THL - Tourism Holdings

[percy]

I do not know,however "the market" is saying it doubts it will.
So should we decide to "only" pay twice the 6.175 eps growth?
6.175 x 2 =12.35.
So PE of 12.35 times year 2020 eps of .428, gives a share price of $5.28.
SUM easier decisions elsewhere,should you follow Rob??

[Yoda]

I do not know,however "the market" is saying it doubts it will.
So should we decide to "only" pay twice the 6.175 eps growth?
6.175 x 2 =12.35.
So PE of 12.35 times year 2020 eps of .428, gives a share price of $5.28.
SUM easier decisions elsewhere,should you follow Rob??

Written on 13/7...thanks Percy .. Will we get to 5.28?

[Jantar]

Written on 13/7...thanks Percy .. Will we get to 5.28?

If we do, I shall sell half the remainder of my portfolio and buy only THL

[Yoda]

If we do, I shall sell half the remainder of my portfolio and buy only THL

Sounds like a good plan !,

[percy]

Written on 13/7...thanks Percy .. Will we get to 5.28?

I do not currently own THL and do not have an opinion about them,however the market does have a habit of overshooting/undershooting,and the chart does indicate $5.28 is possible as the sp is a downtrend from the high of $6.85 it reached a few weeks ago.If I was looking to buy I would wait for the trend to change.The current sp is $5.60.
I can only quote Market Screener figures,which I do not know whether are correct or not.
It would appear 2019 projected eps are causing the present sp weakness.
The eps growth from 2019 to 2020 is 35.8% and the 2020 to 2021 eps growth is 30%.
So one bad year,with five great years.
...........……………..2016......……...2017............. 2018.............2019............2020...........20 21.
eps....................20.5...............24.6.... ..........49.6.............25.4.............34.5.. ..........44.9
eps growth.......................20%............100%.. .......-[48.2%].......35.8%..............30%
PE ratio............................................. ..............................22.9.............16. 8...........12.9
yield............................................. ..................................4.27%..........5 .10%........6.17%

[Yoda]

Thanks Percy.....better keep some cash on hand .

[oldtech]

I do not currently own THL and do not have an opinion about them,however the market does have a habit of overshooting/undershooting,and the chart does indicate $5.28 is possible as the sp is a downtrend from the high of $6.85 it reached a few weeks ago.If I was looking to buy I would wait for the trend to change.

Well on it's way there at the moment ...

[winner69]

Well on it's way there at the moment ...

Yesterday’s close of 555 another low in this downtrend from 685

Lower highs and lower highs equals downtrend

More than 20% off its highs ..ouch

Becoming more realistically valued on cash flows by the week. Desperately needs to announce a decent acquisition to pump up the share price again.

[Beagle]

Yesterday’s close of 555 another low in this downtrend from 685

Lower highs and lower highs equals downtrend

More than 20% off its highs ..ouch

Becoming more realistically valued on cash flows by the week. Desperately needs to announce a decent acquisition to pump up the share price again.

The directors have not clearly articulated their strategy or the expected benefits of Th2. Market is unconvinced this adds any value. These sort of IT projects almost always have a habit of going WAY over budget sometimes by multiples of same. TA looks shocking.

[winner69]

Did somebody mention 528 as a possibility