THL - Tourism Holdings

[percy]

N.Z. has headed down by a pretty decent amount in the last week which will be assistive towards tourism to N.Z and in terms of conversion of U.S. earnings to $Kiwi and also assistive to any party looking to make a takeover. I think its clear that a certain shareholder is "on the march" towards 19.99% being the threshold before a takeover is required. "Blind Freddy" can see what's happening here. Disc: I added more this morning.

Look forward to your next name change.
"Blind Freddy" has a certain ring to it..!!...lol.

[Beagle]

Look forward to your next name change.
"Blind Freddy" has a certain ring to it..!!...lol.

LOL the hound is happy with his new name. Beagles are not known for their eyesight but have legendary ability to sniff out trouble

[sb9]

Ok, let's do some maths.

As per previous SSH notice, HB Holdings (Chinese holding) were holding 7.35% or 8.89mln shares of THL.

Assuming today's big crossing of 4.2 mln shares was them, then it takes their total holding upto 13.09mln shares or about 11% of THL's issued capital of 121mln shares.

Further acquisition of another 9% would see their holding getting close 20%, which is the threshold for full takeover.

Let's see how things unfold over next few months.

[golden city]

Everybody is on thl atm at the moment. Looks like no one looking at rakon Rak has some underlying value from thinxtra. Which could be a turnaround story with the Taiwan company helping

[Beagle]

Ok, let's do some maths.

As per previous SSH notice, HB Holdings (Chinese holding) were holding 7.35% or 8.89mln shares of THL.

Assuming today's big crossing of 4.2 mln shares was them, then it takes their total holding upto 13.09mln shares or about 11% of THL's issued capital of 121mln shares.

Further acquisition of another 9% would see their holding getting close 20%, which is the threshold for full takeover.

Let's see how things unfold over next few months.

Interesting times indeed, my rating BBB (Beagle busy buying)
Stock is a good long term buy anyway so the chance of a takeover looks like a free carry possibility on making an extraordinary short term gain.
So lets flip the coin....heads you win long term, tails you win short term. Can't lose ? Yeah...nah, coins can on very rare occasions land on their edge.

[winner69]

Peat put this on the AIA thread

Rodney sees a link between immigration and tourism

Will the government's immigration cuts pose a threat to tourism?

http://www.sra.co.nz/pdf/TourismThreatOct17.pdf.

[Valuegrowth]

Yes it a good company for NZ to loose. Better not lose this NZ icon. We all should get together and should buy part of its business.

Bloody annoyed if this becomes the next NZ company to be swallowed up by overseas interests .
This is a too gooder company for NZ to loose.

[Valuegrowth]

For me taking part of its business entirely depends on the new development and value. Serious investors or mangers have very long term plans. They create long term share holder value for faithful investors. If a company is not running well, not straight forward and they don’t have any long term plan it is wise to sell their stocks as fast as we can. In addition, once stocks become overvalued, eventually they will go down in bear markets.Any price-sensitive announcements have already been factored into the stock’s share price. This is no longer a value share. It is trading above intrinsic value.

[Justin]

may i know the intrinsic value price,thanks.

[iceman]

may i know the intrinsic value price,thanks.

And how you calculate it ?