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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Hvivo Plc | HVO | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -0.20 | -0.90% | 21.90 | 08:30:47 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 22.50 | 21.90 | 22.50 | 22.10 |
| Industry Sector |
|---|
| HEALTH CARE EQUIPMENT & SERVICES |
| Announcement Date | Type | Currency | Dividend Amount | Ex Date | Record Date | Payment Date |
|---|---|---|---|---|---|---|
| 09/04/2024 | Final | GBP | 0.002 | 18/04/2024 | 19/04/2024 | 20/05/2024 |
| 25/04/2023 | Special | GBP | 0.0045 | 04/05/2023 | 05/05/2023 | 09/06/2023 |
| Top Posts |
|---|
Posted at 20/11/2024 21:57 by sikhthetech There you go, told you these were being pumped and dumped by the blnx gang with their multiple ids.Rampers on HVO busy but Nexn quiet. Now HVO being dumped and Nexn being pumped.. Don't take my word for it, check out Nexn thread for yourselves. sikhthetech - 20 May 2024 - 13:30:47 - 7314 of 8678 hVIVO plc - HVO Chica "You need a constant flow of solid news." There was constant news and tips when they were being talked up. The Chairman dumped majority of his holding over 3 months ago. Since then hardly anything. Yet again, Nexn(ex Blnx/rthm/trmr) BB busy and HVO quiet. Check it for yourselves. The blnx pump and dump gang busy elsewhere for now with their web of lies and deceit. ;-) |
Posted at 10/11/2024 19:34 by sikhthetech Bossy,The Chairman, CF, didn't just sell some... He sold the majority in Feb, whilst the company was being talked up. He then sold his entire remaining holding in July just 4 working days after the supposedly 'positive' TU - 4 months ago!! Since then, where's the significant contract news. I believe the chairman knows more about the company than any PI/II. Then when you look at the figures, they also show revenue significantly slowing down. Cash: They don't pay a normal dividend. The new facility was largely paid for by client. The company needs cash to pay it's costs, like admin, project costs etc. No contracts....Hence why I believe they haven't paid a normal dividend and the new facility was largely paid for by clients. They needed that cash for lean period, like now to pay for projects. The revenue figures for last few years are there for all to see. sikhthetech - 10 Mar 2024 - 19:46:50 - 6966 of 8030 hVIVO plc - HVO Read the company newsflow. <...> Growth slow significantly Fy2022: £48.5m (+30%) Fy2023: £56m (+15.5%) Fy2024: £62m(+10.7%) "Full year revenue of £56.0 million, an increase of 15.5% (2022: £48.5 million) Revenue guidance of £62 million for 2024" |
Posted at 07/10/2024 07:56 by pogue HVO get their money successful result for the drug or not. The money comes in as each stage of the trial is done no different from any other contract they execute.The RNS just highlights how using HVO can cut the time to market by finding out quickly if a drug will work or not. If the drug fails it saves the pharma company money as it costs upto 10x more to do a full field trial as opposed to using a HVO challenge study so you fail quicker and cheaper. |
Posted at 13/9/2024 08:22 by pogue Master investorYou need to do more research I am afraid. EGT is up 25% from it's IPO earlier this year. Very few IPOs on AIM this year in a tough market and this one is still up. It is drifting as all AIM stocks do as they wait for hard news on income. It has been promised by year end and I expect it to be via carbon credits scheme in Ireland that is being set up. DYOR POLB if you don't understand what is happening there then you have done zero research. Off you go and look at cancer drugs and cytokline storms and therefore the value of a drug that prevents them. POLB001 is a typical early stages drug waiting for the right buyer/partner and currently 2 companies looking at it. When the deal comes POLB will explode. Always has been this type of company. The little ups and downs just now are traders playing the stock whilst news is awaited. Why has CF sold well read the above. Both above companies are early stage companies and that is where he knows he adds value and where he gets massive returns. HVO is to me and clearly him a safe long term hold and he prefers high risk bets. His original investment in HVO paid off almost 6x he is looking for the same in the other 2 companies he set up I suggest so investing accordingly.HVO is not a tickets stock it's a growing service company and the targets have been clearly set and met all along by Mo since he took over. Read my previous post. Meanwhile you want to quibble over CFs motives. He is a serious investor who makes serious money for his fellow investors unlike most CEOs on AIM. He has sold for high risk high reward. HVO is not high risk it is a sold growth company as proven by the recent numbers and the targets that have all been met so far by Mo and I suggest will continue to be. DYOR |
Posted at 10/9/2024 19:16 by sikhthetech Btw Supernumerary,The HVO dumped his entire holding as soon as he could after the TU/investor presentation. Couldn't get out fast enough, could he? The TLY chairman owns more shares than the HVO one. You got that wrong, just like Byot, down 99.9%, Nano down 85%... etc lol supernumerary - 05 Feb 2024 - 14:52:02 - 6405 of 7987 hVIVO plc - HVO Good to see the new TLY chairman buying shares with his own money. I wonder if he'll increase his holding to the 7% the HVO chairman owns? Somehow I expect not :¬) |
Posted at 10/9/2024 10:09 by rivaldo Good, solid H1 results - and 100% visibility over revenues for this year already.Cavendish have reiterated their 42p target price and summarise as follows: "On track to meet all targets. Once again HVO has delivered on its targets, and with CW open we are increasingly confident that targets for both near- and longer-term are achievable, which will drive compound double-digit revenue and profit growth. — HVO is strongly positioned for future growth. The company has visibility on 100% of FY 2024 revenues and, and good visibility into FY 2025. We believe EBITDA margins will be broadly flat for the next year as the company invests for future growth, revenues are expected to continue their healthy growth trajectory. As a double-digit compounder we believe that the current FY2025E EV/sales and EV/EBITDA multiples of 2.4x and 9.9x respectively are too low, and reiterate our 42p price target, which is solidly underpinned by a 10-year DCF." The most interesting part of today's note was this: "In our view this robust revenue growth will continue as HVO benefits from: — An expanding pathogen portfolio, with ten new challenge agents manufactured over the past three years. With the move to CW and the availability of an in-house BSL-3 lab and secure quarantine facilities under one roof the ability to further expand the challenge agent portfolio will increase, as shown in figure 3 below. — The global biopharma community is becoming increasingly aware of the benefit of HCTs over conventional clinical studies from the perspective of time to delivery of results, reduction in clinical trial size and cost. — Greater capacity at CW in one location compared to the previous facilities. CW offers fifty beds in one location vs forty-three beds over four locations previously, spread between QMB and three floors at the Whitechapel facility. We understand that there is the ability to further utilise the space at CW to add additional quarantine rooms if required, and that the company has the option to lease additional space on an adjacent floor, ensuring that CW is fit for purpose for a number of years. — Revenue diversification. Although HVO is first and foremost a leading HCT firm, the recent major contract win to run a 1,000 volunteer field study (the only one in the UK) as part of a multinational phase 2b influenza drug field study indicates how management is looking to leverage its expertise in associated verticals while using existing infrastructure and capabilities. In addition to field studies, clinical trial design consulting via Venn, specialist standalone lab services, standalone patient and volunteer recruitment services (leveraging the FluCamp platform) and clinical site services all offer potential revenue streams in addition to HCTs which will help to drive efficiencies by improving staff utilisation. — Being able to leverage the somewhat unique FluCamp platform to rapidly recruit appropriate volunteers when necessary. Post the Covid pandemic governments, regulatory agencies and the global biopharma industry is more aware of the threat of another global pandemic, which many experts see as “when and not if”. As seen with Covid, HVO’s leading HCT capabilities can be invaluable in shortening the time to produce an effective vaccine and/or treatment when time is of the essence. — An ongoing ability to pass on sensible price rises to customers." |
Posted at 14/8/2024 13:01 by pierre oreilly stt, If you put as much effort into researching companies as you do to trying to deramp them, then you may end up with 5 baggers like hvo for me instead of 95% losers which is your experience, and source of your silly bitterness. Get rid of emotion mate. Oopse, too late, you've lost all your money already!.How many more times are you going to post EXACTLY the same post? Directors sometimes sell shares - that's why they run companies. The return from share sales from entrepreneurs who build successful companies far exceeds their salary. It's the reward they deserve. They aren't ltbh - they have a small company skillset and interest. They sell and move onto the next one - just as cf did with small companies before hvo. It was a matched sell with Octopus who bought them, and more since. You'd be better asking yourself what Octopus saw in hvo. Do you know of Greg at Octopus? He's pretty smart imv. Within a year, I expect Octopus will bid for all hvo shares, and who can blame them. CF couldnt have sold without trashing the price and Octopus simply couldn't have bought as many without driving the price much higher, so the matched trade satisfied both parties. You have to grab opportunities while they are there. Anyhow, hvo is no longer a penny punter pi share - the price is now governed by institutions operating at this market cap level and other big investors - hence why you constant boring repetitive post has no effect on the price. Can't you see that? |
Posted at 20/7/2024 13:44 by sikhthetech Interesting post on lse by mick-b.What do you think 1gw? Or doesn't it suit your pump/dump? Snippet: "My only reservation is that big profit margins always attracts competition, sooner or later, if there isn’t a strong enough moat of IP. I’m not convinced the moat here is strong enough to prevent that happening eventually. After all, HVO built this business quite quickly in recent years, so why couldn’t someone else do the same" mick-b Posts: 23,661 Price: 30.60 No Opinion Stockopedia comments Paul Scott - HVOToday 14:00 Paul’s opinion - unchanged, I see HVO positively, so am happy to give it another GREEN LIGHT. It seems a reasonably priced, GARP share (growth at reasonable price). My only reservation is that big profit margins always attracts competition, sooner or later, if there isn’t a strong enough moat of IP. I’m not convinced the moat here is strong enough to prevent that happening eventually. After all, HVO built this business quite quickly in recent years, so why couldn’t someone else do the same, if they have the expertise and some startup funding? Hence why I think it’s not a share to chase up to expensive levels. Thankfully it’s not expensive, with a 2025 fwd PER of 18.8x, and comfort of plenty of cash sitting in the bank. So I remain positive, and let’s hope the forecasts are beaten again, which HVO has a history of doing. (SUBSCRIPTION ONLY HENCE PRINT OUT) My assertion: sikhthetech - 17 Jul 2024 - 14:43:57 - 7595 of 7639 hVIVO plc - HVO <...> Who saves the money???? Pharmas, not HVO. There's your answer as to why clients largely paid for the new facility. They spent a few million to save huge amounts. HVO make a few quid and have to carry out all the planning, recruiting and take all the risks. If there is demand then there's nothing stopping pharmas from setting up rival facilities. Why don't they? I think there's a questionable business model. |
Posted at 17/7/2024 16:29 by 1gw Well that was a good day. The cash generation from the 24% EBITDA margin on £36m of revenue obviously helped offset the likely lower cash advance position (vs year-end) due to the reduction in order book. Great performance on revenue acceleration and cash and I look forward to seeing the actual net current asset position at mid-year.On the Octopus holdings notice, perhaps worth commenting that it implies they have acquired 9m shares between 4th July (effective date of previous holdings notice) and 15th July. I think it might be reasonable to think that they were indeed the company (or one of them) that suggested to HVO that a nominal dividend would make it easier for them to invest (see post below for context). If so, then good to see the follow-through. -------------------- 1gw - 23 Sep 2023 - 09:53:51 - 4770 of 7608 hVIVO plc - HVO yump - I heard IHT funds in the presentation, so I guess it's something like Octopus. "Potential for growth and dividends The Octopus AIM Inheritance Tax Service invests in a portfolio of carefully-chosen companies listed on AIM, the world’s most successful market for fast-growing smaller companies." And in the Octopus IHT service brochure: "The 27 companies currently on the buy list for the Octopus AIM Inheritance Tax ISA share some impressive statistics: • Average turnover (forecast): £377 million. • Average profit before tax (forecast): £46.9 million. • Average dividend yield: 1.46%." If HVO can tick both boxes (growth & dividends) then it presumably makes it easier for a fund manager who's keen on the company to get it past whatever investment committee has to approve the new holding. |
Posted at 03/6/2024 09:51 by rivaldo Cavendish this morning retain their 40p target price, and summarise (extracts) FYI:"HVO have announced a new contract win to undertake an Omicron characterisation study with a mid-sized pharmaceutical company, worth £2.5m and expected to start in Q4 2024, but with the majority of the revenue recognised in FY2025E. The study will be run out of the new Canary Wharf (CW) facility. Although relatively small in the context of HVO’s total revenue base, it gives a little more clarity on FY2025E revenues, which the company has already characterised as having “good visibility” prior to this announcement. Moreover, we see this as evidence that global concerns over C19 have not gone away, with pharmaceutical companies still working on novel vaccines and anti-viral agents for Omicron and other respiratory pathogens." "As per the FY2023A results release, HVO already has 90% of its £62m FY2024E revenue guidance contracted, with good visibility in to 2025, which this contract will enhance. - It is notable that a number of global vaccine manufacturers, including GSK, Pfizer, Moderna, BioNTech and CureVac, have seen significant share price appreciation recently, likely related to mounting concerns over the emergence of human cases of bird flu (H5N1) in the US. - HVO is strongly positioned for future growth. HVO operates in the structurally attractive, fastgrowing HCT industry. It is a world leader, with unique benefits versus its competitors, and as such is in demand among pharma companies. 2024 targets point to another year of strong revenue and profit growth, with a history of over-delivery. Longer-term targets have been set, which we believe are achievable, and offer double-digit compound revenue, profit and cash flow growth, while the company has established a progressive dividend policy after the special paid in 2023." |
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