THL - Tourism Holdings

[winner69]

Love this bit “...we consider that the business is performing well on a comparative basis.” (To other market players in the US)

So the whole market is stuffed ....so thl not too bad after all.

[Balance]

Love this bit “...we consider that the business is performing well on a comparative basis.” (To other market players in the US)

So the whole market is stuffed ....so thl not too bad after all.

Lost count myself of how many NZ companies have gone to the US and lost big money.

Why do they continue to throw good money after bad into that most competitive of markets?

Ego at shareholders' expense?

[Beagle]

No mention of Togo and the tech side ...thought they could have added some good stuff about that to keep punters excited about the bright future the way business is done

But at the end of the day suppose it’s the bottom line that counts...like real money

The whole foray into the US market is looking like a slow motion train wreck. Never mind, just keep borrowing even more to pay out dividends and throw it into more tech apps well. That's got to appeal to both tech heads and dividends hounds so must support the share price regardless of results, right ? Heck, why not go all out and float it on the NASDAQ.

[winner69]

The whole foray into the US market is looking like a slow motion train wreck. Never mind, just keep borrowing even more to pay out dividends and throw it into more tech apps well. That's got to appeal to both tech heads and dividends hounds so must support the share price regardless of results, right ? Heck, why not go all out and float it on the NASDAQ.

Suppose all the “punters” who through $80m into the pot are still happy.

Time for Chair to go I reckon ...a year ago he was talking about vitality

[macduffy]

Suppose all the “punters” who through $80m into the pot are still happy.

Time for Chair to go I reckon ...a year ago he was talking about agility

And not so long ago he was close to being Sharetrader's favourite!

[Beagle]

Too much on Rob Campbell's plate, by miles, even for a workaholic. He's too old to maintain the pace he once did. He needs to have a nice long chat with that charming Dr Marie Bismark on the SUM board, (she's a bit snooty and doesn't hang around to talk to the shareholders after meetings though), and she needs to talk some common sense into him about a more balanced and appropriate lifestyle for his age. I agree, time for him to step aside and for some fresh idea's. Can't help wondering if his halo doesn't work in America...out of his depth over there ?

[winner69]

Rob will hate turning up to an AGM going over a ****ty years performance and saying the current year is even ****tier.

[BlackPeter]

Rob will hate turning up to an AGM going over a ****ty years performance and saying the current year is even ****tier.

Isn't this (FY2020) the year where they promised still in 2017 to achieve a $50m NPAT?

Must have been one of these aspirational goals anyway ... but probably useful to lure more money out of shareholders pockets.

Maybe just the time for some alternative facts ...

[winner69]

Last years ASM Rob told about how he had read about a Boston Consulting study that mentioned this ‘vitality’ thing and quoted F Scott Fitzgerald “vitality shows not only in the ability to persist but the ability to start over” and concluded that captures what thl are trying to do


Wonder what he’s been reading lately.

[winner69]

Have thl ever come up with a revised $50m profit in FY20 target ...mentioned they would

Looks like FY20 going to be less than $25m .....hmm