Member Info for Rickylfc5

Surely the whole point of organising a CMD is to sell the Hvivo story to institutional Investors not to tell them how tough things are. Thought we would get a trading update to coincide with the day - they must be getting asked how the business is currently performing and this information should be generally available to the market !!!

Makes alot of sense Theta but markets are meant to be forward looking and 2027 is only 8 months away. Add in the Traws HCT (and hopefully more to come) and we could see revenue next year of £60m + and £7m EBITDA. That should give us between 15p and 20p

Thanks Pompal - this is the reply I got

How it actually works

Under the UK Disclosure Guidance and Transparency Rules (DTR 5):

• A shareholder must notify the company when their percentage of voting rights crosses a threshold:

• 3%, and then

• every 1% up or down after that (4%, 5%, 6%, etc.)

“Crosses” means goes above or below a threshold.

Thinice - if they are exiting how come there are no TR1’s??

Dartron - just been researching for an investment in AGFX - I would be more than happy if the LTIP pays out big time because it equates to a significant upside in the share price. Whether it is too biased towards the CEO and CFO is open to question (they are the Company's strategists and drivers of delivery) and any dilution is factored into the ultimate share price. It really is a scheme that is designed to capitalise on the greed of Directors that some people may find unpalatable

Crazy if we hit 10p - market cap would be £68m with year end cash back to £40m ish gives £28m which is less than 2 x. EBITDA. I’ve topped up at 12.96 - waiting for the exact bottom can mean missing out

Great buying opportunity - market cap of a £100m less cash (at year end will be back to £40m) makes £60m which is less than 4 times forecast EBITDA and 0.8 x Sales. Mo still has 4m shares with a new cost price of 17p - I'm sure he's looking for a substantial gain

Stt - you are incorrect - if he exercises at a higher price his income tax bill is higher (you pay income tax at the market price when exercising less the option cost)

All this talk of Mo talking up the SP and his options is nonsense. He exercises at a lowish price (does Stt believe 17p is a talked up price?) and pays less income tax (which he covers with share sales) - more importantly is how much CGT he pays on the 4million he holds at 17p. So back to the real debate of if and when the SP retraces back up to 25p/30p. A confirmation of the LOI becoming a contract and an uplift in this years outlook when the final results are released next month could well be the catalyst

Stt1 has troubles of his own - Tly down 15% to 3p

Market cap less cash is around one times turnover (thats for you Stt1) and about 4 times EBITDA so i'd say the current price is a good entry point

Lord - i agree, never that simple but good to see assets increasing in value

Can you remember how many Probiotix we own - 50m comes to mind - if thats correct we should be adding nearly 1.5p to our value

It’s just complete incompetence on behalf of Opti IR. - they are the ones that should be slaughtered

Solvista- aren’t you due to buy back in shortly, you like doing the Hokey Cokey with Hvivo?

Karlo the clown’s back

Still happy you chopped and changed a few times then sold??

Or maybe Octopus are on the ball and JPM are the mugs - how do you know?? Just make a judgement on Hvivo’s prospects and give it a little time Solvista

Stt1 - why don’t you address my questions?? - will you hold your hands up and say you were wrong with your cash predictions at H1 24 and end of year 24? Also your prediction of a 10p share price looks ridiculous - time to face the music and admit that you could have made good profits on Hvivo (instead of holding on to Totally as they crashed)

Sol - you say they are worse than you expected but you forecast them to be atrocious and won’t even get to £55m so they are not worse than expected - you are all over the place