the huge 7m options, which were awarded in Feb 2023, back dated by a year.
Since the CEO was awarded the huge 7m options, a year ago and exercisable from a year's time, the company has been talked up.
Since it's been talked up, the sp is now only 20% higher than 2.5years ago!!!
Obviously some will fall for the talking up, as can be seen since late 2023.
Look at the evidence, the history.
Read my posts from when I initially looked at these. On this 1 page, the posts also show my warnings on Trmr (crashed from around 850p to 200p), Byot (crashed from around 10p to 0.1p
You'll see I posted warnings on Orph (now HVO)
What happened to DiM which was supposed to be the gem of the business??? Nothing
What happened to Finncap's 44p target price? Didn't happen.
Note I mention to Rivaldo about his comment on 'terrific Finncap target price' I question Rivaldo about Finncap price targets on Byot and trmr, both of which crashed, as previously mentioned.
The complete mess up of Polb spin off. That was spun off at 10p nearly 3 years ago!!! Still zero revenue (as of AR fy2022.)
Notice Moniman was loading up expecting 44p 2.5years ago. Hasn't happened.
https://www.lse.co.uk/profiles/stt1/?page=30
I said they were being talked up so they could sell.
The Chairman dumped majority of his holding soon after the company was talked up by media, didn't he? So that's happened.
The CEO has huge 7m options exercisable in a year, so obviously in the outlook in next week's results he will continue to be bullish. Let's see if he is.
Question is will they say anything about DiM
The Chairman dumping majority of his holding and CEO having huge 7m options are red flags.
On top, I think there's a questionable business model.
That’s my theory !
Cheers