RE: The guy is totally deranged6 Jan 2024 15:03
I don't want to have to filter the guy but not from from happening.
He put the following points to Hallsworthy,
"There's no evidence of significant buying by Institutions...2021, 2022, 2023."
Fair enough that there are currently no 3%+ II. There are a number of them between 1-2% but I can only see the top 5. on my brokerage account. But lets wait and see does this change during the early part of the year on the back of the trading update,FY2023 results. The company is generating increasing revenues/profilts. First non adjusted positive EPS also expected this year.
"Look what happened to a lot of covid shares which were ramped on PI sentiment?"
FFS on these boards all shares get ramped, including you on TLY! Sure we might aswell shut down the forum then. Also there is no more ramping and probably less here than on many other stocks.
"That is a red flag."
No a red flag, is dropping contracts, dropping revenues, disintegrating cash balance, chairman changes, dropping multi year paid interim dividend.. None of which has happened to hVivo.
"It might explain why they don't pay regular, normal, dividends."
Announced first dividend last year and a regular one starting this year.
"Despite receiving money due to exercise of warrants and revenues from Polb as of Q3, the expected cash is declining. You would expect cash to be increasing and not declining."
Firstly no mention that cash doubled from H2 2022(~£15m) to H2 2023(~£30m).
I still believe that this is a timing issue but we shall see in the update for January and if there is any doubt on this question I will raise it myself at the Q&A
"Might also explain why this is being talked up and they wanting to sell it."
It's long understood that this is the exit strategy for CF. You can find videos on this from 2 or 3 years ago. So there is no surprise here. So PIs expect(fingers crossed) that at some point this will happen.
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