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Started: rivaldo, 19 Jun 2024 07:46
Last post: rivaldo, 19 Jun 2024 07:46
FYI River & Mercantile UK Microcap this morning announced their interims to March '24. In the summary of progress of their portfolio they said:
"hVIVO (+0.9) and 1Spatial (+0.5) performed strongly as the businesses continued to deliver operationally. hVIVO beat underlying profit expectations with their strong pipeline and upcoming move into a larger facility underpinning new medium-term growth targets significantly ahead of forecasts."
Last post: turnkey17, 18 Jun 2024 09:23
Thank you
Https://twitter.com/hVIVO_UK/status/1801132392331309442
Looking to share an update on the new Canary Wharf facility soon.
GLA
Started: BurtonD, 14 Jun 2024 10:04
Last post: thedean5, 15 Jun 2024 14:34
Last post: FatherTedCrilly, 12 Jun 2024 22:05
If its that tool 'STD' then there is probably good news incoming... Happens almost every time I see loads of green boxes :-)
Nine messages today & eight of them are filtered, whose the muppet that everyone is ignoring? Hee hee.
Nice rise today.
GLA
Started: AndyBu, 5 Jun 2024 22:39
Last post: stt1, 12 Jun 2024 17:31
Haha give it a rest you utter clown. As I've said numerous times, any attempt to have a meaningful debate with you and you run a mile you have zero substance as a man, much like your incessant and overly repetitive posts.
Hallsworthy
"It's better to focus on the fact that we have soaked up a load of looser hands, moved to presumably longer-term institutional investors and slowly we build a firmer and firmer new platform on the share price for a next leg up."
You mean like the Chairman dumping majority of his holding 4 months ago in a discounted secondary placing at 28p. He knows more about the business than any poster on a BB.
Does the Chairman know more about the company than any BB poster? Why did he dump majority of his holding in a discounted secondary placing at 28p?
Where are all these II TR1s from Feb showing significant buying by IIs then?
You've posted a long post arguing against another poster asking reasonable question.
Do you think there's a pump/dump gang behind those trades?
If there sp rose after those huge trades, you'd be ramping IIs are buying in, wouldn't you?
Why not spend your time, do some research and come with answers to the red flags/bear points I raised?
Totally agree Hallsworthy.
Too many investors cry foul when a share price holds or falls - the MM's are manipulating the price...
But all is okay of the share price is rising.
The MM's play a very important role in price formation and have a much wider view of the order flow than any investor just looking at executions after the fact.
Not upset at all, just trying to educate the masses a little at a time. Too many people cry foul of the market makers but they are very rarely at fault
If you say so HallsWorthy. One thing is for sure, my time is definitely better spent doing something else than arguing with you. You are entitled to your opinion. I'm sorry you're upset I reported last weeks trading activity.
Started: Kingy1, 11 Jun 2024 19:31
Last post: Kingy1, 11 Jun 2024 19:31
Started: BurtonD, 6 Jun 2024 07:08
Last post: BurtonD, 6 Jun 2024 07:08
Started: Dingodog1, 30 May 2024 17:32
Last post: GeordieChris, 5 Jun 2024 17:59
Some huge trades going through this afternoon, although not sure if they are buys or sells, suspect buys as SP has risen....Is someone taking a large stake ? Happy days !!!!
The latest RNS is about adding a new product category to hVivo's HCT service offerings (namely, Omicron HCTs).
The fact a customer is paying for it is a nice bonus, but essentially not the material part.
In recent times, only extremely chunky deals have been announced (e.g. £16.8MM RSV, £6.3MM HRV).
Great calculation
long and happy to hold!
Hi Thinice.
My calculation was to demonatrate that booked turnover plus deferred income (order book) movement provided a higher level of "income" than had been RNS'd, to the sound of £40m.
We don't know when the £80m order book at 31/12/23 will become turnover in the accounts, but it relates to contracts won prior to 31/12/23, and thus would cover those contract wins RNS'd prior to 31/12/23
Hi DingoDog1
Is it not simply, order book of 'over' £80M of 31/12/2023 less RNS's since that date?
Whilst we cannot realize total revenue from an RNS until the work has been completed, or the final invoice has been paid, is it not the case that both ways are equally unprecise (albeit useful)?
Or am I missing something?
Cheers
TI
Less, RNS's since
Started: stt1, 26 Apr 2024 13:57
Last post: stt1, 3 Jun 2024 17:34
Geordie,
TLY up another 12% today as Labour and Tories set out their pitches for the NHS. NHS is always used as a political football. It can win GE for a party or break them.
How much HVO rise following their long awaited contract?
Nearly 4 months and HVO still below the price the Chairman dumped majority of his holding. He knows the company better than anyone else.
43p to 7p is the last 2 years , gutted I missed that awesome stock 😂😂😂😂. What a joke !
HVO still no evidence of significant buying/holding by InstitutionS.
Why have the HVO gang of rampers gone quiet?
Is it because TLY still c40% held by InstitutionS.
TLY up 50% over past few weeks.
Another month gone... now approaching 4 months since the Chairman dumped majority of his holding in a discounted secondary placing at 28p.
The newsflow has been as predicted.
Still no evidence to counter my bear points or red flags by rampers.
Chairman dumped majority of his holding.
---------------------------------------------------------
Still no evidence of significant buying/holdings(TR1s) by institutionS in February.
Newsflow has been as I predicted.
Broken record and worn out stylus
Started: BurtonD, 3 Jun 2024 07:11
Last post: stt1, 3 Jun 2024 17:23
Nearly end of H1, 6 months into new fy and they announce only £2.5m contract!
Backs up my stance that revenue has significantly slowed down.
The Chairman dumped majority of his holding nearly 4 months ago in a discounted secondary placing at 28p.
He would know the company better than anyone else.
Come on guys, you should understand the company you are investing in by now! This is a characterisation study, not a human challenge trial.
This leads the way to the "proper" covid contracts in future and for that reason is very important and highly relevant. Worthy from an RNS from a strategic standpoint, not worthy from re: contract size
It does not suggest that at all. Getting someone to help fund the characterisation study for this future income stream is worth an RNS
Good news. And further contracts in 2025. HVO continuing to build. New facilities in action.
Started: rivaldo, 3 Jun 2024 10:52
Last post: rivaldo, 3 Jun 2024 10:52
Cavendish this morning retain their 40p target price, and summarise (extracts) FYI:
"HVO have announced a new contract win to undertake an Omicron characterisation study with a mid-sized pharmaceutical company, worth £2.5m and expected to start in Q4 2024, but with the majority of the revenue recognised in FY2025E. The study will be run out of the new Canary Wharf (CW) facility. Although relatively small in the context of HVO’s total revenue base, it gives a little more clarity on FY2025E revenues, which the company has already characterised as having “good visibility” prior to this announcement. Moreover, we see this as evidence that global concerns over C19 have not gone away, with pharmaceutical companies still working on novel vaccines and anti-viral agents for Omicron and other respiratory pathogens."
"As per the FY2023A results release, HVO already has 90% of its £62m FY2024E revenue guidance contracted, with good visibility in to 2025, which this contract will enhance. - It is notable that a number of global vaccine manufacturers, including GSK, Pfizer, Moderna, BioNTech and CureVac, have seen significant share price appreciation recently, likely related to mounting concerns over the emergence of human cases of bird flu (H5N1) in the US. - HVO is strongly positioned for future growth.
HVO operates in the structurally attractive, fastgrowing HCT industry. It is a world leader, with unique benefits versus its competitors, and as such is in demand among pharma companies. 2024 targets point to another year of strong revenue and profit growth, with a history of over-delivery. Longer-term targets have been set, which we believe are achievable, and offer double-digit compound revenue, profit and cash flow growth, while the company has established a progressive dividend policy after the special paid in 2023."
Started: BurtonD, 3 Jun 2024 07:53
Last post: BurtonD, 3 Jun 2024 07:53
New contract for Covid, great news.
GLA
Started: stt1, 2 Jun 2024 15:02
Last post: Rickylfc5, 2 Jun 2024 22:10
The only reason cash will be lower at the end of H1 is the dividend paid and capital costs of moving to CW (which are one off’s) I believe cash will be higher though . I bet STT wishes he had ignored his own advice and sold his Totally shares 20 months ago when they were 28p and reinvested into Hvivo at 10p
I think it may be higher, but only because I would have expected some milestone payments to have been paid since fy2023.
That said, I don't really care as I'm 32.07% up on this share according to my share dealing account. In fact, its by far the best performer in my portfolio as I suspect it has been for many others on this board.
Good luck everyone.
As previously posted, I believe cash will be lower at H1 end (end of this month, 30th June 2024) than fy2023, Dec 31st 2023.
https://www.lse.co.uk/profiles/stt1/?page=6
Only 4 weeks until end of H1.
I'm maintain my assertion that I believe cash will be lower at H1 end than the £37m reported as of fy2023.
Hallsworthy is expecting it to be significantly higher than £37m.
Started: stt1, 2 Jun 2024 14:44
Last post: stt1, 2 Jun 2024 14:44
There you go, another month gone.
Lack of revenue growth..... where's all the contract news, regular newsflow, tips??
No countering the bear point by the regular rampers...
Hallsworthy, where's all the evidence of significant contracts since January?
They have the new facility, so where's all the significant contracts since the previous one?
I have sold out over the last 3 months. had a nice return and still think it could go north with a takeover.
transferred half to polb and spread the rest out.
Good luck to all lth ers.
cheers nic
Started: EbbsandFlows, 29 May 2024 08:52
Last post: EbbsandFlows, 29 May 2024 08:52
Morning, not sure if this has been posted before, don’t have time to check.
I was on Instagram last night and was served a video that caught me attention.
Search for @flucamp and it will bring up some content of people taking part in the trials and some you see the facilities etc. Being used a marketing tool to recruit new people to the studies.
Cant see this as anything other than positive.
Started: StrictlyZinc, 22 May 2024 08:30
Last post: moniman, 23 May 2024 14:04
Don't hold your breath for 25p JMO.
Better to wait until it gets nearer to 25p
More red days creates opportunities to buy until you actually want to sell...
Come on HVO let’s at least have one day when we don’t finish red. Just One!
Started: BillB, 20 May 2024 10:29
Last post: Chrisdp86, 21 May 2024 09:12
Guess the next noteworthy announcement will be the completion of the CW facility.
Perhaps a surprise contract announcement or even an acquisition this year would help
Dividend: I've received mine on Interactive Investor.
HVO's price is drifting down on no news. One of my highest conviction stocks so am buying more expecting this to motor when the next news arrives. IGR was the same. Watched it drift down then bought before news came out and the SP shot up to now 75% up. Patience should pay off here.
Forgot about the dividend!! Just checked, not been added yet on Halifax.
Started: StrictlyZinc, 20 May 2024 18:13
Last post: StrictlyZinc, 20 May 2024 18:13
Sad to see this slowly drifting away. Lots on the sidelines will be licking their lips now expecting low 20s. Either HVO does or does not announce material contract who knows. We had a spate of contact announcements that were always sold into leading to clamours for them not to be RNSd. Damned if they do damned if they don’t.
Last post: Mrsalt25, 20 May 2024 09:57
Yeah would be nice, another contract to push us past 30
Yes, they are in the new facility so would be good to hear how it is going.
Still waiting for mine on HL & wasn’t we mean to be in the new facility by now? Are they running behind schedule or something
Nice dividend paid today, would be good to get an update on the new facility and a new contract would be very welcome.
GLA
Started: ThinIce, 9 May 2024 13:40
Last post: moniman, 18 May 2024 19:20
.............
........
Just filter the troll.
AGM on Monday.
GLA
I agree, institutional investors stampede to buy 25 million shares from company director, who is still the largest individual shareholder in the company. Irish entrepreneur Cathal Friel turned around the ailing company with new management team, a company that was burning cash but now has more than £30 million in the bank and turnover has increased by 500% within 4 years. A real success story. JMO Adyor!
Started: HallsWorthy, 17 May 2024 12:44
Last post: HallsWorthy, 17 May 2024 18:02
No, buying to hold
Thanks Halls
Are you topping up or trading this can I ask?
*27.248 I mean
That was my 100k buy at 27.48, showing as a sell
Started: StrictlyZinc, 13 May 2024 12:23
Last post: dustofnations, 14 May 2024 13:58
Reminder that the nominal dividend should be paid out on 20th May (0.2p per ordinary share).
Had a little top up myself today. Getting it cheaper than the IIs were prepared to pay after a full briefing cant’t be bad
And still they come - another 1.4m in two trades - smaller of the two may be a sell. Some shuffling going on for sure.
Strictly, why is there no movement in the SP after such a huge buy ? There seems little correlation between share trades and share price.....very odd....
And yet another one - 1,800,000 buy after hours on Friday
Started: Bing007, 11 May 2024 20:42
Last post: Bing007, 11 May 2024 20:42