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HVO Hvivo Plc

19.25
0.00 (0.00%)
Last Updated: 09:00:19
Delayed by 15 minutes
Hvivo Investors - HVO

Hvivo Investors - HVO

Share Name Share Symbol Market Stock Type
Hvivo Plc HVO London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 19.25 09:00:19
Open Price Low Price High Price Close Price Previous Close
19.50 19.25 19.50 19.25
more quote information »
Industry Sector
HEALTH CARE EQUIPMENT & SERVICES

Top Investor Posts

Top Posts
Posted at 31/1/2025 08:38 by kpe
You being a protrader, guessing by the name, although there are 1 and 2 who are no doubt more successful than you. Don't you think these funds are investors for the long term, not traders?
Posted at 29/1/2025 10:35 by yump
So Pierre, are investors supposed to “look further than the end of their noses” in the same way as at 40p?

You’ve got some amazing level of arrogance to still be posting.
Posted at 29/1/2025 09:18 by lfdkmp
Yes chica

If you have disgruntled sizeable institutional investors, two words spring to mind: overhang and precipice.

That's it from me- will keep a watching brief, but don't want to be seen as a deramping ex holder.
Posted at 29/1/2025 08:21 by troutisout
HVO have a physical footprint in Europe...Venn.
Negatives -
Drop in 2025 Revenue over 2024.
Much reduced Ebitda in 2025 due to acquisitions.
Mo's halo has slipped somewhat, as up to now he has always delivered.
£25m of near time work still not signed up after all this time.
Hearing of light timetable of trials at Canary Wharf for H1 this year.

Positives -
Acquisition should enhance revs and earnings in future years.
Also allows for cross selling different segments of the business to clients.
2024 has been a super year, so hard to follow anyway.
The phase 3 trial is not in the weighted pipeline figure and when signed would boost H2 2025 and 2026 figures.
Mo has been dealt a poor hand with many clients holding back on HCT studies, this needs to be mitigated and the P3 trail could be the start of this and the acquisition will help in future years after full integration. So he has worked on fixing the poor hand.
HVO still has a decent cash pile and so can look to build the business and investors do not need to fret about continual fundraises (which on AIM is rare).
Posted at 29/1/2025 07:42 by se81
Interesting- a sceptic would think they've cobbled together acquisitions to mitigate the revenue shortfall (not sure how practical that is in a relatively short space of time)

Cavendish
"hVIVO has announced the €10m cash acquisition of two Clinical Research Units of CRS, an early-phase CRO based in Germany, which will expand the company’s footprint in Europe and is the first step in the company’s M&A strategy of combining acquisitive and organic growth to deliver on its ambition of £100m revenues by 2028. While early phase trials offer typically lower EBITDA margins vs hVIVO’s existing HCT platform, we believe the deal offers pipeline and customer diversification, with business opportunities in indication areas highly complementary to the current operation. Meanwhile, the company’s FY24 trading update sees the group expecting to report record revenues of £62.7m, ahead of our estimate of £62.0m, with EBITDA margin of 26% also ahead of our 24.4% estimate. Year-end cash of £44.2m (our estimate £45.1m) provides balance sheet strength, not only to accommodate the CRS deal but also the longer-term ambitions for organic growth plus M&A. We update our forecasts, noting the combined group will be looking to “mid-high teens” EBITDA and introduce a new target price of 35p (prev. 42p), equivalent to c.15.9x FY25E EV/EBITDA, falling to 11.0x FY26E."

"Updated guidance: Given the enlarged base of the company, management has issued FY25 revenue guidance of £73m with full-year EBITDA margins anticipated to be “mid-high teens” (excluding one- off costs). While this implies that hVIVO has not been immune to the challenges of the wider biopharma spending backdrop in recent months, we believe the long-term opportunity remains compelling. We update forecasts and our new target price – underpinned by DCF – of 35p represents c.15.9x FY25E EV/EBITDA, falling to 11.0x FY26E, which we consider as an excellent entry point for investors and offers compelling value. "
Posted at 15/1/2025 14:23 by sikhthetech
KPE


There's a lot of hindsight comments in your post, which were my assertion over a year ago. Most of them were my assertions from over a year ago.


"In a few years CF accomplished a considerable amount and left the business in extremely good health"

Has CF left?

"He was always looking to sell the business"

Yes, that's why my assertion was this was being talked up.



"always encouraged investors to take profit along the way."

Did he? Why didn't the rampers say this whilst they were pumping these. The ramping was that CF retained a significant chunk, MO is in charge, II know better, anything and everything to over play the potential.


"Also the company had problems encouraging institutions to come on board. "

Again, I mentioned this over a year ago.


"wether it was because CF had a very significant holding or because he was seen as a loose lips sink ships kind of a guy."

CF was still the chairman when Octopus were buying. So your comment doesn't add up.



sikhthetech - 03 Jan 2024 - 11:59:03 - 5779 of 8910 hVIVO plc - HVO
If I traded these this time, I would be saying I've sold.

I traded trmr, whilst maintaining a negative stance. Sold them at 844p.
I traded Byot, whilst maintaining a negative stance. Sold them at 8p

Traded both because the gang and their multiple ids were pumping/dumping them.

Let's see if sell at 26.6p is another good call.

Nomad target price 29p.
Huge options held by CEO
Lack of significant revenue growth, despite the new facility.
Declining cash
NO evidence of significant buying by Institutions.
No evidence of Institutions holding > 3%
Lots of small trades to push the share price higher.


This is being talked up
Posted at 15/1/2025 08:45 by kpe
The consensus is that CF sold because he's in the know. Maybe. In a few years CF accomplished a considerable amount and left the business in extremely good health especially for an aim company and even beyond that. He was always looking to sell the business and always encouraged investors to take profit along the way. He also liked to talk, which when mo arrived the mouth was gagged immediately. My guessing is CF likes to be in charge and doesn't want to be told what to do, so the relationship somewhat soured. Also the company had problems encouraging institutions to come on board. Wether that was because the lack of shares they could get their hands on or wether it was because CF had a very significant holding or because he was seen as a loose lips sink ships kind of a guy.Who knows. What we do know is fundamentals still look good and we make good profit.
Posted at 24/12/2024 15:07 by 1gw
That is my interpretation. But clearly you and Pogue see it differently, so I'd like to understand the evidence on which you base the different interpretation and if we can't agree then perhaps it does need clarification from the company because there must be other investors who are confused as well.
Posted at 13/9/2024 11:24 by sikhthetech
Inaminute

"When the institutional investors have got the % they require let us see where this goes when the brakes are off"

Well it's good then that you and your mate 1gw were loading up at 30p and won't be selling any, isn't it?



LFDKMP
"Where are these shares coming from- who is feeding this ii demand?"

Leading question, obviously for your mate 1gw to reply to!!!!


Pogue
"You need to do more research I am afraid"

"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"

Um, CF doesn't see HVO as a safe long term hold. He's dumped his entire holding, remember???? Maybe it's you who needs to do more research..lol

"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."

CF is the sitting chairman, not an outside investor. His primary duty is to the investors and not his pocket. As an insider, he clearly knows more about the company than any II or PI. He better hope the company do announce contracts, make £100m by 2028 and continue to grow strongly, otherwise there will be serious questions as to what did he know and when.
Posted at 13/9/2024 08:22 by pogue
Master investor
You 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

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