Hvo’s price hit 44p on talk and hype (we all know that and got carried away) it over compensated down to 10p and now is moving ahead on the back of profits and cash
Stt 1 - Tly have now soared to 5p which is quite a disaster when you were telling us that they are in a great sector less than 18 months ago and the price was 31p
Bazza - where did you get last years £60m from ? Last year was £56m and this year (cautious) target is £62m??
Stt
The rise to 46p in 2021 was obviously based upon hype and crazy buying - nevertheless, when the SP crashed back down to 10p you were still warning us of all the Hvo issues (in your eyes) that would have mean missing out on a 200% gain (if we’d followed your advice)
Also, you’ve conveniently ignored the calamitous collapse in the Tly SP from when you were telling us how well things were looking until today - minus 85%
Stt - against my better judgment I looked back at your posting history (as you encourage) and at the end of 2022 you were warning about many things at HVO such as the high overhead costs and the difficulty in maintaining contract wins and Mo buying too little too late - price then 10p price now 30p - accept you got that wrong
At the same time you were citing the fantastic opportunity at Tly with revenues growing and huge demand due to waiting lists etc - price then 31p price now 4.5p - accept that you got that one wrong as well
Stt - we know the main numbers from the release earlier this year - what bad news are you expecting with the finals next week??
B - if you read this regularly you will note that Stt is constantly talking Hvivo down saying questionable business model, no Institutional investors, low growth etc etc and may actually put people off the Company. A little dig back is not going to hurt too much
STT - you have been warning us about Hvo since the 9p days and now we are over 200% hugger (on the back of cash generative profitability) - when will you acknowledge your warnings were a complete mistake
STT Mo Khan’s LTIP is for the period ended Feb 25 and Pinkerton’s is 2026 - a long way to go if they are talking this up. More importantly they aim for revenue of£62m this year and then on to £100m in 3 years with a significant increase in profitability - that’s how they will earn from their LTIP - the market will quickly see through talk
Stt - you seem to have a grudge against certain posters (who probably cost you after you followed their recommendations) - you are wrong on Hvo though . The Company is growing revenue's by £6m + p.a (obviously this equates to a smaller % as they get bigger) - More importantly, profitability and cash generation is moving at a higher percentage (Revenue is vanity) - you stated on March 13th 'Despite all the talking up, no evidence of significant buying/holding by institutionS.' - which has since been shown to be completely wrong. You have been on about Hvo being a pump and dump ever since the 9p days and compared it unfavourably with Tly which were 30p+. This situation has completely reversed Hvo are very profitable and generating lots of cash whilst Tly is debt ridden and struggling to make a profit. When will you just give up on your rants?? (I know CF sold his share but we are now back above his sale level so whats the problem)
Danny - well done for getting the T word through the filters - maybe they make an exception when it refers to Stt
Stt - do a comparison with Totally and compare EBITDA year on year and also cash / debt position. Sales are vanity - plenty of Companies go bust despite having higher sales
How can stt1 post with any credibility when he spent years telling us that Totally was a better investment than Hvo - Totally gone down by 70%+ since then whilst Hvo steadily climbing
Really disappointing situation (and poor judgment on my part) - the Balance Sheet is horrible. Apart from all the loans there are 88m of current liabilities and the current assets will include VAT which they are struggling to get back from the respective African governments