Hvivo Share Discussion Threads

[supernumerary] 31/12/2024 13:53

'Mcap only £14m'

Not something to shout about I don't think, and still falling...

[sikhthetech] 31/12/2024 13:42

Chica,

yes, it's like Blnx, renamed as rthm then trmr and now nexn.

New name, same old company history, pumped year in, year out, hoping new gullible readers don't notice!!


whereas, TLY already forecasting £85m for year 2025, which ends in only 3 MONTHS, 31st March 2025. That's excluding the huge potential from the new NHS plans to be announced by Labour.
Mcap only £14m

[m5] 31/12/2024 11:45

Morning all. Happy New Year. Lets hope its a good one for HVO.
A little tip if I may take a look at Prospect Energy-PXEN.
No debt, spewing off cash, huge 2025 year ahead and an obvious take out target. Chart looks very good aswell.

28 million market cap!! Totally the wrong price IMHO.

Thank me later. :-)

[sikhthetech] 30/12/2024 18:54

yes, it's several months old article.

I wonder how many of the 5 underwater rampers who voted Jansky up knew but didn't want to mention it as it'll hopefully entice some gullible readers in!!!!

Same old trick...

[chica1] 30/12/2024 18:28

Jansky..that's from September.The guy is just an individual investor like the rest of us.

Hvivo was over 29p then.

[bb cleaner] 30/12/2024 16:53

DONT FEED THE TROLLS IT ONLY ENCOURAGES THEM!

[bb cleaner] 30/12/2024 16:53

DONT FEED THE TROLLS IT ONLY ENCOURAGES THEM!

[bb cleaner] 30/12/2024 16:53

DONT FEED THE TROLLS IT ONLY ENCOURAGES THEM!

[chica1] 26/12/2024 09:45

Troll or a bad case of Ostrich syndrome
(a cognitive bias that describes how people often avoid negative information, including feedback that could help them monitor their goal progress. Instead of dealing with the situation, they foolishly bury their heads in the sand, like ostriches.)

[1gw] 24/12/2024 21:44

That's the first post to talk about a "weighted pipeline" pogue. We've been talking about the weighted contracted orderbook and whether it is in fact all contracted or might contain some of the uncontracted pipeline (weighted or otherwise).

[pogue] 24/12/2024 20:31

1gw
I have messaged the company to confirm my interpretation based on Mo's definition of the weighted pipeline will post the clarification when I receive it.
Being Xmas I wont expect it for a while

[bossyboss] 24/12/2024 15:31

G , I'm not sure I see this point differently .. I hear your interpretation and why. However I interpret a lot of the ideas on this topic differently .
I'm not sure anyone still follows what I'm actually saying but it's defo not how Pogue interprets it .
But regarding this last point , I'm not at all sure .. I might bet you a tenner that the 40 m pipeline is already included in the 70 but no more than a tenner !

[1gw] 24/12/2024 15:11

Here's the statement from the interims which talks about both the contracted orderbook and the pipeline of live opportunities and how the pipeline might feed into the orderbook:

"The Company's weighted contracted orderbook stood at £71 million as at 30 June 2024 (H1 2023: £78 million), post-delivery of a record £35.6 million in revenues in H1 2024, with FY 2024 revenue guidance fully contracted and good visibility into 2025. hVIVO has a broad pipeline of live opportunities, including a number in advanced stages, making the Group well-positioned to grow its weighted orderbook going forward. "

[1gw] 24/12/2024 15:07

That is my interpretation. But clearly you and Pogue see it differently, so I'd like to understand the evidence on which you base the different interpretation and if we can't agree then perhaps it does need clarification from the company because there must be other investors who are confused as well.

[bossyboss] 24/12/2024 15:00

G , So the 70 m order book at half year did not include that 40 m of new pipeline .. is that what you are saying ?

[1gw] 24/12/2024 14:57

There was the £40m "short to medium term potential" in the interims:

"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"

[bossyboss] 24/12/2024 14:56

GW ..has a figure been given for the " pipeline ?

[1gw] 24/12/2024 14:52

No, I'm suggesting they have a weighted contracted orderbook plus a pipeline. Here's the AR reference again to the same £80m with the explicit statement about what's in the orderbook (contracted & deposit paid).

"Looking ahead, our weighted orderbook grew to £80 million as at 31 December 2023
(31 December 2022: £76 million)having delivered £56.0 million of revenues in 2023. This substantial orderbook ensured that we entered the year in a very strong position with 90% of 2024 revenue guidance already contracted. It is important to emphasise that our orderbook is comprised of clients who have signed a contractual agreement and paid the up‐front non‐refundable fee."

[bossyboss] 24/12/2024 14:50

GW ..or are you saying they have a weighted contracted order book plus a weighted non contracted order book ?

[1gw] 24/12/2024 14:50

Not in my interpretation bossyboss. The £80m in slide 18 is all contracted isn't it? How would you justify any other interpretation from the slide?

[bossyboss] 24/12/2024 14:48

GW , so that would suggest the weighted order book is made up of contracts signed , discounted for cancellations , plus contracts not signed but expected to be ?
I hope I follow you , please tell me if I'm wrong ..

[1gw] 24/12/2024 14:44

Bossyboss - Have a look at slide 18 of the 2023 full year results presentation (April 2024).

The title is "Record Contracted Orderbook"

On the left you have "Net Contracted Orderbook" showing the same £80m at end-2023 as in the extract in my earlier posts; on the right you have "Gross Contracted Orderbook."

So "net" and "gross" rather than "weighted" and "unweighted" but no way the words suggest it could include anything that wasn't contracted.

See also slide 9 (Case Study) where they talk about the upfront booking fee of 10-20% mitigating against the risk of cancellation or client delay.

So I think it's fairly clear that they do consider these risks and weight for them in the weighted (or net) contracted orderbook.