Member Info for stt1

Father,

"It was good to hear Mo mention contracts ("contracts" plural) being signed for laoratory services, outpatient services (field studies) and patient recruitment."

His being TALKING about contracts for months.

Yet their own fy results show revenue growth slowed significantly.

I believe the chairman knows more about the company than any PI or II. He sold majority of his holding last Feb, as expected.

The company newsflow has been as predicted.

Read my posting history.

Ricky,

" now where’s our friend stt1????"

I'm watching and laughing.

The newsflow has been exactly as I predicted.

You obviously haven't read the rns and my posting history.

I said these will be talked up the nearer they get to Feb, the CEO's exercise start date for his huge >7m options.

And they are.

They have announced a £11m contract, as opposed to the £40m of contracts they were talking about only a few months ago????

TLY, the company you mentioned, announced similar sized contracts. Yet their mcap is only £16m and their chairman (and CFO) has been adding.

Read the rns and you'll see that my assertions and warnings about red flags have been correct.

It's amazing when I post the red flags, the uber rampers, with their baseless ramping try and persuade any gullible readers to filter. When I don't post and the sp rises, they do!!!!

Thinice

"Its a massive exposure for an 'II', particularly where there are no other holders (I believe) anywhere near their holding."

My assertion has been there was no evidence of significant buying by InstitutionS (plural)

I also said there's a lack of significant revenue growth rate.

There's been a lack of contracts for many months.

Less than 2 months to go before the CEO can start to exercise the huge >7m options.

The company newsflow has been as I predicted.

My posting history is there for all to read.

Ricky

"You missed the last rise from 9p to 30p (you stayed in Totally).

HVO haven't announced any contracts for months. HVO's chairman dumped his entire holding, which I see as a red flag.

Totally, TLY, have announced several contracts and are forecasting £85m revenues for fy2025, ending March, 4 months time!!

TLY chairman and CFO has been buying. c40% of TLY is held by IIs.

I also missed HVO going from 40p to 9p, whilst the rampers continued their ramping!!!! HVO are 'hoping' for £100m revenue in 4 years time.

TLY (Mcap £16m) already had £100m of revenues last year???

The govn is committed to reducing the long waiting lists and favour using private providers.

:-)

Solvista

"Figures don't add up for 2025"

Exactly.

As per my assertions/red flags, the company newsflow shows that there's lack of significant revenue growth.

Anyone can look at their previous fy accounts and compare the revenue figures.

As I was saying the Chairman sold majority of his holding last Feb whilst company was being talked up.

I see that as a red flag.

Cash will be used for projects during H2, as well as admin.

The newsflow here has been as predicted.

There you go,

Another month gone and still no contracts announced for months.

Only 2 months to go until the CEO's huge options can start to excercise.

If the CEO starts to exercise his options in just 2 months then that could be millions of shares hitting the market.

The chairman knows the company better than any PI or II. He dumped majority of his holding in Feb and the remaining in July. Total of 47m sold.

That was a huge red flag.

Carrot

"Are you suggesting that Louis is peddling lies then?"

An anonymous poster claims to have received an email from the company. Where's the evidence the email was from the company?

"If you're NOT does it really matter where the information as come from?"

It makes a huge difference, it's misleading.

The email doesn't say the company have said "".

IF the email is from a PR company then their remit is to promote the company.

"I for one am happy that there has been some sort of official communique from hVIVO"

It's not official communication. Official communications are direct from the company and released to the market via rns. An anonymous poster claiming they've received an email is not official. You must be really gullible to believe what an anonymous poster has posted. Best to check the company newsflow.

Messages via eg Youtube, is NOT official communication and they can be deleted.

Solvista

"That's not Investor Relations at Hvivo,that's Louis Ashe-Jepson at Walbrook Public Relations."

Exactly. I wonder how many PIs believe whatever is posted by anonymous BB posters, pulling the wool over investors eyes by suggesting it's an email from the company itself???

The obvious clue was Hallsworthy didn't post the full reply, ie there would be a full name and job title etc after the name "Louis".

Hallsworthy,

"£62m revenue, circa £40m cash, Mcap of £149m and the share price finally showing strength - what's not to love?"

That's been known for months.

How about telling us what the 2025 revenue guidance is?

Where are the £40m contracts they mentioned months ago?

Can you provide evidence where they state they have circa £40m cash or is that your own guess, without any proof?

Hallsworthy

So you emailed IR at IR@hvivo.com and someone from their PR company, Walbrook PR (Media & Investor Relations), who are independent and exist only to promote the company. That's what PR companies do, don't they? They wouldn't know what is happening within the company, the current situation and what the company is doing.

The clue is it's a PR company who replied to you and not the company itself.

PR companies exist to promote the company.

The chairman knows the company better than any II, PI or PR company.

Don't you agree?

It's pulling wool over PIs eyes.

IR email address:

IR@hvivo.com

Louis Ashe-Jepson works for Walbrook PR as indicated at bottom of their rns'.

https://polaris.brighterir.com/public/hvivo/news/rns/story/x419d3x

User

"You post its '12 O'clock' every hour on the hour."

That proves my assertions have been consistent, doesn't it?

Throughout the past year. I've posted company newsflow and opinions based on facts and my own experience from other shares I've commented on - look at my history, look back around 2021 and I repeated the red flags on Trmr/Byot. Trmr crashed 80% and Byot crashed 99.9%. The company themselves have since repeated the red flags I was warning about.

I haven't changed my views and are posting in hindsight, like several others.

User04

"Except non of your 'assertions' match with any time frame. "

Evidence:

Everyone can read my posting history:

See my post of 24th July, a timeframe - It lists my assertions over time:

My post 24th July 2024, 19.45 - Subject "Chairman dumps remaining holding quickly after TU"

Look at the timescale. Read my posting history from the link below.

14th Feb : Chairman dumps majority of his holding in a secondary discounted placing 28p

https://polaris.brighterir.com/public/hvivo/news/rns/story/xe1g9jw/export

9th April fy results

Obviously there was limited window for him to dump the remaining holding due to closed period.

17th July TU

23rd July - just 4 working days after TU, Chairman dumps his remaining holding at 29p.

Obviously he need permission from Cavendish and Peel Hunt, which in itself would have taken time.

FOUR working days after the TU. I think it would have taken longer to organise a secondary placing.

https://polaris.brighterir.com/public/hvivo/news/rns/story/xpdodqx/export

Sounds like the Chairman wanted out asap after TU.

I believe the sitting Chairman knows more about company prospects than any II or PI.

https://www.lse.co.uk/profiles/stt1/?page=8

My reply to you, 23rd July 2024 20.25

User

"It was made clear he would be exiting. It is no shock."

Was it? Where?

When I raised the 1st lot of selling as a red flag, several suggested the Chairman had only sold some, retained a significant amount and therefore it wasn't a red flag.

You now claiming, in hindsight, that it was obvious.

;-)

Read my posting history

https://www.lse.co.uk/profiles/stt1/?page=8

Hallsworthy

"Guidance for 2025 revenue wouldn't go amiss though. "

The fall was expected.

As per my assertions, the red flag was the chairman selling majority of his holding in Feb whilst the company was being talked up..

the lack of revenue growth rate as shown by the company..

the chairman dumped his entire holding in July whilst the company was being talked up, just 4 working days after the TU was a huge red flag.

The lack of contracts was expected...

I believe they have a questionable business model...

Obviously, given your assertions you were loading up at 30p, holding for the £1...

My warnings and consistent posting have been proven right.

Given your comments on TLY, I think you're wrong there as well. They are winning contracts, around £20m recently and have c40% IIs, chairman buying. Mcap £16m. Huge opportunities when the govn, who favour private providers, announce their new NHS plan in the spring.

Balance

"I believe you have been on this board since the 10p days!"

Yes, I predicted they should fall to around 10p, when several posters were buying when the sp was in the 30s/40s and they did!!! Those posters were ramping over the past year or so and have now disappeared. It's called a pump/dump, isn't it?

My opinions have been consistent. I believe they have a questionable business model. I don't believe CF's assertions nor that DiM had the valuation that some were saying.

Since then the CEO has been awarded huge >7m options, which were back dated by a year.

Obviously the company was talked up and some investors have bought in, resulting in the sp rising.

What happened to DiM then? Gone quiet, as expected.

What happened to CF's assertions? He's sold out

If a company is talked up, some will buy in.

All as predicted.

Chris,

"100% of 2024 revenue guidance fully contracted with good visibility into 2025"

Because of the time it takes to setup projects, contracts are signed many months, can be 1yr+ in advance.

They stated at beginning of the year (as they usually do) that they have 90% of 2024 guidance already contracted, so that'll be around £55-56m. They managed to gain the extra £5m throughtout the year. That's hardly a big increase!!!

They also stated at beginning of the year that they have "record revenue visibility into 2025". It's now 10months down the line, what is the revenue visibility guidance for 2025, surely they would know by now.

"hVIVO enters the year in its strongest ever position with 90% of 2024 revenue guidance already contracted, and record revenue visibility into 2025."

https://polaris.brighterir.com/public/hvivo/news/rns/story/xopzn1r

"Pipeline of live opportunities continues to expand including interest in new challenge models and new revenue streams with short to medium term potential opportunities of c. £40 million"

The key word is "Potential". Where are these £40m contracts that were close to signing?

"Targeting Group revenue of £100 million by 2028 achievable"

It's easy to set a target years in advance and it won't be known until 2029, 5 YEARS time if they achieve it. They don't know what economic/political, sector newsflow will come along.

In any case £62m to £100m in 5 years is not a huge increase in growth, is it? 10% growth pa over 5years and add on an acquisition.

Balanced

"People are still going to need new drugs and vaccines. "

Of course they will. It doesn't mean pharmas will use HVO, does it? There's a lot of hype/expectation already priced in.

If there was huge demand then there's nothing stopping other companies setting up a rival business.

Chrisdp86

"37m in the bank, 30% revenues and a swelling forward order book."

They haven't though.

30% revenue growth was for H1 2023 to H1 2024. Not dissimilar to the previous year. However, look at the yoy revenue growth rate. That slowed significantly.

£37m in the bank, yet no contracts for months. They need that money to pay for current projects, as well as their admin and other costs. Hence my assertion they don't pay a normal dividend. Plus the new facility was largely paid for by clients, which shows they needed to save money.

Swelling order book?? No they haven't. The forward order book fell and they haven't announced any contracts for months.

The chairman knows the company better than any II or PI. He dumped his entire holding over 4 months ago, just 4 working days after the TU.

Govn needs a campaign to persuade Patients with Non-Emergency conditions to use NHS 111 or UCC. Otherwise A&E dept will become overwhelmed very quickly.

Doctors warn of ‘massive’ winter crisis in UK’s overstretched A&E departments

https://www.theguardian.com/society/2024/nov/18/uk-doctors-winter-crisis-accident-and-emergency

The Budget wasn't good for HBs.

Labour wants to build thousands of social houses, which are low margin for HBs.

Build cost inflation increasing and subdued housing market doesn't help.

There's at least 4+ years of Labour.

The updates from TW wasn't good.

CRST reports update tomorrow. Let's see what they say.

I expect positive noises but figures and outlook is what counts.

Thinice

"Personally I take faith in the fact that Octopus are no fools and will be expecting a significant return on their investment."

IIs buy using other people's money. Obviously they would like to see a return on their investment.

The point is I believe the Chairman knows more about the company than any II or PI. He dumped his entire holding over 4 months ago at 29p. I think that set a ceiling for investors.

Look at the sp over the past 4 months and you'll see around 29p has been the ceiling.

The last of 2 large sells by the chairman:

https://polaris.brighterir.com/public/hvivo/news/rns/story/xpdodqx