Hvivo Share Discussion Threads

[joseph moran] 10/12/2024 11:21

a lot of buys are showing as sells as I just bought some.

[malcolmz1] 10/12/2024 11:09

Wow! I expected the spto rocket on that news lol.

[protrader3] 10/12/2024 10:59

Pogue, why are you so defensive? It is ok to debate why this companies share price is not doing what the long term holders think it should be. Just because it is your largest holding you are being a bit defensive. Why is the share price 22p?

[troutisout] 10/12/2024 10:58

Pogue,
Can you read?
You are spitting out venom at everyone on the board today, did you buy at the spike?
I filtered you after your incessant dot postings and took the filters off today to read everyone's views, but please calm down, I can't help it if you 1, can't read and 2, don't understand the little you do read.

Stop putting false words in other people's mouths and just get some new glasses...

[gregb] 10/12/2024 10:47

Sounds like a company I've been following, Fusion Antibodies. I don't think it's a natural fit for a CRO like hVIVO.

[pogue] 10/12/2024 10:26

trout
I assumed the word 'rasie' was for a raise if you reread what you posted you can see the interpretation and the only reason for a raise would be to purchase a company as they do not need capital.
Not sure re antibody development that sounds more pharma than CRO.

[troutisout] 10/12/2024 10:09

pogue,
I didn't say they would have to raise, I said "I think there will be more contracts signed shortly and it isn't as if they will have to raise due to any slack in revenues for next year"
I also didn't make any statement about raising for an acquisition or anything about the cost of one.
The Company I looked at and invested in works in antibody development and is now around £6m market cap but was half of that throughout the Summer.

[chica1] 10/12/2024 10:08

Protrader..If Friel was in America he'd be in jail.
Hey there was a guy charged in Ireland for insider trading of Open Orphan in 2022..They didn't say who his contact was in the company but its easy to put 2 and 2 together.

[pogue] 10/12/2024 09:55

protrader
why are you posting on a company board you clearly have no idea about? Your 31 posts since you joined in January suggests you are not someone who invests in companies normally. Go do some research if you want to troll you are making yourself look a bigger idiot than the other trolls here and that takes some doing.

[hotteruk6] 10/12/2024 09:47

Sept 10th 2025: Pipeline of live opportunities continues to expand including interest in new challenge models and new revenue streams with short to medium term potential opportunities of c. £40 million

We are 3 months further on with 11.5 mill contracted and other smaller contracts also signed. What constitutes "medium term"?

[protrader3] 10/12/2024 09:42

He must have painted different picture to the institutions. I really struggle to see why he would jump ship if he thought the company was growing as fast as he used to make out. The facts are he told a lot of stories and blatantly lied to shareholders. He is doing the same with POLB at the moment. A lot of missed deadlines there too. I think people started to see through his rampy presentations in the end with HVO and he got out while the going was good. I sold my entire holding when he jumped ship and just trade this now. The long term holders won't like it but I've done it 6 times since February. Easy money.

[chica1] 10/12/2024 09:39

Hey Sikh was right Friel selling all his shares was a red 🚩.
I've never in my life seen a sitting Chairman unload all his shares and still remain on the BOD.

MO today just highlighted why Friel sold when he said there are 'challenges in client contract signings'.
That's a red 🚩 !

[kpe] 10/12/2024 09:32

I don't think CF selling was the reason for the price drop. 60 million shares were traded and the price didn't move. Only now has the share priced dropped in the last couple of weeks.His holding was transferred to an institution who wouldn't have been able to purchase the amount of shares they required on the open market. Given CFs history I see this as a positive. Imagine if the company was trading sideways and CF with his large holding and a few institutions on board he could have screwed over private investors and taken the company private. It's happened before.....

[protrader3] 10/12/2024 09:28

That's unbelievable

[chica1] 10/12/2024 09:23

Friel is still Non Executive Chairman for some reason.
I'm sure he has some input.

[pogue] 10/12/2024 09:23

trout
why do you think they will need a raise exactly? They had £37 million in the bank last Jan. What will they need the money for? They are cash generative and have more than enough for the purchase of a company. They are not going to pay over £20 million I guarantee you I expect a lot less.
What did the company in NI I do that you looked at?

[protrader3] 10/12/2024 09:19

No thanks. CF needs to stay away in my opinion. Him selling up has damaged this business. Just when it looked likely the company and share price would kick on the CEO sold his entire holding. The share price is now languishing at the same level it was 4 years ago.

[bossyboss] 10/12/2024 09:13

Chica ,
cash will be down quite simply because of the failure to sign any new contracts.
As you know we get a chunky up front payment shortly after signing . We have not had any chunky contracts this year until today . The upfront payment for the latest contract will not be received until early 2025 therefore the year-end cash balance will be decimated.
As regards 2025 revenue, Mo no longer wants to talk about it and wants to buy time. However, as we stand, I suspect we have approx 40-45m of work booked for 2025 and it will be almost impossible to make up shortfall due to time delays in contacts starting.
DYOR

[troutisout] 10/12/2024 09:09

I think there will be more contracts signed shortly and it isn't as if they will have to raise due to any slack in revenues for next year. This year has been a bumper year as they were able to pull more work through in H1 when they had all the facilities working together. Just like this one, the contracts signed last December and in January this year have revenues to be recognised over more than one year (both of them show revenues into 2025). I just wonder if they sign a couple more contracts soon, that they can recognise a lot of the revenue in 2025, volunteer recruitment is a huge part of the contract and that has to happen before a trial can take place, so don't get too heavily into a trial starting late in the year, a lot of work is done before the trial.
When they mentioned looking for an acquisition, I looked at likely targets and found one in N. Ireland that looked bombed out, however that is now starting a decent re-rate and so not sure it will be a target for HVO now, but happy to have jumped aboard for another CRO's ride.
There seems to be an upturn in CRO business after a lean period (HVO didn't suffer that lean period), some will point to RFK, but miss that a lot of HVO's challenge studies are for anti-virals and with no appetite for vaccine development, then you need something to treat the disease. Secondly these vaccines in development may take several years to get approved anyway so it would be silly for big pharma to stop development because of one politician.
Good News today and expect more of it soon...

[yump] 10/12/2024 09:07

Always worth an acquisition for a new story. Get CF in as a consultant.

If 2025 is flat or less, the p/e will end up at 10 at some point, as its supposed to be a growth stock, unless we enter an unexpected bull market.

[pogue] 10/12/2024 08:51

1gw
until he fails you cannot say he is wrong and so far he hasn. He is never uber postive and sets conservative targets so I expect he will hit them again. As for the aquisition he has stated they will buy when they see one they want if it comes it come before Feb it will be a coincidnece I suggest. A purchase is part of the future earnings growth but there is plenty of slack before he has to hit the £100 million t/o before 2028 I dont see how he can rush the purchase if no company is available.

[chica1] 10/12/2024 08:50

Bossyboss..what are your revenue targets for 2025?
Are u talking flatish with 2024 or worse?
Lower cash because less deposits from contracts?

[1gw] 10/12/2024 08:34

Pogue - Mo's good track record on guidance is what kept the shareprice around 28p-30p for as long as it did imo. But eventually reality has to set in. Note he referred to revenue from the latest contract in late 2025, before correcting himself to 2H. I wonder if he'll try to get an infill acquisition across the line before the Feb update to try to mitigate poor 2025 revenue guidance.