Member Info for stt1

Trout,

That backs exactly what I have been saying. Investors are moving between HVO and Polb and vice versa. They're not new investors but the same ones.

Polb has zero revenues. Read the latest AR for yourselves.

Brumm

"not necessarily a red flag. Look at Ryanair for example which was IPO in 1997. Mitchael O'Leary, the CEO used to own 18% of the airline then. Over the years, he has been steadily reducing his stake to 3.9% today."

"Not necessarily". I agree it's not necessarily a red flag in normal circumstances.

O'learly reduced his holding from 18% to 3.9% over 27years!!. That is quite normal and completely different from what has happened here.

CF dumped the majority of his holding in ONE go!! He bought 1m at 26.5p over 2.5yrs ago, which had just gone into profit.

That selling majority in ONE go, for a company supposedly growing strongly is not usual.

There were numerous media tips, hype suggesting the company was going places, booming etc. I said it was being talked up so they could sell. Then suddenly CF dumps majority of his holding.

The events back up what I was saying.

That is not normal. Therefore, I believe the company was being talked up so they could sell.

If the company has so much potential then why dump majority of your holding in 1 go.

In terms of the CEO huge options. It is usual to have directors given options OVER A NUMBER OF YEARS, as you say year in and out.

Here the CEO, alone was been awarded 7m options to incentise him. The options were also back dated by a year and are exercisable in a year. Therefore, not over a number of years, as in the case you mentioned.

I don't think it's a coincidence that the media hype, intention to pay a nominal dividend etc all happening this year is a pure coincidence.

If you believe the hype then feel free to load up and sit back and wait for the gains.

I, personally, would not hold as I believe the business model is questionable, there are too many bear points and red flags, as I've previously indicated.

I would ask readers to look at my posting history of the other shares I've mentioned in my previous post.

I mentioned trmr, which is now called nexn. Have a look at that thread.

It went quiet 29th January and only this week posters have returned there.

HVO became busy from 29th January and has been so over the past month and has gone quieter since CF sold.

Nexn: https://www.lse.co.uk/SharePrice.html?shareprice=NEXN&share=Nexxen-Int-Ltd

HVO: https://www.lse.co.uk/ShareChat.html?ShareTicker=HVO&share=hVIVO&page=5

Coincidence???

Brumm

"Having new institutional investors on board is a positive as they can see the strong fundamentals of the business over the medium term"

Despite all the so call strong fundamentals over the medium term, CF sold the majority of his holding. If he had bought more with IIs buying significantly then that would be a positive, as he knows the business better than anyone else. But he didn't.

The huge options awarded to the CEO. Free money.

Whereas IIs use other people's money and invest in many companies. It's not going to hurt them if 1 company crashes.

Where are all these IIs scrambling for shares giving their support?

Look at TLY. Posters from here appear over there to deramp it. Yet using the same metric of IIs holding, c40% IIs hold TLY and some were increasing.

Turnkey,

Check my posting history. I've been saying for ages that these were being talked up. That's exactly what has happened.

CF sold majority of his holding as soon as it was showing a profit.

The other non-exec director sold 1/2 his holding.

Why would CF sell majority of his holding, if the future has such huge potential?

I've traded these previously. I didn't trade them during the current hype as I believed they were being talked up and were trading beyond my 'reasonable value', ie hyped, talked up and could crash at any time. Exactly what did happen.

CEO options are huge. It's 1 director with 7m options, exercisable in a year. The incentive exists for him to talk up the company so he can get his options.

Where's all the Institutions with huge holdings, > 3%++???

Re questionable business model.

I think CF knows more about the business than any II or poster. He has just sold the majority of his holding.

"Those companies are so keen for the hvivo offering that they helped fund the facility which will give hvo a big growth and margin runway."

Why didn't they build it for themselves then? I think because it's a questionable business model and they don't want their huge pharma name tainted. Do you think these huge billion $ pharmas spent a tiny few millions on building a facility out of the goodness of their heart? Really?

If there's demand then there's nothing stopping anyone else setting up a similar facility, joining forces with a competitor pharma.

It's not a coincidence that Polb is ramped just after this was at recent peak and today their sp is down whilst this is up.

Polb has zero revenue and all jam tomorrow.

If you believe there's a great future then great, back your conviction.

Look at my posting history:

Rthm - CEO had huge options, which I warned about the hype. The sp crashed as predicted - 80%

TAP - ex-CEO had a secondary placing to sell his shares. I saw as a red flag. The shares crashed as predicted.

Trmr - CEO gets millions of options. I warned of profit warnings, was told it's rubbish. They've issued several profit warnings. crashed 80%

Byot - Was ramped but I said competitors will enter the market. They did. The sp crashed as predicted, 95%

Nano - The legal case was questionable. I warned against the hype.

Shares crashed as predicted, 60%

In all cases, I presented my opinion based on the company newsflow and facts in the public domain.

https://www.lse.co.uk/profiles/stt1/

The newsflow has been as expected.

My comments have been consistent.

These were talked up as predicted.

I've added CF sells 1/2 his holding as a red flag to the long list of bear points/red flags I've previously posted.

CEO has huge options, exercisable in a year.

Questionable business model.

Revenue growth has slowed.

New facility largely funded by clients. So would have been in return for favourable treatment, so other clients will be lower in the pecking order.

No evidence of significant buying/holding by institutionS.

Trout

"IIs had a demand, CF and BB had some shares"

If IIs wanted to buy, then they could have done so in the market.

Where's all the IIs TR1s showing all this huge buys????

The newsflow here has been as I expected... The fallback in sp was as expected.

the shares were talked up... CF's buys were in profit, so he sold 1/2 his holding.

There's a lack of significant revenue growth. It's clearly slowed.

Questionable business model.

The CEO has huge 7m options, exercisable in a year.

Now CF sells 1/2 his holding.

It's just HVO rampers, selling there and buying here.

Polb has ZERO revenues.

TLY has £100m revenue, mcap £11m

As of latest AR, Polb has zero revenues.

The same pump/dumpers on HVO now moving to Polb.

£50m mcap, nil revenues!!!

Adzy,

Look what's happened to HVO.

Exactly as I predicted, being talked up... CF sells.

Questionable business model.

Check out RTHM, TRMR, Byot.

All pumped and crashed, as predicted.

Polb has zero revenue, £50m mcap!!

Check out TLY, £100m revenue, map £10m

The pump and dumpers are dumping HVO to entice the gullible here.

Dustofnations,

Can you please list these companies you refer to?

Do they have royalty income?

HVO has a questionable business model and needs constantly winning new contracts every few months.

Do these other companies?

Dustofnations,

" Especially when you consider the £80m weighted orderbook."

Their order book is meaningless as it's spread over more than 1 year.

Last year for fy2022, they had an order book of £76m, so it's increased by only 5%!!!

So, again, my point is Where's the strong revenue growth???

I think CF can see revenue growth has stalled.

From TU Jan 2023.

"In 2022, the trend of larger contracts with biopharma clients continued, increasing the size of the Group's orderbook to £76 million as at 31 December 2022"

https://polaris.brighterir.com/public/hvivo/news/rns/story/w9j9mdx

As of the latest Annual Report, they have zero, NIL revenue.

£50m for a company with Nil revenue and jam tomorrow.

That says it all.

OSG.

"The logic behind todays Director sells simply does not make any sense and to me its been dressed up."

The company has been talked up for months.

I believe this secondary placing has been the plan for months.

My posts have been consistent. It was obvious that they were talking up the company.

They have a questionable business model, where the revenue growth has slowed.

£200m for £56m revenue is crazy.

Blackrhino

"The issue is how robust is the business and the answer is very."

The info I previously posted shows the lack of strong revenue growth, the reasons why this was talked up, the huge options awarded to the CEO, the lack of IIs holding etc.

If there was still strong growth ahead then CF would not have sold such a huge quantity.

Nothing surprising about today's placing.

Nothing to stop any 'new' IIs from selling soon.

The placing was designed so that CF can offload the vast majority of his holding.

Moniman,

I hope he sinks a million into Poolbeg"

So you selling here and hoping gullible will buy Polb.

Polb, the company with ZERO revenue, jam tomorrow with Mcap £50m

Really??? You're sounding desperate again.

There you go, as predicted, these were being talked up so CF could sell.

Why would he sell >50% of his holding if he thought there was significant growth ahead?

Look at Polb accounts.

They had Zero revenue. Mcap £45m.

They were spun at at 10p and so those who received the 'freebies' are underwater and need newbies to buy in.

I think they will 10bag from trough over the next couple of years.

10 bagger in the making.

Yes, I am backing my assertion and adding as and when. Bought some last week and today. My last week's buy appeared as 'sell'.

Look at the options awarded to the CEO, less than a year ago, exercisable in a year and the conditions attached.

Huge > 7m options awarded a year ago and backdated a year to 2022, exercisable in a year.

Look at TLY's chairman, started working only last month and has already bought > 1% using his own money.

That is how companies should work. I think using your own money is more powerful statement than IIs buying a few using client's money or the CEO getting huge free options.

Here, the huge options awarded, exercisable in a year is why I believe this is being talked up.

"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 date Mr 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.

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

CEO also bought 500k shares at 9.8p 1.5 yrs ago.

https://polaris.brighterir.com/public/hvivo/news/rns/story/w13k73r

There's also lots of PIs on here who were also holding at higher prices, 40p++, and so need the sp to move higher so they can sell.