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  1. #1
    percy
    Join Date
    Oct 2009
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    christchurch
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    13,045

    Default ATL.Apollo Tourism and Leisure

    179,944,265 shares on issue ,at $1.40 gives a market cap of $251,921,971.
    This businesss is very similar to THL Tourism Holdings in NZ.
    In May ATL provided an update, where they stated they expected to be 5% to 10% above prospectus forecast.
    They operate in Australia,NZ,USA and Canada.
    I was pleased to see www.dmxam.com.au hold ATL,and their commentary in their July investor update was very positive..
    On my travels I have noted a lot of their very nice camper vans.
    Tourism is a growing sector,so I am happy to hold both ATL and THL.
    I brought in today at $1.40.

  2. #2
    Member
    Join Date
    Mar 2014
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    337

    Default

    Thanks Percy.

    They do seem to carrying a bit of debt, have you picked up any information on how or they plan to manage or reduce their liabilities balance? Seems like a nice little earner tho, they are aiming for NPAT of 16.3.

  3. #3
    percy
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    Yes a nice little earner.
    Full year result is due shortly,so we will then get a fuller picture of their accounts.
    In growth mode,so I would expect they will continue to use their balance sheet for acquisitions.
    So far the acquisitions have made sense.

  4. #4
    percy
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    Very much as expected a very solid result.
    Recent acquisitions have laid the foundations for strong growth.
    A sound business in a world wide growth sector.
    Looks to me as though eps growth will be higher than their PE.That is a very real margin of safety to me.
    Last edited by percy; 23-08-2017 at 06:39 PM.

  5. #5
    percy
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    Default

    Closed at $1.71 yesterday.
    Looks as though we are " well positioned."

  6. #6
    Member
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    Apr 2017
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    127

    Default

    hi Percy, what’s the good entry point do you think right now, thanks.

  7. #7
    percy
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    Default

    Quote Originally Posted by Justin View Post
    hi Percy, what’s the good entry point do you think right now, thanks.
    I don't know.
    They sat around $1.40 for awhile.
    Not sure whether the recent strength is the Aussie's waking up to ATL's potential, or the Chinese's buying into THL having a flow on effect.
    I think they are still good buying at current prices.Saying that I mean as a buy and hold stock,not as a trading stock.I try to buy good stocks.If I am right I buy more.If I am wrong I sell.With ATL I am looking to buy more.
    Last edited by percy; 02-11-2017 at 07:26 AM.

  8. #8
    Senior Member
    Join Date
    Sep 2016
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    825

    Default

    Quote Originally Posted by percy View Post
    I don't know.
    They sat around $1.40 for awhile.
    Not sure whether the recent strength is the Aussie's waking up to ATL's potential, or the Chinese's buying into THL having a flow on effect.
    I think they are still good buying at current prices.Saying that I mean as a buy and hold stock,not as a trading stock.I try to buy good stocks.If I am right I buy more.If I am wrong I sell.With ATL I am looking to buy more.

    Probably a bit of both but I see a lot of strength above $1.50 now so if you get in anywhere before $1.65 I think that's a decent entry. I myself have bought a few at that price

  9. #9
    Member
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    Apr 2017
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    Default

    Hi all, why dropped heavily recently, any news updated? And is this good entry point now?

  10. #10
    percy
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    No news and the sp $1.52, has come back to test the 90day moving average $1.51,but still remains well ahead of the 180 day moving average $1.43.
    May pay to wait and see whether the sp bounces up ,or continues down before deciding.
    Half year result is due in February.
    I continue to hold.I did notice a lot of their camper vans on the road, on my recent trip to The West Coast.A lot of THL's as well.
    The out look for the sector is good.

  11. #11
    Member
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    Apr 2017
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    Quote Originally Posted by percy View Post
    No news and the sp $1.52, has come back to test the 90day moving average $1.51,but still remains well ahead of the 180 day moving average $1.43.
    May pay to wait and see whether the sp bounces up ,or continues down before deciding.
    Half year result is due in February.
    I continue to hold.I did notice a lot of their camper vans on the road, on my recent trip to The West Coast.A lot of THL's as well.
    The out look for the sector is good.
    thanks percy,bought some today

  12. #12
    percy
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    A very positive half year result out today.
    Looking for growth in all divisions.
    Current share price of $1.99 looks to have a lot further to run.
    Forward US tax rate is most welcome.
    Just hang on and enjoy the ride Justin.
    Last edited by percy; 26-02-2018 at 02:56 PM.

  13. #13
    Senior Member
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    Sep 2016
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    Quote Originally Posted by percy View Post
    A very positive half year result out today.
    Looking for growth in all divisions.
    Current share price of $1.99 looks to have a lot further to run.
    Forward US tax rate is most welcome.
    Just hang on and enjoy the ride Justin.
    Better buy than THL at current levels you reckon Percy? I have a few Atl but a lot more THL

  14. #14
    percy
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    Quote Originally Posted by JeremyALD View Post
    Better buy than THL at current levels you reckon Percy? I have a few Atl but a lot more THL
    Will be interesting as I hold more ATL than THL.!..??..lol.
    The market did not like ATL's result as much as I did.?

  15. #15
    Senior Member
    Join Date
    Jan 2015
    Posts
    512

    Default

    Same here not sure why the sp felt.

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