THL - Tourism Holdings

[winner69]

My mistake. Sounds much more valuable than I had it pictured in my head.

I do actually know a frw people who use campermate and are very keen on it.

I’m sure that thl will do well by involved in this ecosystem

Besides the interaction with rv users betcha the ticket is clipped several times from all the advertising and referral stuff.

[golden city]

The Eco system might eventually introduce rv finance with th2

[iceman]

The Eco system might eventually introduce rv finance with th2

A good observation/comment. I had not thought of that but a real possibility when you think about it.

[golden city]

Thor with over 6 billion dollar sales with thl distribution and Roadtrippers road assistant and database , a rv finance could growing very fast into the billions books that is valuable

[winner69]

updated this thl chart just to see what may happen in the next year or two

Forecast eps based on $39m for F18 and $50m for F19 (normalised ...without the one off gains expected F18)

Sort of looks OK but share price might have got ahead of itself a bit

Current PE about 19 which is getting pretty high for a company which isn't really generating that much cash

Like these charts as besides showing whats happened (esp earnings) it gives you a feel of market sentiment over time. As we all know market sentiment is one of the key drivers of share price.

[Beagle]

updated this thl chart just to see what may happen in the next year or two

Forecast eps based on $39m for F18 and $50m for F19 (normalised ...without the one off gains expected F18)

Sort of looks OK but share price might have got ahead of itself a bit

Current PE about 19 which is getting pretty high for a company which isn't really generating that much cash

Like these charts as besides showing whats happened (esp earnings) it gives you a feel of market sentiment over time. As we all know market sentiment is one of the key drivers of share price.

Its not the only one in this market by any means but that's pretty much how I see it too.

[golden city]

I think they might looking at new acqusition again in euro this year

[winner69]

I think they might looking at new acqusition again in euro this year

Hopefully more than looking gc

Need another big acquisition to take the share price to another level. Without one hard to see it getting over $7 in next year or two.

Watching the Tour de France .....the French love their RVs by the looks of it

[bull....]

thl sitting on support + oversold after last weeks big decline. brought some more myself on friday

[golden city]

Good on you bull