Hyder Consulting Share Discussion Threads

[greenroom78] 22/7/2010 15:11

When I bought I thought a P/E of 10-12 was a fairer level. That would give circa 380p to 450p - I would therefore think that any bid would need to be at a premium to the 450p to even be considered.

NAI

[trendfloor] 22/7/2010 15:10

Certainly, this stock is derd cheap forget the bidding etc.

[rivaldo] 22/7/2010 15:06

Nice. I wonder if bid speculation is coming up again - though as others have said the price is cheap on fundamentals alone.

[greenroom78] 22/7/2010 14:52

There she pops. CR I think we have you new recent high.

[cockneyrebel] 22/7/2010 13:12

been firming up on the bid all morning - new recent high coming here imo.

CR

[wcjan26] 21/7/2010 14:34

typical exit multiple is about 0.7 * revenue - so at least 50% higher than here - 500p is a nice round number

that said, i have had to exit temporarily today due to a need to commit funds elsewhere

[greenroom78] 21/7/2010 11:24

When I decided to buy in at 299p I did so because I felt HYC were trading on a low P/E and felt there was room for significant price movement without a bid (I set a target of 400p+), the prospect of a potential bid was extra insurance. Just wondering what people would value the company at if a bid were to come in (current MCap around £135m)?

[wcjan26] 20/7/2010 19:13

david. did some further research today and it looks like HYC is 45th biggest company globally in its sector. that sounds like prime consolidation fodder to me

scott wilson is/was 55th on the same list

the bidders for scott wilson were CH2M (28th on list); URS - the winning bidder - is 23rd;

there are loads of potential buyers here...

let your winners run

[davidwilkin] 18/7/2010 16:09

just checked my acct, i bought at 77.6 not 67, it was 26/03/09, a fine return, i'm not selling, its the only stock in the SIPP with above a 350% gain against it, i just cannot bring myself to sell. Probably the most stress free purchase ive ever made and not wanted to take a profit, normally if i see a decent profit i sell, not sure what went wrong with HYC. Can see £5 here within the next 12 months.

[wcjan26] 16/7/2010 15:32

another 40p in short term davidwilkin, from the chart at least

[davidwilkin] 16/7/2010 13:34

my purchase at 67p in my sipp looking rather good, lol, wish i'd re-mortgaged the house - didnt think i would see 350p though.

[cockneyrebel] 16/7/2010 11:01

Nice rivaldo - ta.

Breaking out to a new recent high today - expecting these to be quite firm here out.

CR

[rivaldo] 16/7/2010 07:48

News of a contract win dated today:



"Enhancing Halle's sports facilities

Hyder Consulting has been appointed to carry out the architectural and engineering services in conjunction with the €17 million refurbishment of Halle (Saale)'s Kurt-Wabbel-Stadium. This project will see the existing venue converted into a new 15,000 seat football stadium.

Hyder is acting for a consortium comprising GP Papenburg Hochbau GmbH / beton & rohrbau C.-F. Thymian GmbH & Co KG. Our work includes site planning, structural engineering, thermal and sound insulation and building services.

The stands are designed in such a way that the existing enclosure wall, marathon gate and other listed parts of the site will be protected and maintained during refurbishment.

A new multifunctional building is also planned and this will house dressing rooms, media serviced, social and VIP areas which can all be used for conferences and other non-sporting events.

Hyder will also oversee of the development of the 74.500 m² extensive outdoor facilities including training grounds, car parks which will also be created."

[foodcritic] 14/7/2010 07:42

Thanks for the links Rivaldo

[greenroom78] 14/7/2010 07:40

Thanks, bit more attention for HYC then.

[rivaldo] 14/7/2010 07:19

Greenroom78, the two articles were dated yesterday, so one can assume they'll be published in this Friday's issue.

[greenroom78] 13/7/2010 23:13

Thanks Rivaldo, are these historic IC reports or are they to be published in the coming issues?

[grigor] 13/7/2010 20:17

AGM in a couple of weeks

[greenroom78] 13/7/2010 15:36

Looks like we could even finish blue at this rate.

[cockneyrebel] 13/7/2010 15:02

Lovely intraday bounce going on - big new high tomorrow?

Seems the brokers are starting to get the hots for HYC after SGW take over.

CR

[rivaldo] 13/7/2010 13:42

Panmure's and Brewin Dolphin have also now come out with Buys as well as Altium and Fairfax:



"Panmure Gordon rates...Hyder Consulting...as buys"

"Brewin Dolphin...rates Hyder Consulting....as buys."

[qs9] 12/7/2010 20:41

CR: agree entirely, reckon management are pretty good by all accounts and IMO they have probably sensible undercooked this to ensure "some up the sleeve"...and agree that T/O a distinct possibility.

[cockneyrebel] 12/7/2010 19:51

Made a new recent closing high today - going to be a big spike up when these start to clear this level imo. 375p then 407p before too long imo.

CR