Hvivo (HVO) Share Price (2024)

Posted at 04/7/2024 09:20 by Hvivo Daily Update

Posted at 03/6/2024 10:51 by rivaldo

"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."

Anyhow

Hvo is transitioning from a pi dominated micro cap to an institional dominated small cap. It's maturing into a more serious company.

One aspect of that transformation is that Rnss don't come out daily or weekly or monthly. While pis want an rns every time mo picks his nose, Institutions don't.

For grown up companies, only unusually high deals which themselves would have a reasonable price impact will be rnsd. Bread and butter deals won't - hvo has now grown out of those. They are just normal everyday deals as part of a normal business.

The b&b deals are likely to be described as a whole on some future trading update.

The attraction of hvo to big investors (institutions operating in hvo's area) is increased as it becomes a more mature company.

The Chairman received a decent divi last year and a significantly better payout this year!! He dumped majority of his holding in a discounted secondary placing.

The Chairman knows the business better than anyone else, doesn't he?.

1gw
"it might be of general interest to know a possible reason why he appears to feel so strongly about what he views as "excessive" executive share option grants. "

You proved my point, AGAIN.
You and your mates ramp on the metrics which best pull the wool over reader's eyes.
You and your mates change the story to fit your agenda.

Re IIs and TLY.
c40% of IIs hold TLY. What % hold HVO????

Yet you and your mates post misleading posts, which you make sound plausible to pull the wool over reader's eyes.

You suggesting that there was material selling by IIs since July 2023 but won't provide evidence

1gw21 Apr '24 - 10:39 - 21190 of 21255 Moderate | Ban
0 7 0
<...>

Yes there have been some holdings notices showing other major holders increasing, but it looks like there has been material net selling by the major holders listed in the annual report (as of late July) doesn't it? This is consistent with the share price trend since then, isn't it?

Yet AGAIN, I proved you wrong by posting the company newsflow and evidence, IIs holdings in July 2023 and at Sept AGM - there wasn't material selling from July

sikhthetech21 Apr '24 - 18:44 - 21191 of 21255 Edit
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1gw,

<...>
As evidenced, virtually all your stories, suggestions have turned out to be false, ficticious.

"Yes there have been some holdings notices showing other major holders increasing, but it looks like there has been material net selling by the major holders listed in the annual report (as of late July) doesn't it? This is consistent with the share price trend since then, isn't it?"

No, look at the evidence. I said in Sept that there was no evidence of significant selling by institutions (note, significant and plural institutions). The evidence backs that assertion and you have been proven wrong.

AR of 27th July, total holdings > 3%
91,754,158

AGM result: unanimously voted for majority of the resolutions
91,552,076

91m in July and similar voted in Sept.

There is NO evidence of institutions selling TLY between July and H1.

Given you portray yourself as a well researched poster, why do virtually all your stories turn out to be fiction, false, fantasies?.
Why do virtually all your shares crash?

You make a dodgy end hand car salesman sound honest

How many multiple ids do you use and why?

Your and your mates long list of share crashes. Odd isn't it?

Posted at 15/5/2024 16:11 by 1gw

There is a scheme on Totally which paid out if the shareprice got above a certain target, which it did, but only (it could be argued) because the shareprice benefitted after the company decided it could afford to pay for a big acquisition using cash on the balance sheet (plus some equity issuance), instead of raising additional finance. Below you can see extracts from a couple of posts on the subject I put on the TLY thread in February.
--------------------------------
...
[The CEO] was the beneficiary of a 3m share option grant in 2019. As I read it, the proportion of the 3m that vested depended on the shareprice over the 10 business days leading up to the vesting date in June 2022 (25% vested at a shareprice of 35p up to 100% at 55p). Remarkably (?!) the shareprice did get above 35p for this period and the award paid out just under 50% meaning she acquired 1.4m shares.
...
3m shares (Wendy's 2019 grant) is over 1.5% of the company isn't it?
---------------------------------

...
In early March 2022 the shareprice appeared to be heading back down towards 30p. On 7th March 2022 the company announced the acquisition of Pioneer, funding it mainly from existing cash resources - which meant drawing down cash balances materially and committing to the deferred consideration as well. This did the trick (big acquisition apparently funded largely internally) and the shareprice headed back up through 35p for the critical vesting period. But having used up cash resources in this way, the company was vulnerable to any downturn in the business, particularly the loss of negative working capital contracts.
...

free stock charts from uk.advfn.com

This was his post on TLY, stating that the share price has fallen since July 2023, which he suggested was plausible explanation/evidence of material selling by institutions.

However, I posted the evidence that he is completely wrong..
Look at the 7 votes up for 1gw's misleading posts. It didn't even appear in top posts. Multiple ids!!

1gw21 Apr '24 - 10:39 - 21190 of 21193 Moderate | Ban
0 7 0
<...>
"Yes there have been some holdings notices showing other major holders increasing, but it looks like there has been material net selling by the major holders listed in the annual report (as of late July) doesn't it? This is consistent with the share price trend since then, isn't it?"

My post providing evidence that 1gw is completely wrong, again

sikhthetech21 Apr '24 - 18:44 - 21191 of 21193 Edit
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1gw,

"Is it not reasonable to highlight evidence that offers a different perspective to some of the other posts?"

Nothing wrong with opinions. As I've repeatedly said:
If bull points can be countered then it makes the bear case stronger.
If bear points can be countered then it makes the bull case stronger.

As evidenced, virtually all your stories, suggestions have turned out to be false, ficticious.

"Yes there have been some holdings notices showing other major holders increasing, but it looks like there has been material net selling by the major holders listed in the annual report (as of late July) doesn't it? This is consistent with the share price trend since then, isn't it?"

No, look at the evidence. I said in Sept that there was no evidence of significant selling by institutions (note, significant and plural institutions). The evidence backs that assertion and you have been proven wrong.

AR of 27th July, total holdings > 3%
91,754,158

AGM result: unanimously voted for majority of the resolutions
91,552,076

91m in July and similar voted in Sept.

There is NO evidence of institutions selling between July and H1.

Posted at 09/4/2024 11:11 by yump

If you're going to slag off other investors and quote Slater's measurements as something you presumably use, I'm sure we would all be interested in how his assessments of businesses applied to your early purchases of HVO and particularly when the share price was flying.

Perhaps you just bought HVO as a punt and its luckily turned out to fit with some of Slater's assessments, which you can now quote as if you'd used them all along.

It certainly did not fit with Slater's assessment measures when the share price was flying and you were ramping it.

The funny and ironic thing is, I actually did buy in when some of Slater's metrics started to fit and didn't buy in when they didn't.

Exactly my point.

CF dumped majority of his holding in HVO so soon after the company was talked up and before HVO's fy results. He then launches another venture, just before HVO's fy results, hoping to encourage HVO PIs to join in.

That's why I believe HVO was talked up. To encourage investors into HVO, push the price up, so he could sell, once he's in profit, in order to launch his new venture.

Manipulating share prices for financial gain.

HallsWorthy

Posts: 572

Price: 4.00

No Opinion

RE: Endless5 Apr 2024 23:08
Hoping someone can respond to my concerns below. Very worrying figures and serious red flags to me, given the CFO scrambling for the exit. What is going on here?!

ReplyRecommend (2)

"I think they are realising how strategic an asset Hvivo is becoming and how in the medium term it may end up as part of a bigger CRO player."

The Chairman/founder didn't think so, did he?.
He dumped majority of his holding in a discounted secondary placing recently.

I see lots of small trades to push the share price higher.
;-)

"If it hits its £100m revenue ambitions it'll probably be a £400m+ business so double today"

You loading up and won't sell a single share until the share price doubles then, will you?
Obviously you don't want to miss such a good opportunity.

Posted at 14/2/2024 13:49 by ih_675499

Why would he sell if there was significant growth ahead.

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 - 30 Jan 2024 - 19:49:31 - 6295 of 6324 hVIVO plc - HVO
Nothing new then. Not really surprising.

Look at the options awarded to the CEO, less than a year ago, exercisable in a year and the conditions attached.

These and the number of shares bought by him, tells you why the company is being talked up.

"The LTIP has been designed to reward, incentivise and retainMr Khan to deliver sustainable growth for shareholders. The deemed date of award is 24 February 2022, which is the date Mr Khan was appointed CEO. Under the LTIP,Mr Khan has been awarded 7,227,273 nominal cost long term incentive options ("LTIP Options " ) over ordinary shares of £0.001 each in the Company.

Vesting of the LTIP Options is conditional upon a three-year total shareholder return ("TSR") performance against an initial 11p reference price. A portion of the LTIP Options will vest on the third anniversary of the date of award subject to the achievement of a minimum 10% CAGR TSR performance increasing on a straight-line basis to vesting in full subject to the achievement of a 22.5% CAGR TSR performance.

hxxps://polaris.brighterir.com/public/hvivo/news/rns/story/x21q5mw/export

CEO also bought 500k shares at 9.8p 1.5 yrs ago.

hxxps://polaris.brighterir.com/public/hvivo/news/rns/story/w13k73r

Plus add to the CEO options and purchase 1.5yrs ago, CF also bought over 1m shares at 26.5p 2.5years ago.

The current share price of 28p means CF is now finally back in profit on those buys.

hxxps://polaris.brighterir.com/public/hvivo/news/rns/story/w13k89r

There's also lots of PIs on here who were also holding at higher prices, 40p++, and so need the share price to move higher so they can sell.