(a) its not the largest to date
(b) still need more to get near the same revenue as 2024
Doesn’t matter if you’re having a mini ramp though. |
ups and dowms all part of the game |
Hvivo is now trading where we were in 2020.
Hardly a good return! |
Hit the nail on the head there. They all think shares go up in a straight line.... |
Wow such a strange negative rhetoric on this thread- good news is bad news
Lots of talk about 30p- how does this look from a valuation perspective NOW at 17p with a decent cut (20/30/40%) to next years estimates? (If that does indeed materialise) |
simple another string in the bow wonderful |
There's always a however though isn't there
IIRC hLab was touted as a useful addition but was not fundamentally altering the hVo business model.
Are we now seeing a subtle shift in that positioning, as the Human Challenge business pipeline seems to be running dry?
Where are the £40m of contracts Mo Khan was viewing ( way back) in July last year? |
 MASSIVE NEWS...Largest contract to date!!!HVIVO has signed its largest standalone lab contract to date:https://www.londonstockexchange.com/news-article/HVO/ps3-2m-hlab-project/16861467hLAB will act as the only contracted virology lab for an international, multi-site Phase 2 field study for the US biotechnology client's influenza drug candidate. hLAB will provide virology and immunology lab services across the 5,000 subjects recruited in this trial.This £2.7m contract brings the total value of this project to £3.2m, the majority of revenue from this new contract is expected to be recognized in 2025 with remainder in 2026.Prior to the move to their new site in Canary Wharf their labs were at capacity analysing samples from the human challenge trials, following the move to this state-of-the-art facility, they have capacity to sign contracts such as these to support their clients' preclinical and clinical drug development as a standalone service.This is is BIG step for hVIVO as it highlights delivery on the diversification of their services, supporting overall growth strategy. |
Yep Pro..CF was talking so much BS I think he started to believe himself.
As I said earlier he bought nothing to the table from Open Orphan,anything that's viable is purely Hvivo's.
Actually Open Orphan did bring Venn Life..my bad.. |
freil was in when it dropped from 48p to 9p and your point is .. hvivo probably has 7p of cash value for starters |
How safe is HVO though? It's plummeted from 30p to 18p. If Cathal thought this company's share price was going to keep rising he wouldn't have dumped his entire holding.Why are people fixated on Cathals attention span? It was said a few times while he was ramping the hell out of this stock but I'm sure his attention span is better than most. He isn't dull and knew when to cash out. Most people don't know how and when to do that. |
CF, the SITTING chairman, dumped his entire holding. That was a red flag.
If CF wasn't interested in the company then he should have resigned.
Again, posters making excuses to deflect from their ramping, now that the shares aren't still rocketing....
Again, why the hindsight posts?
Why wasn't all this posted during the year when the shares were being talked up????
Instead readers were told how great the company is, the selected parts of the TU or presentation, hoping they don't question it. |
KPE
the reason CF stepped back at HVO was because he doesnt run companies he creates them. He has said many times he has a short attention span. He recognised in Mo the ideal man to run the company as he had a background in CROs plus he was more able to talk to Initis something CF realises he is not good at, again he has said this. Mo and he worked together for a while before he promoted Mo to CEO that is why he felt he was the idea man for the job. I dont think there is any animosity between them regards who is in charge. CF sold out to focus his cash on other ventures and left without dropping the share price when an insiti, which Mo clearly got on board, offered to buy him out. He said at the time he wanted a more rocket growth type company rather that a safe boring CRO turning out cash on a regular basis. It does not suit his mind set. All this was in the presentations. |
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 |
KPE..The Pandemic changed the fortunes of Hvivo.
CF bought Hvivo 2 months before Covid.
Without the Pandemic Open Orphan and Hvivo would be gone.
Abdolutly NOTHING from the Open Orphan pipeline has materialised.NOTHING.It brought nothing to Hvivo.
It looks like investment in the Infectious disease space has topped for now and it doesn't help when you have a vaccine denier as the potential Health Secretary in the US who says he's going to rip apart the FDA.
He also has issues mRNA vaccines! |
I don’t think it took an in depth analysis to conclude that some biggish contracts were needed to achieve 2025 figures anywhere near 2024 and that time was and is close to running out to get any rescue.
Combine that with lots of ii buying around 30p yet there was no increased share price
Plus the share appears to be of intense interest to certain advfn posters who have shown a tendency to post repeatedly that everything is ok, Mo is a hero, etc. just before the share price starts falling, although in reality we don’t know if they are selling out or top slicing while posting.
Anything that attracts the herd on advfn should carry a wealth warning. |
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. |
so what good for him a nice profit pity he bought the disaster they call poolbeg |
The facts are Cathal Friel sold out at 28p now the share price is 17p. |
Just what is a poor T/U though, it would have to be catastrophic to make this tank much further.
It's not like any deficit will require a fundraiser to make up the difference, the cash pot is huge and so I think some are making the most out of this until the update.
If there was a material change in forecasts, then the NOMAD would insist they announce such change, so I think it won't be as good, or as bad as people think, but a general downgrade on expectations with the caveat of contracts being worked on... |
in other words please sell i want a better buying price . seen it all before freil sold at 28p 3 weeks later it was 30.6p if he did not sell he would this year have been taxed to the hilt under the disaster they call labour . instis still buying are you telling me a major share holder does not speak to the company f me lol |
There is no doubt whatsoever that Cathal would have had better knowledge of HVO than any research Octopus could have carried out. Cathal dumped his entire holding just under 30p Octopus are averaging down with a 40 percent loss with share price sitting at 17p.I dread ro think where the share price would be if it wasn't for Octopus. It's quite frightening actually. A poor T/U in February and this share price is going to tank even further. Mo really needs to pull something special out of the bag here. |
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