Register
Login:
Share:
Email Facebook Twitter

EXCLUSIVE: Aminex CEO says 'Institutions are delighted' with Zubair farm-out terms Watch Here

EXCLUSIVE: Aminex CEO says 'Institutions are delighted' with Zubair farm-out terms
EXCLUSIVE: InfraStrata continue to negotiate with major gas companies and institutional investors


Hayward Tyler Group Share Chat (HAYT)



There is currently no data for Hayward Tyler Group.


Share Discussion for Hayward Tyler Group


Thread View

Please login or register to post a message on Share Chat.

Posts per page:

flundra
Posts: 665
Opinion:No Opinion
Price:45.50
RE: Going to the wire again
23 Jun '17
O not again. Come on AVG, slap it on the table or push off.
 
chanjael
Posts: 154
Opinion:No Opinion
Price:45.50
Planned.
23 Jun '17
1. Banking covenants. 2. AVG offer. 3. YE results. The fact that all three announcements now have the same deadline date is clearly not coincidental. Completely staged and for a reason . . .?unquestionably. Wish I knew the bloody reason !!!
graham-wales
Posts: 34,789
Opinion:No Opinion
Price:45.50
RE: Going to the wire again
23 Jun '17
fully the last extension lol
comeonvog
Posts: 5,819
Opinion:No Opinion
Price:45.50
RE: Going to the wire again
23 Jun '17
looks like we have to wait another week, i dont mind as hopefully the results will be better than last year.
Dinoken
Posts: 515
Opinion:No Opinion
Price:45.50
Can kicked to 30th June
23 Jun '17
Avg now have till 30/6 with results same day. Interesting week ahead.
flundra
Posts: 665
Opinion:No Opinion
Price:45.50
RE: Going to the wire again
22 Jun '17
Eyes peeled for any RNSs tomorrow morning or volume in the day. Right now it does feel like more can-kicking is on the way.
EdGasket
Posts: 184
Opinion:No Opinion
Price:45.50
Going to the wire again
22 Jun '17
Not looking good for a deal. Hope its not 'kick the can down the road' for another month.
stonedandbroke
Posts: 187
Opinion:No Opinion
Price:47.50
RE: Announcement
20 Jun '17
Also finals are out 28th June.
flundra
Posts: 665
Opinion:No Opinion
Price:47.50
RE: Announcement
20 Jun '17
A few thoughts on the possible scenarios we might now see.

The next key time/date is 5pm on Friday this week (23 June), when AVG must bid for HAYT or walk away. Extension is possible but becoming less likely as it’s already been extended twice. It’s eerily quiet, but something’s probably going to happen soon!

The possibilities include:

1 AVG make a successful bid. Who knows what value or format a bid would assume, but FWIW Wanglii’s straw poll on this chat board had a range of 48pps to 125pps with an average of 75pps and a median of 72pps.
2 AVG walk away.
3 HAYT announce new banking facilities.
4 HAYT announce operational news (orders etc)
5 HAYT announce other fund-raising. Unlikely imo.
6 HAYT release early some further information about performance from the financial year 2016/17, and/or forward guidance for 2017/18. Booking existing (delayed) orders should already be largely back on track, and new orders continue to flow, so I imagine HAYT will be keen to back this good news up asap with more concrete figures and (more conservative this time) projections for EBITDA, EPS etc.

2 to 6 could arrive in any permutation/combination. All could potentially be good or bad news (although I’m speculating it’ll be good).

WTFDIK but FWIW my best guess is that we’ll see AVG walk away, and new favourable banking facilities (including long term refinance of the term loan falling due now) confirmed simultaneously. Maybe we’ll also learn what AVG value HAYT at! The SP will yo-yo for a while as, for example, hot money chasing a potential bid leaves, but longer term investors arrive/return as stability returns, and HAYT is once again seen as a decent growth stock with a progressive divi. As an AIM small cap expect volatility, but also expect a return over time to 80+pps, all other things being equal. That’s where we sat happily in October before the current period of volatility kicked off. If AVG go away, I think that after the dust settles, the view (to quote the PM) will be that “nothing has changed” since October. Just minor delays in booking orders having an over-exaggerated impact on revenues, covenants, facility arrangements, and sentiment. However with long term banking facilities sorted, delayed and new orders completing and feeding through to the bottom line, and credibility returning, those concerns will evaporate. The focus will return to the world class business, partnerships and operational improvements from Luton etc etc. A bright future then awaits hopefully.
chanjael
Posts: 154
Opinion:No Opinion
Price:45.00
RE: Announcement
16 Jun '17
12 new pairs boxer shorts will be at the ready from Sunday onwards Flundra
flundra
Posts: 665
Opinion:No Opinion
Price:45.00
RE: Announcement
16 Jun '17
Well, my advice for next week would be:
1 Strap in
2 Tighten sphincters
3 Watch for volume
4 Expect anything
5 Be happy

re 2 and 3, check regularly for leaks lol!
EdGasket
Posts: 184
Opinion:No Opinion
Price:45.00
RE: Announcement
16 Jun '17
Why the talk of 'tomorrow' (today)? Next takeover announcement has until 23rd June.
graham-wales
Posts: 34,789
Opinion:No Opinion
Price:45.00
RE: Announcement
15 Jun '17
If RBS are on it means they know they are going to get their money back and HAYT will be back in profit. 80p if it does what you say tomorrow but very much doubt it at the moment.
EdGasket
Posts: 184
Opinion:No Opinion
Price:45.00
RE: SP
15 Jun '17
It would only be worrying to anyone over-exposed to this share who can't afford to lose the money. If you are worried then you have broken both rules:
1) Don't invest too much in one share
2) Don't invest what you can't afford to lose

I have 3500 shares so its just a side interest for me and I already made plenty trading these but of course I'd like to see a positive return on the 46.4p I paid; but if not c'est la vie.
chanjael
Posts: 154
Opinion:No Opinion
Price:45.00
RE: Announcement
15 Jun '17
Not with you on that post Wanglii. If AVG we're off and RBS were on, why would it be status quo? If RBS are "on" who cares about AVG, I'd rather see HAYT continue as is with long term financing in place and sit tight for a period of time. My own opinion of course.
wanglii
Posts: 94
Opinion:No Opinion
Price:45.00
Announcement
15 Jun '17
Thinking we shall hear that AVG are off and RBS are on tomorrow. Status quo and back to 37p by the end of the month. its been an interesting and exciting time. I now see why HAYT announced the contract wins in the days following the AVG approach. Hope I am wrong for you guys as I got out after the last RNS extension.
chanjael
Posts: 154
Opinion:No Opinion
Price:45.00
AVG chat
15 Jun '17
Been reading the AVG chat on ADVFN. Interesting to see that those investors seem to think HAYT are under the cosh and AVG effectively holding all the cards. I'd love to know why AVG's share price has dumped c25% Also a few new RNS's relating to HAYT t/o on there. Someone knows something I'm sure of it . . .
chanjael
Posts: 154
Opinion:No Opinion
Price:45.00
RE: Avingtrans
15 Jun '17
No idea what the numbers are at the end of that post
chanjael
Posts: 154
Opinion:No Opinion
Price:45.00
RE: Avingtrans
15 Jun '17
Either way I've asked the kids to get me some more undies for Father's Day, think I'm gonna need them next week 😏
graham-wales
Posts: 34,789
Opinion:No Opinion
Price:45.00
RE: Avingtrans
15 Jun '17
Could be that the excellent aqusition they were hoping for got funding and they missed their chance 😂
flundra
Posts: 665
Opinion:No Opinion
Price:45.00
RE: Avingtrans
15 Jun '17
Realisation that the excellent acquisition they're about to make is going to cost a bit?!
Frac
Posts: 776
Opinion:No Opinion
Price:44.50
Avintrans
15 Jun '17
Word of fund raising perhaps?
Schrodingerscats
Posts: 88
Opinion:Hold
Price:44.50
Avintrans
15 Jun '17
Post dividend ... perhaps.
dannatt
Posts: 14
Opinion:No Opinion
Price:44.50
Avingtrans
15 Jun '17
Why the two day big fall at avingtrans. Anyone know why?
chanjael
Posts: 154
Opinion:No Opinion
Price:44.50
SP
14 Jun '17
Another big sell after the bell. My anxiety metre is at level 10 again. Several big sells at early 40's is a little worrying is it not?




Share Price, Share Chat, Stock Market news at lse.co.uk
FREE Member Services
- Setup a personalised Watchlist and Virtual Portfolio.
- Gain access to LIVE real-time Regulatory News (RNS).
- View more Trades, Directors' Deals, and Broker Ratings.
Share Price, Share Chat, Stock Market news at lse.co.uk






Datafeed and UK data supplied by NBTrader and Digital Look. While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.