RE: Business as usual price22 Jun 2021 15:48
I have actually increased exposure to airlines, and Rolls - Royce. I do believe in full recovery and on top of it, there is crazy Private Equity for the Industry at the moment. Acquisition market lively and with big players like Informa - UBM - Reed - Comexposium consolidating, Hyve is in a unique position and a golden opportunity for any investor. Also a big plus not factored in yet are events organising companies being perceived increasingly as tech companies, because of their experiments with online market making solutions. Think competing with Alibaba in a sense.
I know a few things about the industry, much more than what I know about investing unfortunately. For me, the airlines are closer to gambling, but I am confindent on Hyve, and other investments from the events industry.
By the way, I hope I dont sound hostile. I appreciate the challenging approach, as all debates should be.