THL - Tourism Holdings

[bull....]

Would THL be interested http://www.stuff.co.nz/life-style/ho...-market-for-7m

I be surprised about that , the big apple acquisition is a bolt on to waitomo caves
plenty of upside in the acquisition have a look at the feedback on big apple on trip advisor very mixed to say the least so plenty of upside in my opinion

[sb9]

Another 500k shares traded late in the day off market @$2.14 a piece. Smell something is about to happen soon, me thinks.

[Kirk]

Building up positions for divy or do you think there is potentially some inside information that is been traded on that the market doesnt yet know? Either way still might be a chance to top up

[golden city]

hard to know what is going on..

[golden city]

for dividends .. doesn't look like ...., the volume is way bigger ..for many days now

[sb9]

Yeah, I don't think the trades reflect solely for divvies.

Well, they had investor presentations in Sydney recently and I guess that might've something to do with recent buy up. In any case "watch the space", won't be long before news comes out.

[golden city]

another merger possible

[Kirk]

It still seems undervalued even for just the current business structure given the high forecasted growth rate for the next 3-4 years. One of the better bargins running around on NZX atm?

[golden city]

one pitfall is that we haven't got a forecast for 2016..., to me...it could be just a little bit better than last year..., normally they give some sort of idea earlier.., to not give any forecast yet.., to me ..it won't be too exicit next year..,

[Kirk]

my growth rate estimation is based on the $30mil target. However it is assuming even growth