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I agree, I think this transition could take a fair while but the scale that it's going to give them along with the combined centralised production seems compelling to me.
Thank you, not sure how I missed that
Hello, just established a position today and am looking to add more if this drops. I was wondering if anyone has any idea on the calendar for results?
Hyve even with previous days rises is still only at about 40% of its pre pandemic price, when compared to other recovery stocks, albeit with faster recovery prospects, like Mitchel and Butler 85% and National Express 70%. Seems to me that this stock is still undervalued relative to the market by possibly 10-20% and if vaccinations continue to improve probably more.
Have a look at Have and ICap. An events company and broker both strike me as underpriced compared to future prospects and prior performance
RNS seems to point to having enough to last the year out, with the possibility of fully restarting events next year. I'm running on the assumption any dilution from issuance would be minimal especially if recovery hopes, intern price continue to rise, expecting a return to realtive normality by next year. Full year results are in May
This is my first share offering I’ve been through curious how this works out. How do you go about buying your options?
Presumably a reopening from lockdown, however Hyve is fairly global and events are likely to be one of the last things returning to normal so could be a while yet. I’m in for the long haul
Thank you for more information, I really appreciate both your inputs.
I've just found this interesting article, seems to support the investment case https://thecollective.finance/2020/11/tp-icap-tcap-insider-buying-150-upside/
That was along the lines I was thinking. The thing was I was in sure what the growth prospects are for liquid net. But TP ICAP looks very profitable. It seems that this capital raise has spoked investors so looks like a buying opportunity
Opinion on the liquidnet acquisition at this price is it a net positive or negative. What does the growth look like into the future for liquidnet, how much of a market share does it have right now? Sorry for a lot of questions I'm interested as I don't know a huge amount about the industry, but looks to be attractive but can't figure out if its overpriced
Seems fairly positive to me. Good action to move events online, sounds like the cash position is decent with realistic scenarios and with rising vaccination rates can’t be long before events return
Over-50s rush to book holidays as vaccine boosts confidence https://www.bbc.co.uk/news/business-55654127
Like you Darth, I own nex and cty. I recently took a position in Hyve as a longer recovery play. Looks to be at a good discount compared to pre Covid. It seems likely to me, that once vaccines clear this up, first thing businesses will want to do is network and sell in person.
Cheers Culco, going to give saga plc a look
Hi guys,
I've been lurking since August and this forum is the most positive I've seen. This stocks done me very well, I was just wondering if any of you have other stock suggestions for me to look at to get a bit more diversification.