Hvivo Share Discussion Threads

[njb67] 08/2/2023 17:16

Parob, possibly but much more likely is that this is retail investors. Hvivo has issued good results, it has been tipped by a number of popular stock pickers, and the share price is trending upwards, which draws in more retail investors/traders.

As far as I can tell, there are few if any institutional shareholders and none with a disclosable holding. If a company was viewing this as a takeover target, it would likely be very difficult to build up a significant holding without driving the share price up dramatically. It would be cheaper for them to agree a takeout price at an acceptable premium to the current share price.

[pierre oreilly] 08/2/2023 16:46

Long term holders, don't forget to add on about 3.2p onto the hvo price when working out your profits (if you haven't sold polb that is). So, the adjusted hvo price is now about 24.7p for a true comparison.

As I see it, looks like either insts buying for their own book (not crossing a declaration boundary), or an inst buying for a bidder (ditto), or a potential bidder buying (ditto), or an investor with quite deep pockets investing.

Whether bull/bear/sensible or psycho, i can't see any other options to explain the recent day after day rise (25% on my original investment today, for those who don't see the advantages of ltbh). Any other possibilities?

[supernumerary] 08/2/2023 16:37

Tikh - with a 'huge market cap of £130M' I assume you sold your tly on a stop-loss and went short here? Smart moves :¬)

[parob] 08/2/2023 16:23

It feels as though there is an entity mopping up as many shares as they can get their hands on as quickly as possible. This could of course be an institution but it could also be a potential acquirer. We shall find out in due course I'm sure.

[m5] 08/2/2023 16:17

Who knows but its great to see us getting back to half decent levels. Its obvious there is a lot of appetite for the shares. Maybe a takeover is closer than we think, I really would not be surprised.

[owenski] 08/2/2023 16:12

A few institutions loading up I suspect, and rightly so.

How's that garbage TLY doing.

Karma.

[inaminute] 08/2/2023 16:11

If the share price had been declining at such a rate since Christmas I am sure we would all have been expecting bad news that somebody somewhere knew about. Given it is the opposite I am now beginning to wonder what happens next!

[parob] 08/2/2023 15:39

Meanwhile the share price recovery here is gathering pace.Don't fight against institutional buying.

[sikhthetech] 08/2/2023 15:31

I post on here and within minutes 3 trades appear on TLY. Funny that.

Who do you think made those 3 trades to push the share price lower to desperately pump and dump here???
;-)

[sikhthetech] 08/2/2023 15:31

Look at the massive 'direct project and admin costs' here.

Compare it to the revenues.

[parob] 08/2/2023 15:24

Oh jeez wish I hadn't that TLY chart looks rotten. Big leg down coming if 24p doesn't hold.

[staverton] 08/2/2023 15:20

every board seems to have a siko.., No ramp intended my most profitable
holding (long term)is IPEL yet no one ever posts on them anywhere..how odd.

[m5] 08/2/2023 15:11

I love it when you come on, the share price always goes up!!! Keep it up fella.

[parob] 08/2/2023 15:10

Is Karma still in play here. Let me go and check the TLY price.

[sikhthetech] 08/2/2023 15:08

Enzo,

Wrong, the revenues not £60m though, is it?

Revenues £50m so 4x revenue is £200m.




Hiring space at QMB is not skillful. Go to QMB and hire as much space as you want.
Promoting to get candidates to take part in trials is not skillful. It's marketing.

How much space do you want to hire?




Whereas you think there are very few barriers to entry in setting up a diversified business model such as TLY's. Really? Their diversified business model consists Urgent Care, Planned Care, Insourcing.
You think having dozens of consultants, doctors, nurses etc are not skilled??? Really?

It's amazing how the goal changes..started off as revenues, now moves to barriers to entry..what next? lol

TLY:
Mcap £45m, revenues £127m (fy2022), yield 4%.

Can you name their competitors?

TLY operate in all 4 UK nations and ROI. What barriers to entry do you think exist there to setup TLY

[sos100] 08/2/2023 15:05

stock has doubled since he turned up...🤔

[666james] 08/2/2023 14:56

Is Sikhthetech still here ??

[enzo2020] 08/2/2023 14:46

Sikh - 3 x revenues is over £150m - we are at market cap of £141m

4 x revenues (of this year) will be around £240m making a share price of 36p

There are very few barriers to entry with TLY - to set up another HVO you need a great skill set / regulatory approval / manufacture challenge agents / database of participants plus a database of potential outcomes helps

[inaminute] 08/2/2023 14:42

Excellent strength in this rally. Clearly someone is accumulating and mopping up the PIs offerings

[sikhthetech] 08/2/2023 14:39

Can someone post where are all the IIs buying rns? Where are all the CEO buying rns?


sikhthetech - 07 Feb 2023 - 13:57:51 - 1822 of 1886 hVIVO plc - HVO
Institution buying..


5 months ago, this poster posted the CEO said IIs will be buying with 3 months.

He also claimed the CEO said he'll be buying.

Where are the IIs and CEO buys?



Wololol - 12 Sep 2022 - 13:01:01 - 5349 of 5589 OPEN ORPHAN-INVESTORS THREAD - ORPH
In the interview last week chairman said institutions would be buying in within 3 month. Also CEO said he's going to be buying shares soon so lots of catalyst in pipeline amongst other news on the strong pipeline.

[sikhthetech] 08/2/2023 14:36

Chica,

"So we're undervalued by 50 million currently. Some might say we should be trading at 4× revenue because of the barriers to entry. Goldman Sachs private equity recently bought a CRO (same space as Hvivo clinical trials) for 4× revenue and they were only growing at 9% annually. "

The current valuation is crazy. 3x revenues!!

Even if they are valued at 4x on a buyout that's not much higher than the current mcap.


TLY is in a growing strongly, exactly the services the NHS/govn are promoting and using.
Their mcap is 1/3 of revenues and their share price around 1/3 of broker's target price.

[m5] 08/2/2023 14:02

Absolutely, they are in it to make money the same as us!!