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One thing that peaked my curiosity is why are they suddenly presenting a 5 year target?
You might project that far ahead internally, but I've not seen it put into open forum often. Most CEOs would simply see it as putting a target on their back, effectively giving critics a stick to beat them with. Mo may well believe it, he may even be confident of it, but why bother telling us? Who's asked for it? Why?
Answers on a post card....
PS - That favourite comment of his surfaced again. Under promise and over deliver.
New information - They have a contracted Option to take a whole new floor at Canary Wharf when needed, and also an admission that they could expand into another country if they want to (so it's obviously been discussed).
Simply put, HVO have got no meaningful competition. As the market grows, they'll accommodate it.
I'm not sure what I can say that won't sound rampy. So I won't. DYOR
Canary Wharf increases the head on turnover capacity to £90-95million, plus Venn is expanding at pace.
Mo never fails to impress me.
If he's forecasting the SP back in the 40s then that's the most sensible thing he's ever said. I'm sure even he can't find negatives in that excellent trading update this morning. He'd be a fool to try, and certainly not credible.
I still can't see in the green boxes anyway. Life is good.
TLY was in the mid-40s 2 years ago (now 4p). What happened and why won't it happen again?
LOL
I expect 'He who must not be named' will interpret that as showing that HVO has reached the limit of its capabilities whilst also demonstrating the vast upside potential of TLY.
You couldn't make it up.... but he will. LOL
Have never been a great fan of Paul Scott since he referred to one of my favourite LTHs as a mug stock, but at least I guess it means he's capable of making a clear judgement, and that's certainly a sound write up on HVO.
Waiting to hear (via others comments as I've green boxed the loon) how all the impressive metric (and cash) improvements are minuscule and underwhelming whilst the 1% options the CEO has are huge and massive. LOL
I wonder what the bolt on acquisitions are he's referring to (in the last para) and how far down the line any might be?
I apologise to my fellow posters here at HVO for being wound up by the idiot SST1. I hate cheats and liars.
Can we just post an idiot disclaimer after any of his posts so anyone new knows that he's setting out to misinform them, and that trying to engage with him is a waste of time as he ignores posts that dis-prove his 'information'.
That might be simpler, and save me responding to green boxes.
looks like i was giving you too much credit for being quiet for the last 2 weeks. you are still are lying, twisting, misinforming, f*ckwit.
the fact you start a new header so frequently also suggests you're being paid by the number of responses too, thank god it's not by the quality of the content otherwise you'd be even more penniless.
i hope your 'friends' at totally enjoy having their board infested again soon, no fault of their own. all because of you. selfish *****.
Oh SST1 - You'd done so well keeping your gob shut for the last few weeks, I thought you were finally showing a little bit of respect for your fellow investors over on Totally.
Let battle recommence then - and they've got you to thank for it. T**t
Very good update, but nothing much happening here until the offer lands.
Hopefully that’s all the bad news on the table and dealt with.
I have a significant holding here but if we see a drop into the mid 40s on the back of this today, I’ll add again and then sit back for 2 or 3 years.
A sound business has taken a kicking over the last few years, but it’s not alone. Onwards and upwards from here.
It was the closing comment right at the end, when the Presenter hands back for a closing comment.
SL - 'This is a great value stock right now'.
You're not kidding. It'll be kicked around by occupants of AIM and crooked shareholders until it's gets taken over or moved over the pond, but in the mid 200s is cracking value. If you've got any kind of even mid-term horizon anyway.
Good presentation from SL. No doubt that Ad revenue is strengthening again and as he says 'We're back'.
Good to see the $ per 1000 downloads hit a new record. Lots of good stuff.
SZ - I can't see it going much lower, but who knows. Like all AIM shares (even quality cash generating ones like HVO), they can drift a little when it's quiet). Results due soon though.
...and when I say 'get interested below 25', I meant interested in adding more. I've been here for ages and will be here to the end with a bit of buy and sell on the way up and down. Wouldn't want anyone to think I'd sold out on that little jaunt up to near 30.
Having ridden this from 8 to 40's, back to 9 and then up to 30, it would have been daft not to take a little profit on the way back up. I didn't do much on that first trip to 40s and certainly regretted it later.
I guess that if they'll buy but not sell then they must still be order filling, at least intermittently anyway.
If it dips south of 25 (and they'll sell any) then I'll start getting interested.
Pleas please go back to the whomever made the offer of 156p and beg them to re-table it.