Member Info for HotChip

Obviously...

The order book decline was explained in the last trading update. Also, H1 will be heavily weighted compared to H2 - again, this was mentioned in the last trading update. You should read that...

DYOR

I'm not interested in any of those companies you mention. Neither do i understand your point.

Are you warning me to steer clear?

Https://www.cityam.com/octopus-quietly-pumps-25m-into-mispriced-aim-market/

Great article and some very strong stake-building from JPM & Octopus, with 15% between them both. Gives me more confidence to continue to hold.

DYOR

?

Looks like it imo :)

Its who's buying that's important, not who's selling.

DYOR

Looking good for Octopus and PIs. Shows great confidence in HVO, it's CMD and its strategy and focus going forward.

DYOR

Does it matter?

Really pleased with Octopus involvement in place of CF's holding. SP holding up perfectly, +2% today, I'm well up. CF placing is history... old news...am I bovered? Absolutely not :)

Agreed, Octopus is a great place for CF's shares to go to. A great fit. This is reflected in the SP getting back to where it was pre sale annoucement, so all good imo

DYOR

How on earth do you make time to write over 4,000 posts? That is mad...

SP has done ok today, given the news - still way above where they were in the 10p range many months ago, so still multi-bagging atm. Fundamentals are the same, so am very comfortable with continuing to hold. Agree with others that future contracts are key, margin improvements continue to increase and potential sale / buy out is an option.

DYOR

Who cares...

There's definitely merit in Paul's analysis and comments. HVO''s success to date will I am sure attract competition, but that shouldn't necessarily be seen as negative. HVO has had great success in pivoting this business to other activities & income streams and will I am sure continue to do this. After all, it has been doing this since 1946, so I wouldn't be getting concerned about the HVO's future. What I would say is that HVO will still play a part in my balanced portfolio & I expect the SP to increase very gradually over the next 12-24 months. They won't blow the lights out imo, but I see this as a strong business with relatively low risk. Just my opinion and please DYOR.

DYOR

"Revenue Growth rate has continued to slow year on year."

Your brain has continued to slow year on year.

You have a lot of time on your hands :) I wish I had.

Smiling? WTF has that got to do with anything...?

You would only hear about partnerships in an RNS, not in an investor presentation.

There was never going to be new news reported here, so not sure what you were expecting other than a general overview of all that is out there ....

DYOR