Member Info for LSInvestor

Bear-ish but still positive opinion if only £10m of the £20m is recognised in FY2026.

Then revenue might be roughly £60m: base FY2025 £46.8m, plus maybe ~£4m from “high single-digit” growth, plus £10m ILiAD. On that, a business with improving mix and utilisation could arguably deserve around 1.2x–1.4x sales EV, giving roughly £72m–£84m EV; add cash and you get about £86m–£98m market cap

So now we no that Illiad deal is done and that the mcap is stupidly low with that deal over the line there should be plenty of buying before the RNS.

Keep it going Sti! You’re deramping is pumping the SP! X

Fire everyone?

So the path to being a £500m company (as clearly laid out in previous posts) will not need more beds? more staff? and more growth in general? Never?

Maybe you are thinking that I said they need them right now.

I shared HVivo’s predicted (by an industry expert) path to becoming a £500m company in my first few posts and this will require expansion. Yes that’s me holding for a few years!

HVIVO WILL need more beds withing next next few years. If that growth worries you then strap in son.

Never needing to expand! Despite their contracts growing? Doesn’t make sense. Maybe right now they don’t need to but I promise they will!

They will have to grow. Quickly. Add 100’s of beds over the next few years.

Ffs Neon get in before this Illiad deal!!

They are giving me a price to buy all my shares, there must be a big order or a shortage or shares. Neon! HURRY!!:)))

Don’t say that! You’ll give Neon FOMO!

The reporter may have spoken to the fund manager, and the fund manager may have said he believes the deal is being renegotiated, but that is still speculation rather than established fact. The deal could well end up being agreed at a lower value for any number of reasons, but it should not be because there is a glut of HCT providers. The scarcity of these services is exactly why I am invested.

For you that would be a mazing if they did start selling as surely the SP isn’t linked to your confidence or understanding of the company and then you’d buy at a lower price? Also as much as this one deal will make me lots of money and I’ll be selling 25% when others are buying, I’m confident the company are unique and “capacity” is an issue. If you think Illiad have choice on who to use then do more research?

If they don’t ever get the Illiad deal? Or if in this difficult market they should have got it faster?

If it was up to impatients like you, half the world’s biotech industry staff would be unemployed!

It’s a bit dramatic given how deflated the SP of HVO is but you’re absolutely right to be cautious!

I genuinely believe small-cap investing is a poor fit for most people in a depressed economy, particularly against an unstable geopolitical backdrop, unless they have genuine expertise in the specific industry they are investing in.

Almost all of my non-biotech AIM investments have been loss-making. Fortunately, I have more than offset those losses through a small number of well-timed investments, each made on the advice of someone with deep industry expertise.

HVO is now my only public small-cap holding. I remain long because I trust the advice behind the investment. My plan is to top-slice at 12p and reinvest on any major pullbacks, as my conviction is about as strong as it can reasonably be. That said, this confidence is not based on my own technical knowledge or direct experience, but on the judgement of someone whose expertise I trust.

AIM is a horrific place agreed. HVO is a great business and if it wasn’t for politics there would be more on the plate. So don’t listen to grumpy necessarily! Listen to you gut.

The market is hard so don’t get in unless you plan to stay for a while. Who knows what can happen?!? they could announce a £25m deal and it could flash up 25% and you might buy the spike on mega fomo and then drop back to 6p! what I would say is, this is undervalued even at 12p. HVO have built a solid company. It’s up to the market to work that out.

$3m mcap $11m cash position . Runway 12-24 months.

Can they raise to pay for HCT’s? Probably given the US market is stronger. So I wouldnt say they are struggling but very much loss making until someone like HVO prove their science.

I also use my mate the CEO of a Uk Dx company to guide me. ;) He’s just advised I invest in a very early start up that could rock diagnostics industry! 0.5 % of the company I’ve got my hands on! 🥰

It’s good to have this kind of knowledge on your side. It’s made me a lot of money.