Hvivo Share Discussion Threads

[inaminute] 10/4/2024 10:36

I thought yesterday's presentation showed a team in control of a business and with a clear strategy to hit their targets. I feel very comfortable with my investment here and that the £100m will happen.

[baldrick1] 10/4/2024 10:23

With the 37 millions cash in bank hvo could or may increase marketing activities in the APACS region to secure more contracts.They have signed one, and they need a few more there where new certified vaccines are much needed .

[sci102] 10/4/2024 10:03

Yes he can. Blue members can ban other blue members from their threads.

Edit: it's probably why the garbage that is advfn never touches the lunatics. You have to pay to get rid of them.

[baldrick1] 10/4/2024 10:02

I'm now a converted pro-hvo, considering I live very close to Canary Wharf facility and seeing the major stride the development they're making there gla.

[chica1] 10/4/2024 09:51

If Sikh is a paid up member here I'm not sure he can be eradicated.
Reversal on low volume here today but show me a better company on AIM (or FTSE for that matter) with better growth prospects.
Interesting Mo said that even though Pfizer now have a late stage RSV vaccine candidate it hasn't stopped competitors from doing studies.

[666james] 10/4/2024 09:15

just tried a small sale 28.913p offered. I hope this thread prospers away from the freaks.

[digger2779] 10/4/2024 09:13

Cheers for the new thread. I didn't think you could ban "blue" avatars. Hope I am wrong or it's the filter button time again.
Good luck all and hopefully we will be getting new contract news soon.

[yump] 10/4/2024 08:59

Yes nice to have a new thread.

Everything in results pretty much flagged ahead. I found pieric’s financial valuation post helpful on the other thread might be worth a re-post and rivaldo has brokers notes etc.

Hopefully see them on here.

[lfdkmp] 10/4/2024 07:32

A bit of profit taking yesterday, possibly compounded by a bit of unrealistic disappointment that the results were not accompanied by a new contract announcement.

As well as the move from nominal to annual dividend, what also caught my eye is that the new Canary Wharf facility is ahead of schedule, with operations commencing there this month.
With increased capacity and less tight market conditions, we could see new contract announcements with pleasing regularity.
Mo, who in contrast to CF, underpromises but over delivers, would not have projected turnover of £100m by 2028 unless he was very sure.

PS
Thank you Sci102 for new thread.

[sci102] 10/4/2024 07:01

Use this one

[sci102] 10/4/2024 07:00

I couldn't edit my mistype so I made another one:

[chica1] 09/4/2024 22:24

Geez guys I know alot of ye have me on ignore because of my issues with CF but you've gotta just ignore the Sikh.
Just filter him for good and forget he even exists!
That goes for the guys on the LSE forum as well!

[bb cleaner] 09/4/2024 21:23

Don't Feed The Trolls It Only Encourages Them!!!

[bb cleaner] 09/4/2024 21:23

Don't Feed The Trolls It Only Encourages Them!!!

[bb cleaner] 09/4/2024 21:23

Don't Feed The Trolls It Only Encourages Them!!!

[sikhthetech] 09/4/2024 20:51

MO has huge > 7m options, awarded last year, back dated to 2022 and excersiable from few months time.

He has the incentive to talk up the company.

Look at the conditions attached to his huge 7m options:

"The LTIP has been designed to reward, incentivise and retainMr Khan to deliver sustainable growth for shareholders. The deemed date of award is 24 February 2022, which is the dateMr Khan was appointed CEO. Under the LTIP,Mr Khan has been awarded 7,227,273 nominal cost long term incentive options ("LTIP Options " ) over ordinary shares of £0.001 each in the Company.

Vesting of the LTIP Options is conditional upon a three-year total shareholder return ("TSR") performance against an initial 11p reference price. A portion of the LTIP Options will vest on the third anniversary of the date of award subject to the achievement of a minimum 10% CAGR TSR performance increasing on a straight-line basis to vesting in full subject to the achievement of a 22.5% CAGR TSR performance.

The award of the LTIP Options is also subject to continued employment, malus and clawback provisions and will vest in full on a takeover of the Company."

[inaminute] 09/4/2024 20:11

That was an excellent presentation tonight. Well done to Mo and Stephen

[hotteruk6] 09/4/2024 19:45

I was expecting more volatility in the share price today.....I think a genuine revaluation has taken place and is fully underwritten at current price. It's now about new premises impact, new contracts....and progress towards that magical 100 mill......could be very boring for a few weeks or longer.

[libertine] 09/4/2024 17:21

hVivo shares remain inexpensive, say analysts

[inaminute] 09/4/2024 15:30

Very happy with my considerable holding here. Feels like we are in good hands and the future is exciting

[sikhthetech] 09/4/2024 13:08

Pireric,
"the business is lumpy (They have to keep signing contracts to keep the wheel turning"

Exactly.

Newsflow as expected.

The Chairman dumped majority of his holding at 28p in a discounted secondary placing




sikhthetech - 30 Jan 2024 - 15:14:53 - 6280 of 7200 hVIVO plc - HVO
As of latest Annual Report, HVO have Total Liabilities of c£31m.

£56m revenues, £195m mcap
Really?

Cash was boosted by recent contracts. They get some money up front. However, they still have monthly outgoings as well as project costs on top.

They need regular contract wins to keep going.