Bradda Head Lithium exceeds targets, secures US$3 million royalty and moves closer to production. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Don't engage with the sealion https://en.wikipedia.org/wiki/Sealioning
Oh and it was a sell :-)
Any comments on the only trade of the day a massive 20k of shares on TLY :-)
Any comments on the 1m sell from this morning at 27p, reported after hours?
Shandypants
"For balance yes the chairman did sell a % of his shares in a secondary placing, but he still owns 21m so is clearly heavily invested."
He didn't sell a minority of his holding, did he?
He sold majority of his holding in a DISCOUNTED secondary placing at 28p.
Why at a discount? Why majority of his holding.
The initial proposal was to dispose of around 25% of their holding:
https://polaris.brighterir.com/public/hvivo/news/rns/story/xlj8m3r/export
Yet, the Chairman dumped majority, over 50%, of his holding.
https://polaris.brighterir.com/public/hvivo/news/rns/story/xe1g9jw/export
Thinice
"What is wrong with stating that their revenue forecasts are being met in large part, or are you implying that they are lying?"
Rivaldo saying "note the 90% of forecast revnues for this year already secured." is nothing new or unusual.
Read updates from previous year's and they have 90%++ already secured for the year in January.
Given they have the new facility set up, they should have been announcing lots of big contracts to fill it up. Yet they haven't.
I'm very happy to have a proper debate with you on bear points any time you want, but anyone can go back over both our history and see that you always run a mile when someone is ready to engage. In fact you have historically talking the most cowardly route of them all and completely ignored me every time I have directly posted to your points and raised questions. Youve never answered a single one I've made in retort and I presume by now every man and his dog can see you have zero substance nor credibility remaining but by all means continue wasting your life on here for whatever petty argument you have with that other guy
Yea, the moment we have a decent RNS he comes out with all his red flags. So tiresome.
For balance yes the chairman did sell a % of his shares in a secondary placing, but he still owns 21m so is clearly heavily invested.
Also who cares if the cash is down slightly. It is well over £30m so is clearly very healthy and clearly kitting out the new facility will incur costs - yes i know much of it is being paid for by client(s), but not all of it.
What is wrong with stating that their revenue forecasts are being met in large part, or are you implying that they are lying?
Peel Hint has reiterated its ‘Buy’ advice and 60p target price
Hallsworthy,
Well, we'll know on the 17th July whether the cash as at H1 end is lower( as per my expectation), or higher (as per your assertion).
I see you still haven't said anything about the bear points/red flags I raised. It's ok if you won't and prefer to divert away.
The Chairman dumped majority of his holding is a discounted secondary placing at 28p. I see that as a red flag, as the Chairman knows the company better than any BB or II. What's your view?
The CEO has huge >7m options, awarded last year, exercisable from a few months time. Feb 2025. I see that as a red flag as I believe the company will be talked up before then. What's your view?
No problem if you prefer not or to express your view.
Expressing no opinion does, however, suggest that you agree with me.
Rivaldo
"note the 90% of forecast revnues for this year already secured."
They say same every. Nothing new or unusual. Contracts are signed months and even year or so before the project starts, hence the visibility into the following year. This has been mentioned by me before.
In fact, in January, START of this fy, they said they have 90% revenues already booked for this year. Despite the new facility, they haven't increasd the revenues this year, have they???
30th Jan update:
"hVIVO enters the year in its strongest ever position with 90% of 2024 revenue guidance already contracted, and record revenue visibility into 2025. "
https://polaris.brighterir.com/public/hvivo/news/rns/story/xopzn1r
Fantastic news. The move to the new, larger, state of the art facility now done, another big contract signing, the capital market day to come and big volumes of share traded … We will soon be back above 30p, on the way to 40p !
Cavendish have reiterated their 40p target price - note the 90% of forecast revnues for this year already secured.
They summarise:
"- Study to start in Q4 2024, with the majority of revenue recognition in 2025. As per the FY2023A results release, HVO already has 90% of its £62m FY2024E revenue guidance contracted, with good visibility in to 2025, which this contract will enhance. The company’s expertise in the rapid and efficient recruitment of patients using its FluCamp services, a database which contains 300,000 potential volunteers and has the ability to screen an additional 1,500 per month, was a key determinant in winning the contract.
- Capital Markets Day coming on 17 July. We would expect to hear more details regarding this new revenue stream at the CMD, which is taking place in two weeks at the company’s new Canary Wharf facility, as well as an update on current trading conditions.
- HVO is strongly positioned for future growth. The company operates in a structurally attractive HCT industry that demonstrates strong organic growth. It is a world leader, with unique benefits versus its competitors, and as such is in demand from pharma companies. 2024 targets point to another year of strong revenue and profit growth, with a history of over-delivery. Longer-term targets have been set that we believe are achievable, and offer double-digit compound revenue, profit and cash flow growth, and the company has established a progressive dividend policy after the special paid in 2023.
The establishment of a new potential revenue stream recruiting field study patients increases our confidence that the long-term targets are achievable."
HVIVO has signed its largest field study contract to date.
The study is part of a multicenter field study with hVIVO acting as the sole UK site.
hVIVO will enrol up to 1,000 healthy volunteers via its volunteer recruitment arm, FluCamp.
As part of the
move to Canary Wharf, hVIVO initiated plans to convert its former corporate office at Plumbers Row into an expanded outpatient unit, increasing the existing outpatient capacity at Plumbers Row.
This expansion will support future Phase II and Phase III field study contracts, aligning with our strategic focus on diversifying its revenue streams. They wanticipate the new complementary services, such as Phase II and Phase III field studies, which will positively impact its growth and margins by improving staff utilisation and leveraging our in-house volunteer recruitment platform, FluCamp.
https://www.londonstockexchange.com/news-article/HVO/influenza-2b-field-study-contract/16547214
Just don’t entertain the fool. Any reply feeds it and the pond life will then come up with further nonsense. So many examples of false accusations.
Put on ignore and you will miss nothing of any value
Vox markets summary
https://www.voxmarkets.co.uk/articles/hvivo-reveals-significant-influenza-trial-contract-85dc6db/
GLA
Why don't you just stick to stalking day time TV celebrities instead of boring us on here. Trolls are for life not just for Christmas!
Nice:
"This is our largest field study contract to date, further evidencing the recognition we have earned for our highly effective recruitment capabilities and also opens up a new growth opportunity for the Group."
Https://uk.advfn.com/stock-market/london/hvivo-HVO/share-news/hVIVO-PLC-Influenza-2b-field-study-contract/94132464
The specimen will die with nothing useful to show other than a loathing of HVIVO
3 in one day, like London buses all coming at once.
Great updates with new contract, 17th July for half-year results and investor day at CW.
GLA
And what will we see if you're wrong again? Same as before? Total silence and change the conversation every time it's mentioned?
Hallsworthy,
We'll know soon enough, if your assertion that cash at H1 end, today 30th June, is higher than fy end cash of £37m, won't we?
I'm sure if it's lower, as I expecting then you'll keep quiet or make some excuses. If cash as of end of today, H1 end, is higher as per your expectation then you'll call it out.
;-)