Member Info for ThinIce

The TR.1 (whenever it arrives) will relieve the selling pressure and I would hope for a small bounce.

I asked about Rathbones/Octopus and their selling. I didn't hear and answer. Was there one?

Should hear more about the pipeline tonight. Last time there were three potential trials awaiting confirmation, one of which was iliad (about which the BoD were ‘quietly optimistic).

If the latter lands, the share price would undoubtedly double!

I’ll take that!

I strongly suspect this TU has been scheduled to coincide with some good news which I think we’ll either get tomorrow morning or during the update itself.

After all, no one wants to spend 60 minutes with disgruntled shareholders whilst trying to spin a set of unsatisfactory numbers.

A placing?

Do you really think the directors would have bought at 5.5/6.0 under 6 weeks ago if there were any prospect of a placing?

Are there any adults left on this board?

Marty

You are clearly heavily invested here. This can affect your objectivity about a stock and its potential.

The only thing we have to hold the company to account is their statement that it ‘expects to achieve high-single digit revenue growth in 2026’

That places us where we are.

We would need exceptional news (such as Iliad obtaining the required funding for the phase 3 Hvivo trial) to shift the price significantly from here. This may of course happen but as it’s outside of the company’s control, no amount of pressure or criticism of the board will help.

As for other contracts, we know there are others in the pipeline (at least two in the final stages of negotiation), which could also land any time.

For info, the FTSE was down less that 1% on Monday.

2p is below cash levels!

The role of a Market Maker is to ‘create a market’.

That’s perhaps no different to being a grocer or an insurer. You try to make something that’s attractive to the buyer (and competes), and unattractive to the seller (unless you allow shorting too).

The difference is that the grocer/insurer can affect their own market. Market Makers don’t have that luxury, they are reliant on good (or bad) news. To that extent, they are at the mercy of others and ultimately the spread. Sell high, buy low.

They are not our friends.

Happy to discuss.

Not large volumes either. Wonder whether we can expect an update on the forthcoming trial soon? Do we know the start date?

Hi Marty

The £100m forecast is approximately double current revenue, so how do you justify 5/6x current SP?

Cheers

TI

…tuning in to this web-site at 7am expecting ground breaking news is just bad for your health.

I’m in Oz and it’s 6pm here, but I still somehow have that utterly futile optimism every day, which appears to be consistently dashed by 6.05.

It actually falls into that definition of madness!

Ah I see. I’m quite glad they didn’t. I’m not a big fan of RNS’s that merely announce what I would expect the company to be doing anyway.

Mo indicated himself some two years ago that they wouldn’t RNS anything other than exceptional contracts.

Then it all dried up anyway ☹️

Buyers coming in…

It’s on their web-site.

https://hvivo.com/events/

Thanks - I personally think you may have had one too many sherries over Xmas, but I wish you all the very best.

HNY all,

TI

Hi Marty

Why do you think the share is going to double in price? Do you know something the wider market doesn’t?

Cheers

TI

Succinctly put!

Bodes well for 2026.

Bamb - think you are referring to the fact that they can only purchase shares outside of closed periods (i.e. prior to the delivery of results) AND/OR they are not in possession of price sensitive information. The latter would not include contracts which were signed in the normal performance of the business.

So, they would be eligible to buy even if contract news were on the horizon. This would include those contract negotiations which are widely known by the market (I.e Iliad).

you had me on everything until your last paragraph (where you blame retail investors).

i always despair at adults using ‘haha’ and ‘lol’ too. like they have to stop themselves laughing to post that they are laughing.

if i was posting and needed to have a ****, i wouldn’t put hap halfway through the post. odd world we’d live in.