Member Info for Bazzaman

TW confirmed on his podcast with SOH of Opti that Stuart was next on 4th August, might take a couple of days for that to filter through. TW charges £1.49 for each of these extra podcasts which I'm happy to pay for.

BOL

Https://www.voxmarkets.co.uk/articles/q-a-with-hvivo-ceo-mo-khan-30fc649

Boxmarkets but change the B to a V.

GLA

Agree, laying the foundation for excellent trading during 2024 as well.

GLA

Simon's article this afternoon.

https://www.investorschronicle.co.uk/ideas/2023/07/25/a-13mn-deal-adds-to-hvivo-s-record-order-book/

GLA

Stuart A is doing a podcast with TW on 4th August, should be interesting.

GLA

Looks like we are on the move, maybe benefitting from the OPTI info.

GLA

Https://www.youtube.com/watch?v=cGuGTw1YAOQ

GLA

Very painful into the 40s

Last year they were reported on 28th July, expect the same to happen this year. Could this be the opportunity for Cliff to get the SP moving upwards again? Fingers crossed.

GLA

USA partner announced.

GLA

Simon still a supporter.

https://www.investorschronicle.co.uk/ideas/2023/07/14/tclarke-s-order-book-goes-from-strength-to-strength/

GLA

A concern flagged by an article on Stockopedia by Mark Simpson;

In total, the board paid themselves £4.6m last year. Given that Profit Before Tax was just £10.3m. If they paid themselves half this figure, then PBT would have been 22% higher. 2022 was a good year, and the remuneration report makes it clear that the bonus payments reflect that. However, PBT rose by £2.5m vs the year before, and board pay rose by £1.6m. Meaning directors took home 40% of all of the additional profits in pay.

With this remuneration structure, it is unsurprising that directors are not big holders of the equity. Each holds less than 1% of the shares, meaning the incentive to restrain board pay may not be present in the future either.

So despite the strong metrics, investors need to take a view on how much of any future returns will actually accrue to shareholders before investing.

Are we getting some traction or do I need to clean my glasses.

GLA

It's on Hvivos web-site as well, looking forward to some good news hopefully.

GLA

According to Stockopedia full year results won't be published until 25th September, hope they are wrong!!

GLA

Update today.

https://www.investorschronicle.co.uk/ideas/2023/07/07/equals-in-line-for-further-earnings-upgrades/

GLA

Https://www.sharesmagazine.co.uk/article/the-tiny-company-hoping-to-make-it-big-after-us-breakthrough.

Nice article today in Shares Mag.

GLA

Hope so, plenty of buys today.

GLA

Just added another 50k shares, at these prices why not with plenty of news to come.

GLA

IC positive update today from Simon.

https://www.investorschronicle.co.uk/ideas/2023/07/04/a-high-yielding-royalty-play/

GLA