Well its really good to know that Iliad has raised $100mln. Wtf?
Is this a freebie largest ever hct ?
An LOI is non-binding so why announce? |
se81
they have just moved to a larger facility because they had no room at the old place for all the work they have. Dont think they have gone ex grwoth they have just started tapping this market. |
se81
"Real question is have they gone ex-growth?"
They went ex-growth last year. The revenue growth rate slowed significantly. The sitting chairman 1st dumped majority of his holding in Feb and then the remaining entire holding just 4 working days after H1 2024 were published.
I believe the chairman knows more about the company than any II/PI and no one has proved otherwise. |
Yes its the ex-growth possibility that might cause problems with the share price It will still be profitable, just not on any sort of growth rating.
Flat profits could lead to 15p imo. |
So whats the current valuation- £85m EV, 2024E EBITDA of about £15m? Pretty interesting even if they say miss by 25/30%?
Real question is have they gone ex-growth? |
se81
"Wow such a strange negative rhetoric on this thread- good news is bad news"
The p&d gang have moved on, so not surprising. Not surprising the 30p gang have gone quiet...
The newsflow has been as I expected/posted.....
fy2024 ended below my 26.6p "sell" from over a year ago |
Burton,
"Largest contract to date"!
Really!!
They're diversifying because revenue from core services has declined.
They announced a £16m contract 13 months ago, when the company was being talked up.
Given they had record visibility into 2025 and now this contract also expected to be recognised in 2025, you'd expect their fy2025 revenue expectation to significantly higher than fy2024 of £62m, wouldn't you?.
Where's the £40m of contracts they mentioned, last summer? |
What’s the definition of irony? |
comments here useless and without insight |
Nothing from the bears on how the valuation looks if next years estimates are cut quite aggressively?
Takeover potential on an EV/EBITDA basis?
Or wait until they warn to buy? |
(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. |
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