Hvivo Share Discussion Threads

[inaminute] 11/6/2025 09:08:06

Not surprised. Only a moron would have pumped them :D

[owenski] 10/6/2025 19:49:42

I dare say this will recover in due time, vaccine development isn't going away.
Housebuilders doing ok on the back of upbeat Bellway.

TLY a total wipeout though, lol

[sikhthetech] 10/6/2025 18:10:45

As expected, Trump continuing to causing problems for the sector.

Trump is President for another 3.5yrs


This is 1 of the red flags, I've been mentioning. HVO is dependent on US companies, which is bad business model.

Trump is in charge for 3.5years.

If the uncertain environment continues for months, let alone years, then HVO will continue to have lack of contracts.

Crucially, the new facility was largely paid for by US clients. The terms of that agreement is crucial. It could be HVO will have to continue to operate the new facility, with the huge ongoing admin and lease costs, even with lack of contracts.

I think HVO will need a placing over the coming months.




RFK Jr. removes all members of CDC panel advising U.S. on vaccines
It's the latest move by Kennedy – a prominent vaccine skeptic – to change and potentially undermine vaccinations in the U.S. since he took the helm at HHS.

[bones698] 10/6/2025 12:09:36

Was going to happen regardless of the trolls . They got it right up until now but from here I see a recovery as they have announced the worst case . Any positive news will see this rise quickly . Cash position will be of interest next results . Revenue spread out more across different parts of the business too

[inaminute] 10/6/2025 09:31:43

Nice steady increase which will accelerate when the LOI is confirmed

[sikhthetech] 09/6/2025 20:33:38

SuperN

"Interesting that there are still novel (and important!) uses for challenge trials:"

There'll always be some interested in challenge trials.

You've backed up what I've consistently said on here, Byot and elsewhere..
If there is huge demand for a product/service then other companies will enter the market. Whether that's India/China or elsewhere.

Crucially for HVO. They have issued a profit warning, their clients are cancelling/postponing contracts. HVO have also said revenue expectations are significantly lower. The chairman also resigned recently.

I believe there's a questionable business model.

All red flags.


The biggest red flag is you and 1gw/his mates have made no analysis/comments on the profit warning or TU.

[supernumerary] 09/6/2025 20:20:32

Interesting that there are still novel (and important!) uses for challenge trials:



Deliberately infected participants lead to penicillin advance
by The Kids Research Institute Australia

A unique study purposely giving participants Streptococcus pyogenes (Strep A) to learn how much penicillin it takes to prevent infection has found the amount needed is much lower than previously thought—a discovery that will transform thinking on treatment for people living with rheumatic heart disease (RHD).

According to findings from the Controlled Human Infection for Penicillin Against Streptococcus (CHIPS) Trial—led by a team of researchers at the Wesfarmers Center of Vaccines and Infectious Diseases, based at the Kids Research Institute Australia—the concentration of penicillin required to fend off infection is less than half the amount used in treatment protocols delivered to patients for the past 75 years.

The trial, a rare human model challenge, was nine years in the making for lead researcher Laurens Manning, head of Strep A & ARF Therapeutics research at the Wesfarmers Center, and associate professor at the University of Western Australia's medical school.

"As an infectious diseases physician, I'm usually treating people rather than intentionally infecting them, but this unique study model was designed to give us the breakthrough knowledge we need to make radical changes to the current treatment of RHD," Associate Professor Manning said.

"It's never been known exactly how much penicillin prevents sore throats—the most common symptom of a Strep A infection—so we decided to embark on a human challenge trial to discover the exact concentration required to protect against infection."

[ ... ]

[sikhthetech] 09/6/2025 18:54:20

and still with the profit warning, significant drop in revenue, cancelled contracts, there is lack of analysis and comments from those who were ramping this last year...namely 1gw and his mates.

As I warned a year ago, the biggest red flag is the lack of analysis/comments by 1gw and his mates.


sikhthetech - 17 Jul 2024 - 12:18:23 - 7592 of 9307 hVIVO plc - HVO
Adorling

"Having just attended an insightful 2 hours at the hVIVO Capital Markets Day presentations I feel very reassured by the excellent and professional Management Team lead by CEO Mo Khan"

As predicted.
The CEO's huge options were awarded last year and backdated by a year.
Do you think it's a coincidence that the company is being talked up just months before those options are exercisable?

The Chairman dumped majority of his holding at a discount?
I think the Chairman knows more about the company than anyone else.
Do you?
The is a red flag.

The company newsflow shows revenue growth has slowed significantly. The lack of contracts this year and fall in contracted order book re-confirm it.

When a company is talked up, some will buy in on the hype.

The biggest red flag is 1gw and his mates lack of comments.

[sikhthetech] 09/6/2025 17:57:43

Lfdkmp

"What troubles me is that the revised downward revenue figures"

Why does it trouble you now, in hindsight? The newsflow has been as predicted.

The dumping of entire holding by the chairman (recently resigned), the huge options for the CEO, the paying for the new facility by clients etc.. all red flags..

As per my assertion, I think the chairman (resigned recently) knows more about the business than any PI/II.
My 26.6p 'sell', based on company/sector newsflow.
The chairman (ex) dumping of his entire holding at 28p/29p.



sikhthetech - 14 Nov 2024 - 14:15:28 - 8482 of 9678 hVIVO plc - HVO
Great to see more hindsight posts agreeing with me re the new facility. Not surprising though, is it... talk up the company, when things don't go as planned, slowing start posting the bear points.... classic pump/dump....


My assertion has always been that those clients who largely paid for the new facility will want some sort of favours in return. Plus it was obvious to me they needed to save cash for this lean period, which I believe they were well aware of.

The chairman dumped his entire holding in July just 4 working days after the TU.

Coincidence???

I believe he knows the business better than any II/PI.


sikhthetech - 23 Jul 2024 - 16:07:30 - 7674 of 8482
Chica

"The Pandemic saved Hvivo not Cathal Friel. Open Orphan acquired Hvivo just before the Pandemic and pretty much everything Open Orphan brough to the table is dead whereas Hvivo's portfolio is flourishing"

Exactly. Covid provided the hype.
Lack of revenue growth rate slowing significantly.

CEO's >7m options, awarded only last year, so incentive is to talk up the company.

Chairman dumping all his holding. Why would he do that if the company was growing strongly?

Clients, not HVO, largely paying for the new facility. Paying a few million is peanuts for pharmas.

Where there's demand other companies will enter the market.

No decent divi. Chairman didn't need one, he's already made millions.

Why so much cash then?

[lfdkmp] 09/6/2025 10:58:45

What troubles me is that the revised downward revenue figures include the approx £20m from the German CRS subsidiaries acquired by HVO earlier this year.
Strip this out of the reduced projection and core, like for like, revenues have gone seriously backwards.
Also remember that the CRS acquisition was stated to considerably reduce near term consolidated Ebitda projections, meaning that the acquisitions need a lot of knocking into shape to make a positive bottom line contribution, notwithstanding the flattering effect on group top line.

[kpe] 09/6/2025 09:09:54

I think what you fail to understand is that investors have different strategies. You're clearly a trader in and out. Which is fine if that works and you don't mind paying excess fees along the way. The only person you're making happy is your broker. Shares unfortunately don't go up in a straight line or have an unblemished trading history.

[sikhthetech] 08/6/2025 18:30:58

Bones
"Maybe go back and have a look at previous years revenues and the comparative shareprice"

ok. Let's look back...
fy22, share price around 10p

Growing, benefited from covid

CF, chairman(now ex), held 47m shares.
Record year
Growing revenues,
winning contracts,
great outlook,
great sector outlook and environment for pharma.
talk of divi,
CEO didn't have huge options awarded
etc
etc

"The growing orderbook from new and existing Big Pharma and biotech clients provides excellent forward visibility with over 95% of forecasted revenue for 2023 contracted, and further revenue visibility into 2024. "


Now, current share price c10p


With those growth prospects, the share price was c10p

now:
Profit warning
contracts cancelled
revenue significantly lower
poor environment for pharmas.
Where's visibility into 2026/2027?
where's all the contract
Chairman, CF, dumped his entire holding
Chairman, CF, recently left.
CEO didn't have millions of options, so the incentive to talk the company up.
Cash declining fast if they don't win any contracts but still have huge admin/lease costs

They are now ex-growth, dependent on US pharmas
Trump is President for 3.5+years


Good luck anyway.

[bones698] 08/6/2025 17:54:20

Oh dear another clueless deramper who doesn't do his research before opening his mouth . Maybe look at my profile before making silly comments that make you look like an idiot . I'm generally bearish on aim companies and small caps but with hvo after the recent fall you have to look further . Not many aim companies are even close to break even or have the revenues and cash hvo does .

I'm not going to spend hours trying to educate stupid it isn't worth my time . Plus I know when the share price rises the likes of you will simply disappear never to be seen again. Because you got it totally wrong . Hopefully that will happen sooner and spare us all your amateurish posts

[yump] 08/6/2025 09:41:56

Comparing revenues and the share price, trying to draw a conclusion?

That’s what people who just started investing might do.

I’m just stating reality. I’m sure you can compare all sorts of things to show a rosy future. Good luck with that.

Perhaps you should go back over your many years of experience and look at what happens to growth companies when they go ex-growth with shock announcements.

Good luck with your gamble. I hope you learn something in the process.

I await you switching camp with interest.

[bones698] 07/6/2025 21:33:56

Maybe go back and have a look at previous years revenues and the comparative shareprice and you will see this is grossly undervalued . I know asking some to do their own research may prove problematic but try it you might learn a thing or two ..ant new contracts will change the game again here as they have put the worst case scenario out there in the last rns . Keep trying you sound almost desperate ,meanwhile I'll sit and watch the share price rise after the overdone fall

Siikh so you admit that not all three were cancelled as you stated in your post . Enough said on that then

[yump] 06/6/2025 19:17:14

bones

I know you're having a punt, but didn't you see the increased revenue projection for this year? Maybe some research might help you otherwise you'll end up gambling dangerously. That clearly attracted growth company investors. So now its 15mln+ less than last year.

OK, they haven't actually made a loss yet - that's a technicality really. Do you feel lucky? You really think that after that shock announcement, there's going to be a recovery.

Believe what you want about me, but they just made a disastrous announcement, given that actual growth was penciled in. If they make a loss it will be PRE exceptionals.

Plus the repeated stuff about being a 100mln revenue business in a few years and this bit is a fact:
"has received notification of a significant human challenge trial ("HCT") contract cancellation"

You may as well toss a coin.

[sikhthetech] 06/6/2025 15:44:15

Bones,

The larger significant trial was cancelled.
The smaller study was postponed.

When is the smaller postponed contract due to restart? No idea, could be indefinitely postponed.

Crucially, will the smaller contract restarting make a difference to the overall uncertain outlook? No.

It doesn't change the red flag that they have huge costs due over the next few months, no contracts signed for months and only hope for the coming months.


They have a business model dependant on US companies in an unfavourable environment.
Trump is president for another 3.5years.

[bones698] 06/6/2025 15:31:22

Clearing out the traders before next leg up normal churn but looking good for a climb back to late teens ..

Sikh working hard so it must be due to rise . Facts wrong as usual . The rns said one was postponed not all cancelled as you suggest . Desperate

[sikhthetech] 06/6/2025 14:37:59

They announced they contracts were cancelled. I find it hard to believe all were cancelled at the same time, so why didn't they say when they were cancelled?

They may announce contracts but given their reasoning behind the cancellations, the environment is likely to stay as is for months if not years.

They pay out c£40m on direct project/admin costs. Plus lease on top. There are some projects ongoing so some costs involved. Admin & lease costs for the new bigger facility will still have to be paid.

They had c£43m as of end of Dec 2024 and annual costs(direct project/admin) of c£40m.

With contracts soon, I expect they'll need a placing over the coming months.

Mcap c£80m without contracts for months, multiple cancelled contracts and on hope of gaining some on a change of environment in the USA!!!

The chairman resigned recently. He dumped his entire holding last year at 28p/29p.

I believe the chairman knows more about the company than any PI/II.

[sikhthetech] 06/6/2025 14:37:24

Hundreds of trades again!!! This is being pumped/dumped, hoping a few gullible readers won't read the company/sector newsflow

[coffeecanportfolio] 06/6/2025 12:43:45

This is why you should never listen to the trolls like Amateur Trader 3 and his ilk ! Happy 1 bagger next week for those of us that purchased on Friday morning ! Anyone listening to his sell calls at 7.5p would be kicking themselves!

[lauders] 06/6/2025 11:03:58

Dividend will be incoming on the 11th or around that date depending on the efficiency of your broker. Could be some dividend reinvestment support at these levels.

[chica1] 06/6/2025 10:30:47

Maybe Octopus are doubling down too lower their cost base..

[tsmith2] 06/6/2025 10:22:47

decent volstill a little bit surprised with the lack of a holding statement or two