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NewBoy - this is profitable...
Im of the opinion that the SP is being held to fill an ordre - have you not seen up to 1m bought at 14.75 in the last few weeks when everyone else has to pay 15p+
Here's my view of the 2023 Numbers (Based on my own research and workings)
Revenue: £45m +94% YOY (vs £22.8m in FY22)
Gross Margin: c£29m +94% YOY (vs £14.8m in FY22)
Site Level EBITDA: c£18m +130% YOY (vs £7.7m in FY22)
Adj EBITDA: c£9.6m +150% YOY (vs £3.9m in FY22)
Adj EBITDA Margin %: c22% (vs 17% in FY22)
Cash Generative
Each Owner Operated EH Venue - £0.55m Revenue / £0.27m Adj EBITDA
Each Owner Operated Boom Venue - £1.45m Revenue / £0.41m Adj EBITDA
I do expect them to show a Net profit; However, the key numbers are the Gross MArgin and Adj EBITDA margin. Private Equity will be looking at these (and the growth opportunity) licking their lips
I agree - I think an Intra day RNS is very likely
Agree Tylo, that would be useful to get updates on
I imagine that ntil the ownership structure is concluded, they wont be wanted to roll-out further kiosks
Im convinced "Complete Repsonse"was submitted on Monday 15th January and RNS'd in the UK at 7am Tues 9th
The original IND was RNSd on Tuesday 9th, and was likely to have been submitted on Monday 8th May. The next RNS communciating the FDA decision landed on Friday 2nd June. (Day 25 of the 30 days)
Tomorrow is Day 23 - RNS likely to drop anytime now.
GLA
Agree - I think there are orders being filled in the 3.9-4p region, hence why we are still here.
In the meantime - what a rubbish 100 posts today.
The only one I can recall reading was one from HT that i agreed with
Indeed - you have come on here several times with your gloomy views
We already know Revenue, EBITDA, Gross Margin % and Net Debt. As well as understanding that the Consumer Tech business is growing, the legacy is retracting and they are managing the rental sales to avoid increasing debt.
What are people hoping to find out aout last year that Is not in the trading update?
Wow, that 100k was snapped up quickly
Pumpky - you know what I mean. From May 21 onwards then to be specific!!!!
Corrected as I type to quick and it read like a Tuan post or written by that dude on Allo Allo ! :-(
A few random thoughts from me :-)
- Share price at 3.65p - up 65% YTD - the steady consistent upward trend thet LTHers have been craving for a while
- For the majority of Hemogenyx (and any other company) shareholders the world does not start or stop at this forum. Regular vistiors and posters to this forum are very much in the minority
- I think there was a lot of buying today and the SP went up - so I'm very confident in saying that buys outweighed the sells
- The SP price performance for many who have bought shares in the last 3 years has been fantastic - I would not criticise anyone who has chosen to sell some or all of their shares in the 3-3.7p range. Some may feel that the clincial hold removal is now priced in OR some may not be anywhere near as researched as some on this forum and have hit their own personal targets. Good investors always have an exit plan - for some that may have been 3.5p
- It's written in the RNS, clear in the report and accounts and has been well discussed on this forum that Hemo need to raise soon. My personal 'feel' is that they are funded through to the quarter end for BAU. I also think that news of fundraising will follow shortly after the news that the clincial hold is removed and the raise wll be at 6p or higher from strategic investors. However, the alternative scenario is a discounted placing similar to those that have come before, this may feature on some minds.
I am 80% confident that the RNS on CAR-T clinicial hold removal will land next week - it should be an exciting week.
Good Luck everyone
DYOR
A few random thoughts from me :-)
- Share price at 3.65p - up 65% YTD - the steady consistent upward trend thet LTHers have been craving for a while
- For he majority of Hemogenyx (and any other company) shareholders the world does not start or stop at this forum. Regular vistors and posters to this forum are very much in the minority
- I think there was a lot of buying today and the SP went up - so I'm very confident in saying that buys outweighed the sell
- The SP price performance for many who have bought shares in the last 3 years has been fantastic - I would not criticise anyone who ay have chosen to seel some or all of their shares in the 3-3.7p range. Som may feel that the clincial hold removal is now priced in OR some may not be anywhere near as researched as some on this forum and have hot their own personal targets. Good investors always have an exit plan - for some that may have been 3.5p
- It's written in the RNS, clear in the report and accounts and has been well discusse don this forum that Hemo need to raise soon. My persaonl 'feel' is that they have funding that will seem them through the quarter for BAU. My personal belief is that news of fundraising will follow shortly after the news that the clincial hold is removed and the raise wll be at 6p or higher from strategic investors. However, the alternative scenario is a discounted placing simeilar to those that have come before, this may feature on some minds.
I am 80% confident that the RNS on CAR-T clincial hold removal will land next week - it shoudl be an exciting week.
Good Luck everyone
DYOR
Impatient investors DN NOT get rich - simple as that
Anyone buying shares here since mid December has no reason to sell - nothing has changed. And about 70% of the shares are in the same place they were 2 years ago with the same people.
I see the trolls are regurigtating the same rubbish - it's absolutely pathetic the attempts and critising the CEO for his ambition. The company floated at £200m - the US growth opportunity, the Corporate opportunity, the Kiosk opportunity are all growth drivers. I would be more concerned if MusicMagie had a CEO that said he was aiming for a £300m mCap.
And with fair journalism in mind - he actually said £1bn withing 3-5 years.
Very few people on this board or anyone else would critise Steve - most people are incredibly respectful; he's a very successful, popular entreprenuer and leader.
As I have said before - he is not the tfirst and won't be the last to set themselves an ambitious target for their business.
I wonder if Norttherner and Robswire will show the board some respect and come back and post if/when this share price is at multiples of today.
GLA
What a pleasant surprise - not the RNS we all expected to come next but a very welcome one.
2 nice points validate by the CEO:
"This is a significant addition to the patent protection for CDX which remains one of our key product candidates for the future. "
[This reminds us that whilst CDX may be 3rd Priority - it is still very much alive with great potential and a genuine asset of value to the company]
"This also solidifies our Company's position as a leader in the area of conditioning bone marrow transplants"
[Nice to have the market context - Hemogenyx are market leading on a better way to condition patients for bone marrow transplants - in a safer and less toxi way than the current method)
I feel it coming, i feel it coming babe
The Weeknd and Daft Punk could not have put it better
By the way - I'm very happy with my new iPhone. It is in great codition and arrived about 16 hours after i ordered. I'm one very happy MusicMagpie customer. Hoping to make it a double and becoe a very happy Music Magpie shareholder in time... :-)
@the Accountant
They are a regulated RNS whilst in the 'offer period' to show some transparency into the transactions that are through Shore Capital - MMAG's house broker.
They ARE not anything to do with MMAG buying or selling
Nice £16k delayed buy just printed :-)
I find it hard to beleive this is being shorted tbh
I expect it is just profit taking for those who are up
or
Some LTHers taking some of the table at a decent price (releative to where it has been for a whil)
or
Its MM games to tease out some waker hands ahead of the RNS
The triple digit rises on BOIL and HE1 have come of the back of an RNS - the volume that a good RNS attracts is reminiscent of what it was 4 years ago. The volume and size of trades on both HE1 and BOIL have been insane.
Depedning on timing etc and quality of RNS - dont be surprised to see something very similar happen here
It's not 'hope' Josey - it's logic
I dont really care whether ther business is demmed to be worth £20m, £30, £50, or £100m
But I do know that it is worth a lot more than £10m
As for the TR-1 - Watch this space - having read some of the very complex, legal text in the takeover manual ther eare lots of scenarios where exemptions are allowed
There has been a LOT of buying in the last 2-3 weeks as indicated by the increase from 2.1 to 3.35p (and did hit 3.7p yesterday)
Not all the red trades are sells as you know
Some of the bigger buyers have been buying in bigger chunks and they often get reported late.
Take a look at the chart - its very nice and a genuine uptrend with higher highs, and higher lows since mid December.
The chart would suggest this could temporarily dip back to 3p, but the rNS could rop at any time which, if good news, should leave 3p for dust
Moniman
The directors are assumed for 'city code' purposed to be in concert with the founders
That means their combined share holding is very lose to 30% which could potentially make then obliged to make an offer to the othe shareholders
16m shares (15% of the compnay) have got new owners. So far we only know where 1m of them have gone.
I dont buy for a moment that of the other 15m sold - that nobody hase taken more than 1m
There has to be someone who is acquiring who has been afforded some special dispensation from the Takeover panel so that they have not had to disclose yet.