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The very real potential need for vaccination passports could be a massive hinderance to a global events firm like Hyve.

It seems like a massive over reaction to me, with the vulnerable vaccinated, why would covid be any different to flu, especially given that for most people it is no worse than a cold!

Jwd,

That’s impossible to say. At the moment, there is no foreseeable need to. But until the vaccine is rolled out and proven to be making a big difference, nothing is out the question.

We’re also up 9% this morning, so what are you exactly using dream machine for? Ha ha ha ha ha

Doli,

This isn’t advice, it’s speculation and opinion, if you bought into every bit of speculation on these boards you’d be skint by now! Ha ha.

These boards are largely made up of amateur investors. It’s nice to be able to discuss shares with people and have open discussion. But anyone that comes here looking for advice is playing a dangerous game. The market will always be full of bulls and bears. There are other examples across this site that if you listened to the bears you would end up panic selling your whole portfolio. Yet you’re here talking about being able to sue!! You sound ridiculous.

Their overheads have been cut massively since the pandemic first hit, so future loses won’t be as deep. Results were largely in line with expectations with no shocks or revelations. They’ve got a long road ahead. But I think 180p inside of 12 months is realistic as the SP will gain momentum heading towards 2022.

As for 400p, well that’s not out of the question, at all. But I think you’re talking 36 months, if not longer. I think that would take a return to profit and dividends

I think you will find that is 185p not £. That is also a 12 months target. Which for what it’s worth, I think is still likely.

As the vaccine rolls out and the global economy starts to return, I think it’s perfectly reasonable to expect huge to return to 50% of pre covid market cap. Which would give us an SP of circa 180p.

If you bought into a share because of what someone you don’t know wrote on a forum, you deserve to lose money I’m afraid.

If you look at my previous comments, you will
See that I’m not. I think it can go either way with the results today. But I think the 12 months outlook is very strong and that’s what I’m here for.

https://www.proactiveinvestors.co.uk/companies/news/935270/hyve-group-and-topps-tiles-among-the-main-events-on-tuesday-935270.html

Dream machine,

Indeed. And I’m sticking around with a target of 180. But I’m not expecting much tomorrow. More interested in a Brexit deal and vaccine approval

My long term view hasn’t changed, I think the outlook here is very good. But as for tomorrow, I’m not so sure. I can’t help but feel that the results are due at the wrong time to see a big bounce.

Where are you based?

How are they open under lockdown?

For me, the direction that the SP goes tomorrow is 50/50. It’s all about how they deliver the news. We know that there’s no profit to report, so any positive must come from other areas such as forward guidance and the BOD showing confidence. Any sign of weakness and it’s going down 10-20%.

But I’d that is the case, then top up. Because over a 12 months window I would say this is a very safe investment. To invest in a business that’s barely trading and expecting a quick short term gain would be madness.

More often than not, before market open

Doli,

I don’t think it will go the same as retail as there are some key differences between the 2 sectors. Im sure there will be some consolidation within the industry with the loss of some smaller events etc. But I think the larger scale events will remain for some time to come.
What has happened with retail was already well
Under way and Covid has just accelerated progress. But the global events industry was strong prior to covid and I believe the desire will still be there. It won’t be without its challenges as the global economy has taken a whack. But I think it’s very reasonable to expect hyve to return to at least 50% of its pre covid market cap inside of
The next 12 months. Which I think would take us to circa 180p. That would do me fine as a gain especially when factoring in that there’s additional headroom on that price if things are going really well and that the firm itself is financially stable meaning the downside is minimal.
.

Top shop/ top man are great brands that still carry weight, so could be hugely beneficial to Boo tapping into a new demographic. However, those branding rights are rumoured to be valued at £300m, at that money I’m not sure whether it represents value?

What data are you basing the 140 on?

Doli,

I’m really not sure that ha such an issue.
1) I don’t think anybody realistically expected the tiered approach to end before spring
2) you could argue that this is actually a bit of forward guidance from the government that wil actually allow business to make plans
3) hyve are a global business.
4)events take time to arrange, so it’s doubtful anything much would have happened in Q1
Of 2021 anyway. It’s all about the forward order book. If the bookings start coming in for the next 18 month window, then the SP will be on the move.

Those dividends against the current SP are crazy. There is no reason to believe that card won’t return to profit and therefore return dividend payments. This share is cheap and just requires patience.