Member Info for stt1

Hallsworthy,

"The throwaway pollution comment was clearly a random example which you've strangely latched on to, but the point is you have someone in a bed in quarantine you can watch what they eat, drink, breathe, how long the sleep for, how often and how long they sit on the toilet"

The comment was made by dustofnations, whilst he was also commenting re Mo's comments. DoN was also praising Mo for replying to his question.

How do you know DustofNations made a throwaway comment? Is he a mate?

It raises the question as to how many other comments are also throwaway comments?

My comments, bear points/red flags have been consistent. The company newsflow backs up what I've been saying.

As expected, results published and no surge.

The bear points/red flags haven't been countered or proved wrong.

Look at the current sp. The Chairman dumped majority of his holding at 28p. As Chairman/founder, he knows the business better than anyone else.

Turnkey,

My assertion is that revenues/order book growth has slowed significantly. The figures from the company back up my assertion.

The Chairman would have known the figures. I think that's why he dumped majority of his holding 2 months ago, well before the fy results.

Dustofnations,

Please answer the replies to your original assertions:

You claimed:

"I also was glad to hear that they're putting the cash into instruments that are achieving a decent yield of 5%+ — like UK Govt gilts or similar"

My reply:

Really? Gov has huge debt and needs to raise money. There's also a GE this year, which raises uncertainty about direction of govn policy going forward.

Please explain why you happy the company is investing shareholder's money in high risk govn gilts, when there's huge uncertainty over govn debt and there's a GE this year?

Your comment re controlled environment:

"In the real world, trials are often confounded by environmental factors and the lack of continuous data collection on volunteers (e.g. did the patient breathe in some polluted air; did the patient eat something that triggered them; etc). Having a strictly controlled climate and diet controlled environment with continuous biometric monitoring would provide much better datasets!"

They don't keep 'volunteers' in quarantine for life? It's usually a few days, I'm glad you agree on that. The volunteers, who can be in desperate need of money, eg students, won't keep a running day by day log of whether they breathed in polluted air!!!

HVO's facility is in London. If volunteers go down to London to the facility then they will obviously be breathing in polluted air every day.

How will they monitor whether the volunteer breathed in some polluted air etc, given London is a polluted city?

Can you point to where the company states that they monitor "whether the volunteer has breathed in some polluted air" and how they distinguish between polluted and unpolluted air?

The bear points I've mentioned still valid then.

Dustofnations

"In the real world, trials are often confounded by environmental factors and the lack of continuous data collection on volunteers (e.g. did the patient breathe in some polluted air; did the patient eat something that triggered them; etc). Having a strictly controlled climate and diet controlled environment with continuous biometric monitoring would provide much better datasets!"

They don't keep 'volunteers' in quarantine for life? It's usually a few days. The volunteers, who can be in desperate need of money, eg students, won't keep a running day by day log of whether they breathed in polluted air!!!

My assertion that the business model is questionable remains.

"I also was glad to hear that they're putting the cash into instruments that are achieving a decent yield of 5%+ — like UK Govt gilts or similar"

Really? Gov has huge debt and needs to raise money. There's also a GE this year, which raises uncertainty about direction of govn policy going forward.

Lots of local councils are going technically bankrupt.

Gov gilts are high risk. You can easily get around 4-5% in safer accounts.

Skywalker,

"buoyed by organic growth of 8-10 per cent per year and the contribution from synergistic bolt-on acquisitions."

There you go, backs up exactly as I was saying, revenue growth has slowed significantly.

Where's the significant revenue growth?

The suggestion has been that the company is growing fast, booming etc whereas the figures, revenues and order book, don't back it up.

These are their own figures:

H1 2022

Order: £70m

fy 2022

rev £50.7m

Order £76m

H1 2023

Order: £78m

fy 2023

rev: £56m

Order: £80m

fy 2024

Expected Rev £62m

Both Labour and Tories are committed to using more private companies to help reduce waiting lists.

Labour's Wes Streeting attacks 'middle class Lefties' opposed to his plan to use private healthcare to help the NHS recover if Labour wins the election

https://www.dailymail.co.uk/news/article-13283879/Labours-Wes-Streeting-attacks-middle-class-lefties-opposed-plan-use-private-healthcare-help-NHS-recover-Labour-wins-election.html

MO has huge > 7m options, awarded last year, back dated to 2022 and excersiable from few months time.

He has the incentive to talk up the company.

Look at the conditions attached to his huge 7m options:

"The LTIP has been designed to reward, incentivise and retainMr Khan to deliver sustainable growth for shareholders. The deemed date of award is 24 February 2022, which is the dateMr Khan was appointed CEO. Under the LTIP,Mr Khan has been awarded 7,227,273 nominal cost long term incentive options ("LTIP Options " ) over ordinary shares of £0.001 each in the Company.

Vesting of the LTIP Options is conditional upon a three-year total shareholder return ("TSR") performance against an initial 11p reference price. A portion of the LTIP Options will vest on the third anniversary of the date of award subject to the achievement of a minimum 10% CAGR TSR performance increasing on a straight-line basis to vesting in full subject to the achievement of a 22.5% CAGR TSR performance.

The award of the LTIP Options is also subject to continued employment, malus and clawback provisions and will vest in full on a takeover of the Company."

https://polaris.brighterir.com/public/hvivo/news/rns/story/x21q5mw/export

Don't forget the investor meet presentation at 6pm.

I'm expecting MO will be bullish with vast majority of the presentation similar to the last one.

Let's see if he has anything new to add. Any contracts, given we're already in Q2?

They don't mention cash as of 31st March, ie Q1 end.

Given they do mention other post period highlights, I think they should have mentioned the current cash position. Now the new facility is up and running then it would have been useful to see if cash has declined.

All they say is

"Strong cash position underpins the Group's M&A strategy"

DT's buy the other day was well timed. He obviously wants to delist.

If this gets to the vote then why would DT want to remain listed?

It'll be reputational damage to him if he doesn't go through with a delisting.

Unless of course, DT, put the statement out to entice bidders. Then he would be in profit with his recent buying.

Not surprising.

PIs buying few hundred quids worth, hoping a white knight appears before the vote to delist.

If this goes to the vote then it's delist or administration.

Hallsworthy

"TLY is an illiquid share and is only 1 of many shares I comment on."

I just checked TLY. They were up 7% the other day and so far up another 10% today.

;-)

Id10t

"Thanks for the reply, but they have floated the idea of a purchase for several years now."

Exactly. They also used to talk about DiM suggesting it to be a hidden gem. What's happened to that?

Questionable history.

Sam4224,

"Really thought this would rise after such excellent results."

Not really. It depends on expectations.

Shares would have gone higher if they beat expectations. Likewise if the market was expecting poor results then good results would result in a higher price.

Majority of what's in the rns was already expected.

As per my previous post, the figures were known. The outlook was also known and was going to be bullish.

All known and predicted.

Several hindsight posters out this morning.

BodRuncie,

"But the biggest indicator of the company's value and future prospects is a section without bottom-line numbers attached to it. "

The Chairman/Founder would know all that.

Yet he dumped majority of his holding at 28p in a discounted secondary placing.

Look at the current sp... as predicted.

As predicted, the dividend is nearer to 0.1p than 1p (Hallsworthy).

So let's look at the other bits of the rns

From their cancellation rns.

"that it is no longer financially viable for Byotrol to continue to trade as an AIM quoted business."

Therefore, if the vote goes against them, ie the company remains listed then, according to the BoD, the company is no longer financially viable to continue as an AIM quoted business.

Unless a white knight appears with a strategic investment.

Lukehere,

"All this talk of administration is wishful thinking by those seeking a rock bottom entry point."

Not at all. If this goes to the vote then I believe it'll be delist or administration. If the company stays listed then I'd expect the BoD to be voted off.

I don't think the current BoD would want a new majority owner who then sacks them. It'll save face by going into administration.

Next few days will be interesting.

I see Newlands have decided they don't want to continue to hold in a delisted company. If any shareholders had a good opportunity to stop the delisting it was the Newlands.

Look at the dates/events timing.

HVO talked up.

CF. Chairman sells majority of his holding soon after the company is talked up and before the fy results.

New IPO today. Before HVO fy results. Looks like CF clearly wanted to raise funds for the new venture as well as persuade current hvo holders to join him.

I don't think that's a coincidence.

CF dumping majority of his holding before the fy results is a red flag.

I expect the outlook will still be talked up.