Member Info for stt1

Kilman,

"What have those company drops got to do with hVivo?"

I'm sure all readers want to know the pros and cons so they can make an informed decision.

Those shares have everything to do with what's happening here.

Looking at the posts gives insight into poster's history and whether they have a good record, across many shares. It also shows reactions of other 'holders' to the poster. This then helps genuine posters in making a decision whether to invest.

Readers, read the post and links. It'll help you understand what is going on here. 20mins of your time could save you a lot of pain later.

Kilman, you've mentioned what happened to Nano, Byot in hindsight.

The point is I mentioned the challenges/red flags saying why the shares are overvalued and going to crash, BEFORE they did.

On Byot/Nano/Trmr, I expressed opinions based on facts/company/sector newsflow, as I'm doing here.

On Nano/Byot and Trmr, whilst the sp was rising, posters kept on mentioning TLY as 'evidence' to ignore. Several posters saying 'filter' stt1.

TLY is an illiquid share and so moves easily. There were hundreds of trades to crash the sp, yet there's only a handful of PIs. Crucially, IIs hold around 40% and some were increasing recently.

Sound familiar, look what posters are mentioning on here. TLY.

Evidence:

Nano: opinion based on facts was settlement around $200m, whereas the some rampers were saying nearer to $1bln. Actual settlement was around $150m.

Notice the mention of TLY by Ginodog, of Trmr (ex blnx fame).

https://www.lse.co.uk/ShareChat.html?ShareTicker=NANO&share=Nanoco&page=54

Byot: My opinion based on facts - Sales slowing.

Notice mention of TLY by STTsbumbag of, yes you guessed it, trmr (ex blnx) fame.

https://www.lse.co.uk/ShareChat.html?ShareTicker=BYOT&share=Byotrol&page=8

Look at Sttsbumbag's posts on Byot. Mentions TLY as reason to ignore the warnings.

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

He also posted on TLY, deramping them with misleading information.

Trmr:

Again, opinion based on facts, warning of ad tech bubble, history of the company. Read the individual threads on pages, 28-34 and see the reaction. I said "watch for the profit warning". Shortly after, in a presentation, the CEO ridiculed that suggestion. Yet, only a few weeks later the company issued a profit warning!!

https://www.lse.co.uk/ShareChat.html?ShareTicker=TRMR&share=Tremor&page=29

Look who is posting on TLY:

https://www.lse.co.uk/SharePrice.html?shareprice=TLY&share=Totally

So mention of Byot, Nano, Trmr has everything to do with HVO posters and their agenda.

Around 40% of TLY is held by IIs and some increased recently.

With HVO, no evidence of significant holdings by institutions.

Lack of discussion, just trader talk.

Readers. Have a look at Trmr, Byot, Nano, rthm and read my posting history on them. The exact same happened to those shares.

Hundreds of trades, talked up but eventually crashed.

It's not a coincidence Trmr thread is quiet, whilst this is busy.

Trmr crashed from 850p to 200p

Nano crashed from 70p to 18p

Byot crashed from 10p to 0.7p

etc

Read back a few pages.

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

The soundman,

"Now 26p - CF has finally broken even on his last £300,000 share purchase."

Exactly my point.

CEO has huge 7m options.

CF (ex-CEO) is a majority shareholder.

This is being talked up given the huge options held by the CEO and CF, ex-CEO, shareholding.

No evidence of institution investors above 3%.

Lots of PIs have been holding since the sp was in 40s.

Look at the chart and actual sps.

Last year, in Feb, the sp was 21.5p

Also, hardly any movement year to year.

Out of last 4 years, 3 years the sp ended the year 23-24p. The other, Dec 2022, which was whilst Mo was CEO, it was 10.2p.

Dec 2020 22p

Dec 2021 24p

Dec 2022 10.20p

Feb 2023 21.5p, Dec 2023 23.75p

The sp has been falling during the year to move back towards 23p-24p by year end. Media tips and the sp rises again only to fall again.

I have traded these in the past but don't currently hold as I believe they are hyped.

£173m Mcap for a company with expected £60m revenues, declining cash and questionable business model!!

No evidence of Institutions holding > 3% nor significant buying by them.

Mo has huge options which are due to exercise in a year, so this is being talked up.

Rivaldo,

"Cavendish have retained their 35p target price and current forecasts this morning"

Cavendish (ex-Finncap) have had the same target price for a couple of years? They used to have a target price in the mid 40s, didn't they?

You would have thought brokers would be significantly increasing their target prices?

You would have expected several institution investors to be have significant holdings > 3%.

This is being talked up as the CEO has huge options which start to exercise in a year.

You would expect the fy2024 revenues to increase following today's contract, wouldn't you?

This is being talked up

Check the graphs for yourselves.

The huge options were granted 6th Feb 2023.

The sp at the time was 20p, against current 23p. The sp fell over the following months as investors read the company newsflow.

Then there was a lot of talking up the company, which just happens to coincide with the CEO's huge options.

A lot of the rampers here have been holding since these were around 40s only 2.5 yrs ago - check the graph for yourselves.

Have a read of the company newsflow and readers will see why the sp fell, why the huge options were granted and how it's been talked up.

No evidence of significant buying by Institutions holding above 3%.

Why not?

Moniman

"As for huge options, that's a clear well documented lie, there are nearly 700 million shares in issue and the CEO was only granted 7 million (1%) after putting in a stellar performance, and he'd bought another tranch with his own money."

Really?? Facts escape you.

What part of the word 'incentivise' don't you understand?

Here's the evidence the company is being talked up because of Mo's options.

The huge options were given less than a year ago and backdated.

Mo took over in Feb 2022 when the sp was around 20p. After he took over, the sp then fell away towards 10p. Therefore, the options were granted AFTER a stellar performance, were they? You believe a sp performance from 20p to 10p is stellar????

I'd speculate that Mo felt the company had reached it's peak and so approached the BoD wanting to leave. The Bod then granted him the huge options. Note no other director received such huge options.

It's not a coincidence this is being talked up just before the options can be exercised.

Look at the conditions for the 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 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.

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

The incoming CEO of TLY was appointed less than 7 weeks ago and has already bought 1.5m shares using his own money.

The company nomad/broker, Liberum, is closer to the company than any media and they would have more information to hand than any media...

Liberum's target price is only 29p and that was based relative to a peer's takeover price.

IF HVO receive a bid around the Nomad's target of 29p, then they are likely to tell the BoD that it's a fair price.

Incidentally, Liberum's co-founder is the new Chair at TLY, starting this month.

He is also a director of Gresham Plc.

Mcap £160m

All that is already known.

You forgot the company broker/nomad, who have all that information and their target price is only 29p and compared to a rival's takeover.

So IF HVO receive a takeover the bid may be around 29p.

Compare that to the current 23.75p.

Happy New Year all.

Shandy,

Cash would change but they are supposed to be a strongly growing business.

Despite receiving money due to exercise of warrants and revenues from Polb as of Q3, the expected cash is declining. You would expect cash to be increasing and not declining.

It might explain why they don't pay regular, normal, dividends.

Might also explain why this is being talked up and they wanting to sell it.

30th June 2023 £31.3m

Expected cash Dec 31st: £28m

July TU:

"Net cash of £31.3 million as at 30 June 2023 (H1 2022: £15.9 million)"

https://polaris.brighterir.com/public/hvivo/news/rns/story/rno86jw/export

Often CEOs/directors who have huge options talk up the business in an attempt to get the price up ready for a big sell, wouldn't they?

Shandypants,

"he's been pushing TLY when it was over 30p, now 5p!"

TLY -

You fail to mention all the other shares which have moved as predicted. Why only TLY? Trmr crashed from 850p to 200p, Nano crashed from 70p to 18p, Byot crashed 10p to 0.7p.

In all cases the company newsflow themselves vindicated the warnings I was posting. My posts are there for all to see.

Facts:

TLY.

The shares are illiquid. There were hundreds of small sells, yet only a handful of PIs.

40% of TLY are held by IIs and some were increasing recently.

New chair, announced only 6 weeks ago has already bought 1.5m shares.

Revenues £100m+

Cash in bank £1.7m as of H1 end and received around £2.5m post period end.

£10m mcap

Everyone needs healthcare.

Given the GE this year, all parties will want to tackle the huge waiting lists.

With HVO;

There's no evidence of IIs buying since July. There's no evidence of significant holdings by Institution Investors. Who owns > 3%

The CEO owns huge 7m options.

Often CEOs/directors who have huge options talk up the business in an attempt to get the price up ready for a big sell, wouldn't they?

"Says HVO has no growth but quotes"

Where do I say NO growth, that's not true. I've been saying "lack of revenue growth"

Given they are supposed to be a strong growing company, where's the strong revenue growth? Even with the new facility their expected revenue growth is around 10%.

Declining cash

Questionable business model.

Huge shares on loan.

HVO Mcap £160m

TLY Mcap £10m

The forecasts show that they are not fast growing, even with the new facility, the forecast for 2024 doesn't show significant growth.

These are being talked up.

The company own broker/nomad has a target price of 29p, so why would anyone pay more than around that price???

There's no evidence of Institution Investors holding significant amounts, ie > 3%. Therefore, IF any offer is made, there's going to be nothing PIs can do.

FACTS:

fy2022 £50m

efy2023 £55m

efy2024 £60m

So, where's the substantial revenue growth?

Fy2023:

H1 2023: fy2022 £50m to fy2023 guidance £55m - that's around 10-11%

"hVIVO increases its revenue guidance to GBP55 million (excluding other income) for 2023"

https://polaris.brighterir.com/public/hvivo/news/rns/story/rgz9g3w

So even with the new facility up and running in Q1 2024, they expect fy2024 revenue to increase by ONLY £5m. Really?

Trout,

Warrant holders were selling warrants months before they were due to expire. Remind us at what's avg price of CF's holding?

Mo, CEO, has huge 7m options.

This is being talked up as it's obvious CF is calling the shots and wants to sell the business.

Both parties use house building as a political football.

The housing market needs help because of falling transactions.

Help to Buy scheme ended over a year ago. Housebuilders made millions of pounds from the scheme. That is no longer available and there's isn't a comparable scheme on offer.

Any tinkering by the govn only kicks the problem further down the alley.

House prices need to fall so more can afford to buy and live.

Affordability is still a major problem.

Despite receiving money due to exercise of warrants and revenues from Polb as of Q3, the expected cash is declining. You would expect cash to be increasing and not declining.

30th June 2023 £31.3m

Expected cash Dec 31st: £28m

July TU:

"Net cash of £31.3 million as at 30 June 2023 (H1 2022: £15.9 million)"

https://polaris.brighterir.com/public/hvivo/news/rns/story/rno86jw/export

Money from exercise of warrants:

hVIVO plc (AIM & Euronext: HVO)has received notice of exercise of warrants by

a former nomad and corporate finance advisor

https://polaris.brighterir.com/public/hvivo/news/rns/story/x8mkeew/export

Despite the new facility going live Q1 2024, there's no strong growth going forward.

You would expect revenue expectations to be significantly higher for 2024 but they are not. Why not?

The DM were reviewing their tip for 2023, just as tip sheets normally do.

They've said investors could take a profit but then talk about supportive investors, ie a Hold for 2024.

They had HVO as a buy for 2023 and a hold for 2024. Not surprising given the current price is just below the target price.

" hVivo has delivered handsomely for shareholders and some may wish to bank profit at 22p. But there is plenty more in store from this stock next year and beyond. Supportive investors should stick with Khan and his team. "

Read the company newsflow.

As I've said before, this is being talked up.

CF exercised some warrants not long ago.

"hVIVO plc (AIM & Euronext: HVO)has received notice of exercise of warrants by

a former nomad and corporate finance advisor"

https://polaris.brighterir.com/public/hvivo/news/rns/story/x8mkeew/export

The CEO has huge 7m options which are due to exercise in just over a year.