Hvivo Share Discussion Threads

[kpe] 10/12/2024 15:15

You might want to check that statement...... perhaps the current contract is with a company that dug deep into their pockets to help with the participation into the new premises. No such thing as a free lunch.

[pogue] 10/12/2024 15:12

Protrade
Happy to debate with people who knows who the CEO is but you don't so am putting you on filter with the rest of the morons
Bye

[bossyboss] 10/12/2024 15:06

Hotter , you might want to consider all the DD the II's who sold all the stock had done ..in addition to the knowledge they already had as long term holders .. just a thought !
DyOR

[bossyboss] 10/12/2024 15:00

Yump ,you are probably right .. that's assuming they get signed .

[yump] 10/12/2024 14:56

If I were to guess, I reckon thats 40mln of opportunities over 2 years if they are spread like the 11mln. Say 50/50 25/36. That’s 20mln in 25-26, plus whats left of the 70mln from 23-24 (35mln?).

No so good really even if you stick in another 10mln.

[hotteruk6] 10/12/2024 14:36

Yes I agree, I wasn't impressed by Mo today

[bossyboss] 10/12/2024 14:32

If the majority of the revenue was due to fall in 2025, I suspect he would have said so.. draw your own conclusions..

[yump] 10/12/2024 14:22

Just had a listen. The 11mln is part of the 40mln opportunities.

Would anyone like to have a guess on what proportion of contracts revenue falls within say 6 months / a year?

Seems that there’s still a fair bit of time before the start of 2025-26 year, but that revenue depends on the gap between contract signing and first payments.

I guess it needs a list of previous contract announcements vs apparent subsequent revenue increases.

[hotteruk6] 10/12/2024 14:20

There is no way all these II's bought without doing considerably DD.....the mood is the end is nigh right now but it most likely isn't anything more than slippage....and we might all proven wrong on that yet too. Mo would have been better to be much clearer regards 2025 guidance today......

[bossyboss] 10/12/2024 14:17

It was only the mugs at octopus who had inside info .. that's according to the BB idiot pogue ! And he relied upon it .. chuckle .. but that's what makes a market ..

[chica1] 10/12/2024 14:15

The 2 previous RSV contracts (2022 (£13.3) and 2023 (£16.6)) were larger.

Not sure what that tells us but I wouldn't take it as a positive.

[yump] 10/12/2024 14:11

You’ve got inside information then?

[hotteruk6] 10/12/2024 14:04

That's definitely his style but the IIs only have themselves to blame.
And there is of course much more to this anyway, the contract sizes have increased considerably so of course they are harder to get pen put to paper. The expanding range of products and services is a plus, we still have the new premises funded by clients and we still have, as I alluded to earlier, a few more large contracts likely to drop next few weeks, so its just timing slippage really.

[yump] 10/12/2024 14:03

Longer term objective isn’t even based on a pipeline, its just an aspiration, albeit a reasonable one.

Mo said “good visibility” for 2025, which was meaningless.

It could mean good visibility of a lower turnover.

[chica1] 10/12/2024 14:00

I now have a feeling that Friel plucked that £100 million 2028 revenue target out of the air to pull the wool over Institutions eyes so he could unload his shares.

Why would he sell everything if he was convinced that the £100 million number was real.

[hotteruk6] 10/12/2024 13:51

The absence of 2025 guidance reassurance is concerning, I can't believe Mo did that by accident. Looks like there is going to be slippage into 2026 from 2025 with the longer term objective of 100m still intact.

The II's won't be happy. I sold half at 30p but still don't feel the re-entry point has been achieved yet

[sikhthetech] 10/12/2024 13:01

My post from a year ago with the bear points.

With 3 weeks to go, let's see if my 26.6p call was right?



sikhthetech - 03 Jan 2024 - 11:59:03 - 5779 of 8910 hVIVO plc - HVO
If I traded these this time, I would be saying I've sold.

I traded trmr, whilst maintaining a negative stance. Sold them at 844p.
I traded Byot, whilst maintaining a negative stance. Sold them at 8p

Traded both because the gang and their multiple ids were pumping/dumping them.

Let's see if sell at 26.6p is another good call.


Nomad target price 29p.

Huge options held by CEO

Lack of significant revenue growth, despite the new facility.

Declining cash

NO evidence of significant buying by Institutions.

No evidence of Institutions holding > 3%

Lots of small trades to push the share price higher.


This is being talked up

[malcolmz1] 10/12/2024 12:56

Pogue is bitter because he didn't take his profits at 30p. Wait for the sale of the company in 2040 lol

[bossyboss] 10/12/2024 11:57

Hey guys you should listen to that Pogue character ! He's a smart cookie mind .. read his posts over last 3 months and you will sew he predicted all this because he understood the markets .. oh wait ! lol

[sikhthetech] 10/12/2024 11:54

There you go, Nexn thread quiet this morning and this one busy.





Just like Nano was busy when it was being pumped by the blnx pump and dump gang.

Isn't that a strange coincidence 1gw???

[sikhthetech] 10/12/2024 11:30

sikhthetech - 04 Feb 2024 - 21:49:25 - 6386 of 6586
Whenever there's huge options awarded to 1 director then I see it as a red flag.
A similar happened at RTHM, which I also saw as a red flag, whilst 1gw and his mates were ramping them, even at the peak. The shares crashed 80%.

sikhthetech - 14 Feb 2024 - 13:49:19 - 6589 of 8843 hVIVO plc - HVO
There you go, as predicted, this was repeatedly talked up. CF selling significant number, as he is now in profit.

Why would he sell if there was significant growth ahead.

[sikhthetech] 10/12/2024 11:23

There you go, newsflow exactly as I predicted.



sikhthetech - 12 Nov 2024 - 15:08:06 - 8432 of 8902 hVIVO plc - HVO
Pierre,

"Another million for Octopus. "

How does that million compare to the >7m options held by the CEO, which were backdated and due to start to exercise in just 3 months!!!

Or the 45m dumped by the Chairman just 4 months ago, 4 working days after the July TU.

I said these will be talked up as we get nearer to the options exercise date and they are.

Like Blnx all over again, isn't it? That crashed 80%. Renamed a couple of times and were ramped/dumped again. After crashing the posters disappeared.

As long as the share price doesn't crash, the CEO will be happy to get his options.
The fy results will be announced after the options start to exercise anyway.


The chairman's already happy. He's cashed in his entire holding.

[troutisout] 10/12/2024 11:22

GregB, Initially it was the geography and then the valuation, but looking at it's client list - "The Company has an international, blue-chip client base, which includes eight of the top ten global pharmaceutical companies by revenue" and then what services it offers these clients, I just thought it would be a good extra avenue, alongside Venn and Hlab.
Not that worried now, as I took a position just in case and have added and added to it and now am reaping the rewards (hence my buy here yesterday)
Trout.