interesting 2x18m sells.
Should get a holding rns tomorrow.
Will be interesting to see if it's Octopus. If not, will they follow afterwards? |
 Adorling
"I hope all the naysayers who between them own sod all shares watched the InvestorMeet Presentation just now where Mo Khan CEO and Stephen Pinkerton CFO answered all questions in a straight forward way"
"let’s see who is right by the end of 2025?"
What again? Why 2025, why not 2024, they just announced the fy2024 TU?
You also attended an insightful 2 hr CMD 6 months ago, in July 2024, and was very assured by the excellent management led by CEO.
What happened?
Oh, the red flags I posted at that time have been proven correct...That's been proven correct.
My post below was before the chairman dumped the remaining entire holding, 4 working days later:
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. |
The meeting is up on Investor Meet Company website now. All very positive and clear and good answers to all the pressing questions and a very good outlook for this year. |
Cheers RA3
lot more than I expected very surprised.
Pierre
they wont need all the beds at the same time they can take them in batches of 50 they have done challenge studies at smaller premises in the past. |
Ah the old “paid for shorting posts” angle.
Yes everything is tickety-boo here.
Watching and liking a presentation from people who have not published a clear trading statement, is a recipe for losers.
“Trust us, we know what we’re doing”.
I presume they showed some exciting profit projections in the presentation ? |
Don't think you added the 18m and 17.9m lots though... |
I hope all the naysayers who between them own sod all shares watched the InvestorMeet Presentation just now where Mo Khan CEO and Stephen Pinkerton CFO answered all questions in a straight forward way . Don’t let these naysayers on this board who are paid for their shorting posts blind you from a potential good investment opportunity especially at today’s price.
I have added a good chunk today at below 19.5p so let’s see who is right by the end of 2025? |
Yawn yawn yawn - if you don’t have anything new to say then don’t say anything at all - just go away |
Protrader
"The share price is sitting at the same level it was in September 2020."
I started looking at these in Aug 2021, around mid 20s, and soon saw the red flags/warnings and how it was being talked up to sway the gullible.
My suggested sell price from over a year ago was 26.6p. |
There you go, the chairman DID know more about the company than any II/PI.
The company newsflow has been as predicted.
sikhthetech - 23 Jul 2024 - 19:00:13 - 7683 of 9298 hVIVO plc - HVO
Inaminute
"Would you sooner have Mo or Friel running this company at this stage? Mo is now the main man and looking very confident about it"
I think CF is still pulling the strings. Remember at Polb, hardly a word from CF then he suddenly appears and it's obvious he's pulling the strings.
CEO >7m options tells you everything.
The lack of revenue growth rate, falling order book, lack of contract news.... I think that's why CF has been selling.
I believe the chairman knows more about the company than any II or BB poster.
At least you and your mates 1gw, Pierre were loading up at 30p, so PIs don't need to worry!!!! |
The dreaded H2 weighting ... |
The share price is sitting at the same level it was in September 2020.Just think about that for a minute. This truly is a traders share.So many opportunities to make money here over last 4 years. |
Hmmmm. Just goes to show institutions get it wrong sometimes. Not one of their best decisions. |
Agree malcolmz1 but surely it is inconceivable that Octopus didn’t ’make the call’ to get some comfort about the future before they bought another 1% at around 19p? |
Cathal must be so glad he sold out 50% higher. Someone at Octopus has some explaining to do. Oh, what a game this is. |
Anyone can buy businesses to increase revenue. To be fair thats what they said they were aiming at, they didn’t specify how, or whether they would overpay for a loss maker.
If that floats your boat and you count it as growth, fine. Perhaps its consolidating the sector. That should be worth a grand strategic update.
Just hope that decreasing profits doesn’t matter. |
And Cavendish at 35p so a 79% uplift from current share price |
Two brokers have repeated their 'buy' recommendations for shares in hVIVO PLC (AIM:HVO) in the wake of an announcement on a key acquisition and an update on trading.Peel Hunt has a target price of 34p, while Panmure Liberum's valuation is 24p (current price 19.08p).Earlier, the company said it had taken a big step towards its goal of reaching £100 million in revenue by 2028 with the acquisition of two clinical research units in Germany for £8.4 million (10 million) from Clinical Research Services Management (CRS). |
My wife had whooping cough last year and it sounded (and felt apparently) as if she was about to keel over; there’s a long period of coughing afterwards. She had some antibiotics that made her a bit high - spontaneously booked a weekend in Berlin and a PJ Harvey concert there we could go to.
Nasty illness and goodness knows what its like if you have a child with it. |
hxxps://www.regulations.gov/comment/FDA-2024-N-3698-0002
“330 subjects will be challenged
during the study, including approximately 10% of subjects aged 50 to 64 years in each cohort.
After each challenge, subjects will remain in the unit for up to 19 days/18 nights”
Much higher number of volunteers and a longer quarantine period. |
Pierre
checked my notes, I think I mixed up beds with volunteers. So number of beds needed maybe 20. We have 50 beds currently at Canary Wharf, with the option to add more there, so not seeing any issue with fitting them in. I am 100% certain though we will not be using 100s of volunteers, as I said for Phase 3 study the numbers are high as proving volunteers are exposed to the virus is not so easy so larger numbers are needed. |
The fy2025 revenue guidance is £73m, £10m higher than fy2024.
This includes revenue from the 2 units bought.
They said they had visibility showing record revenues for 2025. Those figures show that was not the case.
Without today's acquisition, revenues would have fallen, as predicted. |
Imo there isn’t much difference from when CF was in charge.
Its always been focussed on revenue and it still is, as if that is actually what running a business is about. Who wants consistent profits ? Its not as if this is another Amazon with the prospect of owning the world by rapid massive expansion.
Stage 3 of AIM rubbish I believe: buy another business’ revenue.
Next one is a change of name to reflect the significant future opportunities. (There aren’t any more stages after that).
Never mind Perhaps conversion of the loi to contract will surprise! Assuming a value is forthcoming. |
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