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Started: stt1, 2 Jun 2024 15:02
Last post: dustofnations, 2 Jul 2024 19:56
Don't engage with the sealion https://en.wikipedia.org/wiki/Sealioning
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
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.
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
Started: Brumm1875, 28 Jun 2024 00:32
Last post: barwickman, 2 Jul 2024 19:55
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?
Nice 1.2m share buy at 27p
All good things come to those who wait …
Those large trades have been going on for months now with no price movement,another 2 today,so God knows what's going on !
Started: BurtonD, 2 Jul 2024 19:33
Last post: BurtonD, 2 Jul 2024 19:33
Started: moniman, 2 Jul 2024 08:06
Last post: stt1, 2 Jul 2024 19:32
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
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.
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!
Started: rivaldo, 2 Jul 2024 07:52
Last post: stt1, 2 Jul 2024 19:24
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.
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
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 !
Started: BurtonD, 2 Jul 2024 09:44
Last post: BurtonD, 2 Jul 2024 09:44
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
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
Started: BurtonD, 24 Jun 2024 10:29
Last post: BurtonD, 24 Jun 2024 10:29
Started: AndyBu, 5 Jun 2024 22:39
Last post: wookieemonster, 22 Jun 2024 21:16
Cathal Friel, the co-founder and chairman, sold 25,937,909 shares, and Brendan Buckley, a non-executive director, sold 4,017,269 shares. These transactions totaled approximately 29 million shares, representing around 4.4% of the company's issued shares.
The company stated that these sales were made to meet the high demand from institutional investors and were managed by Cavendish Capital Markets and Peel Hunt. Despite these sales, both directors retain a portion of their holdings, and they have agreed not to sell any further shares for a period of 12 months without prior written consent from the managing brokers.
Geordie,
"only a fool would sell this stock ! The intelligent ones sit on it as they know this is a potential goldmine !"
Good luck with you think this is a potential goldmine.
Did you miss the company rns from only 4 months ago, where the Chairman dumped majority of his holding at a discounted price of 28p, which is still more than the current bid of 27.1p :
Company rns, 14th Feb:
Proposed secondary placing discount price of 28p (sp was around 30p at the time)
https://polaris.brighterir.com/public/hvivo/news/rns/story/xlj8m3r/export
Result:
Chairman sold majority of his holding, nearly 26m shares out of 47m held:
https://polaris.brighterir.com/public/hvivo/news/rns/story/xe1g9jw/export
I see that as a red flag.
Hallsworthy refuses to answer but I believe the Chairman knows more about the company than any BB poster or Institution Investor, don't you?
Stt1, only a fool would sell this stock ! The intelligent ones sit on it as they know this is a potential goldmine !
Sadly you can’t see that as you have a brain the size of warthogs testicke ..
Geordie,
"I've asked them to look at the share trading from last Tuesday to Friday for possible/potential market manipulation of the share price."
Have a look, there was large trades yesterday as well. Yet little impact on the sp.
Have a look at Trmr, renamed Nexn.... There was also large trades with the rampers selling, whilst trying to persuade the gullible to keep invested.
The usual rampers here have gone quiet on the ramping and trying to keep the gullible invested, coincidence??
Maybe there's a pattern with the same rampers and trading???.
Haha give it a rest you utter clown. As I've said numerous times, any attempt to have a meaningful debate with you and you run a mile you have zero substance as a man, much like your incessant and overly repetitive posts.
Started: rivaldo, 19 Jun 2024 07:46
Last post: rivaldo, 19 Jun 2024 07:46
FYI River & Mercantile UK Microcap this morning announced their interims to March '24. In the summary of progress of their portfolio they said:
"hVIVO (+0.9) and 1Spatial (+0.5) performed strongly as the businesses continued to deliver operationally. hVIVO beat underlying profit expectations with their strong pipeline and upcoming move into a larger facility underpinning new medium-term growth targets significantly ahead of forecasts."
Last post: turnkey17, 18 Jun 2024 09:23
Thank you
Https://twitter.com/hVIVO_UK/status/1801132392331309442
Looking to share an update on the new Canary Wharf facility soon.
GLA
Started: BurtonD, 14 Jun 2024 10:04
Last post: thedean5, 15 Jun 2024 14:34
Last post: FatherTedCrilly, 12 Jun 2024 22:05
If its that tool 'STD' then there is probably good news incoming... Happens almost every time I see loads of green boxes :-)
Nine messages today & eight of them are filtered, whose the muppet that everyone is ignoring? Hee hee.
Nice rise today.
GLA
Started: Kingy1, 11 Jun 2024 19:31
Last post: Kingy1, 11 Jun 2024 19:31
Started: BurtonD, 6 Jun 2024 07:08
Last post: BurtonD, 6 Jun 2024 07:08
Started: Dingodog1, 30 May 2024 17:32
Last post: GeordieChris, 5 Jun 2024 17:59
Some huge trades going through this afternoon, although not sure if they are buys or sells, suspect buys as SP has risen....Is someone taking a large stake ? Happy days !!!!
The latest RNS is about adding a new product category to hVivo's HCT service offerings (namely, Omicron HCTs).
The fact a customer is paying for it is a nice bonus, but essentially not the material part.
In recent times, only extremely chunky deals have been announced (e.g. £16.8MM RSV, £6.3MM HRV).
Great calculation
long and happy to hold!
Hi Thinice.
My calculation was to demonatrate that booked turnover plus deferred income (order book) movement provided a higher level of "income" than had been RNS'd, to the sound of £40m.
We don't know when the £80m order book at 31/12/23 will become turnover in the accounts, but it relates to contracts won prior to 31/12/23, and thus would cover those contract wins RNS'd prior to 31/12/23
Hi DingoDog1
Is it not simply, order book of 'over' £80M of 31/12/2023 less RNS's since that date?
Whilst we cannot realize total revenue from an RNS until the work has been completed, or the final invoice has been paid, is it not the case that both ways are equally unprecise (albeit useful)?
Or am I missing something?
Cheers
TI
Less, RNS's since
Started: stt1, 26 Apr 2024 13:57
Last post: stt1, 3 Jun 2024 17:34
Geordie,
TLY up another 12% today as Labour and Tories set out their pitches for the NHS. NHS is always used as a political football. It can win GE for a party or break them.
How much HVO rise following their long awaited contract?
Nearly 4 months and HVO still below the price the Chairman dumped majority of his holding. He knows the company better than anyone else.
43p to 7p is the last 2 years , gutted I missed that awesome stock 😂😂😂😂. What a joke !
HVO still no evidence of significant buying/holding by InstitutionS.
Why have the HVO gang of rampers gone quiet?
Is it because TLY still c40% held by InstitutionS.
TLY up 50% over past few weeks.
Another month gone... now approaching 4 months since the Chairman dumped majority of his holding in a discounted secondary placing at 28p.
The newsflow has been as predicted.
Still no evidence to counter my bear points or red flags by rampers.
Chairman dumped majority of his holding.
---------------------------------------------------------
Still no evidence of significant buying/holdings(TR1s) by institutionS in February.
Newsflow has been as I predicted.
Broken record and worn out stylus
Started: BurtonD, 3 Jun 2024 07:11
Last post: stt1, 3 Jun 2024 17:23
Nearly end of H1, 6 months into new fy and they announce only £2.5m contract!
Backs up my stance that revenue has significantly slowed down.
The Chairman dumped majority of his holding nearly 4 months ago in a discounted secondary placing at 28p.
He would know the company better than anyone else.
Come on guys, you should understand the company you are investing in by now! This is a characterisation study, not a human challenge trial.
This leads the way to the "proper" covid contracts in future and for that reason is very important and highly relevant. Worthy from an RNS from a strategic standpoint, not worthy from re: contract size
It does not suggest that at all. Getting someone to help fund the characterisation study for this future income stream is worth an RNS
Good news. And further contracts in 2025. HVO continuing to build. New facilities in action.
Started: rivaldo, 3 Jun 2024 10:52
Last post: rivaldo, 3 Jun 2024 10:52
Cavendish this morning retain their 40p target price, and summarise (extracts) FYI:
"HVO have announced a new contract win to undertake an Omicron characterisation study with a mid-sized pharmaceutical company, worth £2.5m and expected to start in Q4 2024, but with the majority of the revenue recognised in FY2025E. The study will be run out of the new Canary Wharf (CW) facility. Although relatively small in the context of HVO’s total revenue base, it gives a little more clarity on FY2025E revenues, which the company has already characterised as having “good visibility” prior to this announcement. Moreover, we see this as evidence that global concerns over C19 have not gone away, with pharmaceutical companies still working on novel vaccines and anti-viral agents for Omicron and other respiratory pathogens."
"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. - It is notable that a number of global vaccine manufacturers, including GSK, Pfizer, Moderna, BioNTech and CureVac, have seen significant share price appreciation recently, likely related to mounting concerns over the emergence of human cases of bird flu (H5N1) in the US. - HVO is strongly positioned for future growth.
HVO operates in the structurally attractive, fastgrowing HCT industry. It is a world leader, with unique benefits versus its competitors, and as such is in demand among 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, which we believe are achievable, and offer double-digit compound revenue, profit and cash flow growth, while the company has established a progressive dividend policy after the special paid in 2023."
Started: BurtonD, 3 Jun 2024 07:53
Last post: BurtonD, 3 Jun 2024 07:53
New contract for Covid, great news.
GLA
Started: stt1, 2 Jun 2024 14:44
Last post: stt1, 2 Jun 2024 14:44
There you go, another month gone.
Lack of revenue growth..... where's all the contract news, regular newsflow, tips??
No countering the bear point by the regular rampers...
Hallsworthy, where's all the evidence of significant contracts since January?
They have the new facility, so where's all the significant contracts since the previous one?
I have sold out over the last 3 months. had a nice return and still think it could go north with a takeover.
transferred half to polb and spread the rest out.
Good luck to all lth ers.
cheers nic
Started: EbbsandFlows, 29 May 2024 08:52
Last post: EbbsandFlows, 29 May 2024 08:52
Morning, not sure if this has been posted before, don’t have time to check.
I was on Instagram last night and was served a video that caught me attention.
Search for @flucamp and it will bring up some content of people taking part in the trials and some you see the facilities etc. Being used a marketing tool to recruit new people to the studies.
Cant see this as anything other than positive.
Started: StrictlyZinc, 22 May 2024 08:30
Last post: moniman, 23 May 2024 14:04
Don't hold your breath for 25p JMO.
Better to wait until it gets nearer to 25p
More red days creates opportunities to buy until you actually want to sell...
Come on HVO let’s at least have one day when we don’t finish red. Just One!