The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
The figure earmarked for Belfast alone in that Belfast tel article seems to be £864m. It looks like the govt want to make it a poster company for the next election, ticks all boxes: strengthening union, brexit dividend, levelling up, return to manufacturing, RN upgrade, skills gap, apprenticeships, renewables. .Prepare for multiple hard hat visits and lots of news coverage. Harl is in a perfect sweet spot, and the contract for the navy’s biggest contract seals its future. Hard to see how its is not a £100m company already on this contract news. My guess is that the bailie Gifford guy is closing his position for conflict of interest reasons - he’s just been made a partner. Still plenty shares to clear and lots to buy. Interesting days and weeks ahead. Dyor, gla
The obvious way to mitigate that appalling RNS was to note better flow data from Blyth and Elgood. In the absence of that can only assume that also remains a major disappointment. Hard to see much upside anywhere for me. Will go lower In the absence of any positive news I fear. Too many disasters, suggests the whole hub strategy is a crock - these marginal assets were clearly undeveloped for a reason. Hope I’m wrong gla
thanks Russel that sounds a compelling figure in relation to current £36m Mcap - expecially as the infrastructure upgrade is also now underwritten. PM and defence minister visiting and making this a centre piece of their levelling up/Brexit dividend campaign. Seems like a very modest rise today. Am I missing something?
does anyone know the % of the 1.6bn contract that is likely coming Harl's way?
there seemed to be no upside in the RNS to me - they clearly think Southwark is pretty much a no-hoper. Other assets of course but there was a lot riding on this one
Hard to see if there is a business here at all tbh good luck to all long term holders, faith has not been rewarded
they seem to be building solid news toward trading update on the 25th - I would guess they'd like one more big contract announcement before then, but either way can look forward to a very positive set of results and the beginning of a re-rate. Certainly lots of folk watching and tipping Hvivo for significant SP growth on the back of a full order book and booked revenue through to 2024. dyor
biggish sell after hours so perhaps that explains it
Pedants corner: “Mid January” means 11th -20th in my - and Google’s - understanding. Any time this week is on schedule atb
Thanks Sparmada. Like the pope’s white smoke. Monday RNS we reckon?
Interesting buys - & a Thursday RNS always more likely than Friday …
There’s a trading update later in the month 888, perhaps wait for that or do a bit of research. Key fact is that Hvivo has a unique global position in a growing urgent market. No real competitor and very high barriers to entry. And major pharmas increasingly persuaded of need to accelerate trials in suddenly crowded space of infectious disease neglected for many years. Contracts getting larger all the time, v exciting to now have a SE Asia market. Crazy low valuation imho given potential and add ons in terms of data etc
Bob, glad to feed your (arguably unhealthy/borderline pathological) obsession, as you'll be aware predictions don't come with time frames, plenty of scope for growth from this position imvho, but other stocks are available - happy new year!
Share overall frustration but just making the point that Aim stocks fluctuate massively on low volume - pessimism this week prob just based on someone needing to pay for Christmas. Lots of positivity in advance of Mo’s January update imho - let’s see where this is in a months time - great time to buy at these prices
Based on 10 trades?
A few folk cashing in to pay for their presents/turkey/gas bill nothing else to see here, good time to buy otherwise roll on January and Southwark, happy Christmas one and all
A few folk cashing in to pay for their presents/turkey/gas bill nothing else to see here, good time to buy otherwise roll on January, happy Christmas one and all
As ever minimal volume and usual cast exaggerating risk and spreading fears - no way that CF as director can sell under radar as they well know. Roll on trading update and some of that £300m enquiry pipeline hardening into contracts. Cheap as chips at these prices imho
Very impressive interview, well worth a listen, and bullish about January trading update, SP will start to catch up imho
"the sales pipeline of challenge trials being discussed with clients is valued at over £300 million..."