Member Info for RustyJames

Theta I like the breakdown but I will say there is the ability to do £60 million annually in HCT trials with the current bed count. That was covered last year when they moved into Canary Wharf..

Would that be lovely!

I really think Mo could save face if he announced what % of the Iliad contract will be recognised in 2027..

Obviously looking for a large figure..

Well the FDA had been shut down because of the asswipe Kennedy.If the the windows is opening up again,2 contracts in a month what to say more won't come in later this year and 27..

Markets look forward I'd love to know how much revenue recognition (even the %)the Iliad contract will have on 2027 revenue.

Close to 3 million shares were traded above yesterday close in the first hour.

Yet we are where we are now

Well pompal..that's what happens,daytraders come in for a quick trade,then it goes against them, they dump and it contributes to the selloff.

Anyone who has touched Hvivo recently have gotten there hands burned..

All agreed there..

And I see you're point Hallsworthy..

Im not going there Hallsworthy..I did,most punters on this forum did and obviously the market did by the share price reaction.

In the Annual report it stated 2026 revenue was 'significantly bolstered'by the.Traws Pharma contract but failed to mention it was super bolstered by the Iliad contract.

Thats where the issue is!

I mean with 500 volunteers the contract should be north of £25 million..so 7 mil for 2026 and 18 for 2027..

There's your 30ish %

Or they could come out and say 30% of projected revenue has been booked for 2027..which they did in the past.

Pompal best not go down that route..

Bottom line is these 2 Institutions with a massive share count want out.

Mo and Pinkerton should be trying to find a home for these shares but as was said Mo might have lost the dressing room.

I really,really think Pinkerton needs to go..

And thats kinda true too.Halls

But Mo has consistently said that Iliad was not factored in he knew it when he did the interview yesterday because it was obviously on his mind.

I bet he talked to analysts beforehand and they lamblasted him because he wasn't comfortable.

And thats about the guts of it Thinice.

and Pinkerton needs to be fired!

I'm also thinking they cut their margins to get the Iliad Trial over the line.

I've contacted Louis Ashe-Jepson from IR many times and it completely pointless.Its outsourced so its always a scripted reply..

Steve..we're just frustrated shareholders.

If i bought in a 6p I'd still be happy enough but for those of us that have been averaging down this is a kick in the teeth.

Unfortunately I didn't listen to my own advice.

I only listened to the podcast later afternoon yesterday.

If i had listened in the morning I would have sold the lot and taken my loses.

Its the numbers..

I think most people thought the Iliad contract was not in the 2026 revenue guidance last week

Not sure when we'll get it but I want to see 5-10 million trades.then we'll know that we have some whales buying out Octopus and Rathbones positions..

Plus the contract must have been signed before the final results last week because can't include revenue on the bottom line for a contract that wasn't signed over..

Problem is those stale bulls own close to 20% of the outstanding shares.

I was hoping that they had existed when the share price collapsed last year but recent filing said both are close to 20% ownership.

I listened to Mo later on in the day and was disappointed to hear that current guidance for 2026 includes the Iliad contact today.For me that's contrary to what Mo said previously.. ie ..that 2026 revenue didn't in lclude Iliad.

I'm sure thats why there was a big reversal!

Way to cautious and conservative..