Hvivo Share Discussion Threads

[dan_the_epic] 15/3/2024 10:48

Mo on stage

[dan_the_epic] 14/3/2024 21:50

It's going to be hilarious when you're banging on about this nonsense when it hits 35p... and then 40p eventually... and then 45p :D.

There is a saying that says run your winners and cut your losers. Meanwhile you're running your losers, and trying to cut the winners. And you don't even own the winners!

Cutting your sunflowers to water your weeds. Daft investment behaviour.

[sikhthetech] 14/3/2024 21:44

Look at all the small trades.
It's being pumped and dumped by the usual blnx gang.
They were behind most of the shares I've mentioned.


including Nano, where I warned of their legal settlement will be a lower outcome, based on facts and opinions based on those facts.

The blnx gang were ramping them with claims of near $1bln settlement.
The settlement was as predicted. My predicted outcome was $200m.
The shares crashed from 72p to around 20p based on the warnings and red flags I posted.

[dan_the_epic] 14/3/2024 21:38

Lmao imagine being Sikhthetech and using a REVENUE multiple to value a profitable CRO like HVIVO and to compare to ERGOMED just because that suits your agenda,

Go work out the ex-cash PE Ergomed was taken over at any apply to Hvivo. You'll get a lot of upside

[sikhthetech] 14/3/2024 21:33

Note, they all eventually crashed due to the warnings/red flags I posted.

my warnings and red flags despite the claims of cash generation.
the CEO having huge options.
the questionable business model.
the shares being 'talked up'.
discounted secondary placing.

[sikhthetech] 14/3/2024 21:22

disco

"The thing you stupidly forgot though, was the small matter of 37m in cash. So precited revenue of 62m (we all know it will be higher) x 4, plus the latest cash position is £285m or an share price of over 42p and that's without calculating in any increase in revenue or cash positions"


So the businessman Chairman/Founder threw away 50% upside when he dumped majority of his holding. He would have known those figures as well as the predicted growth.

Obviously he dumped majority of his holding as he wanted to help JPM, out of the goodness of his heart.

The fact their own figures point to growth having slowed significantly didn't cross his mind.
Honest.


Let's look at my comments elsewhere, where posters initially laughed but ended up with egg on their faces. I'm still laughing at them.

PSN Ftse 100 company
I was laughed at for suggesting a 1300-1500p target when the share price was around 2200p.
The company newsflow has been as predicted.
The ftse 100 company shares are down as predicted



Was negative on them 11th Jan when share price was around 1450p when posters were still laughing.


Check the share price for yourselves.


TRMR
Ramped by 1gw and his mates at 800p+++ lots of mention of cash (sound familiar!!). I was negative on them even when trading.


I warned of buying based on tip sheets, profit warnings. 1gw and his mates laughed whilst repeatedly referring to cash generation!!!


I warned of profit warnings, whilst the share price was still at highs. I warned of questionable business practices.


1gw suggested I'm anxious, stressed and not sleeping well.

TAP

Except the shares crashed 850p to 200p as predicted on profit warning, they were being talked up, questionable practices, court cases, huge options held by CEO etc.
I sold at 844p whilst maintaining being consistent and posting the warnings all the way up.

TAP
I warned of the questionable events, red flags, include discounted secondary placing to sell shares owned by the ex-CEO
However it was ramped by 1gw and his mates. Cash generation repeatedly mentioned. They were laughing at my warnings.




RTHM
I warned of options held by 1 director, CEO, history of placings, court cases, being talked up, questionable business model.
1gw and his mates repeatedly posted about cash generation and their targets.


The company was taken over and then profit warnings.
Sp crashed from 590p(new money) to 100p

1gw trolled me onto the CAKE thread, then gleaming with joy that he found something to attack credibility, he posted on the RTHM thread. CAKE did go bust due to fraud.
1gw ended up with egg on his face (pun intended).



I traded and sold at around 590p(new money), whilst being consistent and posting warnings, all the time.



BYOT
I posted the company newsflow, facts and opinions based on facts.
1gw and his mates were ramping, posting misleading info and enticing newbies in following a MIDAS TIP


I traded and sold at around 8p, whilst consistently warning of the red flags, whilst 1gw was loading up at around 9-10p.

The shares have crashed 95%.



etc
etc


GUESS WHO'S LAUGHING.
;-)

Anyway, Disco, load up and don't sell a single share until the revenue hits £100m in fy2028.
;-)

[discojames] 14/3/2024 18:21

Stt, you make so many stupid statements it's actually laughable. At least you tacitly agree that HVO should be worth 4x revenue so I presume you'll think a fair valuation is 4x the results in April. The thing you stupidly forgot though, was the small matter of 37m in cash. So precited revenue of 62m (we all know it will be higher) x 4, plus the latest cash position is £285m or an share price of over 42p and that's without calculating in any increase in revenue or cash positions PLUS ignoring the fact ergomed was considered a cheap takeover PLUS the fact that revenue is forecast to hit £100m over the following years, so why sell now. Exciting times for one of the most highlighted companies of 2024 for takeover potential

[lfdkmp] 14/3/2024 16:37

UT 29p

Someone wants a couple more steps on the stairs :-)

[inaminute] 14/3/2024 16:37

As I said 8 days ago there is no chance this will be below 28p when Mo gives the Finals presentation in early April. The iis who bought the shares will already know what he is going to say

[666james] 14/3/2024 16:35

Have the Americans woken up?

[1gw] 14/3/2024 16:19

Is that an upward stairs pattern this afternoon then?

A close above the (secondary) placing price of 28p would be nice.

[yump] 14/3/2024 13:34

If you ignore wasps, they go away to the next sticky stuff. If you flap at them, they keep buzzing round you.

[dannyhiggins84] 14/3/2024 12:40

That should be, you need a good kick up the ass.

[dannyhiggins84] 14/3/2024 12:38

You need a good kick up the ass

[sikhthetech] 14/3/2024 12:29

Dan,

"Look at what happened to Ergomed when a stock gets that status. That is probably what JP Morgan AM are liking"

Ergomed was taken over for around 4x revenue. HVO revenue for fy2023 is £56m. 4x £56m is £224m.
Current mcap £188m.

So IF HVO receive take over offers around similar to Eromed, then the upside is limited, especially as company figures show growth has slowed.
Might explain why the Chairman dumped majority of his holding recently at around the current price.

[sikhthetech] 14/3/2024 12:20

There you go, evidence as previously mentioned.

1gw's post not in top post, despite getting 10 votes...as predicted....

Multiple ids in use.

How many multiple ids do you have 1gw and why? Given you portray yourself as a well researched poster, why do virtually all your stories turn out to be made up?
Why do virtually all your and your mates shares eventually crash and for the reasons I repeatedly warned about? Byot down 95%, Nexn (ex-trmr, ex blnx and all the iterations) down 80-90%, Nano down 60% etc



Not in top posts - readers can check it for yourselves.
1gw14 Mar '24 - 07:07 - 6993 of 7004
0 10 0
Yes - good to have proof that at least 1 big institution has resumed buying after the secondary placing (director sale).



My post from yesterday:
sikhthetech - 13 Mar 2024 - 18:37:33 - 6990 of 7005 hVIVO plc - HVO
Pierre,

I'm posting facts on here and TLY to counter the misleading comments posted by posters like you, 1gw and his mates.

<...>

Btw, your post isn't in top posts. Multiple ids!!!! lol just like some of 1gw's and his mates have a history of not appearing.

[sikhthetech] 14/3/2024 12:05

Oh dear, trout voted down for posting fact.

Amazing how facts are voted down.


The Chairman/Founder dumped the majority of his shares recently in a discounted secondary placing. The company was talked up earlier in the year.

Read the company newsflow.



troutisout14 Mar '24 - 07:53 - 6999 of 7003
0 0 1
Tightfist
BB ended selling 50% and CF just over 50%, you need to read the second RNS.

[yump] 14/3/2024 11:24

“Stairs upward”

In the book of things that actually work as a predicter. The flatter the stairs the better.

What we need now is a flatline at 30 ish for a while to count as another step, as the last few weeks were a bit rickety.

Flat stairs often happen off the bottom of a bombed out small co. share, where there are few sellers on each step (they sold on the way down). So each new level isn’t sold into until some of the new investors are sitting on a decent profit.

Especially seen on a non day traders or trendy share, which is why HVO has had uneven steps, as its probably both.

[burtond1] 14/3/2024 11:18

Seen this ?@jpmorgan have issued a new TR1 this morning in #HVO brining their shareholding to 6.9%Massive news that such a large fund is heavily invested in @hVIVO_UK and supportive of the business and their story. https://polaris.brighterir.com/public/hvivo/news/rns/story/w63v7gw

[troutisout] 14/3/2024 09:19

Dan,
Agree with everything you posted, but 'stairs upwards formation'??? LOL

[dan_the_epic] 14/3/2024 08:59

Big picture

In 2026 (where people will focus in only 12 months time) without any M&A revenue here could easily be £75m, with a 26% EBITDA margin = £19.5m of EBITDA. Compared to £12.3m in 2023. That would be a 60% increase in EBITDA over 3 years and would support a much higher share price.

Cash pile would probably be north of £50m even after dividends. What if they deploy some of that cash into accretive M&A? Forecasts go up even more.

It's a compounder stock now. Look at what happened to Ergomed when a stock gets that status. That is probably what JP Morgan AM are liking and why the share price is now in a stairs upwards formation.

[troutisout] 14/3/2024 07:53

Tightfist
BB ended selling 50% and CF just over 50%, you need to read the second RNS.
Still I accept their intention and don’t see it as a negative.