RE: Invested9 Oct 2024 20:27
Thinice,
My opinions have been consistent and based on my experience of investing.
If the bull points can be countered then it makes the bear case stronger.
If the bear points can be countered then it makes the bull case stronger.
I look at company newsflow and re-assess. If after re-assessing:
I believe the shares are a buy, I would buy/add.
I believe the shares are a sell, I would sell/reduce.
I go by company/sector newsflow. Read my posting history and you'll see I posted the red flags, company/sector newsflow in Byot, rthm, trmr, Nano etc . They all crashed, varying from 70-99.9% - the 99.9% crash was Byot, which has delisted.
In terms of HVO:
My views have been consistent. The company has been talked up so they could sell. The chairman has done exactly that and sold his entire holding.
The CEO has huge >7m options which are exercisable from 4 months time. They were awarded only last year and back dated a year.
The revenue growth rate has slowed significantly.
The £37m cash being held is questionable. Why so much?
I think the business model is questionable.
"Who are the peers".
The rampers have you believe that HVO business model is unique. Yet when it suits their agenda, they compare against peers!!!!
Look at any business, if there is huge demand then companies enter the market. There is nothing stopping rival companies setting up a rival facility. After all HVO did it using largely client money, so why can't anybody else???
The chairman dumping his entire holding just 4 working days after the supposedly 'excellent' TU is a huge red flag.
The chairman knows the company better than any II or PI.
As I said the shares will drift once Octopus stop buying and they have.
Best to read the company/sector newsflow.
Sign In
Follow the stocks
