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  1. #3431
    …just try’n to manage expectations… Maverick's Avatar
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    Quote Originally Posted by percy View Post
    I think Apollo [ATL asx] would be very surprised to learn they sold out to THL...lol..
    Fair enough Percy, I'm just going off memory for the brand but they were the major competition at the time , do you remember which company it was?
    just found it " kea" and "united" in 2012. - I've seen THL RVs with "Apollo" pressed in the skin (but not coloured in )as if they had been rebranded, my bad.
    Last edited by Maverick; 08-11-2019 at 12:01 PM.

  2. #3432
    Go The Warriors "This Year!"
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    Quote Originally Posted by Maverick View Post
    Fair enough Percy, I'm just going off memory for the brand but they were the major competition at the time , do you remember which company it was?
    They bought out United Campervans and Kea, and also Horizon Pacific? If I remember right..

  3. #3433
    percy
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    Quote Originally Posted by Benny1 View Post
    They bought out United Campervans and Kea, and also Horizon Pacific? If I remember right..
    Correct.......................

  4. #3434
    Speedy Az winner69's Avatar
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    In three years the thl share price has gone from $3.38 to $6.76 and back to $3.36 again

    Pretty amazing eh

    A journey a bit like Benny’s relocations
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #3435
    Go The Warriors "This Year!"
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    Quote Originally Posted by winner69 View Post
    In three years the thl share price has gone from $3.38 to $6.76 and back to $3.36 again

    Pretty amazing eh

    A journey a bit like Benny’s relocations
    Haha ...Yep it's a bit like that!

    Oh well I suppose they will turn the corner eventually!

  6. #3436
    Senior Member
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    Quote Originally Posted by Benny1 View Post
    They bought out United Campervans and Kea, and also Horizon Pacific? If I remember right..
    From memory merged is a better description. A lot of THL shares were issued so the past owners ok Kea etc became shareholders in the enlarged group.

  7. #3437
    Member glennj's Avatar
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    Quote Originally Posted by glennj View Post
    Well I'm glad I sold the last of my THL holdings in June realising a good profit. Percy at the time you asked what I was reinvesting in but didn't say as I was still accumulating. That money largely went in to topping up MMH which has done well since the switches out of THL!
    THL now down 50+ cents since I switched out and MMH up 216 cents per share based on average net buy and sell prices. Nice to have a bold call work out!

  8. #3438
    Speedy Az winner69's Avatar
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    I’m told that Grant Webster put a slide up at a recent presentation that only had these words on it:

    “We have the goal to achieve an NPAT of $50m”


    So the target is still alive and well

    So thl will be a $5/$6 share again ..no worries
    Last edited by winner69; 19-11-2019 at 07:19 AM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #3439
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by winner69 View Post
    I’m told that Grant Webster put a slide up at a recent presentation that only had these words on it:

    “We have the goal to achieve an NPAT of $50m”


    So the target is still alive and well

    So thl will be a $5/$6 share again ..no worries
    Wasn't $50m NPAT the goal for the current financial year (as announced three years ago)? But I guess it is cunning to remove the deadline - this way he can reuse the slide again - and again - and again.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  10. #3440
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by winner69 View Post
    I’m told that Grant Webster put a slide up at a recent presentation that only had these words on it:

    “We have the goal to achieve an NPAT of $50m”


    So the target is still alive and well

    So thl will be a $5/$6 share again ..no worries
    Feels a bit like Convita's goal to be making $400m sales by FY20 to me. Anyone can have any goal they like, whether its credible or realistically attainable is quite another thing...
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

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