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Hvivo fixed costs are £10m so this is covered by one challenge study. The variable costs for each future challenge study are less than 25% of cost. Hence this is lucrative high margin business once the fixed cost are covered. It is 60% plus with turnover of £80m including fixed costs. This will be throwing off cash so making a regular dividend a strong possibility as Cathal will be keen to realise a return. This business has a moat and is in high demand and hence has pricing power as seen by the recent increase in cost of their human Challenge studies. In addition, they can licence their human Challenge models for more high margin returns. Once the market catches on that this is not a fly by night covid stock it could be many multiples of today's price. I am fully loaded here and am breaking my own allocation rule as OO is now around 23% of my portfolio. Otherwise I would add more. Add in the wildcards of Imutex sale and the potential of data sale to a wearables company, I will have to sit on my hands to stop myself buying more.
Couldn't resist a top up at 26.8p....this is indeed a company with a huge moat in the right space at the right time. Can't believe mms have given us yet another chance. Support should kick in around the 26p level,so get in quick.
Kisp57 question, why have the MMs given you an opportunity to buy at 26.8p ??
I don't believe in all that MM manipulation rubbish. They play games but they're only being influenced by the market. Its clear profit taking and fear that is driving the price down, a lot of PI's sitting on a very good profit, sell up now, bank a profit and get in lower, win win. For anyone trading its a clear path to making money quick and easy - long term though this will reverse. We could all of sold yesterday and got cheaper today like yourself JH but we choose to invest in a company and not trade. All signs tell you this is a great little company in its infancy. Make hay while the sun shines though - well done!
Demon,
MMs are manipulating the trading screens at the moment, just a minute ago you could buy under the quoted bid, many buys at 26p (the quoted bid), they are manipulating the quoted spread to try and give the impression of a lot of selling.
So while they make markets, they also have ways of making the market work for them. Ultimately if people then trade that is their decision....