chica131 Dec '24 - 12:16 - 9110 of 9113
You have obviously not done any research recently. Anyway each to their own. Lets revisit in 3 months time. Totally different animal now. |
HVO:
2nd Jan 2024 25.7p
31st Dec 2024 20.5p
-20.23%
TLY:
2nd Jan 2024 4.8p
31st Dec 2024 7.25p
+49.48%
Byot
0.7p
0.1p
-99% and delisted |
'Mcap only £14m'
Not something to shout about I don't think, and still falling... |
Chica,
yes, it's like Blnx, renamed as rthm then trmr and now nexn.
New name, same old company history, pumped year in, year out, hoping new gullible readers don't notice!!
whereas, TLY already forecasting £85m for year 2025, which ends in only 3 MONTHS, 31st March 2025. That's excluding the huge potential from the new NHS plans to be announced by Labour.
Mcap only £14m |
Morning all. Happy New Year. Lets hope its a good one for HVO.
A little tip if I may take a look at Prospect Energy-PXEN.
No debt, spewing off cash, huge 2025 year ahead and an obvious take out target. Chart looks very good aswell.
28 million market cap!! Totally the wrong price IMHO.
Thank me later. :-) |
yes, it's several months old article.
I wonder how many of the 5 underwater rampers who voted Jansky up knew but didn't want to mention it as it'll hopefully entice some gullible readers in!!!!
Same old trick... |
Jansky..that's from September.The guy is just an individual investor like the rest of us.
Hvivo was over 29p then. |
DONT FEED THE TROLLS IT ONLY ENCOURAGES THEM! |
DONT FEED THE TROLLS IT ONLY ENCOURAGES THEM! |
DONT FEED THE TROLLS IT ONLY ENCOURAGES THEM! |
Troll or a bad case of Ostrich syndrome
(a cognitive bias that describes how people often avoid negative information, including feedback that could help them monitor their goal progress. Instead of dealing with the situation, they foolishly bury their heads in the sand, like ostriches.) |
That's the first post to talk about a "weighted pipeline" pogue. We've been talking about the weighted contracted orderbook and whether it is in fact all contracted or might contain some of the uncontracted pipeline (weighted or otherwise). |
1gw
I have messaged the company to confirm my interpretation based on Mo's definition of the weighted pipeline will post the clarification when I receive it.
Being Xmas I wont expect it for a while |
G , I'm not sure I see this point differently .. I hear your interpretation and why. However I interpret a lot of the ideas on this topic differently .
I'm not sure anyone still follows what I'm actually saying but it's defo not how Pogue interprets it .
But regarding this last point , I'm not at all sure .. I might bet you a tenner that the 40 m pipeline is already included in the 70 but no more than a tenner ! |
Here's the statement from the interims which talks about both the contracted orderbook and the pipeline of live opportunities and how the pipeline might feed into the orderbook:
"The Company's weighted contracted orderbook stood at £71 million as at 30 June 2024 (H1 2023: £78 million), post-delivery of a record £35.6 million in revenues in H1 2024, with FY 2024 revenue guidance fully contracted and good visibility into 2025. hVIVO has a broad pipeline of live opportunities, including a number in advanced stages, making the Group well-positioned to grow its weighted orderbook going forward. " |
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. |
G , So the 70 m order book at half year did not include that 40 m of new pipeline .. is that what you are saying ? |
There was the £40m "short to medium term potential" in the interims:
"Pipeline of live opportunities continues to expand including interest in new challenge models and new revenue streams with short to medium term potential opportunities of c. £40 million" |
GW ..has a figure been given for the " pipeline ? |
No, I'm suggesting they have a weighted contracted orderbook plus a pipeline. Here's the AR reference again to the same £80m with the explicit statement about what's in the orderbook (contracted & deposit paid).
"Looking ahead, our weighted orderbook grew to £80 million as at 31 December 2023
(31 December 2022: £76 million)having delivered £56.0 million of revenues in 2023. This substantial orderbook ensured that we entered the year in a very strong position with 90% of 2024 revenue guidance already contracted. It is important to emphasise that our orderbook is comprised of clients who have signed a contractual agreement and paid the up‐front non‐refundable fee." |
GW ..or are you saying they have a weighted contracted order book plus a weighted non contracted order book ? |
Not in my interpretation bossyboss. The £80m in slide 18 is all contracted isn't it? How would you justify any other interpretation from the slide? |
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