Member Info for Rickylfc5

‘The risk is entirely HVO's. The benefit is entirely Pharmas’ and in the process we are growing profits (EBITDA £16m+ this year) growing our cash pile and the share price has gone from 10p (where it fell back to after the hype years) to surpass 28p (where Totally was at the same time) - do you think you may have called this wrong Stt?

Why do Pharma’s spend Billions with CRO’s when they could do it all themselves (adopting Stt’s argument) Clearly Pharma want to stick at what they do best and contract in CRO services as and when needed

Stt - why haven’t you got the respect to acknowledge that your prediction of a lower cash balance has been proven wrong. Your previous argument of slow growth and suspect business model have been trashed. The share price is steadily moving beyond CF’s sale price and the order book has only levelled off due to timing differenced. How much better off would you be if you’d ignored your own advice and sold Totally when they were 28p and bought Hvivo at 10p. Hold your hands up for once

The only reason cash will be lower at the end of H1 is the dividend paid and capital costs of moving to CW (which are one off’s) I believe cash will be higher though . I bet STT wishes he had ignored his own advice and sold his Totally shares 20 months ago when they were 28p and reinvested into Hvivo at 10p

Stt - this is very simple, why can't you comprehend?? Poolbeg is a pre revenue development Company (like many others) that is using its resources and know to develop pharmaceutical assets / solutions. If you read into the programs in detail you will see why people are buying the shares. Other people will take a different view and be more risk averse. All you have done is look at the current and historical numbers, why don't you research the programs before posting comments on the Companies share price possibilities?

Stt - have you calculated how much wealthier you would have been if (18 months ago) you had gone against your own recommendations and had sold Tly at 28p and bought Hvo at 10p???

Stt - There’s bound to be profit taking after the results and with loads of cash in the bank and growing profitability (revenue is vanity) then Hvo should rise again. You never seem to respond when asked why you were warning of the dangers of Hvo at 10p and promoting the Tly business and its model at 28p??

Stt - if the market is agreeing with you and your Bear points will you acknowledge you were wrong if the SP rises again??

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