Member Info for neon

Revolution surely has got the potential, IF the new management can truly prove that the turn around is definitely working. Their 3p option is definitely a hint so let's wait and see. Personally I'm so disappointed today when a company says one thing in public but then hide the information cleverly only for people to find out later. it destroys the trust in them. Revolution did something similar and we all paid the price so I honestly hope founders have managed to steady the ship since then and will deliver on their promises. The SP will go crazy if this is the case. Investors were just ***ked by hvivo in a spectacular fashion when we all though it's profitable and their new contract will add substantial money on the book turns out they already had it on their book priot to the contract signing. The feeling is quite raw and its just a sad sad story. The two other company I thought will take a while are actually delivering, REVB and IKA. Fingers crossed. Revb have gone through a very very tough time, so hopefully investors will now get their well deserved rewards.

GLA

@Pompal : I appreciate your kind reply. I'm just frustrated because to me it seems hVIVO shifted drastically from a stable dividend payer to a high risk recovery play fairly quickly and it look me a long time to understand that while clever investors were dumping bigtime :(

Thanks again

Frustrated*

It will just give fuel to the shorters, II selling is also not helping. It will probably revisit the lows soon. I've put a stop loss now, if it goes it goes. Just very disappointed and frusted and it took me this long to understand the real story behind this fall. :(

@ThetaDecay : divi kept lots of big private or II investors invested knowing they will get some divi even after less growth but without it, hvivo just becomes another AIM loss making stock! :( I just ran your comment on gemini and it agreed, not sure why it was all positive yesterday tells you AI still not ready to analyse market information.

The "Pre-Booked" Guidance Trap

This is the most damning part of the post, and it is the exact reason the share price collapsed.

The Normal Way: A company gives guidance based on its current signed order book and historical run rates. When a massive new deal lands, they issue an RNS saying, "Revenues will now be significantly ahead of market expectations."

The Mo Khan Way: Management gave 2026 guidance that quietly relied on this unsigned ILiAD deal coming through.

The poster is spot on: the market did not know this was the case. Investors assumed the guidance was the "base," and ILiAD would be the "bonus." When Mo Khan admitted the ILiAD deal was just the base, the market suddenly realized that the rest of hVIVO's pipeline must be incredibly weak.

3. What the Analysts are Doing Right Now

The poster mentions that analysts are now "tallying the numbers," and that is exactly what is happening in the City today.

If you take the 2026 revenue guidance and subtract the ILiAD contract (which we now know is baked in), the remaining "core" revenue for hVIVO looks frighteningly low. It essentially proves our earlier point: the order book has shrunk, and they are struggling to replace the massive COVID/Flu contracts of 2023/2024.

So lied about the revenue recognition, cancelled divi, what else do we have to dig deep to find out? Guys, what else am I missing?

Just listened to the interview again and it's making sense now. I just timed my entry wrong. Sad times :(

@rustyjames You were spot on with your observation. Not feeling confident anymore. Utterly confused now with my holding.

If everything is nicer then why the SP keeps falling? What are we missing? I'm being confused.com

"Summary: What is Realistic?

Scenario Realistic Price Reasoning

Current (Noise) 9.20p - 9.50p Short-term traders flipping for 10% profit/ii selling.

Short-Term (Fair) 12p - 13p Reflects the de-risking of the ILiAD contract.

Medium-Term (Target)15p - 17p Once the "2025 losses" are forgotten and 2026 growth is visible."

I don't know how realiable these projections are but they are from gemini based on the current publicly available market data.

My ilika is going far far better without any new news and fundraise around the corner while hvo goes down with their best deal ever! this is AIM lol

Polb is doing better than Hvivo today!!’ Hahahahhaha

I think you guys are spot on. The SP slum was due to profit takes and Octopus selling in tandem taken the juice out of it. The SP is bound to recover. Even my gemini pro agreed lol

"Scale of volunteers: The trial involves over 500 healthy volunteers. Most standard HCTs involve 50–150 participants. A 500-volunteer study is an enormous operational undertaking for FluCamp and carries a significantly higher price tag due to recruitment, quarantine, and laboratory costs.

Analyst Estimates: Brokers (specifically Stifel) had already "floor-priced" this contract at £15M back when ILiAD secured their Series B funding. Given the "largest to date" wording in the final RNS, many analysts are now likely modeling this closer to £19M–£25M."

Let's wait and see now.

GLA

I’m back, just can’t believe my luck. I read the RNS and thought it will jump over 12p came to work saw SP below 10, couldn’t believe it first but got it with knowing they have Iliad in the bag. Octopus hasnt got unlimited holdings so will finish at some point so sp will bounce back sooner or later.

GLA

There is a seller like Paul mentioned so no surprise in seeing big sells forcing the SP down but it will rebound at some point. So until the next news, the ping pong will carry on it seems. However any institutional stake building might counter that nicely.

GL

Https://www.youtube.com/watch?v=rtsWHDoBbc4

CLX covered from 40:45 if anybody is interested to watch. It now our of Paul's cautionary amber and back into the healthy green zone!

GLA

"VIAVI Solutions and NVIDIA work toward software-defined, AI-native networks"

https://www.rcrwireless.com/20260323/ai/viavi-nvidia-mwc-2026

Hahaha 100%

Https://www.viavisolutions.com/en-us/solutions/ai-testing

"AI Testing

Trust Your AI Network. Trained, tested, and validated by VIAVI."

Calnex SNE-X or Paragon-neo are embeded into that testing ecosystem. AI boom will come sooner or later, us all just need a bit of patience that's all.

Considering where the SP is now, even a typical 10% discounted fund raise won't push the SP down that much anyway. The potential is too big to miss at this stage IMO. Let's wait and see.

GLA

"The "Months" Scenario: If the May 26th results show the "Discovery Phase" has turned into a "Full Pipeline," the stock will likely begin a steady climb as institutional funds (who can't buy £40m companies) are forced to start buying in as the market cap crosses the £50m–£60m threshold.

The Verdict: At 53.33p, you aren't paying for the "AI Mania" yet; you're just paying for a recovering telecom business. The AI potential is currently being given to you for free."