Hvivo Share Discussion Threads

[qs99] 10/4/2019 14:25

Edging up again

[qs99] 10/4/2019 09:07

decent volume compared to usual again. DYOR

[the stigologist] 09/4/2019 22:36

Breaking above 50 day moving average ?

[the stigologist] 09/4/2019 22:36

Breaking above 50 day moving average ?

[azuli] 09/4/2019 18:38

Good day here again, holding only this and TOOP at present, both enjoying a strong week so far. Looking forward to results on Thursday and hopefully a sustained movement northwards.

[discojames] 09/4/2019 18:04

So there should be, results in a couple of days and the share price already undervalues the company, ignoring all of its assets in developing new drugs. 3 major fingers in those pies and if it wasn't for Lansdowne partners selling last year, we could be sitting at 75p +

[qs99] 09/4/2019 16:27

At last some moves North!

[burdetth] 02/4/2019 09:56

https://www.google.com/url?sa=t&source=web&rct=j&url=

[mam fach] 31/3/2019 19:18

Glad to see you are paying attention.
Might buy back if they fall back.

[mam fach] 31/3/2019 19:10

Bought ages ago for 64p and sold for 64p.
Then bought again @ 32p and sold for small loss.
Not relegated to MY bottom draw.
Hoping this will recover and that flu vaccine will be successful.
GLA

[azuli] 31/3/2019 12:42

Thought you sold this to buy MTPH instead? Happy to hold a chunk of these for the potential of the kind of day you wake up to stellar news out of the blue that sends the share price into orbit. Might happen, might not, you pays yer money and takes yer chances ;-)

[mam fach] 31/3/2019 12:38

Can't agree with bit interest here. More like no interest.
Afraid this is relegated to the bottom draw.
Happy to be proved wrong.

[loafofbread] 29/3/2019 08:16

Must be some value in our flu vaccine if we are presenting next week?

[azuli] 01/3/2019 13:23

Maybe that accounts for it, another buy. Nice to see a bit of interest here.

[azuli] 01/3/2019 12:35

MM's jiggling the price around, just a couple of buys so far. All very quiet otherwise.

[king suarez] 23/2/2019 23:20

Hello,

Been looking into this share today and have a few questions/observations:

1) The balance sheet from Dec 17 to June 18 show current assets are down £8.7m, whilst current liabilities are down £4.6m. So whilst the cash flow statement states 'cash used in operations' of -£9.5m for the period) I see a perhaps more relevant decline in working capital of £4.1m for the 6 months (change in current assets - change in current liabilities).

2) I note there have been several large contracts won recently to the tune of c£20m, which will be included in revenue for 2019, however, has any guidance been given to the likely gross profit margin achievable with these contracts?

3) When looking at the recent accounts, margins seem very inconsistent. 6 months to June 17 show a gross margin of 26% (gross profit £1,024m / revenue £3,924m), the full year 2017 shows a margin of 33%, suggesting a significant improvement in the latter 6 months of 2017, but then H1 2018 shows a margin of 24%.

4) The CEO has talked about 2019 being cash flow positive. Based on the latest interim results I'd estimate the company would need annual revenues of c£25m at the current margin to cover the current working capital shortfall and revenues of c£30-35m to reach profitability. Obviously this may change if margins improve and/or R&D spend is cut and admin expenses continue to drop (as has been suggested by management).

If (4) can be reached, then there is little fear of a future fund raise (and dilution) and it is a wait and see whether either of the current drugs being worked on by the JV can be sold/licenced to a major pharma for big bucks.

Is this about right?

Thanks

[azuli] 19/2/2019 12:40

Creeping up again. Hopefully some fresh interest and positive newsflow due here.

[mam fach] 19/2/2019 09:26

First time price gone up for ages.
Was 100k trade really a sell.
Been waiting long time here for news.

[azuli] 19/2/2019 08:55

Looking a little better this morning.

[mister md] 13/2/2019 11:02

what happened to bernymadoff, HVO's leading ramper? Last seen losing his shirt at NUOG. He really does pick 'em eh ? Seems to only favour loss-making companies for some strange reason

[muchodinero] 30/1/2019 21:36

No sales from what I can see, just 2% dilution from employee share scheme. Employees can't sell these shares for 3 years.
RE: Holdings

Woodford Investment 23,438,760 29.1%
Invesco 21,249,382 26.4%
IP Group Plc 13,063,883 16.2%
Lansdowne Partners (UK) 3,952,516 4.90%
David Robert Norwood 2,338,662 2.90%
Richard Ian Griffiths 2,338,662 2.90%
Sand Aire Ltd. 1,517,364 1.88%
Baillie Gifford & Co. 1,322,616 1.64%
Stanhope Capital LLP 935,136 1.16%
Henderson Global Investors 844,645 1.05%

[therealapplegarth] 30/1/2019 13:15

MUG PUNTER S !!!!!!!!!!!!

[discojames] 30/1/2019 11:24

Time and time again this weirdo shows what an idiot he is.

[azuli] 30/1/2019 10:47

No they're not.