Hyder Consulting Share Discussion Threads

[tudes100] 31/7/2014 08:04

congratulations all holders !!

[pcourt] 12/6/2014 12:32

Looking better today and Chronic Investor positive on it.....

[pcourt] 11/6/2014 09:39

Not need to panic for me. Backwards looking results are poor as expected. Divvy increased by 8% and still huge cash and record order book. Germany issues dealt with and high probability that Aussie problems will diminish. Yield higher than 3% going forwards and this should grow....new Chairman potentially could inject some dynamism and takeover potential still in background. .....p

[pugugly] 11/6/2014 09:18

Results do not look good and initial market reaction is to trade lower. Significant (imo) currency hit and the strengthening GBP is not going to help the bottom line going forward nor is the increased pension deficit (although not (imo) of major significance.

Assuming same dividend going forward of 13p yield of 2.85% does (imo) offer much support for the share price

Declaration used to hold but sold out before these results.

e&oe dyor etc all cautions etc apply

[pcourt] 10/6/2014 11:21

Hi, there was a pre close update 3rd April where they said the new revised expectations would be met - so things appear to have stabilised and these results may be ok but nothing special. ...HYC very thinly traded and seems prone to exaggerated moves....p

[ed 123] 09/6/2014 12:55

You're welcome. :-)

It's probably just the market starting to look beyond the expected poor figures.

There is a small chance that someone has stepped up, following the profit warning, and negotiated a recommended offer. But, I see a hundred of these takeover possiblities for every one which comes off. ;-)

Not long to wait.

[pugugly] 09/6/2014 10:52

Ed: Thanks - Could be something leaking but mainly small trades - Unless being split/reloading automatically on L2. .

[ed 123] 09/6/2014 10:44

Full year results to be released on Wednesday.

The market is expecting some poor numbers ....

The Group's results for the financial year are expected to be materially below current market expectations due to delays in new contract awards in Australia following the election, and project delays in the Middle East.

Share price rising suggests, not as bad as some feared?

[pcourt] 09/6/2014 10:38

Results very soon I think. ....

[pugugly] 09/6/2014 10:27

Up 6% so far today - Anyone know if tipped somewhere ?

[ed 123] 05/4/2014 00:49

Thanks, mayers.

I did wonder why the share price was so sprightly.

Link below to the Daily Telegraph.

[mayers] 04/4/2014 23:54

Recommended as a buy in the Daily Telegraph this morning.

[25babies] 03/4/2014 12:22

2 big buys just gone through - 124,000 x 2

Incidentally, some of the small sells this am I believe were small buys - certainly mine was.

[limit up] 03/4/2014 09:03

a good statement,calm the nerves for going fwd on the cos outlook..recovery i hope.

[shammytime] 03/4/2014 08:39

Heading to £5 in record time

[denbos] 02/4/2014 17:04

The year end sale & buy back is the major reason for some good stock sale. The buy back will occur in new tax year so grab what you can before the pillow plumps up again!

[limit up] 04/3/2014 09:04

bought the stock today at 443p looks very oversold

[thorpematt] 18/2/2014 20:37

Yes we approach my little pivot point as previously detailed. But the question remains what is it worth?

We could look at book value I suppose but then this is consulting so hardly valid?

PER?

Price to sales (usually a BETTER predictor of future stock price than PER). Not a lot of people know that... but it's true.

We could say PEG ratio (but there's negative growth so that won't work).

I think however we should be thinking takeover. The way I see it everyone keeps going on about that happening so i see this as a EAGA / CLLN scenario. (Price crash vs bargain hunt).

So given that I think EV / future earnings is how I'd look at it if I were buying the whole thing?

But what multiple do we apply? and what are our earning estimates?

[ed 123] 18/2/2014 12:46

Signs of support at the 400p level. Bought some. It's fallen about 40% from its high point in early January. They say their order book is good (edit: and I'm assuming the Australia 'logjam' loosens at some point.) Also the dividend is safe. Taking a 1 or 2 year view, could be a good entry point? We'll see.

[25babies] 14/2/2014 12:33

35k sale this am

[molybdenum] 11/2/2014 09:58

Questor reiterates a buy (though with some reservations) and points out that HYC remains a potential bid target. Shares bouncing back somewhat this morning

[thorpematt] 10/2/2014 18:56

The chart says a rather obvious £4 pivot point IMV.

EPS forecast is what I'm interested in at this point since I think that's where one could build a valuation from.

For me I have always seen HYC as a very solid steady operation. Of course if one (ore 2) major market stalls then things get tricky. I'd concur the market will take a while to re-gain confidence.

Unless there is more than just a "customer" problem behind the warning then a bargain price and therefore an opportunity should present...

[pmdf] 10/2/2014 16:51

I'm holding onto mine. I'm at break-even now as this is pretty much the price I bought at last year, and I still believe in the company and the story. Hopefully it is just a pipeline issue, but I'll be watching this one more closely now.

[molybdenum] 10/2/2014 16:23

They say they have a strong order pipeline in Australia especiall,y and that UK is outperforming expectations, moreover that the current order book is as it was in September 2013. They are taking an overdue opportunity to write down ancient and useless goodwill.

If HYC was a good buy in Sept 2013 it is a better one now when you can get the same order book for about 7% below the price it was then, with delayed projects coming through in the next FY, additional orders in Australia, etc.

I therefore judge it is oversold and bought some more on the view that it will be back up there before many months are passed.